844 results found
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Customize Visibility of Applicant Registration Fields
Currently, you can either share no applicant contact information with evaluators or evaluators can see (in the 'Contact Information' section of a request) the applicant's name, email, phone number, and mailing address (pulling from the User Information section that the applicant fills out during registration and can update via 'Edit My Profile').
It would be really useful to be able to customize the visibility of User Information fields - for example, showing the Applicant name and their Job Title/Role but not addresses and phone numbers.
4 votes -
Notification to Administrator of when reports are marked complete by program team
Notifications to Administrator for when reports are marked complete by program staff. Without having this it is making payments go out late due to program staff not sending email to administrator. It adds an extra step.
4 votes -
Auto assign follow ups internally
I would love a way to auto assign an internal follow up to the same officer that reviewed the application. Currently I manually assign an internal follow up form to the officer. It gets overwhelming when 20 follow ups come in during the day.
4 votes -
Greater space between processes on the Apply Page
I would like to see a bigger space between multiple processes that are open on the "Apply" page. Currently, there is a tiny space between each process' "box", and our applicants frequently click the first blue "Apply" button they see.... which is often for the process below the one for which they actually want to apply. We have instructions saying to click the button at the top-right of the box but we all know people don't read well. If there was greater differentiation between the list of open grants then applicants may scroll back up to the correct Apply button.
4 votes -
Follow Ups all Visible per Project
When viewing a follow up, it shows tabs beside it with the Approval and Application; however, it does not show all follow ups. It would be helpful if each follow up was visible and I could click on all information associated with that particular application. For example, I usually have 2 follow ups with an application. One is the grant agreement and one is the follow up report. I'd like to be able to click between the two.
4 votes -
track
Track Changes and Users Making Changes on all Process Forms (Application, Evaluation, Follow Ups)
Right now there's track changes in submitted applications, follow up forms, approval and denial forms. We really needed this on these important process forms to capture when changes are made, so we can follow up on items that go missing, come out edited differently than the last time we downloaded the application or what have you. Change logs are typically standard in databases.
4 votes -
How about a report that shows synced & not synced fields in all scholarship processes?
We have over 60 scholarship processes. Between setting most of these up 4 years ago & adding new funds along the way, we discovered lots of fields/Qs that were not synced. It would be so helpful to have a report that would show which need to be synced.
We've recently discovered that Follow Up Forms and Approvals also have unsynced fields.
It is a chore to discover these when trying to run a report & having to select one field in e.v.e.r.y. process and then merge them all.4 votes -
Apply Page Language
We would love to have the access/freedom to edit the language on the apply page on our own, as opposed to having to go through support!
4 votes -
Search Bar
Could we keep the search bar and headers at the top (freeze them)? When you are scrolling down (up to 500 rows), it's easy to lose track of the header and I have to scroll all the way up just to search if I can't find what I'm looking for. If the search bar stuck, I could just enter my search criteria and keep moving without all of the scrolling to top to view the header or search.
4 votes -
Eligibility Quiz
Maybe there is a way to do it and I need to be educated on it. Is there a way to batch assign the Eligibility Quiz to multiple scholarship processes vs individually?
4 votes -
Add Time Submitted to report Data Fields
I just had to go through 55 applications and manually enter the time submitted for each application. Please consider adding this as a reportable data field under Request.
4 votes -
Number of Characters
Please make it very clear that characters include spaces. This is a basic definition of a character for Foundant that is different from other definitions. It took way to long for me to find that the character number limits include spaces, while the less useful information about the number of characters in a page was readily available.
4 votes -
Evaluator Merge Field
Are there plans to add the evaluator as a merge field in email templates. We would like to send an email out to applicants who their evaluator is for the current request.
4 votes -
Charity Check summary report
Our general counsel has a question regarding the eligibility of one of our applicants. I need to provide the Charity Check (CC) report that I ran on the applicant a couple of months ago. When I access the CC log and click the "eye" icon to view the CC, a pop-up of the CC is provided, with its three tabs. I'd like a button in that pop-up (and all other places in GLM where a CC is displayed with the tabs) that will generate a summary .pdf report of that CC, that includes the date and time the CC was…
4 votes -
Request ID Visible
We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…
4 votes -
pull fields from past applications to new forms
I would like to be able to pull fields from a last years application follow up form onto a new years application.
4 votes -
Previewing Side by Side Evaluations
As an Administrator, it would be nice to be able to preview this feature. Currently when side by side is selected, but I choose to Preview the form as a Reviewer, it looks like it always has and does not truly show how they view the form. This would help to make sure that I have the feature selected when wanted. And would be really handy as I send screenshots to evaluators to train them on what they will see. Thanks!
4 votes -
New Administrators
Occasionally we have a new administrator that we add to our system. The issue is when added they automatically receive emails for our processes including those that are archived. We create a new process for each cycle, so what this means is we spend a good deal of time deselecting their name on old processes so they don't receive automatically generated emails about grant reports. It would be nice if a new administrator's name would only appear on current processes or if it would be an "opt in" option versus "opt out."
4 votes -
Dear Foundant:
Can we add to the Greeting page language to add “Administrator administrator@grantinterface.com” to their address book so that our emails will be sure to land in their inbox! Put it in a different color font so that it will be noticed when they open this software.
We continue to have problems delivering emails to our grantees and creates duplicate work for us. Thank you.
4 votes -
Third party accessibility in a review tab
Currently have “submitted” and “completed” tabs. As scholarships are received, I review them and like to push them through to completed but with third party cannot do this. Would like another tab where reviewed scholarships could be saved and the third party link would still function. Some of the third party responses could take up to two months for completion. I review over 700 scholarship applications in a 3-month period and this would tidy up my workspace. Currently have to keep a spreadsheet of student's names so I know who has been reviewed.
4 votes
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