649 results found
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Invalidating data in a field
Prevent invalid data in a field with a stop alert. It would be great if you could invalidate an applicant's improper entry in a field. For instance, if a certain org. budget size is an eligibility criterion, It'd be great if non-confirming entries got a "stop" message to refer back to instructions, guidelines, contact staff with questions, etc. So if an award cycle is intended for orgs. with budgets less than say $200K, it would offer an alert or error message to the applicant for any figure above that amount.
2 votes -
Staff Evaluators email
We have evaluators that email our applicants outside of Foundant and then copy and paste it into their evaluation. It would be useful if we had the ability to be able to choose if we would like the staff evaluator to have the ability to email through Foundant.
2 votes -
Add a link to Organization Summary from Request Summary
Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without…
2 votes -
Copy Process without attached follow-ups
When we copy a process we would like the option of whether or not to attach the follow-ups that are a part of the process. Our grants are 2 to 3 years long and the follow-ups will never be utilized in the same format. Current format creates a lot of extra work to delete all the follow-ups.
2 votes -
Shift+click selection of items
When viewing a list of requests, it would be helpful to be able to select multiple requests by choosing the first one and shift+clicking on the last one (like the functionality in apps such as Gmail). This would be especially helpful when performing batch tasks such as closing evaluations on 100+ applications.
2 votes -
Add an ability to check an organization on Guidestar that is asking for a discretionary grant but not creating a user account.
Just a thought: We have organizations to which our trustees give a discretionary grant, so there is no application process. Currently, I can't search their status in Guidestar when the organization has not set up an account in Foundant. It would be nice if I could!
2 votes -
Ability to change the landing page & customize without contacting support
Ability to customize the landing page without contacting support
2 votes -
Award Details/Payment Information
It would be extremely helpful if there were a way to incorporate key payment information into the main box under award details for each recipient. Since we use the program for scholarship administration and our payments are made directly to individual schools this would include name/address/account #. It would save a lot of time as we currently we have to maintain a separate spreadsheet or constantly switch between multiple screens to process payments. We've started trying to incorporate the information into the conditions field for each installment but this is also time consuming to set-up.
2 votes -
2 votes
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It would be very helpful to have batch abandon/deny in the Follow Up Drafts bucket.
If our students do not complete their updates they are terminated. It's very cumbersome and time consuming to have to go into each follow up in draft and click abandon.
2 votes -
Checking in followups
Our staff have different responsibilities when checking in Quarterly follow up forms. The first step is a budget and expenditure review. It then goes to different staff person who reviews the narrative portions of the report. Right now, we keep an excel form and check off when the financial is reviewed and ready for narrative review. It would be nice to see online when the financial is done and the follow up is ready to move on for the narrative review.
2 votes -
Monitor user confidentiality statements
Create a follow up procedure for users to electronically sign andagree to a confidentiality statements.Place a check on the user profile that says they have read and agreed and submitted the agreement.
2 votes -
New Side by Side View for Evaluations - Some suggestions...
Love the idea of the Evaluation Side by Side view! Although I would like to see two important things brought into this view.
The Send Email button that would appear at the bottom of the LOI or Application used to say "Email [Applicant's Name]" - it doesn't appear anymore. It is not at the bottom of the "Your Evaluation" in side by side, where you can Deny Request, or Save the evaluation, and for some weird reason you can now Send Email to Yourself* -but not to the applicant.
I am not sure why you might want to send yourself…2 votes -
Code processes, and allow multi-select by code
We have grant processes, or programs, which recur every year. There is currently no way in the system to link those processes. Our suggestion is two-fold: (a) allow us to add a "code" or "type" to each process, and then (b) allow us to pull processes by code/type. This would show up in the Select Processes pop-up on the dashboard - maybe above the "available" and "archived" boxes - a "Select All Processes Type" box.
To get more technical - it would be really great if we could also add a "closed" status to a process. That could be a…
2 votes -
Add Multi Currency
Hi -
I have mentioned this to several folks at Foundant, but I realize I have never posted it here. I would very much like to see a multi-currency function within Foundant. We award grants in the United States and Canada, in USD and CAD. When a grant is awarded in CAD, I would like to be able to see the award amount both CAD and award-date USD as well as enter both currency amounts (USD & CAD) at the time of payment so that I can see both currencies when I look back historically.
Thanks!
Mariah2 votes -
allow applicants to select contacts for specific messaging
I love how, under each Process, we can determine which administrators will get submission notifications for applications or follow-ups. Couldn't the software, someday, allow the applicants to determine which contacts under their organization should receive particular types of notifications? Of course, I would still need to be able to export those selections so I can use that information for our Outlook distribution lists for other information. But it would be nice to give some control to the applicant. So often, the person who submitted the grant moves on before the reports are due, or they may just have different staff…
2 votes -
2 votes
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Improve View Organization History for grantees
We have chosen to not have full application status available to grantees in the View Organization History. Unfortunately this means that grantees now see grants listed for $0 when they were actually granted. This is an inaccurate view of the data and we'd prefer that grantees just see the grant process, project title and status, but NOT the zeroed out amount granted and paid since this is false.
Also, it would be helpful if I could run a list from my system of all users that have been granted View Organization History status.
2 votes -
Filterable search results in Idea Lab
When I do a search here in the Idea Lab, I would love to be able to filter or sort the results. At bare minimum, it would be great to sort by most recent or most votes. But it would be nice to filter to just "Implemented," for example.
Thanks!
Tom2 votes -
Ability to Edit Payments on the Payment Tracking Page
It would be a HUGE time saver to be able to edit payments on the Payment Tracking Page, rather than having to go into each individual Project and edit the payment there. Just have the edit pencil icon right next to the eye, and the blue plus sign on the payment tracking page. When entering additional comments, after a payment has been posted, it is extremely time consuming to do this for 50+ payments at a time.
2 votes
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