1224 results found
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export
BATCH downloading student uploads for auditing and for our outside committees since we hide student names in evaluation(i.e. transcripts, SAR reports, Letter of Recommendations)
3 votesThanks for your time in the idea lab.
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-The Foundant Team
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Include Organization in User Profile Change notification
Currently in the notification administrators receive when a User Profile is updated, it only lists the fields that the user updates. Therefore, unless they change their email, it is hard to tell which organization this user is from just based on the email. The notification email should therefore include the Organization Name as well.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Internal Follow Up Assignments - form buttons for streamlining
We are using internal follow up assignments very frequently for staff to complete verbal reports with grant partners. When the report form is complete, they have to click "Submit Follow Up" then go back to their dashboard to access the submitted report, open it and mark it complete. If it's the final report assigned then they also close the grant. To help streamline better, it would be really helpful to have another button offered for internal follow up forms for "Submit Follow Up and Mark Report Complete". If doing that would make the same button appear on the external follow…
4 votesThanks for your time in the idea lab.
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-The Foundant Team
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Pre-filter Request Statuses: Select None
It would be a nice QoL change if the pre-filter screen had the option to select none of the request statuses. More efficient than having to deselect everything I don't want.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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share information across collaborator accounts
Our organization is one of a small number making up a collaborative fund, all using the Foundant platform. It would be great to be able to share information (applications, reports, etc.) across our respective accounts.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Restrict Grants Manager Role - LOI to Full Proposal
Despite all the Grants Manager permissions being off there is no permission that would restrict them from being able to use the "Assign Next Form" button to invite LOI applicants to complete the full proposal/application.
A colleague accidentally invited a full application because he was confused and pushed the wrong button. If you turn off all permissions, they shouldn't have this high level permission.1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Sort the Administrator dashboard by universe.
Our SLM currently runs 2 universes and multiple independent processes simultaneously (and that number is only going to grow). The main administrator dashboard mixes all of those statuses (draft, submitted, assigned, etc.) together. In order to find the information I am looking for, I have to filter the processes, but with multiple universes and processes, that can get very time-consuming. Can there be a button/dropdown on the dashboard that allows me to only see the applicants for the universe that I choose?
5 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Display the date a merge template was uploaded
It would be helpful for version control if in addition to FILE NAME, NAME and DESCRIPTION in the Merge Templates list, DATE UPLOADED was also included.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Include Foundant name or branding in password reset emails for Idea Lab
This is actually an Idea Lab request (meta, I know). The email sent when you reset your password in Idea Lab looks kinda sketchy. It doesn't mention Idea Lab or Foundant at all and I hesitated to click on the link for fear that there was a security risk. It would be great if that email could include more contextual information to make it clearer that it's trustworthy.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Columns in form builder
We like the columns in the registration forms and would like to have this functionality available when building out our process forms.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Give Staff Evaluator Access to Requests and Decisions Search Page
It would be amazing if the staff evaluator roles have access to the Requests and Decisions search page and view any requests on the site via that page.
Our foundation is invite-only, and most of our partners are returning, so it's important for program officers to review past requests.
Currently, our program officers are assigned as Grants Manager role on Foundant, so they can have access to past requests. However, I worry that it's too much access for them, and I don't want them to accidentally click on something (or delete) on the site especially if they're not fully trained…
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Template to Sync Fields
I'd like to be able to sync fields in my database. A template or process to help me do this would be helpful. Keeping a clean database is creates efficiencies in reporting and creating merge templates.
7 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Tabling Question Reporting
In the reporting section: On the tabling questions, since each field reports as its own data point, can we get a button in the table headers to select the full column or row of data so we don't have to select each field individually?
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add a chime or sound to the chat function when a response comes in
Please add an alert (chime, bell, etc.) to the chat function. When using chat, I often will move back to doing work while I wait for the chat to begin or, a response that is taking a few minutes. I have to continually check back to be sure the response hasn't come in. An alert in the form of a sound would be helpful rather than having to check back every few minutes. Thanks.
39 votesHi All,
We have shared this feedback with our chat vendor. Thank you for the feedback
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Unsend a batch email
Please add the ability to unsend a batch email. This feature is much more common now and widely used. Thanks!
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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I would like to be able to highlight text in a submitted grant for the other reviewers to key in on or to connect back to my comments.
Let reviewers highlight text in the application to refer back to comments and / or to call attention to particular passages.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Multiple Review Stages
need to have multiple rounds with multiple groups reviewing in each round.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Recover lost merge templates
It is not currently possible to recover deleted merge templates. I had a coworker accidentally delete one that was difficult to recreate. It would be very helpful if there was a way to recover something like that. (Meanwhile, I saved the recreated merge template on my computer, just in case!)
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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multi factor
Hello! It would be really helpful and much easier if the MFA was an email or a computer-based app/browser authenticator even. Asking evaluators (and in our case, applicants) to download an app has proved cumbersome. It requires the assumption that folks feel comfortable using their cell phones for work, and that just doesn't feel right in the philanthropy culture we are trying to create.
Actually just had to reset my password in this very site and the MFA was an email/code combo - that would be a very easy way for folks to access GLM with enhanced security, that doesn't…
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Email templates - I think we should be able to sort by date or name or subject
Email templates - I think we should be able to sort by date or name or subject
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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