1032 results found
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outlook intregration
Given the way technology has grown over the years, is there a way to integrate Outlook email with Foundant email so that when an email is received, it will automatically show up in Outlook, and when we respond to an email, it will show up in the appropriate applicant file in Foundant?
15 votes -
Ability to link incoming e-mails directly to a request/organization
In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.
However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).
There is a lot of back and forth with applicants and grantees, so that would be very useful!
15 votesWe are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
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follow up views
Please provide the option to have the Process name appear in the follow-up view. Currently we have the same Follow-up form appearing from three different processes but have no idea which process each one is related to. This is only going to become a bigger issue as time goes by.
15 votes -
Set up notifications/reminders for Evaluators, like Applicant reminders
Wouldn't it be great if Evaluators were not only notified that an LOI had been assigned to them, but then they received automated reminders that the deadline to respond was approaching - like Bill Pay Reminders! If I were the Evaluator I would be notified that an LOI had been assigned to me and then notified that it was 10 days, 15 days, 20 days without a response. Of course, you'd have the option to turn it on or off and selected when you'd like the reminders, depending on the process. A bit like how the Applicant is notified when…
15 votes -
Automatic emails at Approval and Denial stage
We had a thought that the system should be able to automatically send emails at the approval and denial stages in granting. My thoughts are that we could setup a template that uses merged fields to email applicants whether they are approved or denied. Thoughts?
15 votes -
All grantee users should be able to see follow up assignments and question list for follow up in organization history
I love that we can allow all users to see the organization's request history - we just put this into place. However, they can't see who the follow ups are assigned to, and can't see the question list for the follow up - will that eventually be added? (I'm sure it's complex technologically.) It would be so helpful if they could see, "oh, Emily the CFO is currently set up to submit the follow up, and I can contact the funder to get it assigned to me now that Emily has left the organization." or even "oh, Emily has access…
15 votes -
Import multi-fund grants and multi-fund vouchers
Whether this requires a new template or changes to the current template, ideally this would allow vouchers and grants to be uploaded that are being paid by multiple funds.
14 votes -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
14 votes -
Can over character limits be formated to be red?
Ok, we all know red means alert. I have so many applicants who get confused about not being able to submit an LOI, Application, or Follow-up due to being over the character limit. There is no visual cue to direct them. Can that please be changed and save me the time of having to figure out what the problem is, having to increase the character count or explain it one more time?
14 votes -
Group by student for administrators
Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.
14 votes -
"Select all fields" option.
When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.
14 votes -
Ability to close 1 evaluation
I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.
14 votes -
Apply Page Process Customization
Hello!
I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.
Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.
I know a personal solution would be for us to create EQ's in the order we want the processes to…
14 votes -
Suggestions for Custom Columns
It would be helpful to see the amount awarded from the All Open Approvals screen.
From the Organization Summary page on the Request History tab, is there a way to change the column header "Date" to say "Decision Date", since that is what that column is showing us?
Finally, it would be helpful if the primary user column were visible on the Organizations page.
14 votes -
GLM/SLM Syncing to CSuite - Add Manual Profile Match Option
When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).
Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.
13 votes -
Add encryption for collecting ACH and other sensitive data
This is a placeholder for clients who: (1) want an easier and more secure way of collecting ACH data, other banking details, or other very sensitive data; and (2) Do not expect to process payments through CSuite.
13 votes -
Organization Summary Feedback
As part of our June Monthly Release, we introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment. This was added to the Live environment in August.
This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback…
13 votesHi Everyone!
Thank you for the initial feedback.
With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:
-Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.
-Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.
Foundation Status:
There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.
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Abandon Option for Follow Ups
I would like to suggest an 'Abandoned' option for Follow-Ups, similar to that for Draft Applications. This way, incomplete overdue reports do not remain on the dashboard indefinitely. This would help with decluttering the dashboard, while also accurately marking the follow-up. As I understand, the only other option (apart from extending the deadline) would be to delete it, however we would want to keep them for record purposes. In the event that a grantee is able to fill out the report, we would then revert it back to Follow-Up Draft.
13 votes -
SLM: Adding Upload Responses to Quick Grid Views
We would like to request that Upload Responses, such as transcripts, be added to the Submitted and Complete bucket Quick Grid Views. Often, we need to pull transcripts or other uploads quickly, and it's difficult to go into each student's application to search, view, and download transcripts. If the uploads appeared in the Quick Grid View, we would be able to view these uploads more efficiently.
13 votes -
Application Data to Sandbox
Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!
13 votes
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