1020 results found
-
Ability to "Create Documents" from workflow buckets
We create merge documents of scholarship applications for our selection committees. Unfortunately, the only place to do this in bulk is from the Request & Decisions page. This page doesn't allow for any additional columns to sort or filter by so we are required to create a filtered report and manually go through the R & D page to manually select each student we want included in the batch. This is very tedious and time consuming. I would love to see the ability to create documents from the workflow buckets that allow for custom columns and filtering or add that…
7 votes -
Make Apply More Prominent
There are several ideas around the apply page, but I didn't see this one addressed specifically.
Please make the "Apply" at the top of the page more prominent. With the new applicant dashboard, everyone's eyes seem to be drawn only to the columns and cannot locate the apply button. Make it larger, a different color, or something to make it stand out.
7 votes -
Date idea lab entries
I would like to see how old an idea lab entry is. Can you please show the date it was created? TCF
15 votes -
Manual grant entry from dashboard
Allow admins to add manual grants directly from the dashboard with a single click. Currently, manual entry requires searching for an organization, opening the record, and then selecting “add,” which is inefficient when entering multiple grants.
A dashboard‑level “Add Grant” action would significantly reduce clicks, save time, and streamline workflows for users who regularly enter grants across multiple organizations. TCF6 votes -
share instruction
Allow Instruction Question type to be shared. We use this to provide external links to guidance documents at the top of each form. It would be VERY HELPFUL to be able to update the link once, rather than in every form.
8 votes -
Close request without marking a follow-up complete
I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.
9 votes -
Funds from GLM to CSuite in Installments
Right now our process is that when a grant is approved, we add the installments and then when I sync to CSuite I have to manually select what funds the grants are coming out of.
It would save me a lot of time if I could select the funds in GLM and then when I sync the grants, they are automatically assigned to the funds I picked in GLM.
7 votes -
Remove the grey!
Can we default reports to export without formatting? The grey seems unnecessary. It would also be great if emails through the system weren't grey either. Thanks!
14 votesHello,
Over 2025, and into 2026 we will be implementing a new data visualization tool and additional export functionality. Please keep an eye out for release information.
-The Foundant Team
-
Allow Evaluation Form Fields to Be Shared as Read‑Only Across Forms
Please allow evaluation fields to be shared as read-only fields across forms.
We use evaluation forms for internal review and coding, with one reviewer per request. Our first evaluation captures the initial review prior to the Grants Committee discussion, and a second evaluation is used to carry forward key information for the board docket and final decision. Having read only shared fields would prevent re-entry, reduce errors, and ensure consistency between evaluations.
While this may not apply to workflows with multiple evaluators per request, it would be extremely valuable for organizations using evaluation forms for sequential internal reviews.Thank you.…
5 votes -
Thank-You Email to Evaluators
I would love to have a way to trigger a thank-you email to evaluators who have finished submitting their evaluations.
7 votes -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
13 votes -
New Header Search Bar
The new header search bar is currently only available to Administrators and not the Grants Manager role. We would like to see it available to both rolls as it's almost more critical/useful for the Grants Manager roll than the top Admins.
Additionally, my testing of the search bar has shown it to be inconsistent so far. Once I type a word into the search bar, often times nothing happens. I have gotten it to work, but it's been hit or miss. It might be helpful to have the magnifier icon clickable so that we can manually click it or hit…
4 votesHi All,
We wanted to let you know that over the weekend, we made performance enhancements to the header search. You should now be seeing better search speeds. If not, please reach out to our support team.
-The Foundant Team
-
Follow up tab on application - admin view
It would be great to have a follow up tab in the application (admin view) so outstanding follow up reports for an organization can be noted quickly. We don't allow organizations to apply for a grant if they have an outstanding report. Having a way to quickly check this (like the charity status) while in the application would be handy.
4 votes -
charity check report
Export ALL GuideStar Charity Check Information
There is an archived idea with this same title that shows as "Implemented", but that's not actually accurate. Currently, the only Charity Check fields available in the reporting tool are:
Charity Check Verification Date
Charity Check Tax Id
Charity Check Publication 78 Date
Charity Check IRB Date
Charity Check BMF Date
Charity Check Deductibility Code(s)
Charity Check Non-private StatusThis leaves out a whole host of other fields that display in the Charity Check tabs. At the very least I would like to have access to the Charity Check organization name so I can…
5 votes -
Ability to add Foundation logo/branding for LOIs and Grant Applications
A way to incorporate private foundation logos or branding colors with LOIs and Applications.
5 votes -
Dual-Screen Process Manager
I want to be able to edit two processes side by side without having to go back and forth.
6 votesHi Steve,
Please tell me more about this need. I assume it is because you are making similar edits to both forms at the same time. Is that correct?
-
Report-able comments
It would be great to be able to run reports on comments!
4 votes -
Internal question groups
It would be nice if we could assign visibility to entire groups of questions, so we could have an "Internal Use Only" group of questions that our applicants can never see. And every question in that group would be "Internal" by default.
4 votes -
Can we have checkboxes for "All" and "Page" selections at the bottom of an application list (right above Batch Action button)
Can we have checkboxes for "All" and "Page" selections at the bottom of an application list (right above Batch Action button)? Right now they are only at the very top of the list. After taking a batch action the page refresh still has the same things selected and to de-select it I have to scroll all the way to the top and then ALL the way to the bottom again to move to the next page of data.
4 votes -
Real-Time Score Summation on Evaluation Forms
The Problem: Currently, evaluators can only see the total percentage on their dashboard after submission. While filling out a form, they have no way to see the cumulative raw score unless they calculate it manually. This adds unnecessary cognitive load and leads to "scoring blind," where evaluators aren't sure if their individual marks align with the final grade they intended to give.
The Solution: Add a "Total Score Counter" at the bottom of evaluation forms (or as a sticky header/footer). This counter should update in real-time as the evaluator selects scores for individual questions.
Key Benefits:
Accuracy: Evaluators can immediately…
5 votes
- Don't see your idea?