1224 results found

1. Batching user reassignments

   We often have to reassign applications and grants to different users due to changing circumstances (a staffing change at the organization being the most common). We would like the new contact to be able to see all of the past grant history, but that frequently includes numerous grants, and is time-consuming to have to individually reassign each of them. It would be great if we could batch reassignments- for instance, if an executive director left an organization with whom we have a 20 year grant history, it would make life much easier to be able to check "reassign all" to link the new primary contact with the history.

   Idea posted January 14, 2013 by Jessica Case, Medina Foundation

   We often have to reassign applications and grants to different users due to changing circumstances (a staffing change at the organization being the most common). We would like the new contact to be able to see all of the past grant history, but that frequently includes numerous grants, and is time-consuming to have to individually reassign each of them. It would be great if we could batch reassignments- for instance, if an executive director left an organization with whom we have a 20 year grant history, it would make life much easier to be able to check "reassign all" to… more

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   Archived  ·  4 comments  ·  Delete…  ·  Admin →
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2. Save keystrokes in grant approval workflow

   In love with the auto-assign follow-ups! Easy, intuitive, and saved soooo much time. So of course, inspired by this giant leap forward in functionality, I want it all... so I'm making some more suggestions around the grant approval workflow. But know that I'm cognizant that all of this takes time and may or may not be practical.

   One of our grant programs is paid out in 5 installments, 25%-25%-25%-15%-10%. The process of entering installments requires me to enter the # of installments (5) and months between installments (3). Then I need to adjust each installment to the proper amount.

   I hope someday Foundant will change the approval entry form to allow users to assign a percentage (or even create an auto-assign option for payments)... but in the meantime, there are a few niggling problems with the existing system that crop up.
   Every time I adjust an installment, there is a popup window that says "Update successful: Updates have been saved." I must click out of the popup window for all 5 installments, multiplied by the number of grants. Lots of unnecessary clicks. The popup window isn't necessary since I can see that the installment amount changed. After updating the installment, the installment accordion box stays expanded. This prevents me from seeing all five installments in a glance, which I want to do in order to make sure I've made all of the right updates. I really don't like having to scroll when it's not necessary - so I'd prefer if the accordion box would collapse after the update. Otherwise, that's five more unnecessary clicks per grant, plus some unnecessary scrolling. For this grant program, all of the installments are conditional on submission of a follow-up, due on the same day. Currently you have to go to the request summary to select which installment each follow-up relates to (otherwise, they are assigned to "Overall Grant")... With the (wonderful incredible) auto-assigning of follow-ups, it seems a logical extension to make this automatic as well. This could be done by adding a column on the 'auto-assign followups' popup... and it would be nice if the system could identify that the due dates are the same, and fill in the column for you (probably hard to do).I love being able to save approval drafts - I really wish I could batch approve multiple grants after that. Since all of the info would be entered already... it seems like this would be possible.

   In love with the auto-assign follow-ups! Easy, intuitive, and saved soooo much time. So of course, inspired by this giant leap forward in functionality, I want it all... so I'm making some more suggestions around the grant approval workflow. But know that I'm cognizant that all of this takes time and may or may not be practical.

   One of our grant programs is paid out in 5 installments, 25%-25%-25%-15%-10%. The process of entering installments requires me to enter the # of installments (5) and months between installments (3). Then I need to adjust each installment to the proper amount.

   I… more

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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

3. When copying follow-up, email template selections should copy too

   So this probably only occurred to me because I just copied a follow up TEN times... not sure many folks will have encountered this. In any case, when you create a follow up, there are six automatic email selections to decide on (even if "not using" is your decision). I found it tedious to have to select the six emails ten times (sixty drop-down menus), so I was wondering if it would be possible when copying a follow up, to have the automatic email selections default to the original follow up's selections?

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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

4. Available 990 forms

   To check applications for completeness or if I have a question or concern, my work flow often involves checking the most recent 990 against information provided in the application form (income, expenses, board size and make up, etc). Unfortunately, while I can do a Charity Check inside of a project, I have to leave the application and exit the project to bring up the 990. Sometimes I am on top of it and open the 990 before I get into the application but usually, I enter the application from the Application Submitted tab on the dashboard which takes me right there. In my continuing efforts to reduce my "clicks" and paging back and forth, is there a way to show the Available 990s tab inside of the project? Thanks!

   To check applications for completeness or if I have a question or concern, my work flow often involves checking the most recent 990 against information provided in the application form (income, expenses, board size and make up, etc). Unfortunately, while I can do a Charity Check inside of a project, I have to leave the application and exit the project to bring up the 990. Sometimes I am on top of it and open the 990 before I get into the application but usually, I enter the application from the Application Submitted tab on the dashboard which takes me right… more

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   Archived  ·  4 comments  ·  UI/UX  ·  Delete…  ·  Admin →
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