1004 results found
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Change Check # to Payment # in Installments
Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.
8 votes -
More detailed budget planning tool, including a provisional budget option
I would love to have access to a dynamic budget planning tool, that allow me to have a global budget for my fiscal year, with various funding streams options AND with a provisional budget option that would take into account the proposed amount we enter in yet-to-be approved requests.
For the time being, I use an Excel file to achieve this, which is time consuming and error-prone. This option would save so much time!
6 votes -
Shared Documents in GLM by Process
I'm reposting this since it was first submitted a few years ago and it is still an issue for us. It would be very beneficial to allow Shared Documents to be uploaded per Process. Currently if you upload shared documents, all board members in other processes can also see anything that is uploaded. We are unable to use this for our committees for this reason and I have to e-mail the documents versus the board members being able to review them in Foundant.
3 votes -
Allow Grant Managers to add/remove users to Multiple Organizations
With the new feature of Adding and Removing Applicants to Multiple Organizations, the grant managers need to be able to have this feature, too!! PLEASE PLEASE PLEASE
1 vote -
Hide Score Column on the Evaluator Dashboard
We definitely need the ability to add at least three custom columns - 2 is just too few. But while we are limited in the number of columns we can add, it is heartbreaking to have a precious Evaluator column wasted on a system column we don't use. Additionally, because this particular column is there we can't use the Scoring question type, because it will populate this columns with numbers that won't mean anything to our Evaluators and will confuse them. We rank on a 1 through 4 scale with 1 the highest and 4 the lowest - only the…
1 vote -
We are part of a Regional Association of Grant Makers. Most of us use Foundant. one master login would be ideal.
One master login and password for any applicant. We are part of a RAG. Most use Foundant. It would be great if the applicants could log in once to get to all grant makers. One more step to a single application.
1 vote -
Printing application & Returning to saved application
From one of our grantees:
When saving application DRAFTS, it would be easier and save us time if the application returned to the question that we were last writing rather than to a separate page where we then need to return to the top of the application page and find the question where we left off.
Also, if we could print the DRAFT applications directly, rather than downloading a PDF first, that would again be a timesaver.
1 vote -
Submit button for Internal Process for Administrators
Please provide a Submit button for Administrators when they are Copying Requests into an Internal Process. Do not make us have to select the option while copying that the Initial Submit Status has to be Submitted. I would like to create a Draft and go in and edit away in fields and then Submit the request when I feel it is ready, it is an Internal process anyway, and I am an Administrator.
Sure it is fine to go and select the Submitted choice when copying, but maybe I just want to submit it later, not when I am creating…
4 votes -
Business Titles
Is there any way to have the applicant's business title, as well as the primary contact's business title, listed on the cover page of the application and follow-up forms? Their other data, such as address, phone #, etc. is there and it would be nice to have the business title listed as well so you don't have to go back into contacts to find it. This would be especially helpful for the evaluators when it is a new or unfamiliar organization applying for a grant.
2 votes -
Customize Project Name Field
I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"
4 votes -
Adding Hyperlink Capability for Applicants
Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.
6 votesAre you looking for this to be allowed in a text area responses or a separate area for links?
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copy previous answers
We are currently use processes for each scholarship we hold at our Foundation. We have a scholarship advisory committee for each scholarship. We have some people who serve on multiple scholarship committees, so they do end up evaluating the same applicant for multiple scholarships. We are recommending that evaluators have the ability to copy previous scores/comments from one evaluation to another for the same applicant. For example, if they are evaluating on their GPA and academic performance, that won't change from application to application. They are requesting to copy the scores and comments as a previous answer to another evaluation…
3 votes -
Third Evaluation Option
It would be helpful to have more than 2 evaluation options for Universal Applications. Scholarship Opportunities vary vastly in what is important. Being able to have the Internal Evaluation and a choice of either the complex or simple evaluation form for the 2nd choice would be most helpful!
4 votes -
Add Primary Contact Filter to User Search in GLM
It would be helpful to be able to do a user search that pulls all users marked as primary contacts.
4 votes -
operations account aggregator
We would like an account aggregator that feeds directly from our main bank account into our general ledger (or someplace). We have missed transactions (due to human error) and this would prevent us from missing transactions that occur in our checking account.
1 vote -
Remove evaluator
We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.
We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.
46 votes -
SLM: Adding Upload Responses to Quick Grid Views
We would like to request that Upload Responses, such as transcripts, be added to the Submitted and Complete bucket Quick Grid Views. Often, we need to pull transcripts or other uploads quickly, and it's difficult to go into each student's application to search, view, and download transcripts. If the uploads appeared in the Quick Grid View, we would be able to view these uploads more efficiently.
1 vote -
Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
9 votes -
installment
'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.
9 votes -
Applicant Filter
From the SLM Dashboard we have the ability to Filter by Processes. In the same way it would be great to be able to Filter by Applicant.
We do not use universal application so this filter would allow us to group, screen and use Batch options based on an applicant name.
2 votesWe recently introduced Filters to the workload grids. Through these filters, you can narrow down the list by applicant name. Reach out to support@foundant.com to learn more, and please let us know if this helps you manage your workflows.
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