894 results found
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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 -
Branching logic rule groups
I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.
14 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!
14 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.
14 votes -
Move "Choose File Type" in Create Documents
When you go to create documents, place "Choose File Type" at top of box above document listing. I have a long list of documents and can't see "Choose File Type;" although I'm learning, I frequently don't understand why clicking "Create Document" doesn't do anything.
14 votes -
calendar for GLM synced with outlook or google calendar
Having a calendar in GLM for grant renewal dates and reporting dates that can be synced to appear on outlook or google calendar. One could click on the calendar event which would link directly to the approved application for the grant.
14 votes -
Shared Documents for Applicants
We would to have a 'Shared Documents' folder specifically for our applicants/grantees to be able to access.
I.e. This way the Agreement to Grant Terms is available for them to access at any time through their profile.
14 votes -
Change application language to eligibility for first stage of UA
When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one…
14 votes -
Forms for Committee Members
We would like the ability to assign forms to users that review applications, such as Conflict of Interest and Confidentiality agreement forms. Ideally, they would have to sign those forms once and before they begin reviewing applications (even if they are reviewing for multiple opportunities).
We also ask our committee members to submit a recommendation form listing their top choices of applicants (we don't often go by scores). It would be great to have that form be something that committee members could fill out within the system.14 votes -
revert question to no answer
Unclick a radio button answer.
14 votesWould this only need to be an admin function or would you want the ability for your end users as well?
-sammie
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Adding shared questions
Selecting multiple questions when adding a shared question. Also,when creating a question field maybe a prompt could appear alerting the question already exists and if you would like to use that one instead.
14 votes -
add signatures to emails
I would love it if, when sending an email that's in a template, there was a way to choose a pre-uploaded signature (even if it was plain text). Right now whichever progam officer is sending the email has to go into their outlook email and copy/paste their signature into the email. Is there a way there could be a dropdown menu (or something similar) so that users with admin status could choose a their signature?
14 votes -
Show Decision Status
Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…
13 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.
13 votes -
Applicant add rows/columns to table questions
It would be helpful to allow applicants to add rows/columns to tables in the event they need more space than we have built out. The function would need to be made so that the admin could lock rows and columns if needed so that the applicant cannot add fields outside of summary rows, for example.
13 votes -
Add Form Creation Date to Reporting field options
Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.
13 votes -
Merge Templates: Field Codes for Evaluation Forms
The title sums it up :)
13 votes -
minimum character count
It would be great if the admin could set both a minimum and maximum character count for such questions as "Integer." For example, if we require a 7-digit number, we can set the maximum to 7 characters, but we don't have a way to set the minimum character count to 7 as well, which can contribute to mistakes with ID submission.
13 votes -
list the actual payment date rather than the award due date in the award details of the request summary.
Seeing the due date instead of the actual payment date leads everyone to believe that was when the payment was made, especially since there is nothing that explains that date. In most cases, it is not and, unless they drill down to find the actual payment date, they assume that it is.
13 votes -
Timing of Automated Emails
This idea was posted back in 2019 and had 20+ upvotes. Our grantees receive their automatic email reminders for forms in the middle of the night - about 3am CST! Support says that emails begin sending automatically at 2am, and continue until they have all been sent. There needs to be an option to adjust this. Nonprofit employees shouldn't worry about their phones pinging in the middle of the night. "Hey, it's us! Just popping into your bedroom to remind you that your follow up form is due tomorrow!" LOL
12 votes
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