839 results found
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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.
1 vote -
Adding organization name in Follow Ups
Our grant agreements in Follow Ups in Foundant GLM. We are looking to add the system Organization Name field in the follow up form. Since the available options on Follow Up forms don't allow me to pull system field info, I've had to ask for applicants to type "Organization Name" info on all applications just so that I can share this on the Follow Up (Grant Agreement). It would be easier if I could pull directly from the Org Info page on the follow up.
1 vote -
Evaluator 1 & 2 Required Question Flag
I would like to see Evaluator 1 & 2 forms have a hard stop if someone does not answer the required questions in their form. The same type of message applicants receive when they miss a question.
Currently, they can save the form and do not receive a warning they have missed any questions. Staff must check each evaluation to see if someone does not answer a question(s), call/email the evaluator, get them to log back into the system, complete the question(s), and we have to rerun our reports. It is very time consuming. Evaluators get cranky when they get…
1 vote -
Reviewer assignments -suggestion for reviewers to access app's at later date
It would be great to be able to assign reviewers to applications on X date, but for the reviewers to not be able to access the applications until a later date and time that could be set in Foundant.
1 vote -
email history
It would be helpful to be able to build a report that demonstrates the status of an application based on email. For example, an application that has been denied, whether they have been emailed and the status of the email (ie whether they have opened it). Right now we are tracking that outside of GLM. Thanks!
1 vote -
SLM Comment button position
Perhaps we leave an inordinate amount of comments (?) but it is driving me crazy that I have to scroll all the way to the bottom to hit the Add Comment button. Can that show up at the top instead.
Thank you for all your attention.1 vote -
Grant applications searched for by using the "Referred by" field
Issue: Board members want to be able to view and export a grant application list that were referred by them.
Provide ability to search for grant applications with "Referred by" search term with pull-down menu from the "Referred by" field.1 vote -
revert status
I'd like to request more control over the "Revert Status" function in SLM. Batch revert capability would be wonderful, and also the ability to choose from any stage in the cycle to revert to rather than having to revert one step at a time (i.e. from denied to denial draft, then from denial draft to complete).
1 vote -
pdf with no comments
We use the Administrator Comments feature to provide draft review feedback to our applicants. Many applicants use the comments, then want us to remove them so that they can create a clean PDF of their completed application. We don't want to delete our comments as that is part of the grant process record, but we also don't want reviewers to be able to see the comments. Right now, our only option is to make all the comments not visible to applicants, proxy as the applicant, download the PDF, then make all the comments visible to the applicant again. This is…
1 vote -
scholarship deadline
In the Process Manager, I would like to see a button or indication that a scholarship deadline has passed.
Also, being able to filter scholarships in the process manager would be helpful. This could include filtering by process name, start date, and end date.
1 vote -
Opportunities within a UA process updated after evaluation concluded
Can the number of students that are eligible for our active opportunities within a UA process, be updated once the first evaluation is determined? We had 223 students eligible for one of our opportunities, but then once they were evaluated they were no longer eligible, but that number in opportunities did not change.
1 vote -
Move the Copy Request option of Select Initial Status to the top of the list of Process selections
Back in the day, when you could Copy Request, we could just copy into Draft and still be able to submit as an Applicant without too much stress. At least, that is how I remember the system working. Especially working with Internal Processes. We may have even had a Submit button at the bottom. I don't recall exactly, but now, it's a bit more work.
Now, I have to be sure to scroll to the bottom of my long list of processes to be able to find the Select Initial Status options and be sure to select the Submitted option-particularly…
1 vote -
Process filter on dashboards
Is there a way to add a message that pops up somewhere on the dashboard that reminds the user there are process filters applied? This is especially important for evaluators who are only in the system one time period each year.
1 vote -
Opportunity Description on Evaluation Page
When the evaluator opens the application to evaluate, the page automatically scrolls down. You are not able to see the description of the opportunity which is at the top of the page. Can it open to where the page does not move and the description can be highlighted or made larger?
1 vote -
document viewer indicator
It would be helpful to have an indicator for the number of documents in Document Viewer similar to the indicator on the Documents tab.
1 vote -
I would love to have bigger check boxes. I have to struggle to get my mouse in just the right spot.
I would love to have bigger check boxes. I have to struggle to get my mouse in just the right spot.
1 vote -
Greying out a Read only column/row in a table
When building a table, it would be helpful to to "grey out" a row or column that is "read only", so that you know it is read only.
The feature I am proposing will help to identify the labeling on the back end. Right now there is no clear visual way to mark this. And I have gotten emails from applicants saying they cannot add information to the table (as it is read only), despite having combed through and making sure everything was how it should be.1 vote -
Allow branching in evaluators
It would be great if the software could allow evaluators to be assigned based on branching. For example, if we created an application that the first portion was basic information about an organization (i.e. organization history, board makeup, etc), but then we had a branching question for them to select which one of our grant programs they were applying for (and allow them to select multiple options that would then trigger specific questions for those grant programs). There could be the option to assign the different grant-specific branch of questions to different evaluators - basically have multiple evaluators assigned but…
1 vote -
Move Requests With Follow-Ups to Different Organization
This functionality was previously available before the update to allow multiple organizations for one user account. This is useful when we have national organizations which apply on behalf of smaller local organizations - oftentimes they will complete the grant agreements and other initial follow-ups, and then the local organization would take over managing reporting for the rest of the lifecycle of the grant award. This is also applicable to fiscal sponsors that manage multiple awards for various organizations, and it makes it easier for us to break them out by each program when pulling reports as needed.
1 voteThis was also discussed in idea lab webinar April 2024.
What checks would be need in place to make sure the user assigned the follow up is also in the organization?
Are there concerns around changing the Organization of an awarded Grant?
Any additional workflows are helpful.
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Allow top-level grant managers to assign (or re-assign) applications to GMs lower on the Organization Chart
When using the 'My Organization Chart' feature in GLM, would be nice to allow top-level GMs to assign or re-assign applications to lower-level GMs within their team.
1 vote
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