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  1. It would be great to have quick access to recently searched or recently modified/accessed requests or organizations. I find myself in and out of a lot of requests in one day and it would be nice to have quicker access to recent ones without having to re-search each time. I saw someone posted this previously with 9 votes but it was archived. Thanks.

    3 votes

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    0 comments  ·  Search  ·  Admin →
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  2. 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

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  3. When evaluators are assigned applications as a batch action, it would be really helpful if an automatic email could go out to each evaluator letting them know they have been assigned applications for a particular process (one email per process, not per application). Currently, the only way evaluators can receive an automatic email is if each application is assigned one by one. That's time-consuming for the person assigning the evaluators, and that would generate a lot of individual emails to each evaluator. Having automatic emails go out to evaluators after batch assignments are made would eliminate the current two-step process…

    3 votes

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    0 comments  ·  Batch  ·  Admin →
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  4. 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

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  5. 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 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  6. 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

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    Proposed Idea  ·  0 comments  ·  Dates  ·  Admin →
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  7. 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

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  8. 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

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  9. 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

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  10. 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

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  11. 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

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  12. 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

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  13. 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

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  14. 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

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  15. An idea! Currently, there is no way to batch email only users who are actively assigned to a scholarship committee. There is only a way to email all users who have scholarship committee as their role. This would be helpful with sending pre evaluation updates before evaluations are assigned. Currently, you have to manually send out emails to those assigned to committees.

    3 votes

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  16. 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

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  17. 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

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  18. 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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  19. Flag submitted applications that have outstanding issues:

    Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."

    3 votes

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  20. On the organization search page, could there be a section at the bottom with recent searches, or perhaps your own personalized list of organizations you want to keep handy?

    3 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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