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2052 results found

  1. 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…

    8 votes

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  2. 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.

    3 votes

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  3. archive merge templates

    It would be a nice option to have the ability to archive merge templates in the system like the emails.

    5 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  4. ua opportunities information editable

    I would like to request editing capability for the information that is displayed about each scholarship opportunity in the UA when the student is matched to them after completing and submitting the UA. I would like to be able to add details like the dollar amount of each scholarship opportunity as well as change the wording for the "Edit Application" to be more clear that there is more that the students must do to complete those applications once matched to the opportunities.

    1 vote

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  5. 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.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  6. combine two due date spots in UAs

    Within Universal Applications, there are two spots that due dates must be updated, both within the Summary section and then also within the Application section. These due dates do not update when one is updated which creates confusion. I thought I had updated the due date on our Universe (on the Summary tab) before posting the UA for applications, but then noticed that students' drafts were showing a past-due error for last year's due date. I had to hunt around to figure out where the old due date was stored and ask Support for help to figure out how to…

    2 votes

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  7. 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!

    1 vote

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    0 comments  ·  Search  ·  Admin →
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  8. "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.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  9. Opportunity Name Merge on Shared Supplemental Questions

    It would be nice to have a 'merge template' concept included in the supplemental questions so that applicants see "[Scholarship Opportunity Name] Supplemental Questions" when they are working on each opportunity. This will help them remember which set of supplemental questions they are completing when they may have multiple opportunities still open.

    1 vote

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  10. 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.

    1 vote

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  11. 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.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. 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.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  13. Email Confirmation

    It would be nice to have the ability to change the email confirmation sent to a new user. We find most applicants select "Continue without checking" resulting in emails sent through Foundant ending up in their spam folder.

    3 votes

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  14. 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.

    1 vote

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    0 comments  ·  Admin →
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  15. 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.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  16. Add deletion confirmation for Reporting Data Sets

    Add a pop up window that confirms deletion of a Reporting Data Set. It's far too easy to accidentally hit the delete button instead of the edit button - and per support, it is not possible to recover a deleted Reporting Data Set.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  17. December 2023 Theme Release Feedback

    Hi All,
    On December 6th, 2023 we updated the theme/general styling of GLM/SLM. We hope you all are enjoying these shifts in design, but in our commitment to continual improvement, we wanted to create a space where feedback could be collected. As you adopt the new look and feel, please use this idea to help continue to iterate with your feedback.

    Best,
    Sammie

    4 votes

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    11 comments  ·  UI/UX  ·  Admin →
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  18. Pop Up Message when clicking on Apply buttons

    Our Foundation supports a nonprofit healthcare system. Our Foundations grant both internally to departments to better the patient experience and externally to nonprofit organizations in the communities we serve. Therefore, we have to have an external application process and an internal application process. Multiple times this year, I had applicants moving too fast and not reading which application they were clicking the "Apply" button for and even though the questions weren't making sense, just kept going and submitting. That created a lot of rework for both our operations team and the applicant to copy the content over to the correct…

    3 votes

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  19. 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

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    2 comments  ·  Reviewing  ·  Admin →
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  20. 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".

    1 vote

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    0 comments  ·  Search  ·  Admin →
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