839 results found
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Allow automatic email notifying Administrator of evaluation submission
Our site visit report is currently on the Eval 2 tab. It would be helpful to receive a notification when the site visit report is completed.
8 votes -
Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
5 votes -
data validation
I wish i had a way to confirm existing vendor ids that are hand entered. If my grant managers make a mistake here, the wrong people get paid.
I looked at using a branching question. But there is no way to see if the answer to Q1 matches the answer to Q2...
In my form it's set up as:
Does your school have an existing THR Vendor ID? (Y/N)
Branch Group: Yes
Enter school's THR vendor ID: __________ (integer, limited to 15 chars)
Confirm school's THR vendor ID: _________ (integer, limited to 15 chars)I want the next section to…
2 votes -
Follow-up Due Dates Shareable in Other Follow-ups
It would be great to allow Follow-up Due Dates to be shared within Decision forms or future follow-ups. For example, within our Decision process and within our Grant Agreements (follow 1), we mention that grantees will need to complete a Final Report (follow-up 2). We would like to auto-populate the Due Date of the follow-up 2 in both the Decision process and the Grant Agreement so that grantees can sign-off that they acknowledge and commit to the final report. Being able to auto-populate this field based on system due-dates would allow for efficiency as well as minimize human error. This…
5 votes -
executivedirector@valleyfoundation.ca
When viewing merge documents in the Documents tab of a request, I'd like to be able to view the document (like the Document Viewer in applications and follow up forms) rather than having to download it.
3 votes -
Option to Disable Question List Button for Branching Processes
We use branching questions in our grant application that are set to internal so we can branch an applicant to the application we want them to complete and not have multiple processes in our site. I just realized that when an applicant clicks on the "Question List" button in their site, this shows them ALL of the questions in our application, regardless of how the application should be branched. The fact that applicants can see the entire question list for an application seems to negate the purpose of branching. This is very confusing for applicants because they do not know…
4 votesHello,
You are correct in that all branch groups are displayed in the question list; we follow this as best practice for projects like project streamlining so that applicants don't become surprised by the amount of time the application will take them. We also encourage as a best practice that you add instructions to the branch groups for that visibility and communication explain when they will see that group.
However, Internal Questions should not be displayed to applicants. Please report this to our support team so that we can review it.
- The Foudnant Team
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Ability to sort in the Documents folder
I see that someone else had suggested this but the idea was archived. In the documents folder, there is no way to reorder the documents. It puts them in order of the date they are uploaded. It gets a bit confusing when adding documents later into the process and they are out of sequence. The only way to rectify is to delete the documents and reupload them in the order desired. But then if something else is submitted that should be kept such as background information prior to the approval or denial of the request, they're out of sequence again.…
4 votes -
Evaluator score columns needed
We need side-by-side columns for our evaluators so that they can see how their individual application score compares to the group of evaluators' average score. Only the person in the admin role can see the average group score. And, if the admin is also an evaluator, things get messy quickly in a meeting. An admin/evaluator can never see both their individual score column and the average score column without flipping between roles. Having the ability to see individual scores and average scores on ONE PAGE in side-by-side columns will greatly help with our evaluation meetings and enable us to make…
8 votes -
Assigning Evaluators
I would love to have a search option when evaluators are assigned. We have over 150 potential evaluators so it would be helpful to be able to search by name instead of scrolling to find the evaluator's name.
7 votes -
Make CSuite Grant ID# visible to Applicants, and add to merge field options
We currently use the CSuite Grant ID# for any GLM-synced grants as an identifier for award agreements. Would be helpful to have that number appear in the Applicant portal for reference. Would also be helpful to have a merge field so that we can add the CSuite Grant ID to letter/email templates.
4 votes -
add alerts/auto-emails for documents when uploaded
Add the ability to add an auto-email template so users can be notified when a document is added to the documents tab. Especially if applicant facing.
4 votes -
bulk update
Howdy! We are trying to increase our usage of electronic payments for grantees and are updating tens and hundreds of profiles at a time.
As it stands now, updating ACH settings in CSuite require two separate bulk updates - one for ACH settings to add account and routing number, and the second for changing the default payment type. That means culling two reports to 'match' the profiles ID (which is the most labor intensive part of the process).
2 votes -
Searching for a former name of an orgnization - not DBA
Here is a common scenario. An org is fiscally sponsored by a church and then gets their own 501c3 status and changes their name. In foundant, we would update the org name to say (formerly XYZ Church). When evaluators see the church name - they often ask whether services are limited to members of that church even when the org has nothing to do with the church (e.g., a food bank). To remove any confusion for evaluators - I tried adding the church name to the Sort Name, but when I tried to do a search for the church -…
4 votes -
rearrange forms in Process Manger
It would be wonderful if we could rearrange the forms in Process Manager to have them alphabetical or whatever arrangement makes most sense for each user
6 votesConfirming you are referencing the general forms tab with in the page.
Please not that can be sorted by the column header, today.
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automated email
It would be great to set up an automated email sequence for applicants that was timed around incomplete draft applications. For example, one week after an application is started, an automated template email is sent with a "thank you for starting an application, if you have questions or need help please reach out to....don't forget the application deadline is X"....and similar. I try and send reminders to our in-progress draft applicants regularly; having an automated sequence would be really great--similar to what you see in email marketing packages.
3 votes -
It would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
t would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
2 votes -
archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
14 votes -
drop downs for personal information
Would it be possible to add a drop down for students wheen filling out personal information. ie Mr., Ms. and that when a student types street or St. it would auto change to Street? this would save us so much time in making corrections.
3 votes -
Badge-like notification when new submissions/follow-ups appear on dashboard
We often have dozens — if not hundreds — of LOIs, approvals, applications, and follow-ups on our dashboard at once. It would be wonderful to have a visual indicator any time a new LOI, application, or follow-up is submitted. For example, let's say I log in at 9am and my dashboard indicates 133 follow-ups in the "Submitted" bucket. I come back to my desk at 10am, refresh the dashboard, and there are now 135 follows-ups in the submitted bucket. "135" now glows with a different color and a "+2" alert. Once I click into my Submitted follow-ups, that alert resets…
2 votes -
Export batch as separate documents
Currently, exporting a batch of templates compiles all documents into a single file, which often requires them to be manually split at a later stage. It would be greatly appreciated if we could automatically export all selections to separate documents.
2 votes
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