850 results found
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Rich Text Experience for Applicants
Rich Text improvement ... please allow hyperlinks/URLs to be added by applicants in their text area responses. We would like applicants to show us where and how they are recognizing the Foundation for funding. By allowing them to include hyperlinks in their answers it would give easy access to the Trustees to view.
2 votes -
Big Boys vs Foundant: or - Why Delete button better in RED
The red Delete button is often considered better for critical actions like "delete" for the following reasons:
Color Association with Danger:
Red is universally recognized as a warning or danger color. It draws attention to the gravity of the action, such as permanently deleting an item, which may not be reversible.
This can prevent accidental clicks by making users pause and reconsider their decision.
Increased Visibility:
Red contrasts strongly with most user interface backgrounds, making it highly visible and easily distinguishable.
This ensures users notice the button, especially in high-stakes actions like deletion.
Emphasizing Criticality:
Using red communicates the critical…
2 votes -
lcs@bermudafoundation.org
Can you create a question bank so that we can easily copy questions that already exist on other forms??
2 votes -
Clarifying language for the Warn Applicant of Existing Application pop up
Users may find it helpful if Foundant updated the language on the applicant-facing pop-up that notifies users of existing request drafts. Currently, the pop-up provides link to the existing draft(s) and two buttons: Apply and Cancel, which does not seem to be intuitive for navigating to an existing draft.
To reduce confusion, would it be possible to change the Apply button text to Start New Draft. This updated language would clearly indicate that selecting this option will create a new draft rather than continuing with an existing one.
This change should improve the user experience by making the navigation options…
2 votes -
snippet
TLDR: I'd like to be able to reuse a snippet of a form on another form, perhaps from a library of snippets.
Let's say in 2023 I built one great form and copied it 20 times so that all my forms built in 2023 used the best practice of sharing their fields (variables). Now in 2024 I have a new group of fields - budget or demographic fields that I need to add.
After developing a fancy new table on one application form, the admin should be able to save it to a library of snippets and then it should…
2 votes -
insert merge fields in questions
I wish i could use merge fields when building grant agreement forms. I have a paragraph called RECITALS that has project specific information in it. I wish I could use merge fields in the instructions questions....
This Memorandum of Understanding (“MOU”), indicates an agreement to assist in the implementation of <<Project Name >>(“Project”), a Community Benefit Grant in the Texas Health Community Impact (THCI) <<Region Name>> Region, targeting <<Target Population>> in <<Denton-Wise ZIP Codes>> ZIP Codes. This MOU is between «Organization_Name» (“Grantee”) and Texas Health Resources (“Texas Health”).
2 votes -
Download Folders as one Document from Shared documents
Currently we have our Board Books stored in the shared documents tab of Foundant. Each Board Book folder has multiple sub files. Each subfile can be downloaded, but it would be nice to be able to download the entire folder which would include all the files.
2 votes -
Please, please, please add "Fund Names" into the available merge fields for email templates!
When notifying someone of a grant award, we have always referenced the fund name in a check letter. As we move notifications to email, we need to be able to include the Fund Names. In CommunitySuite-integrated processes, the field exists already in the Installment form. It would be great if that field were both shared to other forms and as a merge field for email templates!
2 votes -
customize fields in process summary
We have 5 identical (or close to it) processes for our grants (2 yr cycle). Each process has a Director and Grant Manager(s) that are unique to it. It would be nice to have that information in the Process Summary. It would also be helpful if those fields were available as merge fields.
2 votes -
Customize Batch Evaluator Packets
Would there be a way to customize what is shown on an evaluator packet? We typically allow board members to view a folder of evaluator packets, but they get long and we want to make it easier for board members to quickly digest a grant. Is there a way to either customize what we include in the packets or easily batch download the executive summaries for all of our grants in a given cycle?
2 votes -
Ability to group in new giving hub
The new giving hub does not permit grouping of funds. This is something useful that we will be losing. In addition, there be ability to default to "show additional funds" format. In addition, this "additional funds" is not sorted by priority, but only alphabetically.
2 votes -
Application Form Sections
Change the default for the settings to be CLOSED not open when an applicant first opens the form.
2 votes -
data validation
I wish i had a way to confirm existing vendor ids that are hand entered. If my grant managers make a mistake here, the wrong people get paid.
I looked at using a branching question. But there is no way to see if the answer to Q1 matches the answer to Q2...
In my form it's set up as:
Does your school have an existing THR Vendor ID? (Y/N)
Branch Group: Yes
Enter school's THR vendor ID: __________ (integer, limited to 15 chars)
Confirm school's THR vendor ID: _________ (integer, limited to 15 chars)I want the next section to…
2 votes -
Add a progress bar to applications
Can you please add a progress bar so the applicant can see how much they have to do to submit the application?
2 votes -
SLM: Customize Third Party Dashboard Columns
I'd like to be able to customize the Third Party Dashboard columns to indicate if the request is a transcript, a letter of recommendation, or something else. Currently, the requestee has to click on each request or remember each email to know what is waiting for them. It may be helpful to have a descriptor column of the nature of the request.
2 votes -
bulk update
Howdy! We are trying to increase our usage of electronic payments for grantees and are updating tens and hundreds of profiles at a time.
As it stands now, updating ACH settings in CSuite require two separate bulk updates - one for ACH settings to add account and routing number, and the second for changing the default payment type. That means culling two reports to 'match' the profiles ID (which is the most labor intensive part of the process).
2 votes -
LOI Close
We really need the ability to close an LOI and NOT HAVE IT APPEAR on the Board Members' Dashboard. The only way to remove it is to - delete the LOI, Abandon it or Decline. Those options are confusing to the applicant, because we may be considering this grant for a future grant in a different process. There should be a way to keep it on the Admin Dashboard and remove it from the Board Members' Dashboard - because it confuses Board Members - who may not be very computer-savvy, but are doing their best in this digital world.
2 votes -
Send denial email when application is denied.
I need a denial email to be sent to the applicant when I hit deny on the application. When the application is approved, an email is sent. But I have to go in and send a separate email after I have denied the request. I don't want to deny a request but forget to notify them!
2 votes -
Automatic Scholarship Thank You note submission
It would be nice to hook a donor email to a scholarship opportunity so that students can automatically send them a thank you note from their follow up form. I know this would be possible to do through the third party field but it would be too much work to add the donor email to each follow up form. Plus, this would require us to give a donor email to the students, which some donors may not like.
2 votes -
Export batch as separate documents
Currently, exporting a batch of templates compiles all documents into a single file, which often requires them to be manually split at a later stage. It would be greatly appreciated if we could automatically export all selections to separate documents.
2 votes
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