1069 results found
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automatic emails
Automatic email sent to applicant when application is marked as complete. Similar to the automatic email that is sent when an application is submitted.
2 votes -
Evaluators able to view follow-ups
Would like to be able to have evaluators review/access last year's follow-up reports for a process. Right now we download them all and put them in a drobox for review.
5 votes -
Ability to Bulk Update RSVP and attendance in Campaigns
Hi, Currently there is the ability to import profiles to a campaign. It would be extremely helpful if we could also bulk import RSVP and attendance also instead of updating each profile 1 by 1. We currently use a 3rd party app for invites to an event. We build the list in CSuites through campaigns.
6 votes -
evaluator submission time and date
I'd like to be able to pull a report based on the time and date when an evaluator submitted an evaluation form. That data exists - it can be found under a request's submission history - but I want to be able to know when the evaluator submitted the form, not when it was marked as complete.
2 votes -
Allow us to customize Apply Page ourselves
It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.
I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.
5 votes -
email
With the new view, email history is very difficult to find. It would be great if there were a tab on the left or in one of the blocks in the new view that would bring users quickly to the email history. Right now, it is not visible, and there are many clicks to get to the email. It is not very intuitive as set up now.
2 votes -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
2 votes -
Insert an image into emails
Someone may have posted this somewhere, but it would be really nice to be able to put images in an email without having to use a link! Thanks.
2 votes -
Allow evaluation fields to be pulled into merge templates
As the evaluation fields cannot be pulled into merge templates, we have built our due diligence processes into an internal-only section of the application form. As a result, this means that the application is extremely long, and we are needing to continuously scroll up and down to review the required information. It would be much better if we could have a side-by-side view, such as you get with the evaluation stage.
We could build the due diligence into the evaluator 1 stage to do this, but none of the fields could then be included in our merge templates. If these…2 votes -
When assigning follow up forms, add a warning that comes up if the person assigned is a collaborator, as they will not be able to edit.
When assigning follow up forms, add a warning that comes up if the person assigned is a collaborator, as they will not be able to edit the form. As it stands, the organization gets the assignment and can see the form but does not know why they cannot edit.
4 votes -
Additional Custom Columns
We really need more than 2 custom columns to be able to accurately sort and filter Applications both for Evaluator assignment by the administrators, and for our Evaluators doing the rating. Even just one more custom column would make a big difference. I've requested elsewhere, but in case there is a connection, we would also appreciate the reverse, which is to hide the default columns we don't need - or at least the Score column, which is just very confusing given the way our process works, so we do the best we can to hide it, but it is very…
21 votes -
brandy.thrower@arkansas.gov
The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.
2 votes -
aallieri@cfpbmc.org
Add a column 'Donation Advisor' to the donations page on the portal so fundholders can see who advised donations, where applicable.
6 votes -
Non-Assigned Users to View Follow Up Forms (GLM)
I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.
16 votes -
Time Stamp added to 'Initial Submit Date' custom column
It would be really helpful to have a timestamp added to the 'Initial Submit Date' custom column, so we can see the submission time. We have just closed a grant round, and had an application sneak through after the deadline, but unless we go into the submission log for each individual application we have no way of identifying which one it is!
2 votes -
We would like to
We currently have 3 administrators. The first administrator views each submitted application and then moves it to the complete status for the next 2 administrators to complete their reviews. We would like to see if an auto generated email could be set up to alert the other administrators when that application has been moved into the complete bucket.
4 votes -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
5 votes -
Add a system access indicator back to the user profile screen
the most recent upgrade got rid of the key icon in the upper right hand corner of a user's profile and i liked to propose it (or something similar) be added back. It was extremely helpful to have a visual indicator on the main screen of the user profile of if the user had system access or not. A color-coded indicator (green for access, red for no access) would be an improvement on the previous dark grey/light grey key icon.
The icon wouldn't need to be functional (like it used to be) now that the toggle for turning access on/off…
2 votes -
Custom formula fields
To determine grantee payout, total the sum of several expense fields and multiply that number by the grantee's match percentage.
Currently, this is all done by hand because Foundant does not have the capability for custom formula fields. It would streamline our processes and eliminate much confusion for both us and our grantees if these calculations were done automatically and in real time.
2 votes -
Custom formula fields
To determine grantee payout, total the sum of several expense fields and multiply that number by the grantee's match percentage.
Currently, this is all done by hand because Foundant does not have the capability for custom formula fields. It would streamline our processes and eliminate much confusion for both us and our grantees if these calculations were done automatically and in real time.
2 votes
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