646 results found
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It would be helpful if the evaluation scores for each section could be added to give a total score for an applicant.
We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.
1 vote -
Mark an application that you would like to revisit
I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.
1 vote -
Create the ability to recover deleted data sets from reports
Create the ability to recover deleted data sets.
1 vote -
Preset individual assignment dates for follow up forms
We would like to be able to preset the dates that each follow-up form will be assigned. We have forms that we only want to be completed within a certain period of time but would like to be able to set up the assignments when the Application is approved so we don't have to go back and assign the follow ups at a later date. This should also send the notification email when the form is therefore assigned and available and not at the time that we preset it up.
4 votes -
follow up due date entry field
It would help to eliminate the globe icon in the Due Date box. It takes up too much space and makes it difficult to see/enter the date you want.
1 vote -
Option to hide questions on forms that are no longer relevant
While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.
6 votes -
"organization changed" administrator notification, don't copy org primary
For the "organization changed" event type notification, it would be nice to have the option to send a notification to GLM Administrator ONLY, and not copy the the organization's primary contact.
There are many cases when I would like to be notified of organization updates, to ensure they're done correctly or to turnover in an organization, but would not be appropriate to copy the org primary.
3 votes -
Processes
Hello, I would like to suggest to add a function that will allow to re-order the filter for processes (not process manager). If processes have years currently the old processes will appear at the top and new processes at the bottom. And as we work more on new processes as older processes are almost complete, the function to re-order them will be very helpful. Thank you
3 votes -
UA- Assign evaluations for a reviewer across different processes
UA- Assign evaluations for a reviewer across different processes. We have randomized reviews for our UA applicants (usually 500 applicants) and 70+ reviewers. It is so time consuming to assign each evaluator to their 20 applicants (which can be 200+ unique processes for each evaluator).
This is similar to another idea, but I want to make sure it inlcdes UA too.
3 votes -
merged templates default
Now that the software provides options of creating merge documents in Word or PDF, it would be nice to be able to set one as default or if the software defaulted to the last type used. Scrolling down to choose one gets tedious if you are doing many documents and you can't necessarily do them as a batch.
5 votes -
kbakhshi@fmscleveland.com
Request ID number
We would like to be able to identify a particular request or award by an ID number, and then search for requests based on that number. I wish Foundant assigned a simple ID to each request or award. (not the 32 digit GUID, which is not usuable).
I know we could add an internal field and assign our own number, but there could be duplication or errors in that process.
1 vote -
multi fund awards
I would like to be able to add a second award to a grant that has been partially funded, even if the first payment has been made. We make grants from committee, but then offer the opportunity to fulfill grants that aren't funded or only partially funded to our donor-advised funds. They appreciate the opportunity, but their decisions might be made months later. To maintain the full history of that grant request and response, i would like to make a second award, but I can't. I have to create a grant in c-suite, which is fine, but then the history…
1 vote -
metrics dashboard - permissions
It would be great if administrators could permit other users (eg board members) access to the metrics dashboard. It is a great summary of the foundation giving and would be helpful for others to view
3 votesWould you give them access to all of the metrics? Do they need any filtering or can they have the same view as you?
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Email history sort by date sent is incorrect
I noticed that if I'm in the Contact Email History page and I sort by date sent, it sorts by the month and day and seems to disregard year. For example, 08/26/2022 comes before 08/17/2023. The sort really needs to consider the year.
4 votes -
Save Documents in Request: Guidestar Info, Past Funders, LOI, Application & Follow-up Packets
Option to save Documents in the current Request instead of the Organization Documents:
Guidestar Info
Past Funders1 vote -
make add form dialog box movable
When my list of forms that are available for copy pops up, it covers up data i sometimes need (i'm usually updating multiple processes at a time and don't always remember which process i'm in). It would be great if i could move that dialog box around. Also, hope to see those filters soon! :-)
1 vote -
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.
8 votes -
Improve Table Questions Appearance in Custom Columns
Please improve the way currency table fields appear in custom columns. We used to have a "total amount requested" question on our applications that we used in custom columns. We could sum the total requests and have an quick sense of the requests coming in - a very useful tool. This year we "updated" to a table question (Year 1 Request + Year 2 Request = "total amount requested"). Even though the table fields are formatted to be currency, the autocalculated "total amount requested" shows up as text in a custom column. It is hard to tell, is that a…
1 vote -
auto email at grant period midpoint
Option to send auto emails at the midpoint of the grant period. No need for any reporting at that point, but we want to remind grantees to contact us if they have questions or anything has changed.
3 votes -
ua opportunities information editable
I would like to request editing capability for the information that is displayed about each scholarship opportunity in the UA when the student is matched to them after completing and submitting the UA. I would like to be able to add details like the dollar amount of each scholarship opportunity as well as change the wording for the "Edit Application" to be more clear that there is more that the students must do to complete those applications once matched to the opportunities.
1 vote
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