844 results found
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Dashboard tab colors
It would be great to have a feature where we could change the color of tabs on the applicant dashboard. We get many calls from applicants who are having difficulty navigating their dashboard and breaking up the dashboard with different colors would likely help with this.
18 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.
81 votes -
Administrator Comments in Quick Report for Submissions.
As we are running a quick report for Submissions, we found it would be helpful if one the fields we could include would be Administrator Comments. In our process, we have two administrators reviewing and there are actions that must be taken with each applicant to supply more info, clarify a narrative, or upload new documents. Instead of having to open each and every application to see these comments, the option to have them in the quick report would save a lot of time.
7 votes -
Add Time Submitted to report Data Fields
I just had to go through 55 applications and manually enter the time submitted for each application. Please consider adding this as a reportable data field under Request.
4 votes -
Reminder texts
We are a scholarship organization and fund students for four years of undergraduate study. We contact them at least three times per year via your email system, and the students don't respond very well to emails anymore. Local high schools have said, "Why don't you use REMIND.COM or the like - just text your scholarship recipients instead of email reminders." We collect our students mobile phone numbers - can you incorporate a text reminder program into your software processes? Thanks, Jim K. - keep up your good work!
19 votes -
System Administrator Comments visibility checkbox
Currently, when an Administrator adds comments to the system Admin Comments fields there is a checkbox to show the comments to applicant. If the checkbox is checked for the applicant to view the comments, the Evaluators will not see the comment. If the box is not checked, evaluators will see the comment.
Ideally, there is another check box that prevents both evaluators and applicants from viewing the comments. It should be an "Admin only" checkbox.
6 votes -
Number of Characters
Please make it very clear that characters include spaces. This is a basic definition of a character for Foundant that is different from other definitions. It took way to long for me to find that the character number limits include spaces, while the less useful information about the number of characters in a page was readily available.
4 votes -
"make payment"
Add a "fund source" field to the Make Payment form
3 votes -
Printing a Hard Copy of the Application - Made Easy
My un-tech savvy applicants can't remember how to print a hard-copy of their application. I think if you hover on "Application Package" or "Question List" it should say "Print here"!!!
There may be other options that solve this problem as well.6 votes -
Make Password Visible When Resetting for a User
I'm frequently asked to reset people's passwords when they've forgotten their login or have had a staff change at an organization. It's a really small thing, but it would be super helpful if, when setting up a password on behalf of someone else, that password field was visible, rather than showing up as the little character dots. I understand why we can't view user passwords for security purposes, but when I'm setting up a password for someone else, it would be great to confirm that I'm not typing anything incorrectly as I do so!
7 votes -
Show applicants when administrators have uploaded third-party document
Right now if I (admin) upload a third-party document (say a scholarship recommendation) on behalf of a recommender--because s/he can't figure it out or it doesn't work for some reason--it doesn't display to the applicant that it has been uploaded. They can't see it in the "count" summary (0/2 or whatever in their application summary) and they can't see it if they look in the application itself. It looks like I haven't uploaded anything - so then they're concerned it hasn't been uploaded and have to call or email me for reassurance. Please change this so that it shows up…
7 votes -
Merge Templates and Charity Check
I would love to see the ability to merge charity check data fields into merge templates. You can do it in reporting, but not merge templates. This would be very helpful for me.
5 votes -
Edit the name of a report
It would be wonderful if we could edit the name of a saved report versus saving a new report and then deleting the old report.
6 votes -
popup reminder to view print packet when submitting application
As mentioned previously by Angie in this suggestion (http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/12344550-print-packet-option-by-save-and-submit-buttons), applicants aren't really using the print packet option to check for file upload errors or for changes in the text (which sometimes occur after pasting in and saving the application). I like Angie's idea of a button, or possibly a popup reminder ("Are you ready to submit - have you looked at the print packet to see if there were any errors in text or uploads?"). Either way, maybe "Preview" or "Preview Application" would make more sense than "Print Packet" to the applicant.
16 votes -
Evaluator Merge Field
Are there plans to add the evaluator as a merge field in email templates. We would like to send an email out to applicants who their evaluator is for the current request.
4 votes -
Limit Applicant's Draft Applications within a Process
Please consider adding the option in the Process Summary that allows us to limit the number of applications an applicant can begin within that process. We only accept one application for most of our grant programs and would like to be able to set a limit to the number of applications one can start. Currently, applicants can start multiple drafts of an application. This creates lots of abandoned applications.
The Apply button could be deactivated and greyed out once an applicant has reached the limit of applications that can be drafted and submitted within the process.
18 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 -
Charity Check summary report
Our general counsel has a question regarding the eligibility of one of our applicants. I need to provide the Charity Check (CC) report that I ran on the applicant a couple of months ago. When I access the CC log and click the "eye" icon to view the CC, a pop-up of the CC is provided, with its three tabs. I'd like a button in that pop-up (and all other places in GLM where a CC is displayed with the tabs) that will generate a summary .pdf report of that CC, that includes the date and time the CC was…
4 votes -
Add form name to question list document for follow ups
When I press the Question List button from a follow up form to create a pdf of the form's questions, the form name doesn't appear anywhere on the pdf. It's got the process name, and the word FollowUp, but not the actual name of the follow up form. It would be super helpful to have that included, so there's no question which document I'm looking at.
6 votes -
Allow for attachments to be added to email templates
Please add the ability to attach a document to an email template.
8 votes
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