844 results found
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Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
6 votes -
Email history sort by date sent is incorrect
I noticed that if I'm in the Contact Email History page and I sort by date sent, it sorts by the month and day and seems to disregard year. For example, 08/26/2022 comes before 08/17/2023. The sort really needs to consider the year.
6 votes -
Batch email recipient
Please add deleting a recipient from a batch email before sending, with having to exit the email template altogether. Thanks!
6 votes -
DocuSign & Merge Templates Single Signature
Currently, you can only add one signature in the Word template in Foundant. It would be helpful if you could have at least two signatures. One for us (our President) and one for the Letter of Agreement recipient to agree to the terms of the grant.
6 votes -
summary row
Could you format the summary row in tables to match the format on the rows above. In particular, use the thousands "comma"? It looks weird now if you use a summary row because the formatting is different.
6 votes -
Track usage/traffic
It would be nice to be able to see how much traffic our Foundant site gets from applicants. For example, does traffic go up after we run social media posts? We can currently run a report to show applications in any status, but that doesn't capture everything, like people who log in to work on an application that remains in draft status.
6 votes -
Allowing larger file sizes
Our applications typically require a lot of uploads. They also have a lot of conditional logic. For instance, if someone is applying for a smaller amount of money, we ask for less financial documents, It would be nice if the allotment for file size allowance per application took the conditional logic into account instead of making it all cumulative. We bump into the issue of not having enough file size space in our applications all the time, and often steal a megabyte or two from one upload field to accommodate another, only to need to steal from somewhere else, etc.
6 votes -
Question Required Type Visibility
When we set up forms, the questions alternate between the required types (required, optional, read only) and visibility (internal, everyone, etc.). It would be helpful if the questions required type was visible at-a-glance similarly to the visibility so that we didn't have to click on the actual question and open it, just to see if its a read-only or optional.
6 votes -
SLM Flow of Application Questions for Student
So I'm working on YR 2 for our UA. Making edits and trying to get a better handle on it all. I'm in now as an applicant. We have sections of questions: shared by all of the scholarships, shared by some of them, and then ones that are only for one scholarship. Question groups are collapsible, right? Going on the scenario that a kid is eligible for several, wouldn't it be good for those shared question sections that they've already completed to be hidden or collapsed? Now I'm old, but it seems clunky and confusing to even have them there…
6 votes -
Applicant Copy Functionality for UA
It would be great if students could use the applicant copy functionality from processes to the UA and vise versa. We have both stand alone processes and a universal application (different timelines). We have approx.. 250 students who apply to both. It would be great if they could import answers from one to the other.
6 votes -
Relabel 'Text and Upload' Question Type
Change the name of the 'Text and Upload' question type to 'Text or Upload' or 'Text and/or Upload' to better represent the functionality of the question type.
6 votes -
Add a BCC field to system generated email "{{Funder.Name}}: Registration for Online Application".
It would be nice to be BCC'd every time a new user create a profile in Foundant. This seems like a ripe opportunity to create a connection with someone new to our world. Thanks,
6 votes -
Salutations for Email Templates
It would be helpful in the Update User section if there was a field for the individual's preferred greeting that could be pulled into email templates. We have had quite a few comments that the traditional salutation prefix greeting is restrictive to one's identity - as not everyone is a fan of Mx.
Additionally, many of our applicants prefer to be addressed by their first names, while others prefer the more formal Dr. Smith or Pastor Smith for example. Adding a field for a preferred greeting would allow us to use the batch email feature while still respecting individual preferences.
6 votes -
Organization searches - back to results function
I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.
6 votes -
Please add a Copy to Another Process Button to the Submitted Section
Please add a Copy to Another Process button in the Submit Section. I can tell when a request should go to another process but I am forced to mark it as complete and assign an evaluator and then send it back to submitted (which I often miss because the button is at the bottom of the page and I have to scroll down to find it! Move that up while you are adding the new button, please.) It would be much simpler to have a button there as well to allow me to move it to an internal system. Thanks.
6 votes -
Instructions on Apply Page
On both our public and active apply pages, applicants have significant issues figuring out how to actually apply (a lot of times they try to send the application to Grant Hub when they don't have a Grant Hub account) and get frustrated. It would help us to have an administrator-editable instruction field at the top of both of these pages so that we can leave a message.
For example, on the public apply page "You can only preview the application questions from this page. Click the blue button in the top right corner to create an account or log in…
6 votes -
Scholarship Declined by Student
I'd like to see an option "declined by student" available after the scholarship has gone to the approval bin. We've had students that end up being offered full tuition from a school for athletics or academics & they no longer need our scholarship(s). We have a paper form that we've used in the past for students to complete, but I'd like to see an option to mark a request as "denied by student" and then we can have a follow-up or a place to attach the information we collect in the form.
6 votes -
Follow-Up Auto Reassign
It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.
6 votes -
Grant Evaluations
When viewing applications in the Application Evaluation Assigned screen you are able to sort by Organization, Applicant, or Program (which we call Sector-Progam to group like applications by our giving pillars: Arts, Education, Health, Human Services, and Other. Our evaluators like to review in order of Sector-Progam. After completing and saving an evaluation you have two options: Return to Dashboard or Next Pending Evaluation. Returning to Dashboard results in multiple steps to get to the next evaluation, and Next Pending Evaluation defaults to an alpha order by Organization. It would be helpful if the Next Pending Evaluation would access the…
6 votes -
System Administrator Comments visibility checkbox
Currently, when an Administrator adds comments to the system Admin Comments fields there is a checkbox to show the comments to applicant. If the checkbox is checked for the applicant to view the comments, the Evaluators will not see the comment. If the box is not checked, evaluators will see the comment.
Ideally, there is another check box that prevents both evaluators and applicants from viewing the comments. It should be an "Admin only" checkbox.
6 votes
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