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  1. My proposed idea is to create a "Create Document and Attach to Request AND Attach to Email" button next to the current "Create Document and Attach to Request" button. This would perform both actions at the same time. Currently, attaching a document to an email requires manually uploading the document.

    3 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  2. Not sure if this should be form building or reviewing, but the default now when editing or reviewing the UA and other processes is when you open one question group, the other collapses. I would like to ability to have multiple or as many question groups open as I want at the same time, in case I'm trying to review items/questions between them. I understand some people may want to only see one at a time, so making this a setting would give admins an option to decide which way they prefer.

    3 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  3. Currently we can add two custom columns to the Your Evaluations tab for our evaluators, but when the evaluations are closed and we allow our evaluators to see all the closed evaluations prior to our Board meeting, there is no way to add custom columns on that page. We do not review the grant applications by alpa order of the organization or project name. We assign grant numbers and will review the grants in that order. When we get to our meeting, I have to export and create a spreadsheet for our evaluator trustees to use to follow along with…

    3 votes

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  4. In GLM, it takes a LONG time to navigate to a specific request. Summary of that process: home screen > search > organizations > type org name > wait for results to load > comb through all results > click on correct org name > requests > comb through all requests > click on correct request name > finished. That's a TON of steps.

    It'd be very helpful if we could export the unique URL of all requests. I'm thinking it could be a report field? this would enable us to set up an offline spreadsheet containing direct links to…

    3 votes

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  5. Currently only questions that exist on the Eligibility, LOI, and Application forms within a process can be added as a Shared Question to the Evaluation, Decision, and Follow Up forms. We would like the ability to add a Shared Question to ANY form within a given process no matter what form it was originally added to.

    For example, if we add a "Reasons for Decline" field to an Evaluation form, we'd like to be able to pull that same field in as a Shared Question to a Decisions form.

    3 votes

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  6. It would be great if we could click on a Project URL during an evaluation and it be a hyperlink to take us to the URL. Instead we have to copy the URL and paste it in another browser window to view it.

    3 votes

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  7. Please move the button up to the top. I have multiple processes so when I copy to a new one, the button to mark draft or submitted is often off the page and out of view so I miss it. Then I copy again and have 3 applications in the system and have to delete two of them while making sure I am deleting the correct ones. This is a simple fix.

    3 votes

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  8. When viewing merge documents in the Documents tab of a request, I'd like to be able to view the document (like the Document Viewer in applications and follow up forms) rather than having to download it.

    3 votes

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  9. Is it on the radar for enabling the DocuSign to be sent to the primary contact instead of the applicant?

    3 votes

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  10. It would be great to set up an automated email sequence for applicants that was timed around incomplete draft applications. For example, one week after an application is started, an automated template email is sent with a "thank you for starting an application, if you have questions or need help please reach out to....don't forget the application deadline is X"....and similar. I try and send reminders to our in-progress draft applicants regularly; having an automated sequence would be really great--similar to what you see in email marketing packages.

    3 votes

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  11. Ability to individually close an Evaluation stage, when you are using both Evaluation stages. For example, Evaluation 1 is to be completed, and "locked down" so the Evaluator cannot change their answers when they are completing Evaluation 2. This impacts the "integrity" of the review.

    3 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  12. It would be useful to see the name of the Organization at all time when working in a request. When we have long forms, the name is not visible as we go down the form.

    When we go back and forth between other applications, it could be practical to be able to see the name without going up the page.

    3 votes

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  13. Add an icon or label to or near the 'Assign Users' button (on the Update Process page) to indicate how many users are currently assigned to the process.

    3 votes

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  14. To effectively use Tables as a shared question in a Follow Up (as stated in documentation, very helpful for Budget and ongoing grantee progress statements) - being limited to only 5 columns does not allow for multi-year grants especially

    3 votes

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  15. For SLM Universal Application follow ups it would be great to be able to reorganize the list, in alpha order for example. Right now it is in the order of when the follow ups were created.

    3 votes

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  16. It would be so useful to be able to incorporate logic into email templates. If I could have one sentence if a certain condition is true, and another if it's not, would save me from having to create (and maintain!) a multitude of templates.

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  17. GLM - It would be great to be able to add more than just one custom field to the evaluator dashboard.

    3 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  18. When sharing a link to an LOI, Application, or Follow Up with someone on your team to easily access, the link often produces an error message, especially when the team member has another tab open to the Foundant login page. We would appreciate being able to share links to data within the platform without those links resulting in errors.

    3 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  19. It would be excellent if the Contact Email History messages could be exported. I often copy and paste them into word documents to be able to send them to contacts with questions about their award histories.

    3 votes

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  20. We have had several evaluators ask for there to be a way to see the amount of money they have recommended be allocated in total as they are going through all of the applications they have been assigned. As we give them a budget for each process, this would be helpful in seeing how close they are getting to that budget.

    3 votes

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    1 comment  ·  Admin →
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