844 results found
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Re-Arrange Contact List in GLM
It would be useful if you could re-arrange the Contact list under Organization Summary in GLM. Simply click and drag to re-arrange the Contact order.
1 vote -
Clarifying language for the Warn Applicant of Existing Application pop up
Users may find it helpful if Foundant updated the language on the applicant-facing pop-up that notifies users of existing request drafts. Currently, the pop-up provides link to the existing draft(s) and two buttons: Apply and Cancel, which does not seem to be intuitive for navigating to an existing draft.
To reduce confusion, would it be possible to change the Apply button text to Start New Draft. This updated language would clearly indicate that selecting this option will create a new draft rather than continuing with an existing one.
This change should improve the user experience by making the navigation options…
1 vote -
Update branching logic when updating or synching fields
I recently requested that some fields be synched between two processes. The sync resulted in broken branching logic on one of them. I would like for branching logic to be automatically updated when fields used in the logic are updated, i.e. when fields are synced, or when a multiple choice item is renamed. Because the updates often are made outside of the form that has the affected logic, the only way the broken logic is ultimately discovered is when an applicant encounters an issue and reports it. If branching logic can't be automatically updated, then please provide some sort of…
1 vote -
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 -
Enable grant reviewers to print their comments for reference
Our board members who review grants would like to be able to create their own report that would show their comments for each applicant, so they could print these and bring them to the review meeting.
1 vote -
You should be able to close requests even if follow ups are still outstanding
We have a process where we give grants out - the applicant has to complete the grant contract and then submit a grant evaluation at school year end. However, some never submit their evaluations. We do not let them be eligible to apply for another grant unless all their evaluations have been submitted, so we do not want to close or abandon any of the outstanding follow up forms that say "MSHE Grant evaluation". However, at the end of the cycle, I want to be able to close out all my grant contracts that have been completed, however, since a…
1 vote -
Ability to Duplicate Search Contacts
When you click into Organizations, you can perform a basic "duplicate search" and easily merge duplicates. I would love to see this same option for contacts.
1 vote -
follow
We recently implemented a quarterly report for one of our grants - it would be great if there was a way to assign the same follow up more than once rather than creating a copy of the report for each quarter.
4 votes -
custom fields on evaluator dashboard
GLM - It would be great to be able to add more than just one custom field to the evaluator dashboard.
3 votesHello,
You can add to two custom field on the evaluator dashboard. Do you need more than that?
If please explain what you are sharing and if there are standard fields that would not need displayed.
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Add "Request Amount" into "Organization Request Summary" Merge Table
This one has been previously archived, but when we get the summary of an organization, we really really would like to see the amount they requested, even if their grant was denied. This is one area where Blackbaud allowed us more functionality than Foundant.
Along the same lines, when you look at org request history, it would be nice if it showed amount requested in the summary at a glance.
1 vote -
snippet
TLDR: I'd like to be able to reuse a snippet of a form on another form, perhaps from a library of snippets.
Let's say in 2023 I built one great form and copied it 20 times so that all my forms built in 2023 used the best practice of sharing their fields (variables). Now in 2024 I have a new group of fields - budget or demographic fields that I need to add.
After developing a fancy new table on one application form, the admin should be able to save it to a library of snippets and then it should…
1 vote -
Project URL in Evaluations
It would be great if we could click on a Project URL during an evaluation and it be a hyperlink to take us to the URL. Instead we have to copy the URL and paste it in another browser window to view it.
2 votes -
Adding shared questions to installment forms to improve information in payment tracking table
The standard columns for the tables are not optimal for our program, so we've assigned project numbers to each funded application. I would like to be able to see this number in the payment tracking table, but can't add it to the installment form as a shared question. Woiuld this be valuable to others?
I would also like to be able to delete some of the standard columns--project titles take up a lot of space and are not that useful!
4 votes -
sue.sneeringer@dca.nm.gov
being able to be alerted when an applicant makes a change to their profile/account.
1 vote -
Evaluator batch print function
Someone else has already asked to add batch printing to the Evaluations stage, but we really need it to go one further, and to allow Evaluators to batch print for themselves. This is the number one thing all our Evaluators, many of whom are reading over a 100 applications at a time, have been asking for for the last several years, and when we switched to Foundant, we had thought we were giving them that, only to find out after the fact that we misunderstood, and they still have to download one pdf at a time. Adding batch printing to…
1 vote -
insert merge fields in questions
I wish i could use merge fields when building grant agreement forms. I have a paragraph called RECITALS that has project specific information in it. I wish I could use merge fields in the instructions questions....
This Memorandum of Understanding (“MOU”), indicates an agreement to assist in the implementation of <<Project Name >>(“Project”), a Community Benefit Grant in the Texas Health Community Impact (THCI) <<Region Name>> Region, targeting <<Target Population>> in <<Denton-Wise ZIP Codes>> ZIP Codes. This MOU is between «Organization_Name» (“Grantee”) and Texas Health Resources (“Texas Health”).
1 vote -
more characters for instruction questions
Still need more characters for instruction questions. I am building a grant agreement today and have a table that i'm trying to copy and paste into an instruction question (from word) and it is 639 characters too long! :-(. Maybe up it to 5000? Pretty please!?!
1 vote
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