896 results found
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Draft Due Dates Update Automatically w/New Process Due Date
When extending the due date for a process, the LOIs that were already in draft status didn't update to the new due date. This caused confusion for the applicant when trying to submit the LOI. The solution was for our team to go into each draft individually and change the due date for drafts created before the process extension. (Drafts created after the extension showed the new due date.)
2 votes -
Ability to removed closed bank accounts from Account listing
We would like the ability to remove closed bank accounts from the Reconcile Bank Account module. They just recently made a change to include those and we would like the ability to remove them from that list.
2 votes -
Deleting Questions
This has happened to me twice now. We should be able to delete questions even though we've answered and deleted the responses. This has messed up my applications.
2 votes -
Pinned Comment - Author & Timestamp
When going in and pinning an existing comment (created before the "pinned comment" feature), it automatically changes the timestamp and author of the comment to whoever marked it as pinned. This doesn't make sense because the content of the comment itself hasn't changed. Pinning a comment shouldn't effect the author or date the original comment was made.
2 votes -
Request to make visual layout of LOI, App, Follow-ups, Documents Uploaded easier to follow
Documents: Forms and Files - challenging layout
In the new applicant experience, it appears the applicant will click on "Documents" to access their LOI, Application, follow-up forms, and any documents uploaded by the administrator. It seems confusing for the word "Documents" to encapsulate all of those aspects of the process. And then
it seems odd that "Forms" includes the LOI, the Application, and any of the follow-up forms. Perhaps it's just that I'm accustomed to thinking of those as separate parts of the process and thus should be put into their own buckets.
In the old experience, it's much easier…2 votes -
AI Summary: Feedback
Please post your feedback on the new AI summary tool below!
2 votes -
Display number of Applicant Opportunities selected
When building anything that applies to specific applicant opportunities (eligibility rules, scorecard questions and groups, application questions etc.) one must open the rule, select the Applicant Opportunites tab and scroll down a potentially very long list (133 and counting in our case) to verify which opportunities and how many have been selected. This allows a lot of room for error and creates uncertainty that the accurate number of opportunities has been selected prompting the builder to scroll up and down the list manually counting several times to verify.
It would be wildly helpful if the rule, group, or question displayed…
2 votes -
Clarify Require Right Digit -actually make it require the number specified
Our GPA question asks for 2 digits after the decimal point and we have "require right digits" turned on, but students are still able to submit a GPA with only one digit after the decimal point.
Foundant support said "I learned from our technical engineering team that the functionality is working as expected. The way the number of digits after the decimal works is similar to a maximum character count. As you've entered it in your application, there can be up to two decimal points. When clicking require right digits it means there has to be something entered up to…
2 votes -
UA -Assign evaluations across processes in the "evaluation assigned" bucket
It would be wonderful if you could assign across processes within the universal application after an application is in the "evaluation assigned" bucket. I often have reviewers who are unable to complete their assignments and I have to manually reassign hundreds of individual applications. This functionality is so helpful in the "complete" bucket.
2 votes -
Custom columns for evaluators when assigning to process
Can custom columns be added to the "select user" popup box when assigning evaluators to a process? Helpful column options would be email address and organization name. Sometimes there are evaluators with the same name, or with duplicate accounts from changing organizations and making a new account at their new organization without informing me as the administrator, which makes it difficult to see if I'm assigning evaluations to the correct account.
2 votes -
UA Opportunity Eligibility Change Log
I would like to request that Foundant implement a change log for the eligibility criteria for the opportunities within a Universe. There is currently no way for us as users or you as the host to track changes made. If there is a mistake or issue, we need to be able to know what was done, when, and by whom.
2 votes -
Reporting
Currently when creating a filtered report (finanicals / account activity as an example). I am creating certain expense reports for different managers and am only showing them their specific expense accounts. All of the filtered accounts show at the top of the report when viewing or exporting and makes the report look unfinished. Can a function be added to hide filters or column group options so when looking at and exporting the report it looks more like a finished report?
2 votes -
Metrics Dashboard - Denied Requests
Thanks again for implementing the metrics dashboard! Seems like it covers all key areas except for a better breakout for denied requests so wanted to suggest adding 2 graphs (maybe for past 6 months and another for past 12) for those that can be drilled into to see more data.
2 votes -
Profile Fund Relationships - alphabetize Categories
Fund names are alpha order which is great. But we often have more than one relationship per fund. Can you also put the Categories in alpha order? It would greatly help readability.
2 votes -
caroline@pccf.gives
I saw the idea below had been submitted but was archived. I would like to submit this same request again.
Staying logged in to GLM and SLM at the same time.: Please make it so you can be logged into SLM and GLM at the same time. Many of us work with both scholarships and grants and not being able to stay logged into both is very inconvenient.
2 votes -
User Email History
Could the user email history tab, for a user that is not admin, show up when they log in? Having it easier for them to locate would be wonderful.
2 votes -
Login Instructions auto-email
Why does the system 'Login Instructions" auto-email go to an Administrator? It really needs to go to the user that just created their account! I've just been on with chat and apparently there's no way to edit this, no event type to send directly to the user, and orgs are working around it by having to post all the login instructions on the Login page itself? This makes no sense. It really would be so much more useful if it went straight to the user who just created their org in the system. Thank you!
2 votes -
Turn Preview Off
I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.
We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.
Having the ability to hide or remove the "Preview" option while still having the process/application show on the…
2 votes -
SLM FOLLOW UP DATES
It would be very slick if we could select a group of students and change or extend their follow up due dates in a batch rather than at one at a time.
PERHAPS IT IS POSSIBLE TO DO THIS ALREADY?
Many thanks for looking into this.2 votes -
Create calculations between report dashboard sources in custom reports
Ex. Total Personnel in Budgets - Total Personnel in Fringe
2 votes
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