3 results found

1. Organisation contacts having oversight/access to all organisation applications

   Groups we work with have requested that more than one person has access to an application as typically the person applying and delivering the project is different from the Treasurer who compiles and submits the claim. At the moment they have to share the one log in.

   Would a secondary contact option possibly remedy this? It would also give us more than one person to follow up when there has been no response to late claims etc.

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   0 comments  ·  Grant Management  ·  Delete…  ·  Admin →
   Product Education  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   This can be achieved through several options (ex. Security Matrix, Invitations). Please contact your CSM for assistance.

2. Mapping and Shape Files

   Shapefiles are a common geospatial vector data format (like points, lines, polygons) for GIS software, storing location, shape, and attribute data as multiple related files (e.g., .shp for geometry, .dbf for attributes) and used to represent geographic features on maps in programs like ArcGIS or QGIS, often bundled in a .zip for sharing. They're fundamental for mapping, but have limitations like size limits and managing multiple component files.

   My idea is to allow for some way of having applicants submit shape files to define area of their project. In our organization's case, the project area is actual an area (often many 100s of square hectacres). It would be awesome if the system could pre-define regions that applicants could draw their project areas in and then have the results saved as shape files.

   The shape files can be used in other tools to display all the projects etc...

   A use case: The province of British Columbia has 3 regions within it, that our organization will provide grants for. These 3 regions are a modest subset of the whole province.
   
   An applicant is filling out their application, specifies which of the 3 regions they are applying for, and the system shows a map of that and then allows the application to draw their project area on the map. The system saves the project area as a shape file.

   Shapefiles are a common geospatial vector data format (like points, lines, polygons) for GIS software, storing location, shape, and attribute data as multiple related files (e.g., .shp for geometry, .dbf for attributes) and used to represent geographic features on maps in programs like ArcGIS or QGIS, often bundled in a .zip for sharing. They're fundamental for mapping, but have limitations like size limits and managing multiple component files.

   My idea is to allow for some way of having applicants submit shape files to define area of their project. In our organization's case, the project area is actual an area (often… more

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   0 comments  ·  Grant Management  ·  Delete…  ·  Admin →
   Product Education  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   The ability to allow users to select shapes on a map are available. We do not have plans to add custom maps beyond what is provided with Google Maps.

3. New field type for people picker

   Right now the system has 2 "people" fields (like owner) on a record. All other people associated with the record need to be added as associated contacts. But it take a lot of steps to add someone as an associated contact... you have to go to a separate area, look for them, choose what type of contact they are, and then click the "add contact" button. I want to have more options like the owner field, where the field is housed on the form itself and people enter the name of the specific contact in that field and hit enter and that is all.

   I want to be able to reference information from that field for web page views and template formulas the same way that I can pull owner.firstname or owner.email.

   I want to be able to run smart check validations off the field to make sure it is filled out before moving to a new status.

   I want to be able to pull these fields into list views.

   If there can't be a new field type for an unlimited number of people picker fields, I would like to have at least 10 standard fields of this type that I can use in different places on the form.

   Right now the system has 2 "people" fields (like owner) on a record. All other people associated with the record need to be added as associated contacts. But it take a lot of steps to add someone as an associated contact... you have to go to a separate area, look for them, choose what type of contact they are, and then click the "add contact" button. I want to have more options like the owner field, where the field is housed on the form itself and people enter the name of the specific contact in that field and hit enter… more

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   0 comments  ·  Grant Management  ·  Delete…  ·  Admin →
   Product Education  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   You can use the linked record list to add associated contacts directly within the form. A redesigned, simplified interface is also planned for the October 2025 upgrade.