1075 results found
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Prevent Duplicate Applications in SLM
Bumping this back to the top of the list - please strongly consider only allowing one application per process to be started at a time within a process cycle.
When we have multiple processes running (for us it just increased again this year, in the 30s) and 550+ active applications, we need a better way to keep the numbers accurate and moving things through the process clean and as efficient as we can. Please limit them to one application start within a process and change the apply button within the tiles that match to them to "Continue" if they've started…17 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
17 votes -
Evaluator batch print function
Someone else has already asked to add batch printing to the Evaluations stage, but we really need it to go one further, and to allow Evaluators to batch print for themselves. This is the number one thing all our Evaluators, many of whom are reading over a 100 applications at a time, have been asking for for the last several years, and when we switched to Foundant, we had thought we were giving them that, only to find out after the fact that we misunderstood, and they still have to download one pdf at a time. Adding batch printing to…
17 votes -
Email to Admin in Evaluation Stage
It would be nice if we could have a notification to administrators when an evaluator has completed their evaluations so you know to move to the next step.
17 votes -
Custom Column Widths in Tables
Currently the columns in tables are all the same width, but there are use cases where it would make sense for one column to be wider than another.
For example, in our budget we have 5 columns - Expense, Request, Cash Match, In-Kind Match, and Calculation/Description. By my calculation if you have 5 columns only 33 characters are visible at one time. However, in our use case, 3 of the fields would not contain more than 7 characters (plus the characters for the column headings). Being able to resize those columns would free more real estate for fields where users…
17 votes -
Forward emails from outside of Foundant into the System
Allow "forwarding" emails to each organization file within Foundant. Our lives would be so much easier if we could forward emails from several places into an organization's "file" to keep the history all in one place.
In Evernote, they give an email address, customized to me, that allows me to forward any email/file into Evernote and then tag it within Evernote. Years ago, in Basecamp, they had an email address for each "project" we would set up. If you all could figure this one out and add it as an option, we would truly be able to have EVERYTHING in…17 votes -
Batch Create Merge Docs AND Attach to Request
Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.
17 votes -
Non-Assigned Users to View Follow Up Forms (GLM)
I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.
16 votes -
Email sent from GLM
Is there a way in GLM when sending an email to have the reply come back into the system so that it is recorded? Currently, I input my outlook email address in the "Reply To" but that does not pull into the GLM. I would like to be able to keep track of responses in a more seamless manner.
16 votes -
Make CSuite Grant ID# visible to Applicants, and add to merge field options
We currently use the CSuite Grant ID# for any GLM-synced grants as an identifier for award agreements. Would be helpful to have that number appear in the Applicant portal for reference. Would also be helpful to have a merge field so that we can add the CSuite Grant ID to letter/email templates.
16 votes -
Draft Emails
It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.
16 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.
16 votes -
How many applications an evaluator has left to score
I've heard from several of our evaluators that they would like to be able to see the actual number of applications that they have left to score. For instance, under Pending it might say they have 50 left but if students qualify for multiple opportunities, they might only physically look at 15 (because the scores are automatically applied to the other opportunities of that student). They find it frustrating not knowing how much time they will need to carve out of their schedule for scoring.
16 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.
16 votes -
Sync SLM/GLM users to CSuite Profiles
We have a large volunteer scholarship evaluator team and would love to be able to track the groups year over year via Profile Types or Campaigns in CSuite. It would be nice to be able to easily sync all Users marked "Committee" to CSuite in a similar fashion to syncing Students when awarding scholarships. We are currently manually creating each profile in CSuite, if they do not already have a profile, and we have over 200 reviewers each year.
16 votes -
add to calendar
Create an "add to calendar?" option for any due date (app/follow up forms, etc) whether from the dashboard or within an automatic email. This would be really helpful for applicants who are managing multiple grant processes that are in several stages.
16 votes -
Email History by Process
Be able to filter email history by Process.
16 votes -
Constituent Resource Management (CRM)
Currently, I'm using SalesForce to track all interactions with people who are not connected with a grant. I meet with many folks and would love to track my meetings, phone calls, etc. I would love to use Foundant for everything.
16 votes -
make the application packet (and similar reports) easier on the eyes
When viewing the PDF of the application packet, it is not easy on the eyes. The text that accompanies each application question is not easily discernible from the answer. It is difficult to read through quickly. It would be great to see someone with an eye for clean design to edit the fonts and layout of the application packet and any other PDF reports.
16 votes -
Batch Build and Edit Committees
Building review committees is time consuming and burdensome. Our list of 130+ volunteer committee participants changes annually. It takes MANY hours to select each existing committee in the universe, review and compare to an existing list for the changes and individually add new members, delete old ones, and build new profiles for net new participant. Building new profiles is also challenging since it can't be done on the committee building page so one needs to navigate to a separate window taking the steps to build a new profile and assign a password (yet another extra step).
It would save many…
15 votes
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