970 results found
-
Allow Custom Registration Fields for Custom Columns
If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.
12 votes -
eligibility quiz
In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.
12 votes -
Ability to add attachments
Currently, the only way to provide a form to be completed is through links. I'd like to attach an excel spreadsheet that needs to be completed and uploaded by applicants. We have run into issues where links to forms break and it would be much simpler to provide the attachment within the application question.
12 votes -
allow us to enter the number of rows we want when cloning rows in tables
Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!
12 votes -
college addresses available to merge
Two ideas for this... 1 is just making college addresses that are added in follow up forms to be available for merge templates. 2 is to establish a way that all foundant customers can submit confirmed correct college addresses - share the knowledge!
12 votes -
Batch assignment of requests to someone with the "Grant Manager" role
Currently, anyone with the "Grant Manager" role needs to have requests assigned to them by an admin. Admins do this by going to a request's summary page and linking the Grant Manager there. However, you need to do this ONE REQUEST AT A TIME. We have over 350 requests that we need to assign to a grant manager (we need flexibility in deactivating privileges, so we cannot make them an admin). That means an admin will need to go to 350+ request summaries and repetitively assign the request to this user.
Please make batch options for that available. Ideally, the…
12 votes -
Organization closed or is not longer in business
There should be a way to indicate an organization is no longer in business. Especially when dealing with multiyear awards.
organization may go out of business and when the multiyear award is due it appears on the report.12 votes -
add active grant start and end dates, and grant amount to org history & request summary
It would be very helpful to be able to see the grant amount and grant start & end dates, preferable in both the organization Application and Grant History line, and (at a minimum) in the top box of the Request Summary. Too many clicks & scrolls to get that basic info. Thanks!
12 votes -
Denial Date
Hello! We recently moved a number of applications into "Denial Draft" and then, a few weeks later, into "Deny." It appears Foundant records their denial dates as the dates they were moved into "Denial Draft." Would it be possible to change that so that denial dates are the dates they are formally and finally denied? It would more accurately reflect our decision-making process.Thanks!Bob Hybben
12 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.
11 votes -
Add ability to edit the subject line for email notification
Could we please add the ability to edit the subject line of the email notification? This would allow us to include a French translation where needed.
11 votes -
Nonprofit Directory Visual Experience
Currently, when viewing listings in the Nonprofit Directory by category, there is a large blank space on the left hand side of each listing where it appears the uploaded logo of the organization should go (see attached image).
I have been told by Foundant that this is not a bug, so they will not fix it as such. Visually, it is very out of place and looks clearly designed for the organization logo especially given that this space is occupied by logos for fund listings.
I would like to suggest that this space be utilized for the organization logo in…
11 votes -
Automatic Email to admin for late Follow-up Forms
Admins should have the feature to receive an automatic email when a grantee misses their follow-up deadline. This would help admins with follow-ups assigned at different times to keep track of grantees who don't turn in their reports on time.
11 votes -
Request History as an Internal Form Field
The request history table in the print packet is so helpful. Board members and evaluators really like to have a quick snapshot of this information.
It would be great if we could
1) pull this table into application or evaluation form as an internal field or
2) create a field with the option to make request history pop out as an external window
or any solution that offers a simple way to have eyes on request history to those folks who spend little time in the database and don't feel comfortable with extra clicksThank you!
11 votes -
Batch Create Merge letters from Approval Buckets
For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…
11 votesThis workflow today can be completed from Request and Decision.
-sammie
-
Allow sharing of question group to a form
In addition to being able to share a question to one form from another, it would be great if I could share a whole question group from one form to another. It would be a great time-saver.
11 votes -
Evaluator User Role Should Be Customizable by Process or Permissions
We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.
11 votes -
11 votes
-
Third-Party batch email options
We frequently follow-up with third-party respondents in applications. It's time-consuming to click into each application, process, email history to make those connections. We'd like "email third-party respondents" as one of the bulk option for selected applications.
11 votes -
Universal app confirmation page
I find the language on the Universe confirmation page confusing. It says the applicant is eligible for the following opportunities, it's not 100% clear that the applicant must continue to apply. I'd suggest moving the blue "Continue" button to the top, or changing the message to read: "Based on your answers, you may apply for the scholarships listed below. Click the blue Continue button at the bottom of the page to complete the applications."
11 votes
- Don't see your idea?