1092 results found
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Using Multiple Docusign accounts
When sending documents through DocuSign via Foundant we want to let multiple people be able to do it. At the moment Foundant only allows it to be connected to one account so other people are not able to receive the documents that they sent out on DocuSign. If there was a way to have separate Foundant accounts connected to different DocuSign keys.
3 votes -
It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.
It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.
3 votes -
Move Save Summary button above process description
After more than 6 years at Foundant, I still forget to click Save Summary when editing process summary bc it is usually out of my line of sight. Clients do this all the time. Moving it into line of vision would really help people not lose changes.
3 votes -
Show Merge documents in alphabetical order
On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.
3 votes -
Add DocuSign "bucket" to Dashboard
I'd like to have a DocuSign bucket/status box added to the DashBoard, just like the buckets for all other forms and their statuses (LOI, Applicaiton... FollowUps, etc.) to ease tracking the status of our grant agreements.
3 votes -
Better tables with predefined choices for columns.
Often I have a series of yes/no questions that might be easier or less intimidating to an applicant if they were in a single table. While I know that I can create that using a drop down menu, it would require less of the system, and potentially move faster if it were a choice for a column setting. The same concept (creating a column setting) would also be useful to number rows that data is entered in.
3 votes -
SLM Profile Telephone - Option to Select "Mobile"
In SLM, I think it's good to make a telephone number a required field, but it would be nice to have a checkbox next to it to categorize it as "Mobile" or "Mobile #" since most students these days only have that anyway. Otherwise, they end up typing their mobile number in the second field needlessly.
3 votes -
GLM Metrics Dashboard Award Rate of Applications
Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.
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 -
Add a link to Organization Summary from Request Summary
Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without…
3 votes -
key interactions - tagging across user / organization / request
I wish we had the ability to tag an interaction so that it shows up in relevant places. For example, I just created a note about a phone call with an individual in that individual's profile. I wish I could have that note also show up in the organization's profile. And then, when they do create a request, have the ability to tag the comment to the request. I might just delete the comment from the individual and put it on the request when it comes in, since that's a more useful for grant reviewers to be able to see…
2 votes -
Interactions - Limit User to certain role
With the new Interactions feature, it would be great to limit the User name on the list. Currently lists all our external evaluators. We'd like to limit the user tag to Administrator and Grants Manager
2 votes -
Reporting Filtering Permission
Add Additional permission to restrict a user from being able to filter custom reports. The current most restricted permissions for viewing custom reports retains the ability for the user to edit the existing filters on the report, then in part allow the user to view any information they desires to filter down into.
2 votes -
Follow Up button
It would be helpful for us if we could click on the Follow-Ups box on the organization summary page and a new page/box would open and list the past due follow ups.
2 votes -
Ability to upload emails/documents into new interactions feature
Some of our team members share an email or Word doc describing their recent site visit or virtual meeting with an organization. It would be great to have the option to upload those files as interactions in the new layout.
2 votes -
Review Applicant/Primary Contact Information
It would be helpful for there to be a feature to review information pertaining to red flags on the applicant and primary contact of the organization. The watchlist feature in Blackbaud was helpful in directing staff to dig deeper into researching an agency or individual associated with an agency before moving to the next step in the process.
2 votes -
Ability to Hide Future Installment and Follow-Up Forms or Configure Open and Close Dates
In SLM, we award many multi-year and renewable scholarships that require students to complete a new installment or follow-up form each year. Currently, all future forms are visible in the student portal, even though they are not intended to be completed until future years. This often creates confusion because students can begin filling out the forms, but cannot submit them until the appropriate year.
It would be helpful to have the ability to hide assigned forms until a specified date, or have them open during a selected timeframe instead of just a specific closed date. For example, a student receiving…
2 votes -
Organization Summary Page - Option to Display 990 Link Instead of Charity Check
On the Organization Summary page, there is currently a link to the organization's Charity Check. Previously, this displayed a link to the org's most recent 990 instead, and some foundations prefer that view for quick access to financial information during the review process.
Request: Add the ability to configure which link appears on the Org Summary page -- either the Charity Check or the most recent 990.
Why it matters: Quick access to a 990 directly from the Org Title page streamlines due diligence workflows, particularly for program officers and grants staff who rely on that data during the review…
2 votes -
Integrate Foundant with GiveSmart
Integrate the GiveSmart giving platform to merge data and ticket sales into Foundant.
2 votes -
SMS Messaging
Allow for SMS Messaging as another means for contacting applicants. Today's high schools and college students are more apt to monitor and respond to text messages than they are to emails.
2 votes
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