844 results found
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standard address format
It would be great if there was standard to the mailing addresses for users and organizations. Right now they can use any format they chose (e.g. MI, Mich, Michigan, 123-456-7890; (123) 456-7890) and it has to be formatted before it can be used for templates or imported into other software.
7 votes -
Allow Administrator Comments to be seen by evaluators
When entering in a comment in the Administrator Comment field, I can check a box that allows the comment to be seen by the applicant. I would LOVE a checkbox that allows the comment to be seen by the evaluators as well (particularly staff evaluators). Thanks for your consideration!
7 votes -
Add county to the organization info
It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.
7 votes -
automatically abandon applications at end date
We would like to be able to set the system so that it automatically converts any uncompleted application to "abandoned" when the end date is reached. It would save us from having to go in and do it manually, when we might miss one and inadvertently allow someone more time to complete their application.
7 votes -
Saving all documents in one packet
I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.
For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.
This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.
Currently, we have to go to each separate proccess to create packets and save...very time consumming!
7 votes -
Print Packets - Form Title on Cover Page
It would be very helpful to have the form title on the cover page of the print packets. We compile copies of the application print packet, evaluation 1 print packet and evaluation 2 print packet and it would be very helpful to see which form it is on the first page of the packet.
posted September 11, 2013 by Julia Boerth, First Hospital Foundation
7 votes -
E-Mail Templates with Logos/Signatures
It would be helpful to be able to include a Foundation logo and signature in Foundant e-mail templates. Sending e-mails to grantees through Foundant is certainly easier than having to individually contact each grantee, but Foundant e-mail templates allow no formatting/images which makes our e-mails feel unprofessional and unofficial.
7 votes -
Organizational Information Section - that is evergreen
We would really like to have information uploaded to an Organizational page/section. For example - one-time upload of 501(c)3 documents, board members, organizational chart, the reason for non-profit, D&O insurance ect. A place where they can change when needed, but not each grant cycle.
6 votes -
integer
Change the symbol of the Integer question type away from a # to something else.
In our application we ask for percent of people served in our county. We built that question with the integer question type because that was the only question type where we could restrict the entry to two numerical digits.
But our applicants and reviewers are confused because we are asking for a percentage but the little symbol next to it is the number sign, so it almost looks like we are asking for the raw number of people, not the percent of people.
See attached
6 votes -
Hide Abandoned Applications
A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.
6 votes -
Request History as an Internal Form Field
The request history table in the print packet is so helpful. Board members and evaluators really like to have a quick snapshot of this information.
It would be great if we could
1) pull this table into application or evaluation form as an internal field or
2) create a field with the option to make request history pop out as an external window
or any solution that offers a simple way to have eyes on request history to those folks who spend little time in the database and don't feel comfortable with extra clicksThank you!
6 votes -
preferred gender pronouns
It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.
6 votesHello,
This can be added to the user form today. One piece we have heard is that this should be more visible in other areas of the software, if you could please call out where you would expect to see this information
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rearrange forms in Process Manger
It would be wonderful if we could rearrange the forms in Process Manager to have them alphabetical or whatever arrangement makes most sense for each user
6 votesConfirming you are referencing the general forms tab with in the page.
Please not that can be sorted by the column header, today.
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SLM - Limited Eligibility Quiz Information using Reports
You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.
6 votes -
Change font color for SLM
Once the student hits submit on the UA, is there a way to change the font color of those opportunities that have additional information pending. Currently everything is black or blue, would like to change the "EDIT APPLICATION" to RED to catch the students eye.
6 votes -
Email notification to multiple applicants
I had a partner organization reach out to ask if it was possible for their organization to receive email notification to multiple people from the system. From the sounds of it, in the GLM only the applicant of the request (or assignee of follow-ups) can receive the automatic emails generated from the system.
If it would be possible to have an option to select multiple recipients for an email to be sent from the system that would be great!
6 votes -
add automated emails to make payment form
Can we add automated emails to the make payment form, so that our grant managers can submit payment requests to our accts payable folks without having to make up really crazy workflows>
6 votes -
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.
6 votes -
"Document Type" location when creating documents
When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.
6 votes -
Organization Merge History
From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?
6 votes
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