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  1. Application Packet File Name (for UA)

    Since shifting to UA the PDF Application Packet file names are no longer titled with the student's name. This adds a step for us because now we have to download each packet and then change the name so that every file isn't called "ApplicationPacket"

    6 votes

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  2. SLM: would like ability to batch deactivate applicants

    There will be a lot of kids we will rarely if ever need to communicate with...

    1 vote

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  3. merge organization primary contact view history

    There are a lot of staffing changes for organizations. Is there a way to allow the primary contact for an organization to see all request history for that organization regardless of who submitted the application? We get this question a lot when Directors / org leaders change. Right now, I just have to modify the user account for the old employee with the new employee contact info, but then we lose the history.

    1 vote

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  4. Student ID from SLM to CSuite

    It would make the scholarship process go a lot more quickly and efficiently if the Student's ID and University synced to CSuite for payment.

    20 votes

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    This enhancement was released in Community Suite on 4/6/22.  The school and student id will integrate for SLM clients that award non-UA scholarships.  


    Here is the release note:  Integrated Scholarships: For clients that integrate with Foundants SLM product and use Stand Alone Processes, added the ability to create a School in CSuite. The new Profile Type can be set in bulk in the Grantee menu. When a profile has a School designation, it will be included in a list of available schools for a student to select in a Follow Up form. The School (Payee in SLM) and Student ID will sync between the two systems. This integration is not available for UA Scholarships. This functionality will be enabled for all clients in CommunitySuite. Please contact your SLM Client Success Manager to enable this functionality in SLM.

  5. Application Close Date

    Would like to have the option to customize the application/request close date. Currently, they are in 15 minute intervals. Would like the option to have 11:59 PM

    2 votes

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  6. Fund at the LOI stage and Application stage

    To decrease the burden on nonprofits, it would be great if we could add payments at both the LOI complete and Application complete stages. Then we can divert the NPOs who we don't need more information from straight to checks being cut and continue with those orgs we need more information from in the Application stage.

    5 votes

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  7. Follow Up Due Dates - Past Due Notices

    Why are follow up forms showing Past Due on the due date? Foundant needs to change their Past Due notice to 11:59 p.m. the day of the due date. NOT 12 a.m. the day the follow up is due! Our grantees panic when they see Past Due on the very day that their follow up is due.

    15 votes

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  8. Shared Questions - Applicant Editing Ability

    Our applicants fill out a few questions in the LOI stage. These are then added as shared questions onto their application. However, once in this step, they are not able to make any edits to them. It shows them a red circle with a line through it when they hover over the question. This is becoming a point of frustration for many of them because they have to call us to make any changes. Can this be fixed so they can edit a shared question? Thanks!

    1 vote

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  9. Override Follow-up sequential order

    It would be ideal if the order of follow-ups was not enforced. We assign our follow-ups all at once. These usually include a grant terms and conditions form, sometimes an interim report, final report, and now i just created a followup for our grantees to electronically share their acknowledgements.

    I get an OVERLOAD of questions from our grantees asking why they cant access a report form ( usually they ask after they submit the terms form by before i have had a chance to mark the follow-up complete)

    The ackknowledgment follow up is optional and could be submitted at any…

    47 votes

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    Hi Everyone,

    This morning we released a new site setting that will allow you to set follow up logic to either Sequential (how site exists now) or Open.
    Your can learn more at this help article: https://support.foundant.com/hc/en-us/articles/4411213334935

    We hope the new Open setting will help solve the questions you are getting applications. If you have additional feedback on this functionality please create a new idea!

    Thanks,
    Sammie

  10. Request Amount in Reporting

    It would be nice to be able to run a report during the evaluation stages that pulls in the requested amount from the application. And possibly if during the evaluations stage, an evaluator suggests a different amount from the requested amount that you could see that in a report summary.

    1 vote

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  11. Allow Grant Manager to be assigned to only one process

    Someone should be able to be assigned as Grant Manager for one process only. Currently, they get assigned to every process in Foundant, including ones in Archive and needing to be removed manually from each one.

    3 votes

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    Hello,

    This functionality will be updated with our release tomorrow December 1, 2021. When adding Grants Managers to a site with Process Assignment by default they will no longer be assigned to processes. With this release, you will also have the ability to define the process from the user as well as the process.

    Please look out for the release notes tomorrow and if you have additional feedback please create a new idea.

    Best
    sammie

  12. Save paging settings ("Showing 1-10") on Workload pages, so it does NOT reset daily

    I know you just upgraded the workload pages so the display count can be set to 10, 20...500, etc.

    I set it at 500 because I want it to display all. By default it is 10 which is too restrictive. This works for one day, but it resets when I log back in the next day. I don't want to have to do this every day, across multiple workload pages. Can we make it fixed at 500, across ALL my workload pages?

    42 votes

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  13. confirmation page

    Is there a way to let the applicant know that they did not match to any scholarship opportunities on the confirmation page?

    1 vote

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    In our release March release, 3.2.2022, we implemented a new eligibility Failure message so that you can let those who failed on eligiblity requirements know the appropriate next steps.


    Resources for this functionality have been published in our Foundant Help. 


    Thank you for your feedback,

    sammie

  14. Batch Deactivate Users

    Can't vote for the previously posted idea. This would be very helpful when our board members roll off.

    1 vote

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  15. Mx option

    Wondering if you all have considered adding Mx. as an option along with Mr., Ms., Mrs. for individuals who may be gender-nonconforming?

    2 votes

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  16. SLM - can we download an uploaded document in each applicant file together

    Each student uploads e.g. a photo and once a year I might like to extract said photo with regard to one specific process together i.e. download all student photos from a certain scholarship in one go. Also could be used for Thank You letters to become reports to donors. I think this is a brilliant idea and Christmas is coming!

    2 votes

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    Hi All,


    With our May 2022 release we added new batch create documents functionality to request and decisions. With this feature you should be able to accomplish the workflow you are outline here.  If you have additional feedback on how we can make this feature work better for you please create a new idea lab item.


    Best

    sammie


  17. Batch document download

    We often need to pull request documents from applications in bulk. It would save time if this could be done in a batch, via Reports or other method (the template for the new batch process for payments comes to mind but exporting Request Documents is doubtless much more involved).

    4 votes

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  18. Merge Duplicate Report Fields

    It would be great if there were a button to automatically merge duplicate fields in a report. This would be particularly useful for identical fields for different reports that are not connected by coding on the back end.

    1 vote

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  19. Date of birth

    Can the date of birth in SLM Sync across into CSuite onto the students profile, so a report can be ran through CSuite?

    1 vote

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  20. Status Change Log items for specific followups

    I'm trying to see when i reverted the status of a specific followup from submitted back to draft. However, because that followup is not the most recent one, I see nothing about that status change in the log. I would like the status change log to show changes made to specific followups by the name of that followup.

    7 votes

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