1072 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 -
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 -
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 -
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 -
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 -
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