1004 results found
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Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
5 votes -
Turn Preview Off
I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.
We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.
Having the ability to hide or remove the "Preview" option while still having the process/application show on the…
2 votes -
Merge Templates and Print Packets
Right now, Foundant does not allow you to create and format a Merge Template that you can then use as the Print Packet associated with each form. The editing capabilities for the Print Packets are extremely limited and there is certainly room for formatting and content improvements. It would be very helpful if admins were able to create and format a Merge Template in a way that is most supportive for their team and evaluators and use that as the Print Packet.
10 votes -
Sender Merge field SLM Email Templates
Email templates now offer the "Sender" merge field, it would be great if we could have the "Business Tittle" field in the users settings (optional) and maybe only internal so students to have access to it, but this would allow us to easily communicate foundation staff information without having to manually input. This would also allow us to track the evaluator's tittle at the schools involved in our nominating committees. Bonus if we can sync it with C-suite!
1 vote -
reviewer panel
For one grants cycle this year, we received 222 eligible applications that then are reviewed by 86 reviewers. We frequently get a large number of applications and reviewers, although this year is the biggest one so far in a long time! We assign reviewers to different panels, which are groups of people who all review the same applications. We make these application/reviewer assignments outside of Foundant, but it would be really helpful if we could group applications/reviewers by panel in Foundant. Without it, we have to send out communications manually basically, going back and forth to an external Excel document…
1 vote -
SLM FOLLOW UP DATES
It would be very slick if we could select a group of students and change or extend their follow up due dates in a batch rather than at one at a time.
PERHAPS IT IS POSSIBLE TO DO THIS ALREADY?
Many thanks for looking into this.2 votes -
Batch Create Merge letters from Approval Buckets
For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…
10 votesThis workflow today can be completed from Request and Decision.
-sammie
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Show Decision Status
Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…
13 votes -
Bank reconciliation
Add back the filters at the top of the Bank Reconciliation Module. As of January 2025 this feature was taken away. The ability to filter all transaction is helpful in the reconciliation process.
1 vote -
General Ledger - Make Account Field Drop Down Clickable
Currently In General Ledger, when looking up an account's detail (in "Show Transactions") the user is required to enter the general ledger account in the "Account" field. It would be helpful if this field was a drop-down clickable list of all General Ledger accounts. This would avoid having to physically enter the accoutn number in that Account field. Many times when looking up an account the user knows the account name but not the number, so a drop down list of all accounts with names would be a nice feature to have.
1 vote -
assign follow ups installment visibility
We used to be able to see the Installment we assigned a follow up to in the Assign Follow Up dialogue box "Attach to" column. This new iteration took away that visibility and only shows us the words Installments, Installments, Installments down that column instead of the installment we actually assigned it to. Could we please see the installment we assign the follow up to in that column instead of the word Installments? Thank you.
1 vote -
TABLES
Adding the column row total is wonderful, but there is a need to be able to subtotal them. I'm trying to create a financial report for my grantees to complete, and it would be nice to see the subtotal of the total column so they and I can know how much money is left in that particular category. Now, what I will have to do is export the table into Excel and create my formulas to subtotal and total the columns, which is, in my opinion, a huge waste of my time.
1 vote -
Email to Admin in Evaluation Stage
It would be nice if we could have a notification to administrators when an evaluator has completed their evaluations so you know to move to the next step.
17 votes -
kbakhshi@fmscleveland.com
When creating a document and when viewing the Merge Docs on the communications page, they are not sortable. I wish the list was alphabetized, or sortable. Right now we have to scroll through dozens of templates.
6 votes -
Add "Abandoned" requests as its own category on the dashboard
During a grant cycle, we will have a dozen or so requests that are abandoned. It would be helpful to have a category on the dashboard to show the number from that process that were abandoned just the same as you can see approved or denied.
13 votes -
IRS Pub78 Data actually NOT available in reporting
Hello from OKC! I've found a couple of threads that suggest it is possible to pull into a report all the fields available under the Charity Check > Publication 78 tab. I'm able to pull some but not all. I even chatted with support this morning just to make sure I'm not missing this. Specifically, I'd like to pull in the Organization Name field from the IRS Publication 78 tab within the CharityCheck module. I can pull the general org name field from the orgs profile (as they've entered it) but not the name as the IRS has it listed…
1 vote -
Application Data to Sandbox
Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!
7 votes -
There needs to be a way to delay the automatic email for follow up's
Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.
5 votes -
Please, please, please add "Fund Names" into the available merge fields for email templates!
When notifying someone of a grant award, we have always referenced the fund name in a check letter. As we move notifications to email, we need to be able to include the Fund Names. In CommunitySuite-integrated processes, the field exists already in the Installment form. It would be great if that field were both shared to other forms and as a merge field for email templates!
3 votes -
Drop -down menu in the organization field when the applicant is creating an account
When applicants create their accounts, it would be nice if the organization field provided a drop-down menu of the current organizations already listed in the account holder's account. This would help eliminate duplicate organizations and save the administrator time going through all the organizations and merging duplicates.
3 votes
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