928 results found
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Shared Question across processes
We have a question used in several processes. I propose a question maintained in the process manager than can be added to multiple processes. We would have one location to maintain the response options for simplicity/authority. It would also streamline reporting metrics with uniform answers for comparison.
6 votes -
Turn Preview Off
I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.
We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.
Having the ability to hide or remove the "Preview" option while still having the process/application show on the…
2 votes -
Batch Edit Report Deadlines
We typically have multiple organizations who miss the deadlines for our grant reports. We would like to be able to batch edit deadlines for those reports so we can more quickly make them available for completion and don't have to go into each report to edit individually.
5 votes -
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!?!
3 votes -
SLM FOLLOW UP DATES
It would be very slick if we could select a group of students and change or extend their follow up due dates in a batch rather than at one at a time.
PERHAPS IT IS POSSIBLE TO DO THIS ALREADY?
Many thanks for looking into this.2 votes -
Autopopulate Emails Addresses
It would be great if emails sent from Foundant would autopopulate as you typed the email addresses from the Users stored in Foundant
3 votes -
API Integration of SAM-UEI Verification
API to integrate a UEI verification function: https://open.gsa.gov/api/entity-api/ [open.gsa.gov]
This would allow organizations that require a SAM-UEI to verify the number submitted.
Thanks Eric Ashby from the Indiana Arts Commission for the heads up on this one!
12 votes -
New administrator comment notification to applicant
We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!
7 votes -
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.…
6 votes -
Evaluations
When evaluators are assigned to grant applications making sure the mandatory fields are completed, if not, giving them an alert before they can submit/finish.
5 votes -
Show Decision Status
Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…
12 votes -
There needs to be a way to delay the automatic email for follow up's
Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.
5 votes -
Drop -down menu in the organization field when the applicant is creating an account
When applicants create their accounts, it would be nice if the organization field provided a drop-down menu of the current organizations already listed in the account holder's account. This would help eliminate duplicate organizations and save the administrator time going through all the organizations and merging duplicates.
3 votes -
Be able to add more DocuSign fields in Merge Templates
In addition to multiple signatories, I'd like to be able to add DocuSign fields such as Date Signed, text boxes and radio boxes.
5 votes -
dark mode
we need a working dark mode.
3 votes -
customize fields in process summary
We have 5 identical (or close to it) processes for our grants (2 yr cycle). Each process has a Director and Grant Manager(s) that are unique to it. It would be nice to have that information in the Process Summary. It would also be helpful if those fields were available as merge fields.
2 votes -
recurring grants
It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.
4 votes -
Batch Create Merge letters from Approval Buckets
For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…
9 votesThis workflow today can be completed from Request and Decision.
-sammie
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Donors Candid/Guidestar data via CSuite
Could it be possible to get Donors Candid/Guidestar data via CSuite?
1 vote -
Evaluation Score Export for Evaluators
It would be very helpful to have functionality built into the Evaluator role that allows each evaluator to download a quick export of all of their scores for each application. The custom columns feature does not allow for enough columns to be added so that all scores can be seen by each evaluator. Currently, Admins have to run reports of all scores and provide these to each individual evaluator so they can see all of their scores in one place.
1 vote
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