1043 results found
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Custom navigation
I am suggesting that the header area be made editable. It would be worthwhile if we could truly mimic our website header (logo and navigation) so the user thinks they never truly leave our website since there is no option to embed Foundant forms.
1 vote -
"Close Request" button
The "close request" button has caused confusion for our staff. It's being clicked accidentally. As you go through the scholarship workflow, you often click the buttons in the bottom right corner. The Close Request button is located in the bottom right, but is not a button we want clicked. I also think using the word Closed is not the right word to use. Could the button be moved and the name changed to indicate something more drastic? "Close" can sound like you are just finishing this particular step in the process. Thank you!
3 votes -
redirect to main page after password reset
Redirect to login page after password reset.
Can you please have the system automatically redirct to the main login page after a password reset has been completed? This seems like an easy fix and should be automatic but currently users have to then go back in and locate the login page after they just reset their password.
In a perfect world, we could also have the system automatically send folks a password reset when adding new users to an organization vs. having to tell them to go reset themselves or manually having to send them an email reset link.
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…
7 votes -
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 -
visibility of forms
We use a two-step evaluation process which involves two different groups of evaluators, one for each step. Once the first group evaluates the LOI we would like to restrict the visibility of that form from the second group of evaluators.
Right now that requires going into each question and table row or column and updating the visibility, a very time-consuming and tedious job, between the two evaluation phases.
It would be great if we could alter the visibility at the form level, overriding field by field visibility settings. That would allow us to basically turn the LOI form off after…
2 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.
4 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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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!
6 votes -
File upload as shared question to allow budget files to carry forward
We pay grantees on a reimbursement basis. With some programs, this is a quarterly request, with others it is a single installment at completion of project.
In either case, their budget will be collected in excel as part of the application. I would like that file to live with the specific project and be used to request reimbursements. Since file uploads are not shared questions, I don't have an easy way to help applicants do this.
I saw that others had requested this functionality previously and the request hasn't been implemented due to lack of support. I'm hoping that by…20 votes -
Pull Opportunity Info or Flag Questions into Follow Up Forms
When creating Follow Up forms, it would be a real time-saver, and lessen the likelihood of error, to be able to pull information or fields from the Applicant Opportunities section of the Universe into the follow up form. (Or even from the connected CSuite Scholarship.)
Currently, each opportunity we have has its own initial acceptance follow up form where the student must certify they still meet that scholarship's criteria, and we have to manually copy/paste that criteria into the follow up form from the Applicant Description section of the Opportunities page, or the scholarship description in CSuite.
To take it…
3 votes -
GLM: Block new application if grant report isn't complete
Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM
84 votesThank you for the idea.
Would you hope this is implemented across all processes?
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preferred gender pronouns
It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.
10 votesHello,
This can be added to the user form today. One piece we have heard is that this should be more visible in other areas of the software, if you could please call out where you would expect to see this information
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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.
11 votes -
Business Titles
Is there any way to have the applicant's business title, as well as the primary contact's business title, listed on the cover page of the application and follow-up forms? Their other data, such as address, phone #, etc. is there and it would be nice to have the business title listed as well so you don't have to go back into contacts to find it. This would be especially helpful for the evaluators when it is a new or unfamiliar organization applying for a grant.
2 votes -
search special characters
searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.
12 votes -
Ability to Bulk Export Evaluations
We use Evaluations in GLM for ED Approvals. We then have to save a copy of the ED Approval in a sharepoint file and in CSuite. It would be nice to have a bulk export option in the Evaluations bucket so we can export the ED Approvals all at once.
9 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…
11 votesThis workflow today can be completed from Request and Decision.
-sammie
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Link Sharing Errors
When sharing a link to an LOI, Application, or Follow Up with someone on your team to easily access, the link often produces an error message, especially when the team member has another tab open to the Foundant login page. We would appreciate being able to share links to data within the platform without those links resulting in errors.
3 votes -
contact email history-- download capability
It would be excellent if the Contact Email History messages could be exported. I often copy and paste them into word documents to be able to send them to contacts with questions about their award histories.
5 votes -
Applicant Filter
From the SLM Dashboard we have the ability to Filter by Processes. In the same way it would be great to be able to Filter by Applicant.
We do not use universal application so this filter would allow us to group, screen and use Batch options based on an applicant name.
2 votesWe recently introduced Filters to the workload grids. Through these filters, you can narrow down the list by applicant name. Reach out to support@foundant.com to learn more, and please let us know if this helps you manage your workflows.
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