1009 results found
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SLM/GLM ability for Applicants to Chat with Foundation staff
A Chat feature to be able to help students in the moment could be very helpful.
Student behavior - Once they leave an application it is hard to get them back to finish it. Students are used to using a CHAT feature when they need help. They often won't pick up a phone for help & are hesitant to send emails.
I would rather help them in the moment then spend time on my Dashboard figuring out why they have some applications in draft, some in submitted and emailing them how to keep going. (Students often don't read emails)
It…
33 votes -
Adding Hyperlink Capability for Applicants
Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.
6 votesAre you looking for this to be allowed in a text area responses or a separate area for links?
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archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
18 votes -
track response to evaluation question
Can we add a feature to reporting to be able to pull responses to specific questions on the evaluation forms? I have a question that is an action item: Refer to Board, Ask for more info, or deny app.
I need a way to count the # of responses to this question by their answer. We use this + eval rubric score to assess the quality of the applications we receive. I've not been able to figure out how to pull this in the reporting module.
4 votes -
EIN Prepopulating Organization Names
Would it be possible in the future for applicants to type in their EIN and it would prepopulate their Organization Name? It would help ensure that there aren't differences in spelling/format between organization names and would get rid of some steps for our merge template creation!
2 votes -
"Click to Drill In" on Amount Awarded on the Dashboard
It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.
4 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
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UA Opportunity Printing
In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.
5 votes -
Change Check # to Payment # in Installments
Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.
8 votes -
Remove "Rating" as a required field for Evaluations
Remove the Rating system from Evaluations as a required field.
Our Evaluations never show as Complete even when they are because we do not use a rating system to evaluate grants.2 votes -
Using Multiple Docusign accounts
When sending documents through DocuSign via Foundant we want to let multiple people be able to do it. At the moment Foundant only allows it to be connected to one account so other people are not able to receive the documents that they sent out on DocuSign. If there was a way to have separate Foundant accounts connected to different DocuSign keys.
3 votes -
Metrics Dashboard Date Range
It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.
7 votes -
It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.
It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.
3 votes -
Set defaults to have Active and Inactive profiles searched in GLM/SLM
When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".
Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".
2 votes -
Copy responses in follow ups?
I recall there is a feature where applicants can copy responses from one application to another if we turn this on. Would you consider adding a copy feature for follow ups so applicants who need to complete multiple follow ups can copy responses from one follow up to another?
4 votes -
Custom Columns in Search Requests & Decisions Screen
It would be great to customize which columns show on the Requests & Decisions search screen like it does on the workload pages.
6 votes -
"Document Type" location when creating documents
When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.
8 votes -
Collapse blank table rows in packet PDFs
Currently, when I create a table that may have an unknown number of rows used (such as asking applicants to list the date, time, location of grant-funded events), I just have to guess at what might be the right number of rows to add. If an applicant only uses one row of 10 available, the application packet will still print all 10 rows and use up a lot of space. Can blank rows be collapsed in the application packet?
(Even better would be to allow applicants to add rows if needed, but I suspect that's more complicated.)
4 votes -
Move Save Summary button above process description
After more than 6 years at Foundant, I still forget to click Save Summary when editing process summary bc it is usually out of my line of sight. Clients do this all the time. Moving it into line of vision would really help people not lose changes.
3 votes -
Show Merge documents in alphabetical order
On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.
2 votes -
Add DocuSign "bucket" to Dashboard
I'd like to have a DocuSign bucket/status box added to the DashBoard, just like the buckets for all other forms and their statuses (LOI, Applicaiton... FollowUps, etc.) to ease tracking the status of our grant agreements.
3 votes
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