960 results found
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follow up due date entry field
It would help to eliminate the globe icon in the Due Date box. It takes up too much space and makes it difficult to see/enter the date you want.
2 votes -
Email history sort by date sent is incorrect
I noticed that if I'm in the Contact Email History page and I sort by date sent, it sorts by the month and day and seems to disregard year. For example, 08/26/2022 comes before 08/17/2023. The sort really needs to consider the year.
7 votes -
merged templates default
Now that the software provides options of creating merge documents in Word or PDF, it would be nice to be able to set one as default or if the software defaulted to the last type used. Scrolling down to choose one gets tedious if you are doing many documents and you can't necessarily do them as a batch.
8 votes -
kbakhshi@fmscleveland.com
Request ID number
We would like to be able to identify a particular request or award by an ID number, and then search for requests based on that number. I wish Foundant assigned a simple ID to each request or award. (not the 32 digit GUID, which is not usuable).
I know we could add an internal field and assign our own number, but there could be duplication or errors in that process.
2 votes -
Using Multiple Docusign accounts
When sending documents through DocuSign via Foundant we want to let multiple people be able to do it. At the moment Foundant only allows it to be connected to one account so other people are not able to receive the documents that they sent out on DocuSign. If there was a way to have separate Foundant accounts connected to different DocuSign keys.
3 votes -
Make merging documents as easy as using merge for batch emails
Please make merging documents as easy as using merge for batch emails. It's ridiculous after all these years that the workflow for doing this is still so clunky.
1. download the field codes
2. make sure you no to answer "No" when the popup comes up
3. copy and paste the codes into the template in Word
4. upload the template
5. go to Requests and Decisions and search for the appropriate requests and decisions, and
6. create the documents.3 votes -
Opportunities within a UA process updated after evaluation concluded
Can the number of students that are eligible for our active opportunities within a UA process, be updated once the first evaluation is determined? We had 223 students eligible for one of our opportunities, but then once they were evaluated they were no longer eligible, but that number in opportunities did not change.
1 vote -
Option to hide questions on forms that are no longer relevant
While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.
9 votes -
Make all fields that are available in Reports & Data Sets available as Merge Fields for Merge Templates and Email templates
There have been many occasions over the years where I wanted to pull data into a merge template or an email template, but certain fields were not available. I would like to have the power within the GLM product to generate custom documents and emails, rather than having to go outside of the system to accomplish these tasks, feeding the desired data via a report downloaded to an Excel spreadsheet.
7 votes -
Process filter on dashboards
Is there a way to add a message that pops up somewhere on the dashboard that reminds the user there are process filters applied? This is especially important for evaluators who are only in the system one time period each year.
1 vote -
Opportunity Description on Evaluation Page
When the evaluator opens the application to evaluate, the page automatically scrolls down. You are not able to see the description of the opportunity which is at the top of the page. Can it open to where the page does not move and the description can be highlighted or made larger?
1 vote -
GLM - Have Internal facing questions ommitted from the Copy Functionality when the Copy is performed by the Applicant
Having administrative Internal answers from a previous grant application (for example, we have in Internal question group where we provide additional information for our grant review committee) copy into a new grant application when the applicant is using the copy feature from their last cycle request is not ideal.
5 votes -
Formula Fields Breaking Date Recognition in Reporting
Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…
4 votes -
More than sum in table summaries
I need a table summary row that is a simple calculation, not just a sum.
Like A-B-C=D11 votes -
I would love to have bigger check boxes. I have to struggle to get my mouse in just the right spot.
I would love to have bigger check boxes. I have to struggle to get my mouse in just the right spot.
1 vote -
Ability to add attachments
Currently, the only way to provide a form to be completed is through links. I'd like to attach an excel spreadsheet that needs to be completed and uploaded by applicants. We have run into issues where links to forms break and it would be much simpler to provide the attachment within the application question.
12 votes -
Greying out a Read only column/row in a table
When building a table, it would be helpful to to "grey out" a row or column that is "read only", so that you know it is read only.
The feature I am proposing will help to identify the labeling on the back end. Right now there is no clear visual way to mark this. And I have gotten emails from applicants saying they cannot add information to the table (as it is read only), despite having combed through and making sure everything was how it should be.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.)
3 votes -
Move Save Summary button above process description
After more than 6 years at Foundant, I still forget to click Save Summary when editing process summary bc it is usually out of my line of sight. Clients do this all the time. Moving it into line of vision would really help people not lose changes.
3 votes -
Add DocuSign "bucket" to Dashboard
I'd like to have a DocuSign bucket/status box added to the DashBoard, just like the buckets for all other forms and their statuses (LOI, Applicaiton... FollowUps, etc.) to ease tracking the status of our grant agreements.
3 votes
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