928 results found
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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 -
Collapse blank table rows in packet PDFs
Currently, when I create a table that may have an unknown number of rows used (such as asking applicants to list the date, time, location of grant-funded events), I just have to guess at what might be the right number of rows to add. If an applicant only uses one row of 10 available, the application packet will still print all 10 rows and use up a lot of space. Can blank rows be collapsed in the application packet?
(Even better would be to allow applicants to add rows if needed, but I suspect that's more complicated.)
2 votes -
Show Merge documents in alphabetical order
On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.
2 votes -
Batch Evaluator Packets
It would be helpful if you could create evaluator print packets after you have assigned your evaluators. Right now you can only batch create them BEFORE you've assigned them which isn't helpful. I want to be able to create application packets for evaluators if I need to (eg they are late or having trouble doing it themselves). It would also be helpful to be able to create packets of the top applications which you wouldn't know until after evaluations are done. You also can't create batch evaluation reports.
17 votes -
Table-style questions: Allow calculations across more than one table question
We have a budget form with a table for Revenue and a table for Expenses. It would be great to be able to calculate the net (revenue minus expenses) without the applicant having to do math or cut-paste totals from the separate tables into a third table or field.
26 votes -
Batch email recipient
Please add deleting a recipient from a batch email before sending, with having to exit the email template altogether. Thanks!
6 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 -
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 -
Custom Column Widths in Tables
Currently the columns in tables are all the same width, but there are use cases where it would make sense for one column to be wider than another.
For example, in our budget we have 5 columns - Expense, Request, Cash Match, In-Kind Match, and Calculation/Description. By my calculation if you have 5 columns only 33 characters are visible at one time. However, in our use case, 3 of the fields would not contain more than 7 characters (plus the characters for the column headings). Being able to resize those columns would free more real estate for fields where users…
15 votes -
SLM Profile Telephone - Option to Select "Mobile"
In SLM, I think it's good to make a telephone number a required field, but it would be nice to have a checkbox next to it to categorize it as "Mobile" or "Mobile #" since most students these days only have that anyway. Otherwise, they end up typing their mobile number in the second field needlessly.
3 votes -
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 -
Tasks and Reminders
Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!
93 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 -
Evaluation Option for Follow Up Forms
It would be very helpful to have the evaluation option available in the follow-up phase like the LOI and application phases. We use follow-up forms for reporting and having the option to add an evaluation to a follow-up form would be a great way for our team to save grantee report review notes within Foundant. (We currently save notes in Word and upload to the documents section, but having a built in feature to evaluate reports would be much better.)
16 votes -
DocuSign & Merge Templates Single Signature
Currently, you can only add one signature in the Word template in Foundant. It would be helpful if you could have at least two signatures. One for us (our President) and one for the Letter of Agreement recipient to agree to the terms of the grant.
6 votes -
font
It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.
8 votes -
Blind Review
In SLM evaluations, you are only able to add two custom columns to the user dashboard and are required to keep applicant first and last name.
Our foundation uses blind review to align with our DEI initiative. When following blind review, the applicant first and last name appear as [HIDDEN] (see screenshot) and are unable to be removed. Our reviewers have given feedback that they would like the opportunity to have those be optional columns so that they are able to pull in more relevant information like high school attended, major, GPA, etc.
Removing the requirement to keep first and…
12 votes -
Shared ANSWERS within an application
It would be helpful to have answers that were selected earlier from a drop down list be able to carry over to another part of the application.
Totals from tables carrying over to a budget summary table would also be useful.2 votes -
How many applications an evaluator has left to score
I've heard from several of our evaluators that they would like to be able to see the actual number of applications that they have left to score. For instance, under Pending it might say they have 50 left but if students qualify for multiple opportunities, they might only physically look at 15 (because the scores are automatically applied to the other opportunities of that student). They find it frustrating not knowing how much time they will need to carve out of their schedule for scoring.
16 votes
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