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  1. If an organization isn't in my system and I use the link to Guidestar to look up their EIN and address, etc, I'd like to have the opportunity to click a button that says "Would you like to add this organization to your database?" rather than having to write down all the info and type it all in.

    7 votes

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    Implemented  ·  0 comments  ·  Admin →
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  2. We would love the capability to not have an organization(s) submit an LOI in a process, but still have all of the other organizations submit an LOI. We don't want to not have the LOI in the process, but the capability of one or more organizations to skip the LOI and be able to go straight to the application (for example ArtsWave and United Way).

    1 vote

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  3. How our system is set up, we approve a grant for 4 years, and we pay on a grant monthly. After those 4 years a recipient can renew their grant for another 4 year term. If approved it can take quite a long time to add 48 installments to each new renewal. adding batch installments would be very helpful for us. Could this be possible in the future?

    1 vote

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    1 comment  ·  Batch  ·  Admin →
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  4. I'd love an option to hide old requests from the applicants when they go to log in - sometimes we have applicants with so many old requests/LOIs that their dashboard is too confusing to look at. I'd still like to be able to see all old requests on our end, but our applicants don't always need to see every abandoned LOI in their organizational history.

    21 votes

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  5. An applicant informed me that there are new Top Level Domain (TLD) names - other than just .com, .org, .info, etc. He had an email address that is uncommon but is now included among the TLDs (I believe it ended in .solutions). However, when he tried to input it in Foundant, it was not accepted. So, he suggested I ask if you can update your list of TLDs that the Foundant system accepts.

    1 vote

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    Implemented  ·  1 comment  ·  Email  ·  Admin →
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  6. It would be nice when you click on Organization Search if the cursor would automatically go to Organization and you could tab to another box if you were searching by Tax ID, city or state. And to be able to click enter and not having to click your mouse down to Search.

    8 votes

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    Implemented  ·  6 comments  ·  Admin →
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  7. I could see a situation where I create a question of a certain type, and then realize later that I want to make that same question a different type. (The first thing that comes to mind is making a radio box a check box, or vice versa.) Right now, I have to create a new question, rather than just changing the existing question.

    7 votes

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    Implemented  ·  1 comment  ·  Admin →
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  8. Integer questions should accept decimals, at least to one digit. We use this field for percentages that need the additional info.

    7 votes

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    Implemented  ·  0 comments  ·  Admin →
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  9. 17 votes

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    Implemented  ·  2 comments  ·  Admin →
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  10. It would be great if the print/application packet included the applicant's uploaded documents.

    0 votes

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    Implemented  ·  3 comments  ·  Admin →
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  11. It would be great to have the capability to execute an email merge for our decision notifications from within Foundant. Currently we have to generate a data set from Foundant and use that data set externally in Word to do an email merge.

    7 votes

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    Implemented  ·  25 comments  ·  Email  ·  Admin →
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  12. My organization uses Foundant for scholarships opportunities and we have a variety of different scholarship fund applications in the system. I'd like the ability to direct applicants right to the application they're interested in after they log on, yet still have the ability to go back to the Apply page and see all of the scholarship opportunities. I asked this question to my client rep and received this response as a work around, but it doesn't seem like it would work well for us:

    "There is not a way to link directly to an application. The system must always
    be…

    1 vote

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  13. When I enter either a discretionary grant or a historical grant, why do I have to go through and enter grant type and a due date? I've already cut the checks and am usually trying to quickly enter the data in the system at the end of the year. Or I may have a former grantee that hasn't been on Foundant before and I need to enter historical information quickly. These two types of payments need to have some sort of streamlined entry,

    0 votes

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  14. It would be helpful if a report could include uploaded request documents. We have to upload a source document to every grant request, so we want to be able to run a report to identify any requests missing a document.

    1 vote

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    6 comments  ·  Reporting  ·  Admin →
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  15. Excited about the chance for applicants to edit their organization info!

    I realize that the release notes say the standard email to the applicant "Organization Information Updated" cannot be
    edited by individual foundations. But it's so tech-speak and doesn't include any instructions for what to do next.
    From: "United Arts Grants" administrator@grantinterface.com

    Date: November 18, 2015 at 6:25:17 PM EST
    Subject: Organization Information Updated

    Reply-To: noreply@grantinterface.com

    Changes for United Arts-TW TEST made by Mary G :

    / Old Values /

    State : FL

    / New Values /

    State : FloridaCan Foundant make the standard email a
    little more clear? Something…

    1 vote

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    6 comments  ·  Email  ·  Admin →
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  16. It would speed things up if the Create Documents button was on the approval screen, so you could go right from approving to creating the approval merge letter. Right now you have to click over to a screen that has the button. Why not have it where you need it?

    0 votes

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    Implemented  ·  1 comment  ·  Admin →
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  17. When an applicant exceeds the character limits set, they should not be able to submit their application/proposal until it is corrected. Currently, the applicant can submit their application but we cannot mark it as complete. But, in our organization,once an application is submitted, it has to be accepted.

    Additional suggestion is to not allow them to move forward in their application until the character limit is resolved.

    0 votes

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  18. Email notifications for both administrators and evaluators should be controllable from the profile. Currently, you can control which notifications administrators receive from their profile, which is much easier and faster than clicking through all the forms and processes to turn them on or off. The same control (in the profile) should be possible in evaluators' profiles too.

    1 vote

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    1 comment  ·  Email  ·  Admin →
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  19. The list of links on the left navigation pane is really long, with lots of (unnecessary) category breakdowns. It takes longer to find info on the site because you have to think longer about where to look. I would suggest the following category changes:
    Move Process Manager into the Grants category with the Dashboard and Payment tracking - it doesn't need its own category ("Process")Move Organizations and Users into the Search category - these are types of search, and don't need to be split out into a separate "Contacts" categoryIt would still be pretty long, but that would help.

    0 votes

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    Implemented  ·  0 comments  ·  Admin →
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  20. It is a great feature to be able to toggle column labels to adjust sorting when viewing the open request dashboards, e.g., by process or organization name. However, I think great improvement would be to change the applicant name sorting to be by the Last Name and not by First Name as it is currently implemented.

    1 vote

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    4 comments  ·  UI/UX  ·  Admin →
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