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122 results found

  1. On the Universal Application:

    On the Universal Application, a description of each opportunity is provided to the students on the Applicant Opportunities tab. It would be very helpful if these descriptions would also be communicated/shared with the evaluators during their evaluation process.

    3 votes

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    Implemented  ·  0 comments  ·  Admin →
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  2. Follow Up Due Dates - Past Due Notices

    Why are follow up forms showing Past Due on the due date? Foundant needs to change their Past Due notice to 11:59 p.m. the day of the due date. NOT 12 a.m. the day the follow up is due! Our grantees panic when they see Past Due on the very day that their follow up is due.

    14 votes

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    Implemented  ·  1 comment  ·  Admin →
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  3. Exporting all contacts for organizations with option to filter the organizations

    I would like to be able to export/run a report all contacts associated with a group of organizations (e.g. active grantees). Currently you can only export the primary contact and contacts associated with a request, but we frequently have more than 2 contacts per org. It would be great to be able to run a report that includes all these contacts (name, email, and title). Then we only need to make sure contacts are up to date in Foundant and run reports when we want to send email merges.

    11 votes

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    Implemented  ·  2 comments  ·  Email  ·  Admin →
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  4. Make all parts of the GuideStar profile available as "GuideStar Question" fields for application forms

    SOME GuideStar fields are available, please add all.
    Old / outdated? These don't drag anything into the application.
    Organization Blog
    Bridge ID
    Geographic Areas served (narrative)
    Payments to Affiliates
    Other Revenue Description

    Good / keep
    Organization Website
    DBA
    Incorporation Year
    AKA
    Formerly known as
    Fiscal Year Start / End
    Financial fields

    Need
    Programs and results
    What we aim to solve
    Our Sustainable Development Goals
    Organizational demographics
    Demographics Information for Board, Staff and Programs
    Goals and Strategy
    Financial fields – include the year the $#s refer to.
    Any other information available in GuideStar that isn't a Foundant GuideStar Question already.

    7 votes

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    Implemented  ·  3 comments  ·  Admin →
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  5. Automatically Submit Opportunity Requests With No Visible Questions

    After submitting common applications, opportunities with internal visibility opportunity specific questions still must be manually submitted.

    Expected result: When no opportunity specific questions are visible to applicants, automatically submit like an opportunity with no opportunity specific questions

    2 votes

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  6. Please let people know that if they assign follow up forms, applicants can see this info even if they haven't been notified of their award.

    I asked tech support about submitting approvals and denials ahead of sending letters out to applicants. They said that I should go ahead and assign follow up forms after submitting installments. I did this, and now I've had two applicants who haven't been notified about their awards email me asking about the forms and why they haven't received a letter. The reason is b/c the letters haven't gone out. We don't want applicants to know about their awards until the letters have gone out because we don't want them announcing their awards until a later date. This has been rather…

    8 votes

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  7. move new help icon

    I appreciate the new help button, but sometimes the big blue question mark balloon is in the way. I'd rather it was up on top with the Compass and Idea Lab, etc. icons.

    11 votes

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  8. Save paging settings ("Showing 1-10") on Workload pages, so it does NOT reset daily

    I know you just upgraded the workload pages so the display count can be set to 10, 20...500, etc.

    I set it at 500 because I want it to display all. By default it is 10 which is too restrictive. This works for one day, but it resets when I log back in the next day. I don't want to have to do this every day, across multiple workload pages. Can we make it fixed at 500, across ALL my workload pages?

    42 votes

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    Implemented  ·  6 comments  ·  Admin →
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  9. Override Follow-up sequential order

    It would be ideal if the order of follow-ups was not enforced. We assign our follow-ups all at once. These usually include a grant terms and conditions form, sometimes an interim report, final report, and now i just created a followup for our grantees to electronically share their acknowledgements.

    I get an OVERLOAD of questions from our grantees asking why they cant access a report form ( usually they ask after they submit the terms form by before i have had a chance to mark the follow-up complete)

    The ackknowledgment follow up is optional and could be submitted at any…

    48 votes

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  10. Candid Demographics/DEI integration

    I would like to add the demographics / DEI questions directly from CANDID/Guidestar to the application or or summary. Would love to pull in the questions and answers so they show up in the application, instead of on the charity check. This way we can more easily run a report and track the diversity of our grantees.

    16 votes

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  11. Expand batch options for downloading PDF copies and assigning follow-up forms

    Would help quite a lot. Have 200 applications for review and some folks requested PDF copies. Having to download each individually takes a long time.

    Also assigning a follow up form for project modification, extensions, etc. Having to send 1 form to 200 people could be sped up if batch options were present for more functions disassociated from email.

    13 votes

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  12. Allowing a user to be a contact on more than one organization profile.

    Allow a user to be a contact on more than one organization profile without having the need for a different or unique email for each account.

    128 votes

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    18 comments  ·  Email  ·  Admin →
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    With our February 2024 Release we have implemented an admin workflow to associated users with multiple organization.  You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759

    In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.

    -The Foundant Team

  13. Docusign integration

    As a result of COVID19, we have decided to use Docusign to get our Grant Agreements signed and returned to us. I notice other systems have an integration with Docusign. Is this on the radar for Foundant?

    124 votes

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  14. SLM Universal Application follow ups

    With different follow-up forms for each process within a Universal Application, it would be very helpful to be able to delete unused ones and move them around in the list.

    5 votes

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  15. Increase Character Limits for Instruction Questions

    The instruction character count is 1000. I think that this should be increased to at least 2000. This is an ideal area to include instructions to the applicant and reviewer and sometimes those instructions are detailed. Limiting the count to 1000 forces the creation of two instruction fields or reducing the number of characters and thus, changing the risking the understanding of the instructions.

    13 votes

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    Implemented  ·  5 comments  ·  Admin →
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  16. Packet File Names include Organization Name and Project Name

    When you download a packet, the system defaults to including the Project Name+"Packet".
    In my downloaded file backups, I manually add the Organization Names to the beginning of each of these, and the word, "Application."
    Please make it so the file name is:
    "Organization Name+Project Name+Form Name/Type"

    29 votes

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    Implemented  ·  7 comments  ·  Merge Docs  ·  Admin →
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  17. Export ALL GuideStar Charity Check Information

    This would include:
    The Summary, EIN, Group Exemption, OFAC Organization, IRS Pub 78 Verified, IRS BMF, and Run Date.
    IRS Publication 78
    Organization Name, EIN, Deductibility Status Description, Most Recent IRS Publication 78, Verified with Most Recent Internal Revenue Bulletin.
    IRS Business Master File
    Organization name, Most Recent IRS BMF, IRS Subsection: 501(c)(3) Public Charity, Reason for Non-Private Foundation Status, Ruling Date.
    990s list.
    Public Profile:
    GuideStar Exchange level (i.e. Silver, etc)
    Name, DBA, AKA, address, ED, etc.
    Fiscal Year Start:
    Fiscal Year End
    Total Assets
    Total Revenue:
    Total Liabilities
    Total Expenses
    Goverment Issued Ruling Year:
    All fields under Financial…

    18 votes

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    12 comments  ·  Reporting  ·  Admin →
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  18. still submit without required upload?

    I have a required document upload question with in my Universal application within SLM. How were students able to submit applications without the required upload? That shouldn't be a thing in the system.

    3 votes

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  19. 14 votes

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  20. Change Color of Administrator Comments

    It would be really helpful if the color of Administrator Comments could be changed from grey. I know it changes to blue when you make it visible to an Applicant, which makes it so much easier to see. But the Admin Comment stays grey and I find myself skipping over comments because they do not stick out.

    24 votes

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