1128 results found
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to include check box questions in the types of questions that can be pulled in as columns from buckets in the dashboard
please include check box questions in the types of questions that can be pulled in as columns from buckets in the dashboard
1 vote -
Closed Evaluation Custom Columns for Evaluators
Currently we can add two custom columns to the Your Evaluations tab for our evaluators, but when the evaluations are closed and we allow our evaluators to see all the closed evaluations prior to our Board meeting, there is no way to add custom columns on that page. We do not review the grant applications by alpa order of the organization or project name. We assign grant numbers and will review the grants in that order. When we get to our meeting, I have to export and create a spreadsheet for our evaluator trustees to use to follow along with…
5 votes -
Deleting Questions
This has happened to me twice now. We should be able to delete questions even though we've answered and deleted the responses. This has messed up my applications.
2 votes -
conflict of interest notification
I would love an automated email to administrators for GLM/SLM for a conflict of interest question. That way we can see it and assign another evaluator. We shoot for a certain number of reviews of applications and if someone has a conflict of interest we would want to assign a different reviewer for that application.
2 votes -
Auditor Role - Limit Process Access and Add Notification
The auditor role is good for people who need to see and report on a particular grant but they are able to see all the other grant process. It would be great to be able to limit what processes auditors can see. Also, being able to add an auditor to be notified when applications in that process are submitted would be a very handy feature!
1 vote -
Preview Button on New Applicant Dashboard
For the new applicant apply page, for the preview application button, is there a way to have it show as the application and not the PDF? We have several applications that use branching logic and the full load out in the PDF may confuse applicants.
4 votes -
comment
We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.
Wouldn't hurt if we could attach a document to a comment :)
5 votes -
IRS Pub78 Data actually NOT available in reporting
Hello from OKC! I've found a couple of threads that suggest it is possible to pull into a report all the fields available under the Charity Check > Publication 78 tab. I'm able to pull some but not all. I even chatted with support this morning just to make sure I'm not missing this. Specifically, I'd like to pull in the Organization Name field from the IRS Publication 78 tab within the CharityCheck module. I can pull the general org name field from the orgs profile (as they've entered it) but not the name as the IRS has it listed…
2 votes -
Email Formatting
Emails generated through Foundant have grey boarder margins that cut off sentences on some email platforms. Can Foundant fix this formatting issue so email formatting will look the same on multiple email providers?
4 votes -
Third party notification to administrator
It would be really helpful if admins could opt to receive notification when a third party fills out their portion of the application/form. For example, we have our grant agreement set up for a third party to fill in banking info, it would be great if instead of having to go in and check whether they've filled it out, I would get an email notifying me that they had so I can mark the form complete. This would work the same way as when we set up auto emails for when forms are submitted.
1 vote -
ability to add multiple emails to transfer requests
it would be helpful to have the ability to add multiple email addresses to the transfer request email function. We have to notify the custodian, investment manager and investment advisor - and sometimes there are multiple people at each location.
1 vote -
Can you make the password you type in on CSuite, GLM and SLM log in screens visible (so you can see if you typed it correctly)?
Is there to make the password you type in on CSuite, GLM and SLM log in screens visible (so you can see if you typed it correctly)? Sometimes, log in screens have a picture of an eyeball that you can click on in order to see your password. This would be especially helpful for GLM and SLM, the modules where more people from outside our organization are logging in and have requested this feature. Thanks!
1 vote -
Third Board Member Evaluator
It would be great if we could add a third evaluator to our processes. We follow the USDA process when reviewing applications, with a primary and secondary reviewer each weighted differently, then a board member reviewer. The board member solely assigns a grade to the application, so there is no need to go through the evaluation form and questions. Foundant Support has been great about helping us with a work around with this but ultimately, the addition of a third evaluator would solve all of our issues.
1 vote -
Request to make visual layout of LOI, App, Follow-ups, Documents Uploaded easier to follow
Documents: Forms and Files - challenging layout
In the new applicant experience, it appears the applicant will click on "Documents" to access their LOI, Application, follow-up forms, and any documents uploaded by the administrator. It seems confusing for the word "Documents" to encapsulate all of those aspects of the process. And then
it seems odd that "Forms" includes the LOI, the Application, and any of the follow-up forms. Perhaps it's just that I'm accustomed to thinking of those as separate parts of the process and thus should be put into their own buckets.
In the old experience, it's much easier…2 votes -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
7 votes -
Evaluation Score Export for Evaluators
It would be very helpful to have functionality built into the Evaluator role that allows each evaluator to download a quick export of all of their scores for each application. The custom columns feature does not allow for enough columns to be added so that all scores can be seen by each evaluator. Currently, Admins have to run reports of all scores and provide these to each individual evaluator so they can see all of their scores in one place.
2 votes -
commas in budget table
I like the embedded tables for the most part but I really need commas in those integer cells and the sum total cell.
9 votes -
View Organization History
Under the View Organization History system setting, it would be helpful to have an option of "Organization-by-Organization". Right now there are three options 1)All, 2)None, 3) User-by-user. It would be helpful to have it an option for Organization-by-Organization for those orgs who have the same EIN# but separate local chapters (or schools, in the case of a school district). For these type of applicants, we only want them to see their own chapter's information; but for all the rest of our nonprofit applicants, with the high turnover of NPO staff, it's helpful for them to see their entire organizational history.
6 votes -
Allow evaluators to track the amount of money they have spent as they are going through applications
We have had several evaluators ask for there to be a way to see the amount of money they have recommended be allocated in total as they are going through all of the applications they have been assigned. As we give them a budget for each process, this would be helpful in seeing how close they are getting to that budget.
10 votesThis workflow can be accomplished today using custom columns with Aggregation. Contact support or success to learn more.
-sammie
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SLM/GLM ability for Applicants to Chat with Foundation staff
A Chat feature to be able to help students in the moment could be very helpful.
Student behavior - Once they leave an application it is hard to get them back to finish it. Students are used to using a CHAT feature when they need help. They often won't pick up a phone for help & are hesitant to send emails.
I would rather help them in the moment then spend time on my Dashboard figuring out why they have some applications in draft, some in submitted and emailing them how to keep going. (Students often don't read emails)
It…
33 votes
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