1089 results found
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Applicant Tutorial: Follow-up Form Collaboration
Please add information to https://support.foundant.com/hc/en-us/articles/4523887747223-Applicant-Tutorial-Collaboration to include documentation on collaboration for a follow-up form.
1 vote -
Docusign
Would love for Foundant to integrate additional fields (besides the signature) so that it’s hardcoded when my templates merge with Docusign. For example/specifically, a box for the Date Signed and the Title of the Signer. This would be incredibly helpful for when we send grant agreements.
1 vote -
docusign
We recently started using the Docusign integration with GLM. We have merge templates that create our award documents and can now schedule our Docusigns to be sent on a select date/time. The process works great (almost) because the completed/fully executed documents are then automatically saved in GLM once the Docusign is returned. It removes several tedious steps in our process. There was, however, a problem with an otherwise GREAT system. If a change had to made to the documents at any point in the creation and scheduling, they can be deleted in GLM and it appears as though there is…
1 vote -
Custom filters for evaluators (to improve evaluator sorting)
It would be helpful to expand the existing filter options on the evaluator review page to include responses from application questions (at the discretion of the administrator). In addition to current filters (such as organization, project etc.), evaluators could benefit from being able to filter based on custom list-style questions from the application.
For example, enabling filters for a question such as “project’s area of impact” (e.g., housing, mental health, food security) would allow reviewers to group and assess similar applications more easily. This would make it much more efficient to navigate and compare applications, especially when reviewing across specific…
1 vote -
Integration of Impala
Please consider integration with Impala instead of integration with Candid.
1 vote -
Ability to allow Grant Managers to generate AI Summaries
I would love to give the Grant Manager role the ability to generate AI Summaries for applications. Currently, only the Administrator role has access to this feature, but it's the GMs that are reviewing the applications internally. It could be a feature that can be turned on/off per user or per role.
1 vote -
I would love to be able to bulk edit the Fund Fee Type
I would love to be able to bulk edit the Fund Fee Type
1 vote -
Personalize bulk yearly tax receipts
Currently tax receipts are just auto-generated and tend to get lost in a lot of donors' spam inboxes. We should be able to create a template/ email to send out with the yearly tax receipts.
1 vote -
Grant tribute
Currently I do not believe a tribute can be made on a grant. We would like to make a grant to an organization in honor of someone. We only see the capability to make a tribute to someone on a normal donation.
1 vote -
Campaigns and TicketID
On the profiles tab in a campaign, I can see the associated TicketID for each person so I know who has a ticket assigned to them but when I export the CSV the TicketID is not one of the columns in the exported file. This makes it difficult to determine who is an invited guest or the ticket purchaser and who is actually attending.
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1 vote
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Add a field "Grant Number" once the grant application or Scholarship application is approved
For SLM. We use this software to review and approve grants for a public school. If the software could assign a grant number when the request is approved then that number could follow the request all throughout the software and then through the school district. The number would be used from approval, through purchase, through, invoice and then it would all tie together. The automated grant number that would be assigned should then be able to be merged into the grant award email that is sent.
1 vote -
Integration with Plooto
For processing electronic payments.
1 vote -
Integration with DEXT
Integration with Dext for receipt capture, employee expense claims and receipt storage.
1 vote -
Return to Dashboard from Reports & Data Sets Pages
Can there be a button added to the Reports & Data Sets pages that allows us to return to the dashboard rather than relying on the separate home page window to stay open? Or add the banner with our company logo, Search button, Tools button, etc. at the top of Reports & Data Sets pages? Thanks!
1 vote -
Create a "file upload" option for table cells
We use the table feature for applicants to enter their budgets, which we often require quotes for. Right now we have to make a separate question for applicants to upload their quotes which can make it complicated in the grant review and approval process -- trying to figure out which quote goes with which line item. Creating a "file upload" option for table cells (right now options are text, integer, decimal, currency, date, and drop down list) would make this easier for administrators, reviewers, and applicants!
1 vote -
Salutation Field on GLM User Profile
It would be really helpful to include a salutation field in the user profile form in GLM that can also be an available merge field in the email templates. It's not always appropriate to address applicants by their first name or prefix and last name. Having that flexibility would be really useful.
1 vote -
Allow grant applicants to view evaluations in the portal
Allow grant applicants to view evaluations within the portal. This will be a great learning tool for them, and remove the step of having the admin or grant manager download the evaluations and email them by request.
1 vote -
samantha.rowbottom@state.mn.us
It looks like it may have been updated recently, but can it be added to the grant manager settings to allow them to see other requests in the organization profile? It used to be that the grant manager role could see other requests even if they couldn't click into them, that gave them a good idea of an organization's grant history with us, but without that available to view now, it's difficult for our team to collaborate and connect over shared grantees.
1 vote -
samantha.rowbottom@state.mn.us
Would it be possible to allow administrators/grant staff to download application answers without the attachments included? We are sometimes sharing applications with leadership, but having to edit the PDFs to remove attachments like due diligence and audit information is tedious. If we could choose to download the application packet with or without the attachments would be so helpful.
1 vote
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