1075 results found
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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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More than sum in table summaries
I need a table summary row that is a simple calculation, not just a sum.
Like A-B-C=D15 votes -
Copy Collaborators in Email Communications
I'm hoping there is a way our foundation can copy collaborators in email communications and send them auto-generated emails for a request within GLM. Just as there is the option to CC/Copy a primary contact, It would be GREAT to have that same checkbox for CC/Copy collaborators. So many of our organizations use grant writers who are not affiliated with their organization to submit proposals and we need our communications to go to them!
15 votes -
SLM Follow up drafts - not all are truly drafts
For multi year scholarships, we have info we'll need from the student each subsequent year. Those follow ups now show in "drafts" but really, they are not in draft stage, they are upcoming or pending. It would be great to have those in their own bucket in the followup box on the dashboard so we can keep those separate from current/real time drafts we need to be aware of.
15 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.
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 -
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?
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 -
Condensed List View for New Applicant Dashboard
With the updated applicant dashboard featuring a card/tile layout, applicants, particularly students, can face usability challenges when they’re eligible for multiple scholarships. For example, if a student qualifies for just six or more scholarships, they have to scroll to view all their opportunities.
To improve the user experience, especially for applicants managing several grants/opportunities, please consider adding a toggle option for a condensed or list-style view. This view could reduce the size of the cards or display opportunities in a single row-based layout, allowing applicants to see more at once without excessive scrolling.
This enhancement would make navigating the dashboard…
14 votes -
Date auto format
Please allow a date to auto format when entering without dashes. For example, entering 080225 will automatically change to 08/02/2025. This happens in CSuite but not in GLM.
Thank you. TCF
14 votes -
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?
14 votes -
Process Manager
In the process manager, there is currently 2 buckets for processes to live:
-Available
-ArchiveWe'd like to see a third option for processes to live for historical management:
-Available/Active
-Unavailable/Inactive
-Archive/HistoricalWe have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.
It would also…
14 votes -
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 -
Mass update opportunity names
I need there to be a way to mass update opportunities in a universe. Going in one at a time to 150+ scholarship names to change it from 2023 to 2024 is maddening and not an effective use of time.
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 -
"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 -
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 -
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 -
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
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