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  1. It would be great if there was a way to give a report a title, so it is print-ready. Currently, I export it as a pdf and then add the title there. Without Adobe Acrobat Pro, I wouldn't be able to do that, so I would think this is a challenge for those who don't have it.

    18 votes

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  2. We have five forms in our followup stage. We average about 200 applicants every year. When an applicant reaches the Follow Ups stage they are automatically assigned the five forms. This could potentially show as 1000 "Assigned/Draft" as a workload.

    We see the organization five times on the list, once for each form, but cannot tell if they have started the form or not.

    We would like to see the tab split into "Assigned" and "Draft" workload tabs. This would be very helpful to quickly see who has started what forms forms and who has not.

    2 votes

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  3. Prevent invalid data in a field with a stop alert. It would be great if you could invalidate an applicant's improper entry in a field. For instance, if a certain org. budget size is an eligibility criterion, It'd be great if non-confirming entries got a "stop" message to refer back to instructions, guidelines, contact staff with questions, etc. So if an award cycle is intended for orgs. with budgets less than say $200K, it would offer an alert or error message to the applicant for any figure above that amount.

    3 votes

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  4. It would be very helpful if I could print out sent emails from the GMS. My workaround is to copy myself on my email templates but I'd like the ability to go and print out any sent emails, as needed.

    12 votes

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    3 comments  ·  Email  ·  Admin →
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  5. We have evaluators that email our applicants outside of Foundant and then copy and paste it into their evaluation. It would be useful if we had the ability to be able to choose if we would like the staff evaluator to have the ability to email through Foundant.

    3 votes

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  6. "You guys are awesome, and the changes have mostly been positive. However,
    there are a few items that changed away from better, so I just wanted to
    provide some feedback about the latest release...

    Before, when reviewing an application, we could just scroll down. Now, we
    have to click an extra time within the inner scroll bar to move the
    screen. This is a time waster.

    [image: Inline image 2]

    Also, when on the request summary page, there is now no indication of the
    organization on the initial view. Perhaps adding the organization name
    under the project name could solve…

    6 votes

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  7. Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without…

    2 votes

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  8. When we copy a process we would like the option of whether or not to attach the follow-ups that are a part of the process. Our grants are 2 to 3 years long and the follow-ups will never be utilized in the same format. Current format creates a lot of extra work to delete all the follow-ups.

    2 votes

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  9. When applicants are in preview mode, the warning by each question when they enter data should make clear that it will not be saved. Some applicants do not understand that Preview mode does not link to actual application fields.

    7 votes

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  10. We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…

    4 votes

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  11. When viewing a list of requests, it would be helpful to be able to select multiple requests by choosing the first one and shift+clicking on the last one (like the functionality in apps such as Gmail). This would be especially helpful when performing batch tasks such as closing evaluations on 100+ applications.

    2 votes

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  12. It would be great if it was possible to have the option to share Evaluation comments with Applicants.

    6 votes

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  13. Time stamp for last application edit and submission. It would be helpful to know when someone last modified an application both for cut-off purposes and to see early on if someone was likely to be abandoning an application.

    3 votes

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  14. We have matching grants as part of a Foundant process, and we send the match payment after we receive the final report Follow-up. It would be nice to have the system automatically generate a notification to our grants manager when the Program Officers have marked the follow-up as complete.

    11 votes

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    5 comments  ·  Email  ·  Admin →
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  15. Just a thought: We have organizations to which our trustees give a discretionary grant, so there is no application process. Currently, I can't search their status in Guidestar when the organization has not set up an account in Foundant. It would be nice if I could!

    2 votes

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  16. Ability to customize the landing page without contacting support

    2 votes

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  17. I would like to be able to pull fields from a last years application follow up form onto a new years application.

    4 votes

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  18. We have a good number of contracts that extend over different lengths of time. We would love to see an alert feature that lets us know when we need to review and renew a particular contract. Maybe something that pops up on the dashboard when we log in.

    3 votes

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  19. It would be extremely helpful if there were a way to incorporate key payment information into the main box under award details for each recipient. Since we use the program for scholarship administration and our payments are made directly to individual schools this would include name/address/account #. It would save a lot of time as we currently we have to maintain a separate spreadsheet or constantly switch between multiple screens to process payments. We've started trying to incorporate the information into the conditions field for each installment but this is also time consuming to set-up.

    2 votes

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  20. Is there a plan to capture email replies from a system generated email in email history for an organization?

    10 votes

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    4 comments  ·  Email  ·  Admin →
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