1224 results found
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Payment Tracker Icon
Would it be possible to change the payment tracker thumbs up/thumbs down to something else, maybe like the Sync Approved Toggle Button? Or change the color - green for approved, gray for unapproved? Right now scrolling through trying to find a few installments that haven't been approved is like looking for a needle in a haystack.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Be able to see Grant Managers in dashboard columns
Should be a customizable column so Foundation staff can see who is working on what grants without having to open.
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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rolling deadline
In GrantHub, when you create an opportunity, there is the option to select "rolling deadline." However, even when you select this, you are still required to input a specific deadline. When rolling is selected, the deadline should not be required.
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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Ability to include multiple processes in a one line per organization report
As part of our due diligence, we verify that all applicants have completed a specific, required process. Data from the specific process is also needed in evaluating requests from multiple processes.
Use cases:
Comparing year over year funding to an organization to determine other processes that may be useful to share with an applicant organizationVerifying that a required process has been completed for our due diligence process
3 votes -
edit create date
Please allow the ability to edit the "Create Date" when you upload a document. Sometimes this is not always done in a timely manner, and it would be helpful to be able to change the date
3 votes -
Follow Up Due Email to Admins
It would be great if I could assign follow ups to myself as an Admin instead of only having the option of assigning follow ups to the contact person for the grant. Assigning a follow up to me would allow me to send an email reminder to myself when reports are due. Many of our grants are internal and grantees don't get notified when reports are due - instead I manage that part of the process.
3 votes -
Non Paid Organizations
Is it possible to generate a quick list for all my non-paid organizations within a certain time frame? The Reporting and data sets is way to cumbersome to achieve this easily.
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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Late Application Submissions
To allow a user to create and submit an application that wasn't drafted before the deadline, I have to turn the process back on, go in as the user and start a draft, turn the process back off, make sure the user still has a date due extension. Would it be possible to do this without turning the process on and off again? It's hard to remember to turn it back off again when we've got so many other demands of our time going on.
In a nutshell, what we're trying to solve for is not turning a process on…
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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Ability for "staff evaluator" role to be able to view follow ups
We have our reviewers look at follow up reports from awarded applications. It would be helpful if the "staff evaluator" role could have the ability to review follow ups
3 votes -
State of California Franchise Tax Board
I would love to see a subtab under the GuideStar Charity Check for the State of California Franchise Tax Board Revoked exempt organizations list.
https://www.ftb.ca.gov/file/business/types/charities-nonprofits/revoked-entity-list.html
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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Draft save of GLM emails
When the system times out when creating a GLM email you lose all the text you were working on. Just happened to me again lol! It would be fantastic if there was a draft save of the email so this work does not get lost.
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 history
I would like the ability to export a date driven list of sent emails to a spreadsheet. Or filter by recipient and export that list.
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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Grant Manager access to Email History
It would be great if Access to Email History was feature that could be toggled on/off for the Grant Manager Role.
We have 2 levels of grant managers w/n our system. Our Directors have access to one set of features and our Program Managers have access to others. They all are "Grant Managers" w/n Foundant. And it works pretty well. But it would help greatly if they could check and see who's gotten emails from the system.
8 votes -
Evaluating Follow-up submissions
Many grant-making organizations have applicants submit reports on outcomes and take the time to have evaluators review the outcomes. There should be a much easier workflow for this- especially for larger processes
4 votes -
shared folders visibility
Would it be possible to limit visibility to the shared documents by committee or scholarship process? We have several scholarship committees with varying documents that we would like the evaluators to have access to. However, we would like them to only have access to documents from their assigned committees or scholarships.
4 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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Rank Order Evaluation
We would like the option to to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.
7 votes -
Simplify Endowment Reporting
It would be great if there would be a way that I can link the forms update everyone who is an endowment reportee for multiple processes all at once so that I don't have to mannually do it per process.
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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Search for a check number that is listed in Award Details, Installment Form.
Add under the Search button, and check number option.
5 votes -
calculated field
Would love to see options to calculate fields in the form creation. We have separate numeric values entered in fields so it would be nice to have the total of those fields calcuated automatically with a calculated field
11 votes -
SLM - comments in Evaluation form be searchabl
Have comments in Evaluation form be searchable -- so often you remember writing something about a student but not the student name!
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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