839 results found
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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.
1 vote -
multi fund awards
I would like to be able to add a second award to a grant that has been partially funded, even if the first payment has been made. We make grants from committee, but then offer the opportunity to fulfill grants that aren't funded or only partially funded to our donor-advised funds. They appreciate the opportunity, but their decisions might be made months later. To maintain the full history of that grant request and response, i would like to make a second award, but I can't. I have to create a grant in c-suite, which is fine, but then the history…
1 vote -
Save Documents in Request: Guidestar Info, Past Funders, LOI, Application & Follow-up Packets
Option to save Documents in the current Request instead of the Organization Documents:
Guidestar Info
Past Funders1 vote -
make add form dialog box movable
When my list of forms that are available for copy pops up, it covers up data i sometimes need (i'm usually updating multiple processes at a time and don't always remember which process i'm in). It would be great if i could move that dialog box around. Also, hope to see those filters soon! :-)
1 vote -
Improve Table Questions Appearance in Custom Columns
Please improve the way currency table fields appear in custom columns. We used to have a "total amount requested" question on our applications that we used in custom columns. We could sum the total requests and have an quick sense of the requests coming in - a very useful tool. This year we "updated" to a table question (Year 1 Request + Year 2 Request = "total amount requested"). Even though the table fields are formatted to be currency, the autocalculated "total amount requested" shows up as text in a custom column. It is hard to tell, is that a…
1 vote -
ua opportunities information editable
I would like to request editing capability for the information that is displayed about each scholarship opportunity in the UA when the student is matched to them after completing and submitting the UA. I would like to be able to add details like the dollar amount of each scholarship opportunity as well as change the wording for the "Edit Application" to be more clear that there is more that the students must do to complete those applications once matched to the opportunities.
1 vote -
Opportunity Name Merge on Shared Supplemental Questions
It would be nice to have a 'merge template' concept included in the supplemental questions so that applicants see "[Scholarship Opportunity Name] Supplemental Questions" when they are working on each opportunity. This will help them remember which set of supplemental questions they are completing when they may have multiple opportunities still open.
1 vote -
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".
1 vote -
Create Documents - Form Name instead of Form Type
Currently, when you go to Create Documents and Choose File Uploads, the second column displays Form Type (Followup) for all of the documents, instead of Form Name (specific follow-ups like Interim Report or Final Report).
We'd love to be able to see Form Name to know which follow-up form we are selecting, as we print out interim reports for review before sending our next grant installment.1 vote -
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.1 vote -
Tax Class from GLM to CSuite
I'm not sure if this is a CSuite or a GLM idea. Why isn't the tax class field a standard field in GLM so when you sync the grant you do not have to remember to edit the profile? We end up with a lot of agencies without a tax class when it is time to run the 990 reports. Very time consuming.
1 vote -
Running Total in Evalutation Form
It would be beneficial if evaluators could track the approved grant amount per organization while they are evaluating the applications. Having an in-system ability to track the running total amount of funds being granted would decrease the chance of the evaluators going over or under the total budget allotted for the whole grant cycle.
1 vote -
Primary contact
Hello, I know that this has been proposed once. I'd like to be able to have an option of not choosing a primary contact for the organization. In cases where different departments are involved with different projects a primary contact sometimes creates confusion on follow-up/reporting forms. Appreciate your advice. Thank you
1 vote -
Hide applicant followups on evaluator dashboard
We have quite a few users who act as both applicants and evaluators at different times. There is a lot of confusion when they log in and see their applicant followups (grant contracts, reports) on their evaluator dashboard. Many then end up filling out the forms from the evaluator dashboard, but then find they don't have an option to submit. Is there a way to just not have these followups show up on the evaluator dashboard?
1 vote -
One collaborator for multiple organizations' requests
We have a very hands-on grant committee who wants to walk the applicants through the process with support to help them be successful in the grantmaking process. We're using the "collaborator" feature so the grant committee can provide feedback to the applicant before they submit their grant proposal. When Proxying in as the collaborator, the dashboard only shows the name of the project/program and does not show the name of the applicant organization until you click Edit to get into their application. My request is that the Dashboard shows the name of the organization per request also.
1 vote -
access code
Add the ability to add an access code to a universal application
1 vote -
Add User text restrictions
Please remove restrictions on "Add User" information fields!! Only allowing certain formats for phones/addresses/postal codes restricts inputting accurate information. (Can't input extensions for phone numbers, international phone numbers, international addresses.)
1 vote -
Allow "Approve Request" to be toggled on or off in the process summary
It would be great if we could toggle the "approve request" feature on and off - especially at the LOI stage, but really at either. It is concerning that someone could approve the request accidentally. Right now we have turned off any automatic emails so that if this does happen the applicant isn't alerted, but it would be nice to simply turn the feature on only when needed.
1 voteHi Paula,
would you turn this off for specific users?
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Allow copy request to Submitted status with unanswered Internal Questions
allow for requests that are submitted by applicants to be copied into a different process as "submitted" even though there are unanswered required internal questions. With our new process, we are trying to copy into the appropriate process requests that are submitted by the applicant, though because we are using internal fields and those are required, it can only be copied into draft, so we have to proxy in as the applicant in order to submit the request, which triggers the automated email and can cause some confusion.
1 vote -
copy process to same form rather than first form of the process
It would be great to have the ability to select when copying a request into a new process, in which stage we want it to be - LOI vs Application. We are using LOI Forms in all our processes, though sometimes the LOI gets approved under a process (Inquiry) and the actual application to be completed by our grantee is under a different process. We use the inquiry process to collect basic information to see if we would fund them and identify the type of application they need to complete.
We're having to re-approve the LOI and complete the LOI…
1 vote
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