Recent Product Features - November 2013 - Current

Featured 5.13.0 - March 2016 -  Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • Administrators now have the option to allow users to have pre-registration access to processes and forms. To have this functionality available in your site, you will need to contact support@foundant.com. Once this is turned on, on the Process Manager page, you will be able to get a URL you can share.
  • When previewing a form, administrators will have an option to preview it as a different type of user, including Reviewer (Staff Evaluator and Board Member roles), Applicant, and Third Party (if applicable).

Featured 5.11.0 - February 2016 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • OpenDocument text files (extension of .odt) and OpenDocument spreadsheet files (extension of.ods) can now be attached to print packets and merge documents.
  • Administrators will now have the option to use an integration with Foundation Center’sFoundation Maps research tool.  Learn more about Foundation Maps on the following Website:  http://maps.foundationcenter.org/home.php
  • The Organization identifier can now be accessed when building data sets, so it can be used inexports and reports.


Featured 5.10.0 - December 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • The Organization DUNS number can now be added to print packets.
    • The field code for this is { MERGEFIELD Organization_DUNS }
  • In reports and data exports, the Initial Submit Date will now be converted to the client's local timezone.

Featured 5.9.0 - November 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • Administrators can now define allowed file extensions for “File Upload” and “Text and Upload”fields.
  • The Evaluation Assignment list count will now be the count of the evaluations by role instead of the total evaluations the evaluator is assigned.
  • If enabled by support, applicants can now be given the ability to edit their own organization information.
    • To enable this please contact support@foundant.com

Featured 5.8.0 - October 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • A Follow Up Past Due Reminder notification has been added as another notification option. Justlike with the Follow Up Reminder, an email template needs to be created for this notification,and it can be added to each Follow Up on the Process Manager page.  This notification will besent to the owner of a follow up if is past due by a certain number of days. The default is oneday, so if the Follow Up was due on a Wednesday, the past due reminder would go out onThursday morning. The number of days is customizable (as shown below where it is set to 2days) by contacting support@foundant.com, similar to the Follow Up Reminder number of days.
  • On the Registration page, we can now configure the Organization Tax ID (EIN) field to accept NA(or variations on it like N/A, n/a, etc.) without giving a “duplicate organization” warningmessage.

Featured 5.7.0 - September 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • 5.7.0 adds request status and form type pre-filter options to the data set builder in addition tothe process pre-filter.

Featured 5.6.0 - September 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • Follow Up forms can now be configured in the Process Manager to be automatically assigned.
    • The configuration options control the Due Date of the Follow Up.
    • For more information please refer to the release notes using the link above
  • Administrators can now move Follow Ups back from a status of Complete to Submitted, and fromSubmitted to Draft.
  • At the bottom of the Edit Contact page (for users that are in the Administrator role), there is now atable that shows all of the system notifications and indicates which one the user being edited isassigned to receive.  You can now add or remove system notifications for a given administrator onthis page, rather than having to go into each process.

Featured 5.5.0 - July 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • Grants Managers with Board or Staff roles can now see shared documents
  • Admins now have the ability to attach and share merge documents to the applicant.
  • There is now a confirmation message that pops up when an administrator gives another user one of the Administrator roles.

Featured 5.4.0 - June 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • When adding and editing list type questions, an option has been added that allows an administrator to order the list items alphabetically A through Z.
    • There is no undo for this action.
    • The administrator must click the checkbox and then click save in order for this to take effect.
    • This can be checked while adding new list items to make sure the new list items are added alphabetically. If it is not checked, the list items will be added at the end. To add list items in alphabetical order, the checkbox must be checked every time new list items are added.
  • There have been some updates to the email templates page.
    • Email templates can now be archived.
      • Archived email templates will not show in the list of templates to choose from when configuring process notifications. ? Archived email templates will still automatically send if they are already selected as a part of process notifications.
    • Email templates can now be reordered.
      • When choosing an email template in a process they will show up in their sequence order.
    • Email templates can now be searched.
      • The list both archived and not archived email templates are searched and a number indicating the number of results will be displayed in the group header.
    • Quick search has been added to the workload pages and the payment tracking page.
      • NOTE: if a user wants to sort they must do so BEFORE searching. Sorting will cause search criteria to be lost.

Featured 5.3.0 -June 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • A close option has been added to the batch menu on the Follow Ups Complete workload page.
    • This will close requests for which all the follow ups assigned to the request are marked complete. If a request is not closed because there are still outstanding follow ups, a message will inform the administrator of that fact and indicate how many requests were not closed.
      • NOTE: The Follow Ups Complete workload page is a list of follow up forms. However, follows ups are not closed – requests are. This can lead to some potentially counter intuitive effects. For example, if a request has two follow ups assigned and both are in a complete status, they will both show in the Follow Ups Complete workload page. If you only select one of the follow ups and mark it as closed, though, both follow ups will be removed from the page because they belong to the same request (now closed).
  • Third party functionality has been changed slightly.
    • Third party users will now have a "Save Draft" and a "Submit" button. Previously, they only had a "Save Responses" button.
    • Third party forms will only be considered submitted if the third party user has filled out all required questions and clicks the "Submit" button. Previously, they only had to fill out all required questions.
    • Once a third party form has been submitted, the third party will no longer be able to change responses. Previously, they could make changes to their responses until the applicant's form was marked complete.
      • If a third party needs to make changes to the questions in their third party group, administrators can now send third party groups back to draft by using the "Compose Email" button found below the third parties email address on the form in which they are referenced. The administrator must first click the edit icon (pencil), then click the "Compose Email" button, and then send an email to the third party notifying them theycan make necessary changes.
        • If a third party user is assigned multiple third party groups on the same form, all the third party groups to which they are assigned will be sent back as well.
  • The email friendly name will now show when building or sending email templates.
  • If a user hovers over the "Choose Process(es)" multi-select button found in the top right of several pages, including the dashboard, a list of the selected processes will display.
      • NOTE: If more than 10 processes are selected, only the first 10 will be listed.
  • Email templates can now be copied.
  • Searching has been enabled while setting process evaluators.

Featured 5.2.0 - March 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • Restricted processes cannot have their access codes removed without first deactivating the process.
  • By default, no processes will be selected when an administrator uses the "Choose Processes" multi-select option on the dashboard, workload, or payment tracking pages.
  • The list of shared questions can now be sorted when adding shared questions on form builder.
  • On grids with a checkbox and a "check all" box in the header, if all line items in the grid have been checked, the "check all" box in the header will be checked. If all the list items in the grid are disabled, the "check all" box in the header will be disabled.
  • Saved reports can now be deleted.
  • If a data set has duplicate field names, the user will get a warning message when they save the date set. The data set will still save and will still throw an error if the user tries to run the report using that data set.
  • Data set names will no longer cause issues if they contain special characters.
  • Grants managers now have full access to add, edit, and delete data sets and saved reports in reporting.

Featured 5.1.0 - March 2015 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • The Request Comments box has been added for reviewers looking at an evaluation or application form.
  • Administrators can now sort by first or last name while selecting reviewers for a process.
  • Administrators must now type "DELETE" in order to delete a process.
  • Organization information has been added to the Applicant Dashboard for administrators who are applicants.
    • This was added to allow CSMs to change the wording in this box via custom content
  • Decision information has been aligned with other request information on the applicant's request summary page when viewing details of a request.
  • The "Year Awarded" column in the Past Funders tab of the Connect data is now centered to enhance readability.
  • A space has been added below the bullets when trying to activate a process that is not properly configured.
  • The wording applicants see when a request is abandoned has been changed to the following, " Your request is no longer under consideration. Click 'Apply' in the upper left for a list of available opportunities. "
  • The "Save Summary " button when adding a new process or updating an existing process has been changed to stand out better.
  • Evaluator score and "Finished" fields have been added to the data set builder.
    • This only works when grouping by evaluation and it will give the score as a percentage for each form an evaluator filled out. o It also shows up when grouping by request, but all the scores are in the same cell and they are decimal values.

Featured 5.0.0 - October 2014 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:

  • The Dashboard has been updated significantly.
  • Left navigation changes
  • The Process Manager page has been significantly refactored.
  • Administrators and Grants Managers can edit any users' answers.
  • Form questions can be added to other forms within a process as "Shared Questions" (shared question functionality replaces the report field functionality found in earlier versions of GLM).
  • An Administrator can now use the "Select All" checkbox on the Organization Search page when merging organizations. If they use the "Select All" checkbox and more than two organizations are selected, the Administrator will receive a confirmation box warning them that there is no undo of organization merges and every organization on the page will be merged.
  • Applicants now see question groups grouped under "accordion" (expandy) boxes instead of just under a group header:
  • The Payment Summary box on the Request Summary page will no longer show for denied requests.
  • On the Search Requests and Decisions page, the "Closed" status will no longer be checked when the Administrator chooses the Approved status.
  • The "Form Assigned" notification has been added to the follow up stages, with the following details:
  • The follow up reminder notification can now be set for each follow up form separately so each follow up can have its own unique email.
  • The wording for print packets and question list has been standardized.
  • The icon for form packets and the question list has been updated to a PDF logo instead of a printer icon.
  • Administrators and Evaluators will now see the instructions for questions while viewing applicant forms.
  • "bread crumbs" bar has been added in most places to allow for easier navigation in a more consistent view.
  • Categories have been added to the view users see when filling out Nested Lists.
  • Administrators will now see which evaluation they are looking at on the evaluation summary workload page. For example, if the Administrator is viewing evaluation 2 it will say Evaluation 2.
  • Nested lists can now be added within form builder. Nested list availability is controlled by a Foundation Setting toggle and can be added to by contacting support@foundant.com
  • The "Add Question" UI popup in Form Builder has been improved to organize questions by type (and icons have been added).

Featured 4.10.0 - October 2014 - Please Click Here to view the release notes for more details about the following enhancements.

Features:

  • The Administrator roles (Administrator, Grants Manager, Auditor) can now perform a search for duplicate organizations.

Enhancements:

  • The words "Delete File" have been added next to the delete icon (red X) for file uploads when a user is filling out a form.
  • Administrators can now generate and attach merge documents to are quest with one click while using the "Create Documents"functionality.
  • All Rich Text Editors now have a size 14 font option.
  • The "Help" section in the left navigation list has been simplified to include only one link ("Support & Training") that goes to our Community landing page.
  • When an applicant, evaluator, or third party is viewing their form,any administrator comments will now appear closer to the question to which they refer rather than the next question.
  • The time stamp for the installment a follow up is associated with no longer shows to applicants when viewing their list of follow ups. Only the date will be shown.
  • The Create Documents link is no longer visible on the search requests and decisions page when no results are returned.



Featured 4.9.0 - September 2014 - Please Click Here to view the release notes for more details about the following enhancements.

Features:


  • A "Confirm Email" field has been added to the Registration Page.

Enhancements:

  • Two new "Send Email" buttons have been added to the Evaluation Summary page:Email Evaluators, Email Evaluators with Incomplete Evaluations
  • If a reviewer has not answered all of the required questions on an evaluation form, after clicking "Save" they will see a blue "Information" box that lists required questions they did not answer.
  • An "Email Evaluators" batch option has been added to the evaluation summary workload pages.
  • Grants Managers can now be added to the list of users to receive notifications when a form is submitted.
  • The "Approve LOI" button has been added when viewing an LOI for a request with the LOI Evaluations Closed status.

4.8.0 - The focus of this release was to fix a few bugs. This release did not contain any features or enhancements. Please Click Here to view the release notes.



Featured 4.7.0 - July 2014 - Please Click Here to view the release notes for more details about the following enhancements.

Enhancements:


  • GuideStar Search Enhancement
  • Download PDF Button for Charity Checks
  • Grants Managers Role Enhancement
  • Merge Template Page Enhancement
  • Organization's DUNS Number
  • White-List Instructions Page
  • Create Documents on Denial Page
  • Duplicate Document Warning
  • Advance Options - Status Changes

Featured 4.6.0 - July 2014 - Please Click Here to view the release notes for more details about the following features and enhancements.

Features:

  • An "Auditor" role has been added
  • A "Grants Manager" role has been added

Enhancements:

  • Tax ID Field Message
  • Reports Running-Behind Message

Featured 4.5.0 - May 2014 - Please Click Here to view the release notes for more details about the following features and enhancements.

Features:

  • Applicant Facing Connect

Enhancements:

  • Character Increase
  • Process Notifications Page Improvements
  • Set Description
  • Hide E-Reporting Map
  • File Name Character Limit
  • Logon Page Message Updates
  • Return to Previous Page Button

Featured 4.4.0 - April 2014 - Please Click Here to view the release notes for more details about the following features and enhancements.

Features:

  • Connect Product Release
  • Log on page message
  • e-Reporting navigation link
  • Import/Export Email templates

Enhancements:

  • Delete unused questions and instructions fields from forms
  • Quick Export from payment tracking includes check number
  • Text Box questions are limited to 100 characters
  • Re-sent emails are recorded in the email history
  • Google docs files can no longer be uploaded to file upload questions

Featured 4.3.0 - March 2014 - Please Click Here to view the release notes for more details about the following features and enhancements.

Features:

  • Export Users

Enhancements:

  • Assign Evaluator Language
  • Quick Export
  • Edit Form Language
  • Archive Organizations
  • Delete Request Requirement
  • Create Documents added to Decision Page
  • Back Button added to Email History Page
  • Decision Date added to batch deny feature
  • Organization Name added to evaluator assignments grid
  • Project Name added to Automatic Email

Featured in 4.2.0 - February 2014 - Please Click Here to view the release notes for more details about the following features and enhancements.

Features:

  • All dates converted to UTC.
  • Set Foundation Time Zone

Enhancements:

  • Manageable Password Requirements
  • Internet Explorer Version 7 is no longer supported
  • Custom Role Enhancements

Featured in 4.1.0 - January 2014 - Please Click Here to view the release notes for more details about the following features and enhancements.

Features:

  • Multi-Select

Enhancements:

  • File Uploads
  • Auto-Save
  • Rich Text Areas
  • Passwords
  • Custom Role Names
  • Proxy Limitation
  • Request / Organization Documents
  • Refresh Page
  • Email Notifications
  • Scholarship Pages

Featured in 4.0.0- November 2013 - Please Click Here to view the release notes for more details about the following features and enhancements.

Features:

  • Anonymous third party question groups can be added to forms

Enhancements:

  • Reports
  • Administrator User Interface
  • Evaluator User Interface
  • Applicant User Interface

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