60 results found
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Follow-Up Auto Reassign
It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.
6 votes -
User Search Query Options
I would like to see the user search criteria section for the scholarship database have the functionality to query the last logon date (i.e. > 1/1/17). I deactivate users who have graduated from our district or who have never used the system. Also, it would be nice to be able to do a batch option to deactivate multiple inactive users.
1 vote -
3rd Party Confused
We had a lot of problems this year with 3rd party individuals being confused by the fact they received an email from the student and an email from us for the same request. Is there some way to streamline things so that the 3rd party recipient would only receive one email? I would prefer our template email to the student's email, as they often don't include all or the correct information. Or maybe possible to add the students email wording to the start of the auto-generated email? It became even more confusing for students who were requesting documents for multiple…
9 votes -
duplicates
Duplicate organization Fix - For all new User accounts I would like to suggest that the organization be available as a pop-up selection options vs initially creating the organization. This could cut down on the many duplicate fixs still be experienced in the system.
20 votes -
Close Request - Batch
It would be helpful if you could use the batch Close Request function when their are still open follow ups. We terminate students who have submitted their follow for the semester but have to go individually in to the request to close it. Since you can close a request with open follow ups on an individual basis you should be able to do it by batch as well.
6 votes -
Highlight questions with different colors
It would be nice to be able to add different colors to questions. For example, highlighting all internal questions in yellow so we could quickly scroll through the application and see what sections we needed to fill out. Or, it would be nice to be able to highlight specific questions in the application that we wanted other reviewers to look at if there were issues or particularly interesting content. It would be like using colored sticky tabs on a paper application.
60 votes -
Make "Other" option on Checkbox questions fillable
For checkbox questions, there should be an option to add "Other" and allow the applicant to fill in a small text box
60 votes -
Timing of Automated Emails
Hi there. I notice that some of the automated emails I have set up in my processes are sent out by the Foundant system at odd hours of the night. Recently I had a batch of reminder emails that were sent through the Foundant system at 2:00 AM. It would be wonderful if I could set a time for those emails to go out, or at the very least to have the system send automated emails at a more reasonable hour. My concern is that if grantees have email and notifications set up on their phone, my reminder email might…
20 votes -
Proxy landing page
When you are finished using proxy as an applicant, and you "stop proxying as ___" it would be great if you could remain on the same screen, but with your view. Or, at least go back to the screen you were on before you began to proxy.
21 votes -
Scholarship communication with applicants via text
Many students do not check their emails or voicemails on a regular basis. Some do not even set up their voicemail boxes. Texting is their primary mode of communication. Having the capability of texting messages to the applicant might speed up their response to our requests.
69 votes -
Shared documents for applicants to use in applications
Now that Foundant GLM is used by so many foundations, perhaps it would be useful for applicants to be able to load documents in something like Shared Documents that they could insert into applications. Such documents could include Annual Reports, Board Members, Current Major Donors, Current Operating Budget, Audit, Letters of Support, Letters from Collaborators. It would be the applicant's responsibility to keep these Shared Documents up to date. Pulling these Shared Documents into an Application could be a time saver for applicants.
25 votes -
Set up notifications/reminders for Evaluators, like Applicant reminders
Wouldn't it be great if Evaluators were not only notified that an LOI had been assigned to them, but then they received automated reminders that the deadline to respond was approaching - like Bill Pay Reminders! If I were the Evaluator I would be notified that an LOI had been assigned to me and then notified that it was 10 days, 15 days, 20 days without a response. Of course, you'd have the option to turn it on or off and selected when you'd like the reminders, depending on the process. A bit like how the Applicant is notified when…
14 votes -
Naming a Follow-Up
It would be very helpful if the name we give a Follow-Up appears on the printed version versus "Follow-Up". The purpose in naming the Follow-Up is to give it an identity and separate it from the other Follow-Ups. But when the document is printed the name is lost.
20 votes -
"Withdrawn" option
Hi- not sure if others have requested this but any possible
way you guys can add a "withdrawn" option just like:
"Denied", "Abandoned" and "Approved". Thank you!19 votes -
LOI decline vs application decline
We would love to be able to see whether a past grant was declined at the LOI stage or the application stage on the organization summary page. Currently, the application status simply says "denied" if a grant was declined, but for us it is important to know at which stage a past grant was declined. As it is now, we have to go through multiple steps, looking at what we have from the applicant and determining if it is a full application. Simply stating that information on the organization summary page would make this an even better "at a glance"…
8 votes -
0 votes
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"Flag" an Organization
Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.
With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.
An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.
If there…
89 votes -
Mulitple Addresses under Org
We often give to organizations who in turn fund other individuals (actual grant recipient) in separate locations. It would be great if we could have both the general organization info as well as a place for contact info for individual recipient. Sometimes, we even give to one organization with multiple grants, each eventually funding different individuals around the world. I am somewhat new to this so I may be missing something...
Idea posted June 15, 2011 by Amity Wicks, Rivendell Stewards Trust
4 votes -
Integrating Email & Phone Notes
Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.
Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section…
0 votes -
Would anyone else like to see Declined grants in the Dashboard?
I love the quick Dashboard view to see what has been submitted, granted, etc. but would also like the same info at a glance for the number grants which have been declined. There doesn't seem to a be a "one click" way to view this info.
posted August 5, 2011 by Alison King, The Ron Joyce Foundation
29 votes
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