940 results found
-
Add titles to reports
It would be great if there was a way to give a report a title, so it is print-ready. Currently, I export it as a pdf and then add the title there. Without Adobe Acrobat Pro, I wouldn't be able to do that, so I would think this is a challenge for those who don't have it.
20 votes -
Make Password Visible When Resetting for a User
I'm frequently asked to reset people's passwords when they've forgotten their login or have had a staff change at an organization. It's a really small thing, but it would be super helpful if, when setting up a password on behalf of someone else, that password field was visible, rather than showing up as the little character dots. I understand why we can't view user passwords for security purposes, but when I'm setting up a password for someone else, it would be great to confirm that I'm not typing anything incorrectly as I do so!
8 votes -
Allow for attachments to be added to email templates
Please add the ability to attach a document to an email template.
10 votes -
Printing out emails
It would be very helpful if I could print out sent emails from the GMS. My workaround is to copy myself on my email templates but I'd like the ability to go and print out any sent emails, as needed.
15 votes -
More than one "after Due Date" follow-up
It would be helpful to have the option to add another "after Due Date" automatic email to Follow-ups. Right now only "To Assignee 7 days after Due Date" is available and we'd like a "To Assignee 14 days after Due Date" as well.
11 votes -
Merge Templates and Charity Check
I would love to see the ability to merge charity check data fields into merge templates. You can do it in reporting, but not merge templates. This would be very helpful for me.
5 votes -
Number of Characters
Please make it very clear that characters include spaces. This is a basic definition of a character for Foundant that is different from other definitions. It took way to long for me to find that the character number limits include spaces, while the less useful information about the number of characters in a page was readily available.
5 votes -
Adding Additional Contacts
Perhaps I'm missing something, but I would like to be able to add additional contacts to a request, without assigning them a password to log in. We use the cc/bc option a lot in our letters and the only way I can see to add these additional contacts requires me creating them, which them prompts the assignment of a password and them subsequently receiving an email about their account creation. Can there be a way to just add additional contacts that we can choose to merge with documents when we create them?
10 votes -
"make payment"
Add a "fund source" field to the Make Payment form
3 votes -
Email to Grants Manager when follow-up is complete
We have matching grants as part of a Foundant process, and we send the match payment after we receive the final report Follow-up. It would be nice to have the system automatically generate a notification to our grants manager when the Program Officers have marked the follow-up as complete.
11 votes -
Administrator Comments vs Applicant Viewing Administrator comments
In the past few months, I've seen a high increase in applicants emailing and calling saying they cannot find the "Administrator Comment" when I revert back to draft, so I logged back in as the applicant to see what the sudden confusion is - it's incredibly hard to find in the applicant view! When I MAKE an administrator comment, there is a blue highlighted strip across the top. When I log in as the applicant, there is just a little vertical bar, with text smaller than regular instructions. A lot of our applicants are elderly, and it's been very time…
5 votes -
Set up an administrator notification for when evaluations are completed
We have our evals set up to get management approval of submitted grants before we proceed with processing them. I'd love to get a notification that the evals were completed to serve as a prompt for me to log in and move the application forward.
25 votes -
Request ID Visible
We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…
6 votes -
One place to view all documents
As it works now, we can upload documents to an organization or request and applicants upload documents into our letter of inquiry, application and follow-up forms. The downside is that when we go to look for a document, we have to know exactly where it was uploaded.
It would be amazing to have one place on the Organization Summary page where we can see all uploaded documents for that organization in one place, with columns showing when the document was uploaded, which Project Name it is associated with, which form it is located in, etc. It would also be amazing…
34 votes -
email reply tracking
Is there a plan to capture email replies from a system generated email in email history for an organization?
11 votes -
Merge Document for Multiple Processes
Because our applications differ by grant type, we have set our processes up by foundation and then by grant type. So for one foundation, we may have five or six different processes. The Board will review all foundation requests at the same time. It would be nice to be able to run a merge document for multiple requests across multiple processes. This would save us a tremendous amount of time when generating award/declination letters.
3 votes -
Sharing Evaluation Comments
It would be great if it was possible to have the option to share Evaluation comments with Applicants.
6 votes -
Sending Follow-up Reminders to Multiple People associated with an organization
It would be great if there was a way to send the follow-up form reminders to multiple people within an organization. For example to the person assigned to the form plus the executive director.
24 votes -
Constituent Resource Management (CRM)
Currently, I'm using SalesForce to track all interactions with people who are not connected with a grant. I meet with many folks and would love to track my meetings, phone calls, etc. I would love to use Foundant for everything.
16 votes -
Invalidating data in a field
Prevent invalid data in a field with a stop alert. It would be great if you could invalidate an applicant's improper entry in a field. For instance, if a certain org. budget size is an eligibility criterion, It'd be great if non-confirming entries got a "stop" message to refer back to instructions, guidelines, contact staff with questions, etc. So if an award cycle is intended for orgs. with budgets less than say $200K, it would offer an alert or error message to the applicant for any figure above that amount.
3 votes
- Don't see your idea?