997 results found
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Print Universal Application questions by opportunities
It would be helpful to be able to print just the questions associated with one opportunity in the Universal Application. Currently you can preview, but when you print the questions list it prints the entire UA. Donors like to be able to see their application, and aren't interested in and get confused by seeing more than what they need.
7 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…
7 votes -
Administrator Comments vs Applicant Viewing Administrator comments
In the past few months, I've seen a high increase in applicants emailing and calling saying they cannot find the "Administrator Comment" when I revert back to draft, so I logged back in as the applicant to see what the sudden confusion is - it's incredibly hard to find in the applicant view! When I MAKE an administrator comment, there is a blue highlighted strip across the top. When I log in as the applicant, there is just a little vertical bar, with text smaller than regular instructions. A lot of our applicants are elderly, and it's been very time…
7 votes -
Add the ability to send automated emails sitting in the draft bucket for X days
I would like to have an automated "reminder to submit email" to be generated after 15-30 days to remind them to submit their application.
7 votes -
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 -
Change formatting for questions with internal visibility
I like the ability to add questions to a follow-up that are only visible to grants staff (visibility set to "internal"). For example, I have added a project description from an application to a follow-up so that I can compare the applicant's final report on the project to the original submission. I've also done this with projected number of attendees and final, projected cash expenses and final, etc. But when reading the follow-up later, it gets confusing as to what the applicant is submitting now and what was submitted at an earlier date. I would like to see a different…
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 -
Payment Address
Is there a place to enter the check payment address? If not how have others worked around it.
posted February 28, 2012 by Kyle Castronova, OMeGA
7 votes -
Grantee Failed to Complete Follow-up
Some of our grantees have failed to submit a Follow-Up /Report. Rather than erase them or having them stay perpetually in draft form, can Foundant add an option to mark as "Failed to Complete." Perhaps we could also add a "Waived" option. Many thanks!
7 votes -
Make Apply More Prominent
There are several ideas around the apply page, but I didn't see this one addressed specifically.
Please make the "Apply" at the top of the page more prominent. With the new applicant dashboard, everyone's eyes seem to be drawn only to the columns and cannot locate the apply button. Make it larger, a different color, or something to make it stand out.
6 votes -
share instruction
Allow Instruction Question type to be shared. We use this to provide external links to guidance documents at the top of each form. It would be VERY HELPFUL to be able to update the link once, rather than in every form.
6 votes -
show character count to applicant on text boxes
Reposting from
Unfortunately, the text boxes do not show a character count while the applicant is filling them in so they are forced to guess and test their content over and over. This becomes frustrating and causes headaches.
Consistency is key to ease.
6 votes -
Budget Categories
It would be helpful if Foundant allowed budgets to be broken into user-defined categories. For instance, I would need categories such as Salaries & Benefits, Project Equipment, Project Supplies, etc. This would make it easier for grantors to view and track the budget. Otherwise, I have to manage these categories in Excel (or other software), which defeats part of the purpose of using Foundant.
6 votes -
Internal Grant flow from GLM to CSuite
We utilize several internal grant processes in GLM to account for monies flowing from one of our funds to another fund within our organization. We recently realized that syncing these grants from GLM to CSuite only allows for an external grant to be created in CSuite. It would be great to allow for creation of INTERNAL Grants when synced with CSuite so we can designate Source Fund and Destination Fund.
We want to use the sync functionality and originate ALL grants from GLM.
6 votes -
History for comments under org profile
We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.
6 votes -
Integrated Custom Fields in Universe Forms
We would like the ability to add integrated custom fields from CSuite into Universe Forms.
We capture data such as DOB on our application and would like that to integrate to a students CSUITE profile, instead of having to run a bulk update.
6 votes -
Custom PDF
When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color
6 votes -
merge fields
- Allow admins to create additional merge fields for their specific documents. Currently Foundant only has select merge fields without the ability to create new ones.
- Update Follow Ups so that admins can insert merge fields into follow up documents. This feature would be very helpful when we are creating grantee agreements as some fields are available in shared questions.
6 votes -
If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin
Once we create a report in Reporting Data Sets, we should be able to set it to run automatically at designated intervals (every week, every other week, once per month, etc.), and then have the system email it to administrators when it runs. We relied on this feature in our previous software and our work is impacted by this missing feature in Foundant GLM.
6 votes -
Ability to Bulk Update RSVP and attendance in Campaigns
Hi, Currently there is the ability to import profiles to a campaign. It would be extremely helpful if we could also bulk import RSVP and attendance also instead of updating each profile 1 by 1. We currently use a 3rd party app for invites to an event. We build the list in CSuites through campaigns.
6 votes
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