928 results found
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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 -
follow up due date entry field
It would help to eliminate the globe icon in the Due Date box. It takes up too much space and makes it difficult to see/enter the date you want.
2 votes -
Landscape Orientation for PDFs of Evaluation Forms
In our evaluation forms, we stick rubric tables inside the instruction sections of each question. It displays perfectly online, but when the evaluation forms are converted to PDF, the rubrics spill beyond the page.
Could you please add an option to generate PDFs in landscape orientation? Or tweak your PDF builder to scale / wrap instructions to fit inside the page?
Thanks.
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 -
Ability to see if a user is Currently logged in
I would like to be able to see if a user is currently logged in.
In a UA, I can tell when a student has missed submitting part of their applications. It would be nice to see if they are still logged in, or if they left it and I can send my email telling what they still need to do.
2 votes -
Reminder email to applicants 7 days after submission of universal application
It would be wonderful to be able to send an automatic reminder email to applicants 7 days after their submission of the universal application to remind them of the next steps in the process and to remind them to be sure to log in and complete any supplemental requests for information required for specific opportunities.
2 votes -
combine two due date spots in UAs
Within Universal Applications, there are two spots that due dates must be updated, both within the Summary section and then also within the Application section. These due dates do not update when one is updated which creates confusion. I thought I had updated the due date on our Universe (on the Summary tab) before posting the UA for applications, but then noticed that students' drafts were showing a past-due error for last year's due date. I had to hunt around to figure out where the old due date was stored and ask Support for help to figure out how to…
2 votes -
EIN Prepopulating Organization Names
Would it be possible in the future for applicants to type in their EIN and it would prepopulate their Organization Name? It would help ensure that there aren't differences in spelling/format between organization names and would get rid of some steps for our merge template creation!
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 -
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.
2 votes -
Collapse blank table rows in packet PDFs
Currently, when I create a table that may have an unknown number of rows used (such as asking applicants to list the date, time, location of grant-funded events), I just have to guess at what might be the right number of rows to add. If an applicant only uses one row of 10 available, the application packet will still print all 10 rows and use up a lot of space. Can blank rows be collapsed in the application packet?
(Even better would be to allow applicants to add rows if needed, but I suspect that's more complicated.)
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 -
Make merging documents as easy as using merge for batch emails
Please make merging documents as easy as using merge for batch emails. It's ridiculous after all these years that the workflow for doing this is still so clunky.
1. download the field codes
2. make sure you no to answer "No" when the popup comes up
3. copy and paste the codes into the template in Word
4. upload the template
5. go to Requests and Decisions and search for the appropriate requests and decisions, and
6. create the documents.2 votes -
Shared ANSWERS within an application
It would be helpful to have answers that were selected earlier from a drop down list be able to carry over to another part of the application.
Totals from tables carrying over to a budget summary table would also be useful.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 -
Editing report results w/in GMS
When running a report you will get all results from the process/s you choose, then have to edit the Excel that you download.
It would be nice to delete the entries in the spreadsheet from the site prior to downloading it. Or, only click on the applicants that you are interested in downloading information for w/in the report set-up.
2 votes -
Organization Profile Information on Evaluation Form
Our Evaluators need to know what an organization's mission statement is to accurately evaluate proposals. This information is currently stored in the organization profile and cannot be viewed by evaluators. I think that selected fields from the organization profile should be visible to evaluators.
2 votes -
Stand-alone LOI
LOI - generally called a Letter of Intent - we call it a Letter of Introduction. It's kind of an 'elevator speech' for applicants where we get a snapshot of some financial needs (we ask for up to 3). We use is as a guide and have a phone conversation with the applicant once the LOI is submitted. depending on our yearly goals, we may pass on this applicant for the year, but want to keep them for the next year.
It would be great to have a 'stand-alone' LOI that can be branched to an application at another date…
2 votes -
Shared documents - Select committee to limit visibility
The client would like to see the ability to select a committee to show the visibility of a folder instead of just a role. Right now they have many different committees and it is not good that they can all see everything in that role in shared documents. This sometimes requires the client to use other systems to manage parts of their evaluator experience.
Client voice: I would like to use this system for the full evaluation experience but it creates privacy issues when I can't assign specific folders to specific committees. (Bank of Hawaii)
2 votes
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