321 results found
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New access to Email History
I love the link to Organization Email History, but I am wondering if anybody else wishes there was a link back to the organization after you have reviewed the history. It is aggravating to have to go back to Organizations and search again, unless I am missing something.
Any chance we could get a "back to" link from the email history page?
Thanks!
Lynn Larson, Foundation Administrator, Fred & Jean Allegretti Foundation
posted September 26, 2013 by Lynn Larson, Fred & Jean Allegretti Foundation
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Include request documents in "Print Packet" PDF
It would be lovely to have the option to include uploaded request documents in the PDF packet for an application, followup form, etc. A few of my committee members are still to paper-based (and I sometimes like to print apps for myself), and not having to print those documents separately would make my job much easier, particularly when it comes to scholarships where we frequently receive transcripts and letters of recommendation separately.
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Scholarships applications; what we are seeing in our clients' world is that they live in a Mac/ipad world.
Our organization takes in many Scholarship applications for high school students each year. As I was visiting with several schools and students, I realized that many schools are moving toward every student having a computer of some sort at their disposal everyday, all day. And that mean I-Pads. Some schools have older PC for business classes but that is it and maybe a couple in the library. Currently, most Mac/ apple software gives our applicants issues. they have shared with me that much of the issue is in up loading doc and in some cases even simply entering in text…
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Exporting Users
Recently I exported a list of our grantees (users). I got a lot of great information; however, the organization that the grantee was with was not one of the fields. Is there a way to export the grantee and the organization that they are with?
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Better way to access process notifications
Is there a possibility to get an menu item in the sidebar to access the process notifications page without needing to go into the process manager?
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Read only access for Auditor
Greetings:
Our auditor has requested an account on our grant system to spot check our work. I have two questions:
Do other "Foundations" allow their auditors direct access to Foundant?
If so, how do you set-up and manage a "read-only" account?
Thanking you in advance...
Greg Petrey -- Fort Worth, Texas
Discussion Topic posted December 7, 2012 by Greg Petrey, Tarrant County 911
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preview link on form builder page
On the Form Builder page, each form should have a link beside it to "Preview." It is WAY too easy to accidentally edit the form when you actually open it (just takes one accidental click and swipe of the mouse) - and there is no back button or way to figure out what you changed so you can restore the form!
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New field in Organization record view without going into edit mode
We were recently excited to learn Foundant had added a new field in the org record that will allow us to populate our foundation data base ID number ONCE for each organization instead of for EACH application. The ID code in this field allows us to easily upload into our FIMS database to process payments against specific fund pools.
Now we are just being picky but would it be possible to view that field in the org record without going into the edit mode? Just like we can see the org record information like website, taxid, address...
Thanks!
posted June…
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Organization information updated
Having just edited the 20th organization's information this week, it would be very helpful if applicants were able to edit their own information. I know this has been an issue for years, and people are anxious about giving organizations this right, but it's getting to be ridiculous. Not only is it a waste of time for us, it's also an embarrassment to have inaccurate information posted. PLEASE help me to help them!
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Eligibility quiz feature?
I was wondering if you've considered adding an eligibility quiz feature for grant processes. This would be very helpful for our scholarships in particular, but it could be useful for our other processes as well.
Owen David
Community Foundation Santa Cruz County0 votes -
Site Visit after Approval
We conduct Site Visits with awarded grantees to review and talk about their progress. My title is Regional Grants Administrator and I have 3 counterparts with the same title. Each of us have any where from 15 to 23 grants we are responsible for managing. When we conduct a Site Visit we would like to enter the System and do the visit online. Currently we are using Survey Monkey and previously we used Word and we would upload the completed report.
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"Salutations"
Any way to do a Drop down list instead of a blank place for "salutations". Again and again, people enter things like, "Greetings!" or "Hello!" instead of Mr., Ms., Dr., Rev., etc.I'm finding that applicants just don't have clear understanding.
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Organization's DUNS Number Display
I really appreciate that the new update has the Organization's DUNS Number display on the Organization Summary screen now. We use the DUNS number for coordinating with FIMS and it is very helpful. I also appreciate the "Grants Manager" role, which we have started using.
Would it be possible to add the two together? We would really like the Grants Managers to be able to see the DUNS Number display on the Organization Summary screen.
Thanks.
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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.
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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
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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.
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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
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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.
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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
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