1021 results found
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"Document Type" location when creating documents
When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.
9 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 -
Organization Merge History
From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?
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 -
"Click to Drill In" on Amount Awarded on the Dashboard
It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.
5 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
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Turn off Copying for Third Party Questions
If returning applicants use the copy feature, unfortunately, the system also copies their previously received third party letters of recommendation. In other words, letters of recommendation from the prior grant cycle are copied to the new application.
Please allow us to turn off copying for third party questions.
5 votes -
Draft Emails
It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.
17 votes -
Move "Choose File Type" in Create Documents
When you go to create documents, place "Choose File Type" at top of box above document listing. I have a long list of documents and can't see "Choose File Type;" although I'm learning, I frequently don't understand why clicking "Create Document" doesn't do anything.
17 votes -
Tracking Conversations and Meetings with Non-Profit Organizations
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.
2 votes -
Assign Follow Up to Reviewer
We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.
47 votes -
Evaluator User Role Should Be Customizable by Process or Permissions
We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.
11 votes -
copy request
Could we make the "This request was created as a copy by..." message more prominent? It would help if it jumped out at us so that we can do the required cleanup after a request has been copied.
2 votesCan you please share the message you are referring to.
Also, it would be helpful to understand the clean up need because that might give us the idea for other opportunities to make the tool easier to use.
-the foundant team
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Clone question
We really like the clone feature available when editing a table, and it would be helpful if this were available for all questions. Having to manually copy over the drop-down items and additional information is very time consuming.
24 votes -
Shared ANSWERS within an application
It would be helpful to have answers that were selected earlier from a drop down list be able to carry over to another part of the application.
Totals from tables carrying over to a budget summary table would also be useful.7 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.8 votes -
Custom navigation
I am suggesting that the header area be made editable. It would be worthwhile if we could truly mimic our website header (logo and navigation) so the user thinks they never truly leave our website since there is no option to embed Foundant forms.
1 vote -
Sub-subtotals in Tables
The addition of the subtotal function within tables is great, but more is needed for it to be compatible with my workflow. In particular, I would like to be able to have a subtotal that captures other subtotals.
For example, I have one grant that has three funding categories, and one non-funding category. I can subtotal each of the three funding categories, but it won't let me then see a subtotal of those three added together, only the total of the three funding categories plus the non-funding category (which I also need, but I want to see both). Otherwise I…
7 votes -
Allow sharing of question group to a form
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.
11 votes -
Applicant add rows/columns to table questions
It would be helpful to allow applicants to add rows/columns to tables in the event they need more space than we have built out. The function would need to be made so that the admin could lock rows and columns if needed so that the applicant cannot add fields outside of summary rows, for example.
13 votes -
Transfer of info to next year's application
Some of our scholarships are available to students already in college, so they can apply multiple years in a row. It would therefore be nice to provide a feature in the SLM universal application in which they can transfer certain items/ answers from one year's universal app to another. This would save them time. Perhaps we could determine what we would allow to be transferred when we set up each new universal app, or what questions MUST be answered by all. Again, time saver for returning applicants.
4 votes
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