31 results found
-
Implement a "foldering" system for processes, forms, and email templates
As a high volume organization with many departments deploying grants, the internal user interface is increasingly becoming unwieldy and unorganized. It might be helpful to implement a "foldering" system so different departments/teams can better organize processes, forms, and email templates which look different for each team.
65 votes -
Would anyone else like to see Declined grants in the Dashboard?
I love the quick Dashboard view to see what has been submitted, granted, etc. but would also like the same info at a glance for the number grants which have been declined. There doesn't seem to a be a "one click" way to view this info.
posted August 5, 2011 by Alison King, The Ron Joyce Foundation
36 votes -
Add sorting function to Merge Templates
Would it be possible to add a sorting feature to merge templates? We use 45-50 different merge templates, and to keep things organized, we group them by kind: Announcement Letters, Award Letters, Quarterly payment letters, etc. Currently, when we need to upload an additional template it is just added at the bottom of the list. A sorting feature would help us move that last added new template to others like it in the list. A sorting feature would expedite finding the right letter template rather than scrolling up and down until the correct template is located. For instance, in “Follow-Up…
25 votes -
Allow Adding Custom Columns to All Pages - Especially Organization Summary
The Organization Summary Page currently shows Status, Amount Grant, and Amount Paid. It does not allow us to readily see which of our Program Staff a grant is assigned to. As we award multiple grants to one specific organization and oftentimes, those grants are assigned to different Program Staff in our office, it would be wonderful to see at a glance, which PS person a grant is assigned to. Similar to the way we are able to add a few custom columns to the Follow Ups Submitted page, we should be able to do the same on ALL pages we…
22 votes -
Blind Review
In SLM evaluations, you are only able to add two custom columns to the user dashboard and are required to keep applicant first and last name.
Our foundation uses blind review to align with our DEI initiative. When following blind review, the applicant first and last name appear as [HIDDEN] (see screenshot) and are unable to be removed. Our reviewers have given feedback that they would like the opportunity to have those be optional columns so that they are able to pull in more relevant information like high school attended, major, GPA, etc.
Removing the requirement to keep first and…
12 votes -
Nonprofit Directory Visual Experience
Currently, when viewing listings in the Nonprofit Directory by category, there is a large blank space on the left hand side of each listing where it appears the uploaded logo of the organization should go (see attached image).
I have been told by Foundant that this is not a bug, so they will not fix it as such. Visually, it is very out of place and looks clearly designed for the organization logo especially given that this space is occupied by logos for fund listings.
I would like to suggest that this space be utilized for the organization logo in…
10 votes -
Payment Screen Charity Check
Would it be possible to add a Guidestar Charity check button on the payment screen in the area by the payment amount? This would be helpful in making sure the charity check was done before making the payment. In the past I have forgotten to do this at the time of making payment, a button here would help if it is possible.
8 votes -
Make "Next Pending Application" button stay in the same scholarship process
Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.
7 votes -
Access code
Applicant's often ask me about a Access Code. We never use them.
It would be helpful if you can include a statement at the end of where it says .... "at the top of this page..." another sentance that says "If you you have not been provided an access code - please click on the home button above.6 votes -
dark mode
we need a working dark mode.
5 votes -
Organization Summary Sandbox Feedback
As part of our June Monthly Release, we’ve introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment.
This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback is instrumental as we refine this experience ahead of…
4 votes -
text boxes cut off
One of our evaluators brought to my attention that when she is completing evaluations – that the response to questions set up as text boxes are being cut off and it does not give her the ability to scroll. This seems to create a less than optimal experience for her and others. I realize to avoid this – I could create all questions as Text Area questions, but would prefer not to have to do this.
4 votes -
Badge-like notification when new submissions/follow-ups appear on dashboard
We often have dozens — if not hundreds — of LOIs, approvals, applications, and follow-ups on our dashboard at once. It would be wonderful to have a visual indicator any time a new LOI, application, or follow-up is submitted. For example, let's say I log in at 9am and my dashboard indicates 133 follow-ups in the "Submitted" bucket. I come back to my desk at 10am, refresh the dashboard, and there are now 135 follows-ups in the submitted bucket. "135" now glows with a different color and a "+2" alert. Once I click into my Submitted follow-ups, that alert resets…
4 votes -
Submit button for Internal Process for Administrators
Please provide a Submit button for Administrators when they are Copying Requests into an Internal Process. Do not make us have to select the option while copying that the Initial Submit Status has to be Submitted. I would like to create a Draft and go in and edit away in fields and then Submit the request when I feel it is ready, it is an Internal process anyway, and I am an Administrator.
Sure it is fine to go and select the Submitted choice when copying, but maybe I just want to submit it later, not when I am creating…
4 votes -
Tabbed sections in Applications
I would love to be able to break up long applications into tabbed sections or, better yet, separate pages. The ability to add section breaks and group questions that came with GLM 2.0 helps. But I still think it would be easier for grant seekers to navigate long applications if questions were organized on different pages.
Survey Moneky has a nice interface for organizing questions in multiple page surveys. Their interface doesn't allow users to select pages by clicking on a tab, which is what I would love to see, but it does allow users to flip between pages that…
4 votes -
Document preview
It would be great if attachments in the "Documents" tab could be previewed (much like how documents can be previewed within an application by clicking the eye icon).
Currently, a user has to download a file from the Documents tab in order to view it. It would be amazing to keep the preview experience within the browser. As an added bonus, my downloads folder wouldn't get clogged up!
Thanks!
3 votes -
Show number of users assigned to process
Add an icon or label to or near the 'Assign Users' button (on the Update Process page) to indicate how many users are currently assigned to the process.
3 votes -
Link Sharing Errors
When sharing a link to an LOI, Application, or Follow Up with someone on your team to easily access, the link often produces an error message, especially when the team member has another tab open to the Foundant login page. We would appreciate being able to share links to data within the platform without those links resulting in errors.
3 votes -
Improve navigation
Would love to see a shortcut for going between work pages. For example, if I'm on Follow Ups Draft, and I want to go to LOI drafts, or applications evaluation assigned, I have to click the home button to get back to my dashboard, then into the next work page. If there was a dropdown in the navigation bar (perhaps only for administrators?) "Go To...) then a list of pages, we could go directly without bouncing back and forth across the dashboard. Not critical, but (especially on days when the site is running slowly) that extra step really adds up…
3 votes -
Include cc/bcc in template preview when configuring auto emails
When I'm configuring automatic emails for a form, I always click the eye icon to preview the template. For some reason, it includes all the information that's been set up in the template except for the cc/bcc fields. It would save some navigation if those were included along with all the other template information already displayed - I currently have to navigate to the actual email template to review which addresses have/have not been included in the cc/bcc fields in the template, which sort of negates the usefulness of the preview function within the configuration view.
3 votes
- Don't see your idea?