328 results found
-
Cutting/Pasting & html vs. plain text
As my grant deadline is 3 short days away, I am having a panic attack. Applicants were experiencing technical issues where they were bumped out of Foundant and/or their applications were not being saved.
I learned a very valuable lesson today from the Wonderful Weston in support. When you are creating forms, if you choose to cut and paste from a Word document, ALWAYS paste as plain text. This is not an option in Internet Explorer 11 but is an option in Google Chrome. If you do not use plain text, there is the chance things can blow up.
0 votes -
Report Fields Viewable But Not Modifiable by Applicants/Grantees
We would like to carry over internal report fields into Follow Ups that can be viewed by grantees for their information but not modifiable. This would particularly be helpful with fields like Grant Amount and Final Report Due Date in Grant Agreements and Final Reports.
posted October 25, 2012 by Katie Kaufmann, MRAC
0 votes -
multi-select option on the dashboard
Hi,
I would like to have the option to select more than one process on the dashboard without having to select all processes. We have internal applications and external applications for each fund and there are times when I want to see multiple processes for one fund in one glance. It would also be helpful for pulling up archived and current processes for one fund, rather than having to view each process separately from the dashboard. Would it be possible to implement a multi-select option to help make this easier?
~kristen
0 votes -
Project name should not be editable in follow-up forms
Because the project name is required in all forms, the grantee is able to edit the project name when submitting follow-up forms. That makes me uncomfortable - the board approves specific project titles and I don't always export the project titles as of the application, so I may not notice a change. I know there is talk of creating a "read-only" status someday, and I hope that will be available for the project name too.
0 votes -
Website Field in Reports
I need the Organization Website report field for a report I'm making using the Decisions template. I see it is only available in the Commitments and FollowUps Templates. Is there any way to include this field in other templates as well? This seems to be an oversight and is as important as other Organization contact info.
posted July 11, 2013 by Katie Kaufmann, MRAC
0 votes -
Organization DUNS field in reporting
Can you make the Organization DUNS field available as a column in all reports. Currently it shows up in some, not in others.
0 votes -
Report field instructions
I think I get the idea behind having instrutions for report field editable in each process (although I wonder how often different instructions are needed but I'll go with it). So why have a space to enter instructions in the Report Fields manager in the first place. Perhaps a description for internal use..... but since changing the instructions in the manager won't change it anywhere in the processes, it seems un-necessary and confusing (yes I have just changed the instructions here expecting it to change everywhere for the third time - I am slow, I don't change the instructions that…
0 votes -
Saving Export Data Configurations
It would be helpful if we could save export data configurations with the ability to change process and organizations.
Idea posted June 16, 2011 by Angie Boecker, Central Minnesota Arts Board
0 votes -
Saving Export Data Selections for future exports
It would be great if you could save the selections you make in a data export so that you can go back and choose the same data export in the future.
posted August 3, 2013 by Diana Rode, Judy Family Foundation
0 votes -
Admin replacing applicant document after form submitted
When we implemented the 3rd party recommendation functionality in 4.0.0 (November, 2013), some of the input we considered came from the Idea Lab item titled "Recommendation letter upload."
Within that item were a couple other ideas, one of which can be summarized as "providing a way for an administrator to upload an updated document on a form (i.e. application) without have to take the request back to a Draft status". The specific comments from Bob Coakley (Thomas J. Long Foundation) and Don Brackett (Robert and Patricia Switzer Foundation) are as follows:
I would like to be able to replace an…0 votes -
archive report questions
I love the multi-select “checkbox” question. We are
finding this to be a great enhancement especially for some of our internal report fields. We
chose to replace several of the standard “drop down” report questions with “checkbox”
questions. Now that we have outdated standard “drop down” report questions,
I would like to have the option to archive them. Do you foresee this being an
option in the future?
0 votes -
Re: Reports Beta!
It would be nice to have the Report Title--as we save it--on the report page, and not just the system titles (Commitments etc. )
I'm learning to really think through the report before I start constructing it so that I make all the basic sort, filter etc. decisons before I save it and therefore have a record of those seletion criteria.
If I keep saving the report while I'm constructing end up with many different reports of the same name. Is there anyway to save new changes to an existing saved report?
Thanks,
Joan
posted October 18, 2011 by Joan…
0 votes -
Reports of Evaluation Scores
I am finding that it is more difficult to export Evaluation scores using the new Reporting tool than with the old Export Data tool. I am trying to create a data set (1 row per Evaluation) that just includes scores from the Application stage with the following fields: Organization Name, Project Name, Amount Requested, Evaluator First Name, and 2 fields for the 2 questions on our Evaluation Form. For each project, I get twice as many rows as needed: 1 set of rows without scores and another set of rows with the scores. I've noticed that even though I select…
0 votes -
multi-select processes from the "Search Requests and Decisions" page
Would it be possible to add the multi-select process(es) feature to the "Search Requests and Decisions" page? I've been utilizing this feature from the "Payment Tracking" and the "Dashboard" pages and I would like to have this option included here as well. Could this be a possibility for a future release?
Thanks,
Kristen0 votes -
Print Titles on PDF Reports
It would be helpful if the Report Title would be included if I create a PDF version of a report.
0 votes -
Reorder email templates
I would like to rearrange the order of my email templates. That would allow groupings by process instead of by date of creation.
0 votes -
Re-order email templates
I join others in wanting to be able to re-order e-mail templates. Thanks
0 votes -
Email Templates - Option to Archive
I'd like to have the option to "archive" our email templates rather than deleting them permanently. I'd prefer to only see the templates we are currently using while still being able to refererence old templates, if needed. Ideally it would work the same as archiving forms, processes and contacts.
posted April 10, 2013 by Kristen Cullen, Carolyn Foundation
0 votes -
Changes by IRS to 2013 990 PF
New required changes for reporting grants on tax form.
I recently read the IRS is requiring more detailed reporting (starting January 2013) on the exact nonprofit status of grantees from private foundations. They are asking to include specific codes. The ones that affect us the most are the codes for nonprofits that are 509a1 or 2 (PC) and codes for supporting organizations by type (1, 2, or 3).
I currently run a report for our accounting manager listing the grants which she then uses to complete the 990PF. I am wondering if there is a way to include these codes…
0 votes -
Reports
Unless I missed something....I have not found a way to delete reports. I noticed that you can delete report data sets. So, I realize that I could just run the report from there; however, then I would have to recreate the filters, groupings, sorts, etc. I would like to the ability to create and DELETE reports.
0 votes
- Don't see your idea?