896 results found
-
Allow us to determine which fields in a User account should be required
It used to be that the only required fields for a new user was the name, email and password. Now, when I create a new user (for example, as an evaluator), I have to include their title, phone, address, city, etc. It's a pain, and I don't usually have those details. Can I change those fields so they're not required? Or change at least some of them? Thanks!
Tom4 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 -
batch delete abandoned applications
I would like to have the option to batch delete abandoned
requests -- it’s tedious having to delete them one by one. Could this be an
option listed at the bottom of the “Search Requests & Decisions” page? I
can understand not wanting folks to accidentally delete other items on this
page. With this in mind, could it be built to only appear as an option when a
search is done for abandoned requests?
4 votes -
Show the Debugger Trace Report
I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.
3 votes -
We would like to
We currently have 3 administrators. The first administrator views each submitted application and then moves it to the complete status for the next 2 administrators to complete their reviews. We would like to see if an auto generated email could be set up to alert the other administrators when that application has been moved into the complete bucket.
3 votes -
evaluation deadline reminder
Wouldn't it be wonderful if we could program LOI/Application Evaluation Dates into the process AND ALSO set up automater reminder emails that go to assigned evaluators before these deadlines?!
3 votes -
Report for Visibility by Question on Form
It would be extremely helpful to be able to run a report that gives the current visibility status for each individual question on a form. We change visibility on our LOI after our initial review is complete. In addition to needing to change the visibility setting on each question one by one, currently we can only validate that the setting have been correctly updated by manually reviewing each question again, one by one. Thank you for your consideration of this capability!
3 votes -
GLM New Process Creation Default to NO ASSIGNED USERS
Is there a way to change the default for all new processes created to not have ANY users assigned to the process?
Currently, the default is that ALL users are selected. It’s one of those things if we don’t catch when creating new processes, grant managers for other processes get confused as they see applications they should not.
I did get a reply from Tessa Williamson at Foundant that stated:
I do want to thank you for your previous IdeaLab post in 2021 to gain some traction on a functionality similar to this. Though the team has implemented when grant…3 votes -
Custom Merge Fields for Email Templates
It would be useful to have the inability to use custom merge fields in an email template.
Some background on our proposed use this feature and the need it addresses:
Our foundation was attempting to create an email template which can serve as a digital copy of the scholarship award letter we send to recipients. However, we are unable to create a "master" email template that would serve across all opportunities because there is no way to pull in a description of the scholarship each recipient has won.
It would be nice to be able to utilize custom fields from…
3 votes -
Allow us to determine when to send auto emails
It would be great to be given the control to determine when our organization sends automatic emails. I would like to send automatic emails when we deny a request and even approve a request but as a Foundant user I am restricted. Denial emails are possibly the biggest concern because you have to navigate in this backhanded way to even be able to send a bulk denial email. Once you deny a request it no longer shows up on your dashboard so it is out of sight, out of mind, and you are relying on an understaffed organization to remember…
3 votes -
Make Grant Category field reportable
Please make Grant Category a reportable field! Why make us create a custom field to have a second layer of grant categorization when there i
3 votes -
Email Templates: Add a "Next" and "Back" Arrow Buttons to Move Through the Email Templates
Suggestion: When working on updating email templates, it would be very helpful to have an arrow button for “Next” and “Back” to easily navigate the email templates.
Current Process: Now, the process requires that you go back to the email template section, pick the next template from the list, wait for it to open, make changes, save, go back to the email template listings page and then repeat that for every template. I noticed that you already have an arrow that forwards you to the next form in other stages within the dashboard, but not in the email templates section.…3 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
side by side text evaluations
The side-by-side view for evaluations does not properly show all of the text for 'text box' type questions. To see the rest of the text a user must manually select the text to make the box scroll - this is nonsensical or select the application button at the top creating a PDF popup.
Please make all the text show so that the evaluators can just have a side by side comparison and not have to open up multiple documents.
3 votes -
conflict of interest notification
I would love an automated email to administrators for GLM/SLM for a conflict of interest question. That way we can see it and assign another evaluator. We shoot for a certain number of reviews of applications and if someone has a conflict of interest we would want to assign a different reviewer for that application.
3 votes -
Payment Graph on Dashboard
On the Dashboard there's the Amount Awarded graph that posts the last 10 years. Our organization would love the Payments graph to show the same (last 10 years vs. last 12 months). Or, we'd like the ability to change the Payments graph by year. Also, it would be so helpful if you could drill down on the graphs to see what grants make up those amounts/payments.
3 votes -
Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
3 votes -
Batch Printing from Your Follow Ups
I just voted on Evaluator batch print function that someone else posted and would also like to suggest a Batch print function for "Your Follow Ups". With a lot of our grants, staff leads assign internal follow ups to their selves to complete verbal reporting with our partners so being able to download/print those batch lists would be really useful vs. viewing/scrolling down a lengthy page.
3 votes -
Branching from Individual Table Cells
I'm aware we currently have the capability to branch questions off of aggregated table cells (thank you for implementing!). However, any plans in the near future to branch off of any individual cell responses? That would be so much more helpful for us.
For example, we currently ask on an application for org. leaders' demographic percentages to be entered in a table and one of the categories is "Other historically disenfranchised groups". If they indicate a % in that cell other than 0, a branched text area question appears asking them to name the specific group(s). Since it's required to…
3 votes
- Don't see your idea?