970 results found
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reassigning requests
I would be nice if you could see if a request has been re-assigned by looking in the Request History, or Submission History.
1 vote -
formula
We use tables to collect budget information, one table for revenue and one table for expenses. We'd love to be able to calculate the net revenue taking the total from revenue less total expenses.
5 votes -
Audit Foundant User hours based on assigned roles
I would like to see a feature where the amount of time spent on on evaluating grant applications can be audited/collected. This would help us measure the amount of time spent reviewing grant applications. It would be super cool if it could be filtered per person (grant evaluator) and per process. Going deeper, even if as an administrator, I could see the total amount of time spent in Foundant would be wonderful.
1 vote -
SLM Student Contact Information - Changes for Consistency
For the screen in which SLM users input their contact information, please add a drop-down menu for the prefix. Additionally, include instructions reminding users to use proper case when entering their name and address. This will help reduce the amount of cleanup work required by the Foundation.
1 vote -
Increase Character Count of Evaluator Description
It would be helpful to increase the character count limit on the Evaluator Description of Opportunities in SLM so that we can include more information on required and preferred criteria for evaluators to consider as they are reviewing.
1 vote -
sue.sneeringer@dca.nm.gov
being able to be alerted when an applicant makes a change to their profile/account.
6 votes -
Auto email exception
I would like the ability to override which auto email templates to use at the Request record level. I have a follow up form, "Interim report", that I assign primarily for multi-year grants, but also for the occasional expenditure responsibility (ER) grant and maybe in a few other circumstances. For ER grants, the IRS requires the grantee to submit a report to us as of the end of their fiscal year, and to do so every year until all funds are expended. When we make an ER grant near the end of a grantee's fiscal year, I know they won't…
2 votes -
Ineligible organization
We have recently had an issue with some partners not submitting reporting(like over a year overdue) and then cutting off all communication with us. Per our grant making policy this makes the organization ineligible for funding until the previous grant contract is fulfilled(meaning we get some type of report or account of grant monies.) We are looking at the idea of seeing if it was something that could be implemented to have a box or button that is able to be clicked on(toggle on and off so once they come back into good standing that goes away) an admin side…
3 votes -
Request History as an Internal Form Field
The request history table in the print packet is so helpful. Board members and evaluators really like to have a quick snapshot of this information.
It would be great if we could
1) pull this table into application or evaluation form as an internal field or
2) create a field with the option to make request history pop out as an external window
or any solution that offers a simple way to have eyes on request history to those folks who spend little time in the database and don't feel comfortable with extra clicksThank you!
11 votes -
Application Evaluation Assigned Dashboard Customization
Provide the option to select 'Request Amount' once applications move to the Evaluations Assigned Dashboard. It would be helpful for both our staff and evaluators to continue viewing the total dollar amounts requested across all Dashboards. However, there currently doesn’t appear to be an option to select that field once applications reach the evaluation step.
2 votes -
GLM Evaluator portal Process filter and sort order
When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.
Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.
31 votes -
Suppress Inactive Funds, Profiles from Search
Create an option to suppress funds, profiles, etc. that have been marked inactive from search results.
1 vote -
Ability to Customize Positive Pay and Check Register export templates
It would be great if there was a way to customize how the Positive Pay and Check Register reports are generated. I have never had two banks that require the same import file, leaving an individual to manually create this upload based on frequency of check runs, which for some people is weekly. This results in time lost weekly to alter a report that could easily be customizable.
1 vote -
kbakhshi@fmscleveland.com
When choosing .doc or .pdf for a merge doc, it would be helpful if that choice was available at the top of the list of templates, instead of having to scroll to the bottom.
7 votes -
bank reconcilation
the ability to upload deposits and ACH from your bank statement and then the ability to match records to your bank statements. A similar function as the check upload and match but on the deposit side.
1 vote -
Access to the same features in SLM & GLM within the same License Level
It would be really great to have access to similar features in both SLM & GLM when you have the same license level. For example we have standard license for both but only have access to Third Party References in SLM, whereas in order to access that in GLM, you have to upgrade to the Advanced License.
1 vote -
budget
Would love to be able to adjust size of field for budget amount. It seems to be limited to budgets up to $99,999,999.00. Our budget for 1 process is currently over 100 million so I can't track the budget because the field won't allow it.
2 votes -
Follow Ups
Allow awarded grantees to upload documents to the follow-up section, such as a grant agreement or final report. This feature can allow for verified PDF signatures on grant agreements from grantees.
1 vote -
'Add Comment' feature
It would be helpful when adding a comment in the Application or Follow-up forms that the comment stands out. For example, allow us to make the comment bubble red or yellow, or change the font color/size or make it bold. Anything to make it stand out from the rest of the Application or Follow-Up form would be extremely useful. I recently had to mark a follow-up form as incomplete, and I added comments to the questions that I needed clarification on and even after sending multiple emails (through Foundant) to the applicant to please see the comments to help her…
4 votes -
Preview Application Form
Please add back the live form preview option on the new user dashboard rather than just the PDF option.
5 votes
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