839 results found
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Regular Expression - Project Request Field
Limits on Project Request Field
Please allow us to enter regular expressions for the project request field or impose limits in any way. Currently, we use this field for scholarship applications as Initials and Last 4 Digits in an attempt to reduce as much bias during evaluation season. However, despite an 8 character limit, students will forgo their initials, etc. It would be great to have a unified type of answer.
Example: IAS 4777 or IS 4777
Regular Expression provided by Foundant Support would solve this - ^([a-zA-Z]{2,3})((\s)([0-9]{4}))?$1 vote -
Prepopulate Answers in Decision Forms
It would be helpful to prepopulate answers in decision forms in the process manager, similar to how you can prepopulate follow up dates. That would allow for much easier approval and denial; it may even allow for batching.
Example: There may be a generic 2022 Approval Form that I could use across several processes. But in the process manager for a specific process, I could indicate the Board date, the program officer, the grant type, and any other filed on the form that is the same across all awards/denials for that opportunity. This would allow for consistent answers and greatly…
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1 vote
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Batch Upload Document in GLM
We regularly upload committee minutes or other documentation to support grant awards to the individual project in GLM when we approve a grant. It would be great if we could upload those docs as a batch. It would save us a lot of time!
1 vote -
Application Field Options
How about a Text and Currency option?
AND
a currency list adding option?I am working on an application where the scholarship donor wants an accounting of projected expenses and anticipated contributions/income, to which they ask for a bottom line "Amount needed to balance school budget for the upcoming year"
See uploaded image for that section of their paper application that I am working on to move online. Thanks!!
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Color Option for Question Selections
Hello!
It would be great if we use a drop down/multiple choice/check box to be able to change the colors on these choices.
Ideally it would be great to change/alter color/style/font for the question itself, but I understand that might take awhile to get to.
Thanks!
1 vote -
collaborator role
When an individual is added as a collaborator, they seem to skip the registration process? They are not tied to an organization and don't have a role assigned. I'm getting emails from people that have been collaborators and think they have access to the system but don't. I'd also like to assign follow ups to a collaborator without having to add them as a user first. Can they automatically be granted applicant status?
1 vote -
Exclude a process
The filtering tool is really handy for seeing only specific processes, but I would really like a way to exclude one process from the total list. Currently, the only way to do that is to apply a filter selecting everything but that process, which feels a little cumbersome. It would be nice to have an additional switch added to the filter for selecting "include/exclude" and then being able to make the filter selection.
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User Search Query Options
I would like to see the user search criteria section for the scholarship database have the functionality to query the last logon date (i.e. > 1/1/17). I deactivate users who have graduated from our district or who have never used the system. Also, it would be nice to be able to do a batch option to deactivate multiple inactive users.
1 vote -
Add progress bar
How about adding a progress bar to the top of the screen on the application forms so that applicants can see their progress? ...like in online surveys. I think this would be helpful. This could also be included when creating a new account. Personally, I feel more motivated to complete online forms when I see progress being made.
Idea posted May 3, 2013 by Erin Baird, Allegany Franciscan Ministries
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Board & Grants Calendar Feature
First, thank you for creating the Shared Documents feature. We are excited to post pertinent docs for Board sharing there.
As a compliment to that feature, it would be fantastic if you could create a calendar feature whereby we could post dates, times and call-in info for board meetings, and relevant internal Board and Staff dates that pertain to our grants processes (application deadlines, etc.).
Thanks
Idea posted July 1, 2013 by Carmen Wong, International Philanthropy
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Submission date/time not a report field?
Hello,
I am creating a report that I want to sort by the date/time of submission. We assign file numbers in the order grants were received. As staff begin to mark submissions as "complete," they are asked to assign a file number to a staff assigned field. I want to export a report of applicant names in the order they were received to an Excel document. There I can enter file numbers, and staff can reference the Excel document to look up file numbers.
Unfortunately, it does not appear that there is a report field for submission date. Can you…
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Mobile Interface
It has been suggested by a user that we have a mobile responsive (friendly) interface. Thought I'd pass that along since it makes sense to me. Thanks for the consideration.
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Restricted Applications: Access Code Refresh Update
We are currently running a restricted cycle, using the
access code option. I have a pseudo applicant profile to check on what applicants will view and I noticed that when a grant applicant puts in an access code and pulls up the
application, if they want to go back to the main page (Apply page) with all of
the unrestricted applications (no access code needed; public cycles), they have to delete
the code in the box and then click the "Enter Code" button for the Apply page to refresh. It's a little counterintuitive.Any thoughts on updating this?
For example,…1 vote -
Reporting export option buttons
Very small annoyance...can you move the export option buttons (Excel, CSV, PDF) on the reporting function to the left side of the table? Right now, they are on the right side of the table. When I have a large report with many columns, I have to scroll down on my computer to get to the separate scroll bar that will take me all the way to the right side of the table to find these buttons. I know this is a small detail, but seems like an easy fix.
1 vote -
Applicant Details - bring in address line 2 please!
Hello! I would like to suggest that in the Applicant Details that are available to attach to auto emails include the second address line as well as the first address line (they currently only pull in the first address line).
We attach the applicant details to all of our auto emails and request that grantees check the address information and let us know if updates are needed (as just another way to ensure we aren't sending the check to an incorrect address) but I've had grantees sent back emails concerned that their suite/apt numbers aren't included.
Thanks for considering!
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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…
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Email records
http://null When using the email function / templates to contact applicants, is there any way the messages could be saved to the applicant's profile or tracked? It would be most helpful to have a log created of all communication sent to an applicant within their organization profile. Failing that, it would be useful to at least have a general "sent messages" folder. Does this exist now or is it possible in the future?
posted October 19, 2011 by Alison King, The Ron Joyce Foundation
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