1025 results found
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branching question in follow up form
Allowing branching questions within a follow up form will improve the grantee experience by only answering the most relevant questions based on the responses.
1 vote -
fraud detection
We had several fake applications submitted in our last grant process. Mostly we suspect real people using AI to help them build "believable" documentation for the evidence request, such as fake Schedule F or P&L statements as well as fake vendor receipts for reimbursable activities. We'd love to have some sort of detection tool for spotting those as we had several red flags across the fake apps that were shared. See attachment for details.
1 vote -
random generator for applicant id in SLM
SLM: Please add a random number generator for Applicant ID to make the applications truly double-blind.
1 vote -
Spendable Calculation
For our use with scholarships and our budgets it would be helpful to allow the user within foundant to designate the years we are calculating the three-year average. For example, our scholarship budget is due in the fall of one academic year, and it's created before the end of the FY. Therefore, we need to be able to calculate the average of the three years prior. So, for example, to calculate the FY26 Spending it was calculated off the EOFY 2025, 2024 and 2023. We need it to be calculated off of EOFY 2024, 2023, 2022. The ability to change…
1 vote -
Nominator Role
Need the ability for someone to nominator another person or organization to receive a grant. The nominator is not the recipient but needs to initiate the application. The recipient will receive the award and will need to be assigned follow up forms.
2 votes -
Add a company field for evaluators
It would be great if there could be a company field that is available for evaluators. I don't want to have to create an organization to attach the evaluator just to have the company name associated with the evaluator.
1 vote -
Default Account Setting for QBO Integration
Being able to set a default account for QBO syncing would be really helpful if most (or all) payments are recorded in one account.
1 vote -
Payment Tracking - custom columns options
The Payment Tracking page could be globally more useful (e.g. replace workflows requiring the Reports tool) if more filters and views could be added/used on that page.
Custom Columns:
- view process name as a column
- view decision date as a columnSearch:
- search by decision date... just a start to the ideas
(Payment Tracking could be used to look back at activity, and look ahead to actions needed.)
3 votes -
Prevent Grants Managers From Viewing Data From Processes Not Assigned to Them
We can limit the processes a user with the Grants Manager role can access; however, this does not prevent them from seeing data from other processes when viewing organization dashboards or running reports. It would be helpful to prevent Grant Managers from seeing data they do not need access to.
2 votes -
Limit Organization Applications per Process
Limit the number of Organization applications. We need the option to limit the number of organization applications to one (1). We tried using the "Enable Request Limit" feature, however, this only prevents users from submitting more than one. Multiple users within an org can start applications. This prevents our ability to see accurate number of orgs applying.
2 votes -
Searching for users with NO assigned role
Would be helpful to be able to search for users with NO assigned role so that someone can easily identify them and then assign them roles. Currently, the search function only allows to search by Role--obviously that omits a whole group of folks who were never assigned roles when their user account/contact was created. Ideally they would have been assigned a role at the beginning, but when a new GM comes and wants to clean up the system/make sure everyone is rightfully assigned, there's currently no way to do so without individually accessing THOUSANDS of user accounts to check.
3 votes -
Add Request ID to search criteria
We print the Request ID in most of our reports. It would be very handy to be able to search for a request using this unique identifier.
2 votes -
Make it easier to sort fields in reports
It is incredibly difficult to sort the selected fields for a report. Every time I am trying to change the order of combined fields around other combined fields, it only allows me to combine that field with the other field. It won't let me put the combined field next to the other combined field. This has made it almost impossible for me to order my columns. I've had to find a workaround by separating the combined field and then recombining.
One way that might help is being able to change the order of columns in the report itself. But in…
1 vote -
beth@cincinnatischolarshipfoundation.org
When an applicant submits multiple applications because they change their mind about which school they plan to attend (because they can't edit their submitted application) it would be really helpful to be able to add a column in the view of the profile summary to see the school so that we can abandon the UA and its associated opportunities that are no longer their chosen school.
1 vote -
Bulk Download
We would like the ability to bulk download print packets after they have been moved forward. As it stands now, there is no alternative workflow for batch downloading the print packets once the evaluations have been completed.
2 votes -
Assignment grid - making it more user friendly
When assigning applications to reviewers in the Meeting Manager, there used to be a super helpful feature that allowed you to 'pin' a reviewer to the far left of the table to more easily assign them to applications. Now, if you even have more than 2 reviewers (which is always the case!), it's very hard to have to scroll all the way to the right and then all the way back to confirm you're assigning the right person to the right application!
1 vote -
Collaborator and Upload Questions
It would be nice to give applicants the option to share or not share file upload questions to collaborators. For instance, if the applicant is uploading sensitive documents, ie. pay rates, a collaborator may not need to see uploaded document information.
1 vote -
Collaborator added Functionality
With the collaborator feature, it would be nice to be able to have the option to have a check box to share admin comments to the collaborators if needed. Now that collaborators can assist applicants, admin comments are only visible to applicants.
1 vote -
Add Field Visibility in Reporting
I would like to be able to pull the visibility of a field into a report. I've come across a field that is on several of our processes and it's supposed to be an Internal visibility field, but on some processes it's visibility is set to Everyone. It would be so much easier if I could run a report to see which processes or forms that field has the incorrect visibility so I know which one's I need to correct versus having to manually click into each process and verify one-by-one.
It could be a great tool to confirm that…
1 vote -
Duplicate Search by Organization Name
Duplicate Search - I need to list organizations by Organization name, when conducting duplicate searches. I think that used to be an option.
2 votes
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