850 results found
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Blind Review
In SLM evaluations, you are only able to add two custom columns to the user dashboard and are required to keep applicant first and last name.
Our foundation uses blind review to align with our DEI initiative. When following blind review, the applicant first and last name appear as [HIDDEN] (see screenshot) and are unable to be removed. Our reviewers have given feedback that they would like the opportunity to have those be optional columns so that they are able to pull in more relevant information like high school attended, major, GPA, etc.
Removing the requirement to keep first and…
12 votes -
Custom URL capability for SLM and GLM grant processes
It would be nice to be able to create a custom URL for grant and scholarship programs instead of the grantinterface.com address.
12 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.
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 -
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.
12 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.
12 votes -
Tracking Touchpoints
There is no way to get one clear shot of engagement/touchpoints with organizations. Should there be unexpected turnover within an organization, their Foundant profile should have a feature to track the following:
1) Site Visits (with notes and person in attendance)
2) Phone Calls (with notes and person in attendance)
3) Events (with notes and person in attendance)
4) E-mails (with notes)Right now, we have to track this information on spreadsheets, which leaves a lot a room for human error. Without a feature like this, Foundant is very limited in its ability to manage the Grant Cycle process!
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 -
Shared Documents
In shared documents. I'd like there to be an option to choose all boxes to be check marked instead of doing them individually. Thank you
12 votes -
Third Party Entry - Include Applicant Name
It would be helpful to have the applicant's name appear on the third-party response form. Currently, it shows the applicant's name on the dashboard, but when the third party clicks on Start to submit the information it only shows the "process" or "award" name. Having the student's name appear at the top of the form would help responders keep track of the student they are working on.
Some of our third parties complete a LOT of responses and I've heard from many of them that this would be really helpful.
11 votes -
search special characters
searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.
11 votes -
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.
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 -
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.
11 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!!!
11 votes -
Allow Copy Previous Requests from Organization (Instead of User)
It would be really useful if the Copy Previous Answers function worked for all requests under an Organizational profile instead of just the specific User profile. This would be helpful for some of our organizations who experience high turnover or for folks who are applying when other colleagues are on leave.
11 votes -
Parent-subsidiary relationships
We repeatedly run into an issue with organization records in which one org (such as a university or community foundation) is the "parent" organization, and a department or sponsored program is a subsidiary or component fund. It would be helpful if GLM had the ability to show those relationships, have different addresses where needed for the subsidiary, and to segregate the subsidiary's contacts and grant history. For example, I am far more likely to need information about the McDonald Observatory (part of UT Austin) than the university overall.
11 votes -
New tutorial links
Please separate the videos back out to different pages for SLM and GLM as well as the different roles. For example, if I send my scholarship evaluators the link that has GLM as well, it is going to be confusing.
11 votes -
Make the email templates list more readable
We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.
11 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.11 votes
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