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  1. In addition to being able to share a question to one form from another, it would be great if I could share a whole question group from one form to another. It would be a great time-saver.

    10 votes

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  2. It would be helpful if you could customize (at least one column) on the Organizational Summary page. For example, "Type" is not useful to us, but "Amount Requested" would be. Our Trustees often award more or less than the organization requested and it would be helpful to see this information.

    8 votes

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    2 comments  ·  Custom Data  ·  Admin →
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  3. Flag submitted applications that have outstanding issues:

    Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."

    3 votes

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  4. Changing American spelling for Australian clients for Organization and Recognized. (S instead of Z) Currently this is on the payment page for a donation but I am sure there are other spellings throughout the platform and GLM. For our Australian clients/donors it looks like we have spelt it wrong.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. We have three SLM UA's that students can apply to and as it currently appears on a student's dashboard, all UA's are in the color blue. Is there a way that each UA has their own color. This will help with an inclusivity for color blindness.

    2 votes

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  6. We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.

    2 votes

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  7. Can we add a feature to reporting to be able to pull responses to specific questions on the evaluation forms? I have a question that is an action item: Refer to Board, Ask for more info, or deny app.

    I need a way to count the # of responses to this question by their answer. We use this + eval rubric score to assess the quality of the applications we receive. I've not been able to figure out how to pull this in the reporting module.

    4 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    3 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  9. Back in the day, when you could Copy Request, we could just copy into Draft and still be able to submit as an Applicant without too much stress. At least, that is how I remember the system working. Especially working with Internal Processes. We may have even had a Submit button at the bottom. I don't recall exactly, but now, it's a bit more work.

    Now, I have to be sure to scroll to the bottom of my long list of processes to be able to find the Select Initial Status options and be sure to select the Submitted option-particularly…

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  10. 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.

    3 votes

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    0 comments  ·  Dates  ·  Admin →
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  11. It would be nice on forms, if the Submit button can be greyed out if a specific answer to a question is selected. Or if we could select rules for the submit button much like branching questions.

    1 vote

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  12. Add an option to the 'Organization Viewable by Applicant' site setting in GLM to be able to set the visibility to users marked as the primary contact. It'd give us an option that is more restrictive that the 'all' option but more automated than the 'user-by-user' option.

    2 votes

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  13. It would be helpful to have an indicator for the number of documents in Document Viewer similar to the indicator on the Documents tab.

    2 votes

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  14. My manager and I are looking for a way to track our interactions with non-profit organizations within Foundant. We frequently have conversations, tours, and meetings with these organizations and want to keep a comprehensive history for internal tracking purposes within Foundant.

    I have been told there is no current feature in Foundant that allows us to input and monitor this information. This could be a very helpful feature for donors and their administrations to track and keep a running record.

    1 vote

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  15. It would be helpful for grant agreements to be able to have the organization and user registration information available to populate the agreement form. Otherwise they need to be entered again to have a stand-alone document.

    3 votes

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  16. We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
    Be able to still show name, but not personal contact info.

    27 votes

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  17. Our grant agreements in Follow Ups in Foundant GLM. We are looking to add the system Organization Name field in the follow up form. Since the available options on Follow Up forms don't allow me to pull system field info, I've had to ask for applicants to type "Organization Name" info on all applications just so that I can share this on the Follow Up (Grant Agreement). It would be easier if I could pull directly from the Org Info page on the follow up.

    1 vote

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    0 comments  ·  Admin →
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  18. 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.

    6 votes

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    1 comment  ·  Admin →
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  19. I would like to see Evaluator 1 & 2 forms have a hard stop if someone does not answer the required questions in their form. The same type of message applicants receive when they miss a question.

    Currently, they can save the form and do not receive a warning they have missed any questions. Staff must check each evaluation to see if someone does not answer a question(s), call/email the evaluator, get them to log back into the system, complete the question(s), and we have to rerun our reports. It is very time consuming. Evaluators get cranky when they get…

    1 vote

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    0 comments  ·  Admin →
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  20. It would be great to be able to assign reviewers to applications on X date, but for the reviewers to not be able to access the applications until a later date and time that could be set in Foundant.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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