850 results found
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custom fields on evaluator dashboard
GLM - It would be great to be able to add more than just one custom field to the evaluator dashboard.
3 votesHello,
You can add to two custom field on the evaluator dashboard. Do you need more than that?
If please explain what you are sharing and if there are standard fields that would not need displayed.
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Link Sharing Errors
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 -
contact email history-- download capability
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 -
Allow evaluators to track the amount of money they have spent as they are going through applications
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 votesThis workflow can be accomplished today using custom columns with Aggregation. Contact support or success to learn more.
-sammie
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Close Request Button Design Issue
I inadvertently Closed our scholarship recipients when I went through the old applications in order to update contact info. They have to be kept in approved to pull up by group; Closed applications can only be accessed one by one. The Close Request button is on the bottom right where it's common to find a button to leave a form/web page or an X on the upper right. Foundant has neither for users. You have to go to the Home icon, Requests & Users option, or the back arrow. It's not good user layout. Move the Close Request to the…
3 votes -
copy previous answers
We are currently use processes for each scholarship we hold at our Foundation. We have a scholarship advisory committee for each scholarship. We have some people who serve on multiple scholarship committees, so they do end up evaluating the same applicant for multiple scholarships. We are recommending that evaluators have the ability to copy previous scores/comments from one evaluation to another for the same applicant. For example, if they are evaluating on their GPA and academic performance, that won't change from application to application. They are requesting to copy the scores and comments as a previous answer to another evaluation…
3 votes -
Evaluator view grid
I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
Also - this same…3 votesWe plan to do research on reviewer needs in Q2/Q3 of 2024 we will follow up on this idea lab item with specific question, or to step up discovery conversations.
-sammie
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due date application and third party
Would love to have the ability to set a separate due date for third-party responses. For example, student application is due March 15th and the system closes, but third-party due date is March 22nd then automatically closes.
3 votes -
Improve navigation
Would love to see a shortcut for going between work pages. For example, if I'm on Follow Ups Draft, and I want to go to LOI drafts, or applications evaluation assigned, I have to click the home button to get back to my dashboard, then into the next work page. If there was a dropdown in the navigation bar (perhaps only for administrators?) "Go To...) then a list of pages, we could go directly without bouncing back and forth across the dashboard. Not critical, but (especially on days when the site is running slowly) that extra step really adds up…
3 votes -
Streamlining Third Party Question Groups
Asking an applicant to compose an email to their anonymous third party is an extra step that overcomplicates things. The applicant has to deal with opening up an email interface, copy-pasting a pre-written message, etc. And for what? It's redundant to send the third party an email explaining that they'll be getting another email.
It should work like references on a resume. Provide us with the third party's email address, and we'll contact them ourselves. Simple as.
3 votes -
Submit button for Internal Process for Administrators
Please provide a Submit button for Administrators when they are Copying Requests into an Internal Process. Do not make us have to select the option while copying that the Initial Submit Status has to be Submitted. I would like to create a Draft and go in and edit away in fields and then Submit the request when I feel it is ready, it is an Internal process anyway, and I am an Administrator.
Sure it is fine to go and select the Submitted choice when copying, but maybe I just want to submit it later, not when I am creating…
3 votes -
Add "grant manager" assignments report field
Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.
I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.
3 votes -
QR Code to direct applicants to a specific grant/scholarship application
Would really like the system to produce QR codes that they could use to direct scholarship applicants and applicants applying for hardship grants to a specific application.
3 votes -
Third Evaluation Option
It would be helpful to have more than 2 evaluation options for Universal Applications. Scholarship Opportunities vary vastly in what is important. Being able to have the Internal Evaluation and a choice of either the complex or simple evaluation form for the 2nd choice would be most helpful!
3 votes -
Include cc/bcc in template preview when configuring auto emails
When I'm configuring automatic emails for a form, I always click the eye icon to preview the template. For some reason, it includes all the information that's been set up in the template except for the cc/bcc fields. It would save some navigation if those were included along with all the other template information already displayed - I currently have to navigate to the actual email template to review which addresses have/have not been included in the cc/bcc fields in the template, which sort of negates the usefulness of the preview function within the configuration view.
3 votes -
Simple LOI fix to reduce confusion for Applicants
There is a red circle with a backslash icon that appears when applicants try to copy and paste from their LOI to Proposal Application. This icon confuses Applicants because they are in fact able to copy and paste.
I am getting several emails from applicants who don't understand they can still copy and paste. Please delete the confusing red circle backslash icon.
3 votes -
Manually Add/Remove Email Address in Batch Email
It would be really helpful to be able to remove/add individual emails when using a batch email to applicants/evaluators. It is so tedious to manually type each email when you only need to exclude a handful.
3 votes -
Question List
It would be helpful if we could print the question list based on the current preview options. When using the Universal Application there are supplemental questions for specific opportunities. You can preview as a Reviewer and for a specific opportunity, which allows you to see what the reviewer will see when evaluating applications for that specific committee. But if you choose the Question List from that point, so that it can be printed or downloaded, it brings up everything, even the "administrator only" questions. We need to be able to print a Question List to send to our External Committee's…
3 votes -
automatic email order
With the new feature that allows a grants administrator to select which auto-emails should even appear in the auto-email list, it seems to be sorting them in a random fashion. I would like the auto-emails list to be sorted by stage in the follow-up lifecycle. See the attached file for an illustration.
3 votes -
Increase character count on the "Comments" tab in Organizational profiles
It would be great to have the ability to increase the character count in the "Comments" tab under Organizational profiles. We use the tab for a summary of a grant once it is closed and any grant management comments of note. We often find that with grants that are a year long or more, we have far more to write than the current character count allows.
3 votes
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