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Settings and activity

161 results found

  1. Implement a "foldering" system for processes, forms, and email templates

    89 votes

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    5 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Conner Peckham supported this idea  · 

  2. 'Add Comment' feature

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Conner Peckham supported this idea  · 

  3. Export Form Questions via Reports

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Conner Peckham supported this idea  · 

  4. Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant .

    54 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  5. Access Documents Tab in Reporting

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Conner Peckham supported this idea  · 

  6. Turn Preview Off

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Conner Peckham shared this idea  · 

  7. Rich Text Experience for Applicants

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Conner Peckham supported this idea  · 

  8. Preview Button on New Applicant Dashboard

    4 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Conner Peckham supported this idea  · 

  9. follow up views

    15 votes

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    2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  10. Update Time Stamps - Re-submitted Follow Ups

    30 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  11. Internal follow-ups viewable by applicant?

    9 votes

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    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  12. Multiple Automatic Reminders for Follow-Ups

    30 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  13. Report Creation and Distribution Automation

    32 votes

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    Under Consideration  ·  4 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Conner Peckham supported this idea  · 

  14. Radio Question Type - Other

    48 votes

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    1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Conner Peckham commented  · 

    I agree. I would love an "other" or "comments" short answer option within a multiple choice question rather than having to create a second question to capture comments on a prior question.

    Conner Peckham supported this idea  · 

  15. I'd love to be able to copy a question or set of questions

    81 votes

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    6 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Conner Peckham supported this idea  · 

  16. Doing Business As or AKA searches

    11 votes

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    13 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    Conner Peckham commented  · 

    I'm a new admin to Foundant and am a little surprised that there isn't a second organization name field that is searchable within the system. Some funders will want to use the Organization Name field as the legal name and add a DBA field that is also searchable, while other funders would do the opposite and use the Organization Name field as the DBA and add a Legal Name field. The key is to make both fields searchable so that we can choose what option works best for communications and reporting through the system.

    Please add this to the roadmap or let us know what the challenges are and why it isn't doable at this time.

  17. Make collapsing groups optional/a setting

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Conner Peckham supported this idea  · 

  18. Program Officer Assigned Follow Up

    6 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham shared this idea  · 

  19. sort email templates

    51 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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  20. multiple reminder emails

    58 votes

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    Planned  ·  4 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Conner Peckham supported this idea  · 
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