644 results found
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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 -
sort column on process manager page
It would be helpful to sort processes in alpha order on process manager summary page.
8 votes -
Request Documents > Enable > Multiple file upload
Rather than uploading one file at a time, enable batch uploads. Thanks!
16 votes -
Allow more than 2 evaluations per application.
The limit on only 2 evaluation forms per application is too limiting. We would like to have 3-4 forms for some of our applications.
10 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 -
Communication Tracking
Please consider adding a feature to document within the system a communications and activity log for organizations. All staff could access this log to monitor our engagement and verify information. It could be used for phone calls, emails, site visits, etc.
24 votes -
Contract renewal alerts
We have a good number of contracts that extend over different lengths of time. We would love to see an alert feature that lets us know when we need to review and renew a particular contract. Maybe something that pops up on the dashboard when we log in.
3 votes -
Pull report by date
I would like to be able to pull a report by date. For example all grants paid between June 1, 2016 and October 31, 2016.
23 votes -
allow scholarship recipients to be "alternates" in addition to either awarded or denied
We always select an "alternate" for each scholarship and each year end up awarding an alternate or two because the original recipient changes their plans or no longer meets the scholarship criteria (changes schools, majors, etc.). Being an alternate is different than a straight out denial. There should be a way to transfer the payment (or remaining payments) from one awardee to the alternate as there is in Community Suite.
11 votes -
Draft Follow Ups Separated by Form Name
On the Dashboard it would be nice to separate the follow up forms into their own sections, having one for each type of form. For example, have one section for just the Grant Agreements, one for the Interim Reports, and one for the Final Reports, instead of having all the follow ups lumped together.
5 votes -
Add Resubmission Date under Follow Ups/Submitted tab
Please either add a column that is a Resubmitted date, or modify the date that is shown under Submitted to be the most recent date the form is submitted. It only shows the original submission date. Often, after reviewing payment request forms, we revert the form back to Draft so grantee can correct/complete form and resubmit. But when we look at Submitted tab it still shows their original submission date, not the date they submitted their corrected version. We like that we can export the Submitted date...thanks for implementing that! Enhancing with above suggestion will make that feature all the…
14 votes -
put a search box on the dashboard
A large percentage of the time, when I log in, I'm doing so because I want to check something about a particular organization. I wish that there were a search box on the dashboard - this seems like a standard thing for most websites. Right now, there's an extra step in that I have to go to the organization search page. I don't know if you can do this with the current software architecture, but it would be great to have just one box that would search all fields for both organizations and contacts - and then if I need…
18 votes -
add upcoming payments due to dashboard
It would be helpful to see a list of upcoming grant payment deadlines on the dashboard. Perhaps each process or grant could be set up to have a 15 or 30 day notification window. Needing to run a report seems like too many steps for something so central to our operations. Thanks for considering it.
7 votes -
Previewing Side by Side Evaluations
As an Administrator, it would be nice to be able to preview this feature. Currently when side by side is selected, but I choose to Preview the form as a Reviewer, it looks like it always has and does not truly show how they view the form. This would help to make sure that I have the feature selected when wanted. And would be really handy as I send screenshots to evaluators to train them on what they will see. Thanks!
4 votes -
New Administrators
Occasionally we have a new administrator that we add to our system. The issue is when added they automatically receive emails for our processes including those that are archived. We create a new process for each cycle, so what this means is we spend a good deal of time deselecting their name on old processes so they don't receive automatically generated emails about grant reports. It would be nice if a new administrator's name would only appear on current processes or if it would be an "opt in" option versus "opt out."
4 votes -
Tracking Touchpoints
There is no way to get one clear shot of engagement/touchpoints with organizations. Should there be unexpected turnover within an organization, their Foundant profile should have a feature to track the following:
1) Site Visits (with notes and person in attendance)
2) Phone Calls (with notes and person in attendance)
3) Events (with notes and person in attendance)
4) E-mails (with notes)Right now, we have to track this information on spreadsheets, which leaves a lot a room for human error. Without a feature like this, Foundant is very limited in its ability to manage the Grant Cycle process!
12 votes -
Copy Evaluation Forms
I would like to be able to make copies of forms. It seems odd that you can't "save" an original version of a form and then make a v2 with new edits and tweaks but rather have to create from scratch each time.
If this is with all forms, then I would request copy function for all.
5 votes -
Add Guidestar for Grant Application fields to the organizational profile level.
We've recently implemented G4G fields in our applications, but the majority of the most useful, most easily copied, and most redundant questions applicants are asked to input in every single funder's application are at the organizational level. Would LOVE to see G4G fields available for organizational profiles, as well as for LOIs/Application questions.
5 votes -
add active grant start and end dates, and grant amount to org history & request summary
It would be very helpful to be able to see the grant amount and grant start & end dates, preferable in both the organization Application and Grant History line, and (at a minimum) in the top box of the Request Summary. Too many clicks & scrolls to get that basic info. Thanks!
11 votes -
Make the Apply option more visible on the applicant dashboard.
New applicants are seeking the apply option when they log in the first time. While the new format for the dashboard makes other navigation clearer, the Apply gets lost in the navigation bar at the top of the page. Suggest making the Apply option larger and bolded so it's more visible.
12 votes
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