1121 results found
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Proccess Title In Search Bar
First off, I love the search bar!!! Through I was wondering if the development team add the process name/grant cycle (even if it's abbreviated). We fund programs with the same name, at the same time and or historically so when I search for a program name, it pops up a list of the programs but I cannot tell which grant cycle the program is from. We have two grant funds and sometimes we have three grant cycles running at the same time due to begin/end cycles.
1 vote -
Easier report user interface
Running reports is too complicating. It would be great to have an easier user interface for running reports / saving reports / even automatically emailing reports on a pre-set frequency.
Have a standard batch of already created reports for the most commonly run reports where you can easily adjust a few parameters/filters like process, date range, funding category, etc..
But also keep the ability to customize a report if a standard report does not give you the information you require.
49 votes -
Issues with 3rd party request changed to "upload myself" option
We have two options for a student to submit a letter of recommendation. They can ask a teacher to do this (via the 3rd party request in the system) or they can elect to upload the letter themselves.
If an applicant starts with the 3rd party request option, but then later changes it to "upload myself" because the original recommender did not follow through, the SLM system still thinks there is a missing 3rd party request.
The student's application stays in the "Action needed" column, even though the letter is uploaded AND it shows as 0/1 in the 3rd Party…
1 vote -
Convert Application to another process
I would love an option to convert an application from one process to another (rather than the copy option)
7 votes -
Repeater Group
It would be great to be able to build a group of questions that would repeat based on the numerical answer to a prior question. (i.e. How many outside organizations will you be collaborating with? 1-5 and the group would be organization name, First Name, Last Name, e-mail, phone.)
2 votes -
Batch Build and Edit Committees
Building review committees is time consuming and burdensome. Our list of 130+ volunteer committee participants changes annually. It takes MANY hours to select each existing committee in the universe, review and compare to an existing list for the changes and individually add new members, delete old ones, and build new profiles for net new participant. Building new profiles is also challenging since it can't be done on the committee building page so one needs to navigate to a separate window taking the steps to build a new profile and assign a password (yet another extra step).
It would save many…
15 votes -
Contact Information for Organization and Individual Profile
Applicant Contact Information
I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.
8 votes -
Administrator Comments Visible to Collaborators
It would be very helpful if collaborators or others in an organization could see any administrator comments made within an LOI or application. Currently, only the applicant can see the comments. If the applicant is asking for help from a collaborator, it is necessary that the collaborator see our comments.
8 votes -
Radio Question Type - Other
It would be great if we could have 'other' as an option for a radio question that gives you (the builder) the choice to automatically produce a text box for applicants to input data around their selection. Currently you have to build 'other' into the question and then build a branched question group, which can not only get messy, but can make the application flow feel very disjointed, depending on the build.
49 votes -
Color Code Organizations - Concern Level
We want to implement a green, yellow, red system to indicate concern level with some aspect of an organization's operations. would be great to have it show up in reports and when looking at list of organizations by process on the dashboard. Would be extra great to have a place to indicate the concern. Right now we are using pinned comments for this.
1 vote -
additional evaluation forms for a UA
Can we add an additional Evaluation Form option for the UA? Maybe create a third and fourth form option.
Currently, there are only two slots for evaluation forms. We normally use both options: one for a scoring form for scholarships with an essay, and the other without an essay. But when there is a scholarship that requires a completely different form, this is not currently easily achievable without losing a lot of data.1 vote -
Add "Reply to" email as a searchable/viewable field on email templates
The longer an organization is in the system, the more likely they are to have many admins and many email templates. Whether it's a large team that needs to find their own email templates among a larger team or a new admin that needs to update "reply to" fields from their predecessor, there's not a fast way to see the "reply to" for email templates. Adding it to the email template list would be VERY helpful.
3 votes -
Indicate Canceled Grants
There needs to be a straightforward way to indicate and run a report of canceled grants. A canceled installments report is not viable because it’s not uncommon for us to have grants that are awarded and then canceled or withdrawn before any payout occurs or for a payment to be canceled without the grant being canceled.
5 votes -
merge fields
- Allow admins to create additional merge fields for their specific documents. Currently Foundant only has select merge fields without the ability to create new ones.
- Update Follow Ups so that admins can insert merge fields into follow up documents. This feature would be very helpful when we are creating grantee agreements as some fields are available in shared questions.
7 votes -
One Row Per Request AND One Column Per Form
For the most part, One Row Per Request gives us everything we want, but it squishes all the Forms (Approval, Agreements, Interim Reports, Final Reports) into one cell.
The system is capable of separating each Form into its own Row; I wish it could separate them into Columns.
Am I underestimating how computationally complex it would be for the system to do One Row Per Thing AND One Column Per Other Thing at the same time?
2 votesAs we look to implement our new Data Visualization tool so of this functionality will be changing. I encourage you to watch for our release communication, as we will be conducting another access phase in early 2026.
-The Foundant Team.
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Make organization profile questions shareable on to forms
Make organization profile questions shareable on to forms. We have agreements and other follow-up forms that reference the organization name and address. Instead of needed to retype them into the form or reference the mini profile that appears above but somewhat separate from the form, we would like to be able to pull in the organization profile answers as if they were shared questions. Since these are universal fields for the organization, it seems like they should be universally sharable on to forms.
6 votes -
Allow us to customize Apply Page ourselves
It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.
I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.
7 votes -
Shared Documents
I would love to be able to organize/rearrange the files I upload into the Shared Documents. A drag and drop feature like the e-mail templates would be fantastic.
5 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?
15 votes -
recycle bin or revert to previous state function
Be able to re-add files once they have been deleted from a process
1 vote
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