388 results found
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Quit proxying - stay on the application page
When you quit proxying as an applicant, the system throws you out of the application in which you were working back to the dashboard. You have to then hit Search-Organization-type in the name-search/click for the request in which you were just working-and again for the part of the application. This is an onerous process when you have to upload a report for a less than techy applicant. Couldn't the system be constructed so that the admin returns to the application on which he/she was working?
2 votes -
GLM: notifying organization of existing profile with GLM
To avoid multiple GLM profiles for one organization it would be great to add a feature notifying the person that the EIN entered when creating an account is already in use and restrict them from creating another account. If it is a fiscally sponsored organization then the 00-000000 option can still be available.
5 votesThis is available! If you contact our support team, they can help you configure the warning.
-The Foundant Team.
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Third-Party Count in new applicant dashboard
The new applicant dashboard shows a red icon when there are pseudo-common or opportunity-specific third-party submissions that are outstanding (this is great!), but right now it doesn't show the icon if a common third-party submission is outstanding. The count (0/1, 0/2, etc.) when you hover over the icon also only includes pseudo-common or opportunity-specific third-party submissions. This has the potential to be confusing for applicants because they could believe all of their common third-party requests have been submitted when they are actually still outstanding. As an administrator, it will also be difficult to direct applicants on identifying which of their…
4 votesHi Andrea,
Thank you for this feedback. We updated how third parties are displayed on the new applicant experience dashboard.
Please reach out if we missed anything from your request.
sammie
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Project Name included on Applicant Dashboard
In the new version of the applicant experience (which we are big fans of!), I love that the process is listed up front, our grantees used to struggle with identifying their different grants and which program they were connected to, but now the project name doesn't seem to be reflected anywhere on the new applicant home page. For our grantees/organizations that may have more than one project in a process (fairly common with local universities or hospital systems) the follow ups are indistinguishable unless they click into the form. Is there anywhere or any way that the project name could…
8 votes -
Batch Edit Report Deadlines
We typically have multiple organizations who miss the deadlines for our grant reports. We would like to be able to batch edit deadlines for those reports so we can more quickly make them available for completion and don't have to go into each report to edit individually.
5 votesHello!
This is avaible to learn the workflow please reach out to our support team.
-The Foundant team
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Fund reporting
We need the ability to sort/filter grant reports by the fund that paid for the grant, so that we can share follow-up outcomes info with the donors who contributed to those funds. Could the information sharing between CSuite and GLM include the fund associated with an installment payment? The effort to cross reference information using only the CSuite grant ID is excruciatingly time consuming and vulnerable to human error.
1 voteHello,
The ability to add a Fund Name to the installment form so that you can do additional reporting is available. Reach out to support to learn more, and if this does not meet your needs, please create a new idea.
-The Foundant Team
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Related Opportunities tab to list Awarded or Denied and Award Amounts
When reviewing opportunities in UA, it would be helpful to have the award decision and award amount noted on the "Related Opportunities" tab, rather than having to click into each opportunity and navigate to the award details or decision sections.
3 votes -
Evaluator Search Option when Assigning Evaluations
Evaluations- Being able to search for people when assigning evaluators to applications. For example we received over 100 applications for a process. Created eight committees to review and group applications and evaluators into the different committees. We also add the committee name to the last name of the user to be able to identify groups in the system. It would be nice to be able to search for evaluators and assign that way instead of having to scroll through the entire list. When we have over 100 evaluators that will be involved in the process.
1 vote -
MB
More than 25MB for Attachments
We would like to see more space allowed for attachments to one application. Currently it maxes out at 25 MB. We get to that size very quickly with our attachments, and often applicants complain that they don't have enough space to upload their documents. A lot of our partners do not know how to reduce file size or are not tech savvy.
It would awesome if this wasn't limited. I'm assuming there is a reason for this limit on the back end of the program, however.
I see other have posted about this issue. The…
2 votesOn our standard and above licenses this can be increased reach out to support @ foundant to learn more.
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It would be great if there was a batch option to open multiple closed requests at one time.
We often have to go back into applications to update payment dates, etc. Because of the large amount of requests we process throughout the year it causes a lot of confusion when we leave approved requests open. If there was an easier way to either open multiple closed requests or make a payment on a closed request that would be a game changer.
3 votesHello,
This batch functionality is available to support team, reach out for help with these requests.
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prefixes
Update Prefixes to include gender neutral "M." and non-binary "Mx.". I know it says etc.; however, since it does spell out Mr., Mrs., Ms. we should include M. and Mx. to be respectful of those who identify as gender neutral or non-binary.
1 voteHi Lauren,
Please reach out to support or success and they can help you with this change.
-sammie
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Use browser tab to read documents without downloading
Enable documents uploaded to Foundant/GLM to be read in another browser tab instead of having to download said documents to your computer. If users want to download, make that an actionable icon much like the envelope is to email a contact or the pencil is to edit the process/form.
6 votesThis can be done by changing the configuration within your browser.
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Enabling Admin Notifications for New Registrations
Right now, administrators do not know when an applicant registers/creates an account until they begin a draft form. In the same way administrators can receive notifications for new forms received, it would be supportive to receive notifications for new registrations so we can better communicate and support folks in that stage of the process.
1 vote -
Ability to add an Alert to a request or profile in GLM/SLM
Would love to have the option to make a comment on an application or organization/contact profile into an ALERT that would then appear for all internal users in some easy-to-identify way. Maybe a "!" icon next to the record when viewing a list of records, and the message in red at the top when the record is opened? Right now, there's no way to flag an issue (org is out of compliance, owes a report, ED owes me $5, etc.).
43 votesOur October 2024 Release included the additional new functionality "Pinned Commented." Based on conversations with many of you who have engaged on this thread, we felt that the functionality of a pinned comment would give you the most flexibility in communicating the need to Flag an Organization or User within the software.
I encourage you to review the support documentation to learn.
If for any reason you feel this feature does not solve the need you have for the software, please create a new idea or follow up with me directly at sammie.holzwarth@foundant.com.
As always, we will continue to enhance this functionality based on your feedback.
Best,
Sammie
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Bulk download PDF print packets in Zip file of individually named documents
I would like to request additional functionality for the PDF Print Packet download feature for SLM applications. Currently, the PDF Prink Packet downloads creates one PDF file with all the applications included. This is not functional for my needs to be able to send out scholarship applications for reviews by outside committees who do not utilize the review portal. It is also super cumbersome to go through and individually download each application. It would be great if the PDF print packet action could create a Zip file of each individual application named with the applicant's name. This would save me…
2 votesHello,
This functionality is available in the system, please reach out to support to learn more.
-The Foundant Team
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EIN Population in Merge Template
Hello! It would be really useful for us to have the EIN / Tax ID data box as a merge field for merge templates. We want to add an organization's EIN to our Invoice merge template for verification purposes and were surprised it wasn't already an available merge field.
1 voteHello!
The EIN/Tax ID is available in merge templates today.
If download the template you will go to the Standard Merge Fields, in the Organization section and look for «Organization_TaxId»
This is also available in Email Merge titled TaxId.
If you have any issues our support team is happy to help!
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Notification when third party letter of recommendation is submitted
I've seen a couple of posts about this already, but not sure that it was articulated in this way. It's scholarship season and students are stressed out trying to submit their applications and get teachers to complete their letters of recommendation. I was really surprised to learn there currently isn't any formal notification that gets sent when a teacher completes their 3rd party letter of recommendation in SLM. Teachers would benefit knowing their work was properly received. Students want to know they don't have to worry about this or nag their teacher to do this, and admins want to know…
16 votes -
Applicant profile
Can the prefix in a profile not be a required field.
1 voteHi Maria,
If you reach out tosupport@foundant.com they can change the requirement for prefix for you.
-best
sammie
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Custom Columns in Follow Up Forms
I love the custom columns. It would be great to have this feature in the follow up forms buckets to see responses easily.
1 vote -
Allow contacts to view all request
Allow any contact linked to orgs the ability to view all request.
10 votesHello,
If you change the setting Organization History Viewable to All this will allow all users in organization to view all requests.
I hope this helps if you need additional functionality please create a new idea.
-sammie
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