844 results found
-
Batch follow ups to Org primary contact
Add functionality to chose who the follow up is assigned to when batching them. Currently, it goes to the applicant account. I’d like it to go to the organization’s primary contact, then they can add contributors. Applicants are often grant writers or development directors with higher rates of turnover than Executive Directors. Some orgs have overdue follow ups simply due to staff turnover.
1 vote -
Re-Arrange Contact List in GLM
It would be useful if you could re-arrange the Contact list under Organization Summary in GLM. Simply click and drag to re-arrange the Contact order.
1 vote -
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…
1 vote -
Update branching logic when updating or synching fields
I recently requested that some fields be synched between two processes. The sync resulted in broken branching logic on one of them. I would like for branching logic to be automatically updated when fields used in the logic are updated, i.e. when fields are synced, or when a multiple choice item is renamed. Because the updates often are made outside of the form that has the affected logic, the only way the broken logic is ultimately discovered is when an applicant encounters an issue and reports it. If branching logic can't be automatically updated, then please provide some sort of…
1 vote -
Enable grant reviewers to print their comments for reference
Our board members who review grants would like to be able to create their own report that would show their comments for each applicant, so they could print these and bring them to the review meeting.
1 vote -
You should be able to close requests even if follow ups are still outstanding
We have a process where we give grants out - the applicant has to complete the grant contract and then submit a grant evaluation at school year end. However, some never submit their evaluations. We do not let them be eligible to apply for another grant unless all their evaluations have been submitted, so we do not want to close or abandon any of the outstanding follow up forms that say "MSHE Grant evaluation". However, at the end of the cycle, I want to be able to close out all my grant contracts that have been completed, however, since a…
1 vote -
Ability to Duplicate Search Contacts
When you click into Organizations, you can perform a basic "duplicate search" and easily merge duplicates. I would love to see this same option for contacts.
1 vote -
Add "Request Amount" into "Organization Request Summary" Merge Table
This one has been previously archived, but when we get the summary of an organization, we really really would like to see the amount they requested, even if their grant was denied. This is one area where Blackbaud allowed us more functionality than Foundant.
Along the same lines, when you look at org request history, it would be nice if it showed amount requested in the summary at a glance.
1 vote -
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…
1 vote -
sue.sneeringer@dca.nm.gov
being able to be alerted when an applicant makes a change to their profile/account.
1 vote -
Evaluator batch print function
Someone else has already asked to add batch printing to the Evaluations stage, but we really need it to go one further, and to allow Evaluators to batch print for themselves. This is the number one thing all our Evaluators, many of whom are reading over a 100 applications at a time, have been asking for for the last several years, and when we switched to Foundant, we had thought we were giving them that, only to find out after the fact that we misunderstood, and they still have to download one pdf at a time. Adding batch printing to…
1 vote -
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”).
1 vote -
more characters for instruction questions
Still need more characters for instruction questions. I am building a grant agreement today and have a table that i'm trying to copy and paste into an instruction question (from word) and it is 639 characters too long! :-(. Maybe up it to 5000? Pretty please!?!
1 vote -
Additional Custom Columns
We really need more than 2 custom columns to be able to accurately sort and filter Applications both for Evaluator assignment by the administrators, and for our Evaluators doing the rating. Even just one more custom column would make a big difference. I've requested elsewhere, but in case there is a connection, we would also appreciate the reverse, which is to hide the default columns we don't need - or at least the Score column, which is just very confusing given the way our process works, so we do the best we can to hide it, but it is very…
1 vote -
Opportunity Specific Questions - see the total # of opportunities it applies to
UA - Application - See the total # of opportunities a 'opportunity specific question' applies to.
I have several questions that are only for need-based scholarships. On every one of these questions I have to check my 40-50 opportunities. It would be very helpful to see the total number that are checked to help me be sure I have them all.
1 vote -
Third party email bounce notifications
Someone else suggested, but the idea was archived, so want to reiterate that we also would strongly appreciate a notice being sent to applicants if a third party email address bounces. We were again spending a lot of staff hours identifying bounced third party emails one by one, and notifying applicants. Unfortunately, this made for a very tight turnaround in some cases.
1 vote -
date based third party reminder
Someone else requested it, but it was archived, so I would like to bring back into consideration third party reminders based on a due date (the application due date, if not a separate third party due date), instead of the date when the third party response was requested. Our application process opens several months before the application due date, and some requests are made right away. Not only will those recommenders forget by the actual due date, but it has historically seriously annoyed our recommenders to receive a reminder before the actual due date. We love having an automatic reminder,…
1 vote -
Autopopulate Emails Addresses
It would be great if emails sent from Foundant would autopopulate as you typed the email addresses from the Users stored in Foundant
1 vote -
Project Name included on Applicant Dashboard
In the new version of the applicant experience (which we are big fans of!), I love that the process is listed up front, our grantees used to struggle with identifying their different grants and which program they were connected to, but now the project name doesn't seem to be reflected anywhere on the new applicant home page. For our grantees/organizations that may have more than one project in a process (fairly common with local universities or hospital systems) the follow ups are indistinguishable unless they click into the form. Is there anywhere or any way that the project name could…
1 vote -
Hide "add to cart" button in grant catalog grants
With grant catalogs, we're able to hide the donate button until we're ready to let donors contribute; however, we are not able to hide the "add to cart" button for each individual grant when someone clicks directly into that grant from the grant catalog. For our Match Days, some organizations like to have the unique URL for their specific grant catalog item to promote which bypasses the top level grant catalog. This is where we cannot suppress until "Match Day" starts.
1 vote
- Don't see your idea?