850 results found
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Round Robin Assignment for Committee Members
As a scholarship Admin I want functionality to allow the system to randomly assign scholarship reviewrs.
An Example: For Scholarship Committee A, I want the system to randomly split my 8 reviewers into 4 groups of 2, then auto assign 25% of the applications to 1 group of reviewers.
This would reduce my work to evenly and randomly distribute scholarships for review.
3 votes -
if a process is turned off, so too is the associated eligibility quiz.
If a process is turned off, so too is the associated eligibility quiz. This is VERY confusing for applicants...they see an eligibility quiz and assume they need to fill it out, even though that process is closed. It makes them think they are not eligible to apply for the open process, when in actuality they were just filling out a form for a closed process and get an error message.
3 votes -
"make payment"
Add a "fund source" field to the Make Payment form
3 votes -
Merge Document for Multiple Processes
Because our applications differ by grant type, we have set our processes up by foundation and then by grant type. So for one foundation, we may have five or six different processes. The Board will review all foundation requests at the same time. It would be nice to be able to run a merge document for multiple requests across multiple processes. This would save us a tremendous amount of time when generating award/declination letters.
3 votes -
Invalidating data in a field
Prevent invalid data in a field with a stop alert. It would be great if you could invalidate an applicant's improper entry in a field. For instance, if a certain org. budget size is an eligibility criterion, It'd be great if non-confirming entries got a "stop" message to refer back to instructions, guidelines, contact staff with questions, etc. So if an award cycle is intended for orgs. with budgets less than say $200K, it would offer an alert or error message to the applicant for any figure above that amount.
3 votes -
Staff Evaluators email
We have evaluators that email our applicants outside of Foundant and then copy and paste it into their evaluation. It would be useful if we had the ability to be able to choose if we would like the staff evaluator to have the ability to email through Foundant.
3 votes -
Have a form type that marks itself complete
Similar to an eligibility review quiz that auto-grades, I would appreciate a follow-up form that does not require review in order to be complete. We have a form, the acknowledgement of funds received, that we do not have a need to review. It would be great if it could be marked complete automatically.
Thanks for considering!
3 votes -
scoring committees
we have 7 scoring teams that annually score grants, it is cumbersome to reset the scoring team for each process... would it be possible to create a mechanism to set scoring teams and have those people grouped together in some fashion.
3 votes -
3 votes
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Improve View Organization History for grantees
We have chosen to not have full application status available to grantees in the View Organization History. Unfortunately this means that grantees now see grants listed for $0 when they were actually granted. This is an inaccurate view of the data and we'd prefer that grantees just see the grant process, project title and status, but NOT the zeroed out amount granted and paid since this is false.
Also, it would be helpful if I could run a list from my system of all users that have been granted View Organization History status.
3 votes -
Ability to Edit Payments on the Payment Tracking Page
It would be a HUGE time saver to be able to edit payments on the Payment Tracking Page, rather than having to go into each individual Project and edit the payment there. Just have the edit pencil icon right next to the eye, and the blue plus sign on the payment tracking page. When entering additional comments, after a payment has been posted, it is extremely time consuming to do this for 50+ payments at a time.
3 votes -
Improvements to the New Payment Tracking Workflow Page
I like the quick new way to enter payments on the payment tracking page. Here are two things that would make it Better! If the pop up window had the name of the Organization. I am often entering multiple payments at once and sometimes I lose track of what one I'm entering. Having the Organization Name in the pop up window will help me double check that. Whenever I go back to the payment tracking page it defaults to showing all dates. It would be helpful if it would save my last search unless I log out because I have…
3 votes -
Email format in Organization View
We give grants to non-profits and international organizations. . . . .many of whom have email addresses ending in ".org", or other international designations.
PLEASE don't restrict my email address format to " mailto:name@domain.com "
Idea posted January 4, 2013 by Karen Wallace, First Fruit Incorporated
3 votes -
Changing character count to word count
I searched and didn't see this in the idea archive. We receive a lot of compliants about character count. I am guessing character count gives you a better estimate of space needed but folks are accustomed to using word count for other applications. I think word count is the norm.
Idea posted June 20, 2013 by Erin Baird, Allegany Franciscan Ministries
3 votes -
Reports - Export to Excel
I have noticed that when you export a report to Excel, all the numbers are stored as text. Although it can be done, it's a pain to have to convert them to numbers if you want to work with them as numbers in Excel. So, I suggest in a future release that all numbers in a Report export to Excel as numbers.
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…
2 votes -
Additional Multi Factor Authentication Options
My organization recently implemented Multi Factor Authentication for logging into GLM. Unfortunately, the only option available is to download an authentication app to verify logins. It would be helpful to have other options, such as receiving a code via text message or email, in addition to the authentication app for verification.
2 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…
2 votes -
Auto email exception
I would like the ability to override which auto email templates to use at the Request record level. I have a follow up form, "Interim report", that I assign primarily for multi-year grants, but also for the occasional expenditure responsibility (ER) grant and maybe in a few other circumstances. For ER grants, the IRS requires the grantee to submit a report to us as of the end of their fiscal year, and to do so every year until all funds are expended. When we make an ER grant near the end of a grantee's fiscal year, I know they won't…
2 votes -
budget
Would love to be able to adjust size of field for budget amount. It seems to be limited to budgets up to $99,999,999.00. Our budget for 1 process is currently over 100 million so I can't track the budget because the field won't allow it.
2 votes
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