1224 results found
-
"On Hold"
Occassionally, we have an applicant who has either applied too early in their need, or perhaps we need to put that applicatoin on hold for any number of reasons. So my question is this: Is there a status along those lines for applications we need to place "on hold"? Anyone else have this need?
1 vote -
Moving application to draft for minor correction and not losing relevant evaluation data
One of my evaluators pointed out that an applicant's attachment was incomplete. I had the applicant email me a corrected attachment, but now cannot attach it (by moving the application back to draft) to his application without deleting two completed evaluation forms associated with the application. I uploaded the corrected attachment as a Request Document and noted it in Request Comments. The incomplete attachment is still in the application though.
1 vote -
Allow us to create an Organization Profile form that users can fill out once and edit in subsequent years
Hi all,
We have many organizations that come back year after year to apply for grants, and they have to answer a bunch of the same questions every time (what's your mission statement, what are your programs/services, how many people are on your staff, etc.).
If we could create an "Organization Profile" form (or maybe a series of report fields) that the organizations could fill out once and then view and edit each subsequent year (instead of having to answer the same questions all over again), I think this would be a great streamlining tool for us and our applicants.…
1 vote -
Back-Office Clean-Up
This is an issue that has been frustrating me since we began using Foundant in 2011 and it has gotten significantly worse with the upgrade. There is no way to remove things that have been created accidentally. I have one process that had forms that shouldn't be associated with it because somewhere along the line the incorrect form was assigned to an application associated with that process. Sure I can change the names to "Don't Use" etc. but it looks unprofessional and sloppy. While I fully respect not allowing users to delete these mistakes just in case it wasn't really…
1 vote -
Make Installments Shareable across Forms
It would be useful for us to be able to share installment information from an approval form onto a follow-up form. We are using an electronic grant agreement this grant cycle and I had to create a separate question on the approval form (at Support's suggestion) to be able to share the installment information in the grant agreement. This means installment information will now need to be entered twice on the approval form: once in the payment summary and again in the new field I created "Installation Schedule."
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
-
Additional Installment Time Period
When we add additional installments, it automatically makes the installment for a year later. We pay installments by the month. It would be great if there was an option that allows the system to automatically make the installments at different intervals and not just 1 year.
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
-
admins submit followups
How about giving admins the ability to submit and/or mark as complete followups for grantees without having to login as the grantee first? We get a number of grantees who send us a document that needs to be uploaded to their followup (even though we instruct them to upload it).
We can upload the document as an admin, but we have to log in as the grantee to submit it, then log in as admin to mark it complete.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
-
evaluator's email field in the report dataset
We want to pull a report of all evaluation forms (a copy of each evaluation for each evaluator) and we want the email of the evaluator to be on that report (we can only get first and last name)... this way we can use excel to filter the email of the evaluators that haven't completed or started the evaluations... has anyone else figured out a way to do this with one data set?
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
-
0 votes
-
Change the Public Apply Link, it is awkward, results in multiple draft applications.
Change the Public Apply Link, it is awkward, results in multiple draft applications. After an applicant is logged in, have a notification or popup (IF there are applications in draft) so they don't start a new application.
0 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
-
Add Comment Field and List on Overview Page
I'd like administrators to have the ability to leave comments on the overview page that shows the application process status, added documents and follow-ups etc. It's great to have all that info in one place. Being able to leave comments there that would be visible at the bottom of the page would be helpful in many respects. It would allow for explanations of due date changes, notes on follow ups needed, all sorts of heads-up type info and anything that might be helpful for someone looking for an overview of the project.
Idea posted August 16, 2011 by Melissa Wheaton,…
0 votes -
Adding documents and attachments to an application from the application page (not only the project page
There are many applications that we are adding documents to, especially confidential recommendations and transcripts. Right now, we need to go to the Project and add the documents from the user page -- you cannot add them to the application and/or user from their Submitted/Draft application. It would be very helpful if we could add documents directly from the application, whether it is in Draft, Submitted, or Completed. We notice that you are able to add documents directly from the application for a Completed application, but we would like this option to be available for Submitted and Draft applications, as…
0 votes -
Application Comment Box
We use the comment box for the organization, but I'd like to see a comment box added to each application. In an ideal world, the option to add comments would remain open even after a grant is closed.
Idea posted September 18, 2012 by Kristen Cullen, Carolyn Foundation
0 votes -
Decision Comment Contents Should Stay When Send Back Application
When you review an application, you have various places to write comments. The "decision comment" at the bottom of the page currently is emptied out if you mark the application "incomplete" so that applicant can do some more work on it. The "decision comment" is a great place to write up issues you had, requests you've made, so when the applicant resubmits your earlier information about the problems are still there.
Idea posted July 25, 2011 by Anne Rogers, Mass Humanities
0 votes -
Change the name of the Logon Page
Would it be possible to change the name of the Logon Page to Log On Page?
Idea posted September 20, 2012 by Bob Coakley, Thomas J. Long Foundation
0 votes -
Change the instruction on the Set Password page
The current instruction reads: Set PasswordEnter your contact information below. While most users can probably figure out they need to enter a password, and then re-enter the password, the instruction does not seem appropriately worded. A suggestion for new wording might be: "Create a new password for the Primary Contact."
Idea posted September 20, 2012 by Bob Coakley, Thomas J. Long Foundation
0 votes -
Sort By for organizations that use (The)
It would be helpful if organizations that use (The) in their names can be organized (Sort By) alphabetically throughout the entire software (Application Submitted, Complete, Open, Closed, Granted, etc). Currently, "Sort By" only works properly under the Contacts-Organizations' list.
Thanks!
Rossana
posted July 19, 2011 by Rossana Martinez, Lily Auchincloss Foundation
0 votes -
Supporting documents per application/form
I would love it if we could add supporting documents to an applicant's specific application or form.
Currently, the supporting documents follow the applicant through the follow up forms and other applications, which is not helpful because we currently upload confidential recommendations for specific applications.
posted May 31, 2013 by Nastassja Garcia, The Philanthropic Initiative
0 votes -
If possible, allow Open in New Tab
If it's possible, it would be great to be able to right click on an organization or project name in a list and open it in a new tab so as not to have to click the back button (which doesn't always work) or go to the Dashboard in order to get back to your list. You could run Charity Check, for example, in the new tab, close it, and be back at the list you were working on.
Idea posted June 21, 2011 by Mary Nicosia, GMA Foundations
0 votes -
Make how to complete follow up reports more clear
I have constituents calling asking how to complete their final report online.
For some reason it is not obvious to them that they need to click "complete" to complete the follow up report.
Idea posted June 6, 2011 by Angie Boecker, Central Minnesota Arts Board
0 votes
- Don't see your idea?