931 results found
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Applicant Filter
From the SLM Dashboard we have the ability to Filter by Processes. In the same way it would be great to be able to Filter by Applicant.
We do not use universal application so this filter would allow us to group, screen and use Batch options based on an applicant name.
2 votesWe recently introduced Filters to the workload grids. Through these filters, you can narrow down the list by applicant name. Reach out to support@foundant.com to learn more, and please let us know if this helps you manage your workflows.
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Tracking Conversations and Meetings with Non-Profit Organizations
My manager and I are looking for a way to track our interactions with non-profit organizations within Foundant. We frequently have conversations, tours, and meetings with these organizations and want to keep a comprehensive history for internal tracking purposes within Foundant.
I have been told there is no current feature in Foundant that allows us to input and monitor this information. This could be a very helpful feature for donors and their administrations to track and keep a running record.
2 votes -
copy request
Could we make the "This request was created as a copy by..." message more prominent? It would help if it jumped out at us so that we can do the required cleanup after a request has been copied.
2 votesCan you please share the message you are referring to.
Also, it would be helpful to understand the clean up need because that might give us the idea for other opportunities to make the tool easier to use.
-the foundant team
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Batch Deny to Move to Denial Draft
It would be a huge timesaver if there were an option for Batch Denied applications to be move to Denial Draft.
If you have a lot of applications, it takes a a very long time to do this one application at a time.
2 votes -
Changing American spelling for Australian clients for Organization and Recognized
Changing American spelling for Australian clients for Organization and Recognized. (S instead of Z) Currently this is on the payment page for a donation but I am sure there are other spellings throughout the platform and GLM. For our Australian clients/donors it looks like we have spelt it wrong.
2 votes -
SLM UA Color
We have three SLM UA's that students can apply to and as it currently appears on a student's dashboard, all UA's are in the color blue. Is there a way that each UA has their own color. This will help with an inclusivity for color blindness.
2 votes -
Batch add multiple Processes when assigning new Evaluators.
Batch add multiple Processes when assigning new Evaluators.
We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.
So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.
The way things are currently set up,…
2 votes -
Mark an application that you would like to revisit
I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.
2 votes -
Create the ability to recover deleted data sets from reports
Create the ability to recover deleted data sets.
2 votes -
kbakhshi@fmscleveland.com
Request ID number
We would like to be able to identify a particular request or award by an ID number, and then search for requests based on that number. I wish Foundant assigned a simple ID to each request or award. (not the 32 digit GUID, which is not usuable).
I know we could add an internal field and assign our own number, but there could be duplication or errors in that process.
2 votes -
Remove "Rating" as a required field for Evaluations
Remove the Rating system from Evaluations as a required field.
Our Evaluations never show as Complete even when they are because we do not use a rating system to evaluate grants.2 votes -
Set defaults to have Active and Inactive profiles searched in GLM/SLM
When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".
Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".
2 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.
2 votes -
Evaluator profile linked to conflicting org profiles
We have a number of evaluators with conflicts. Would be great if we could record these conflicts in a form and then have the system prevent us from assigning an evaluator to read a request from an org they have a conflict with
2 votes -
Evaluator Discussion Forum/Bulletin
currently have an evaluator bulletin where reviewers can post questions to foundation admin that they need to ask the applicants. Questions are linked to a project, other reviewers can see all the questions and the answer. Staff receive a notification when a question is posted, all evaluators get a notification when a response is submitted by staff.
2 votes -
Integrating Email & Phone Notes
Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.
Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section…
2 votes -
Repeater Group
It would be great to be able to build a group of questions that would repeat based on the numerical answer to a prior question. (i.e. How many outside organizations will you be collaborating with? 1-5 and the group would be organization name, First Name, Last Name, e-mail, phone.)
1 vote -
Follow Up form tied to installment only
While we are shifting to the use of post by payment in CSuite and will now be entering the "full award" amount for our multi-year or semester scholarships, we understood that it would only display that semester's installment amount as tied to the follow-up form for the upcoming semester. Instead, it's still displaying the entire award amount to the student which causes confusion for them. I understand it's possible to now add other shared fields into the form to pull 'installment 1, 2, 3, etc.' but that is going to require me to build additional forms based on year or…
1 vote -
AI
I would love an option to batch generate AI Summaries from the dashboard in SLM. We have hundreds of applicants that create thousands of applications, this would be a great asset so we do not have to open each application to select this. Great time saver.
1 vote -
Year-end Tax Receipt - Add Option to export to Word
Year-end receipts - When we print year-end receipts for donors in bulk, it would be very helpful to be able to export the file as a Word file, rather than only as a PDF. Word is so much easier for editing page ends, in the event the donor has a long list of donations. Thank you!
1 vote
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