841 results found
-
22 votes
-
collaborator role
When an individual is added as a collaborator, they seem to skip the registration process? They are not tied to an organization and don't have a role assigned. I'm getting emails from people that have been collaborators and think they have access to the system but don't. I'd also like to assign follow ups to a collaborator without having to add them as a user first. Can they automatically be granted applicant status?
1 vote -
Exclude a process
The filtering tool is really handy for seeing only specific processes, but I would really like a way to exclude one process from the total list. Currently, the only way to do that is to apply a filter selecting everything but that process, which feels a little cumbersome. It would be nice to have an additional switch added to the filter for selecting "include/exclude" and then being able to make the filter selection.
1 vote -
GLM/Foundant Accessibility for People Using Screen Readers
We received some good feedback from an applicant: "Due to a small staff and the Director's use of screen reader technology, web forms are often inaccessible and paperwork is very slow-moving. The Opportunity Fund's application and website is more navigable than other foundations but still required many hours of oversight and coordination to receive assistance from board members and staff throughout the process."
I would love to know how/if Foundant is working toward making sure it's products are incorporating web accessibility principles so that a person using screen reader technology could apply for a grant and take care of other…
15 votesPlease reach out to support@foundat.com for specific response around accessibility and actions taken with the solution.
-
Customize file download name
When using a merge template to create word or PDF documents, it would be really helpful id the file name included the organization name or project name. For example, when having to download multiple PDF applications individually (from the Request & Decisions page), the file name used for all is the name of the merge template file. I then have to go back and rename each application form which is very cumbersome.
Hopefully, this is an easy fix:)
21 votes -
Batch Create Merge Docs AND Attach to Request
Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.
15 votes -
multiple reminder emails
Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)
48 votes -
SLM - Listing of Evaluation Committees and Members.
In SLM it would be nice to pull a report or print from screen a list of all the evaluation committees and the members on each committee.
18 votes -
Batch Approval
It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.
With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.
Thanks!
61 votes -
Show only closed evaluations to which user is/was assigned
Currently, any user with Board Member level access can see ALL closed evaluations and it causes confusion. It would be helpful if that tab showed ONLY the closed evaluations to which a user is or was assigned.
2 votes -
add to calendar
Create an "add to calendar?" option for any due date (app/follow up forms, etc) whether from the dashboard or within an automatic email. This would be really helpful for applicants who are managing multiple grant processes that are in several stages.
13 votes -
Make the email templates list more readable
We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.
10 votes -
Additional contacts
Got a great idea from one of my grantees in their eval today:
"While it was easy for me to acquire login information from your organization, it might be easier on you to have people create their own account and then choose their organization from a drop down box. It would save you from always having to create accounts."
So think about that as an option!
Meanwhile - I have to go merge two people from the same school district because someone didn;t contact me and I thought I had the duplicate id warning set up,44 votes -
Administrator to submit for applicant
It would be helpful to allow Admins to submit for an applicant. We have instances of students/nonprofits completing their application but not hitting the submit button before the deadline. It is cumbersome to change the deadline for that applicant, proxy in as them (or have them sign in) to click submit. It's especially time intensive for SLM UA where a student has multiple opportunities, and therefore, multiple places where a deadline would need to be changes.
Similarly to reverting an application status, it would be nice to be able to progress an application from the admin side.
8 votes -
Request Status Name and Additional Options
It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.
138 votes -
Use the merge fields in email templates
I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that…
38 votes -
sort email templates
It would would be very handy if we could have the sorting feature added to the header on the email templates list.
47 votes -
Folders for Reports
It would be nice to create folders to organize all the reports created.
97 votes -
Pass/Fail Eligibility Quizzes on Reports
It would be extremely helpful if we could pull failed quizzes into reports.
We have had situations where students (bless their hearts) answer questions incorrectly on the quiz and then give up on contacting us to reset these quizzes. Instead, they don't fill out the application.
If we could pull this information into a report with contact information and responses, we could easily contact them and remind them that we are here to help.3 votes -
Sorting
Keep it simple. SORT SORT SORT, should be a simple click of the header and not MANUALLY sort. Good grief!
3 votes
- Don't see your idea?