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2053 results found

  1. Payment Address

    Is there a place to enter the check payment address? If not how have others worked around it.

    posted February 28, 2012 by Kyle Castronova, OMeGA

    4 votes

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    9 comments  ·  Payments  ·  Admin →
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  2. Organization Merge History

    A merge history should be included in case an error is made or in case an organization changes its name. Information should include the date of the merge, the names of the organizations merged, and the name of the user who did the merge.

    Thanks,

    Mary

    posted April 25, 2013 by Mary Nicosia, GMA Foundations

    4 votes

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  3. Allow applicants to delete old drafts

    From what I can tell, applicants are unable to delete application drafts. I realize as admin we can delete drafts but I am wondering if applicants would delete drafts is they were able to. We have many draft applications that seem to be abandoned. I was going to make a practice of deleting draft applications once a year so they don't pile up. I wonder what other do

    Idea posted April 18, 2012 by Erin Baird, Allegany Franciscan Ministries

    4 votes

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  4. Shared Documents

    I'd like to see the "grants manager" and "auditor" roles added as options in the shared documents folder.

    4 votes

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  5. Business titles

    List business titles where contact information is displayed.

    Idea posted August 17, 2011 by Holli Kawadler, Uniting Against Lung Cancer

    4 votes

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    6 comments  ·  CRM  ·  Admin →
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  6. Email Templates - ability to bold/underline/italics

    We would really like to have the rich text editor also available for the email templates. We would like to be able to underline/bold/italics/bullet points/etc for emails that are automated from the system.

    We will often bypass sending an auto email to instead spend the work doing them individually specifically because we cannot add emphasis in the text. Please consider adding this functionality!

    4 votes

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    1 comment  ·  Email  ·  Admin →
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  7. What Grantees see when their LOI has been Abandoned

    We have just discovered that LOIs that are abandoned show up to applicants as LOI Decision Undecided. I think this is not only incorrect but also confusing to applicants. It's not unusual for applicants to start two LOIs by accident. Unfortunately, when the organization then goes in to work on the application, they are confused because the dashboard indicates in one area that the Foundation has not made a decision about their LOI. I think that if LOIs or Applications are abandoned that the applicant's dashboard should indicate the LOI / applications was never completed and or abandoned.

    4 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  8. Customize Dashboard

    It would be nice to be able to customize the dashboard with maybe two columns? I would like to see the Amount Requested on the dashboard since most of our grants are renewals. I was thinking you could keep the standard columns but allow up to two additional customized columns for personalized fields. Thanks

    4 votes

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    2 comments  ·  Custom Data  ·  Admin →
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  9. Batch Assign Evaluations - Remove the Limit!

    I have commented on this elsewhere, but this is something I really feel is worth looking at.

    When assigning evaluations for several hundred requests in a process, it would be most helpful to not limit it to 25 requests at a time. When assigning hundreds of requests I have to do these assignments in stages, so to go in and individually select 25 requests, scroll to the bottom, assign the evaluation and do this 15 or so times is exhausting.

    Please remove the limit, or make the limit at least 100!

    I am not clear on why there is a…

    4 votes

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    5 comments  ·  Batch  ·  Admin →
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  10. copy

    In the Application (or any) portion of a process, we need to be able to copy questions from one question group to another question group. These are different from Shared Questions and would save an immense amount of time instead of copying each question manually and individually.

    3 votes

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  11. add automated emails to make payment form

    Can we add automated emails to the make payment form, so that our grant managers can submit payment requests to our accts payable folks without having to make up really crazy workflows>

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  12. Indicator of which follow up you're viewing under a request

    It would be helpful when reviewing follow ups under a request to be able to tell which follow up you're currently viewing. We have to toggle between follow up sometimes during our review process, and the questions within the forms are mostly the same, the follow ups are tagged for the year it is to be submitted, though as you toggle back and forth it's hard to identify under which follow up you're under to provide approval/recommendations.

    3 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  13. Access code

    Applicant's often ask me about a Access Code. We never use them.

    It would be helpful if you can include a statement at the end of where it says .... "at the top of this page..." another sentance that says "If you you have not been provided an access code - please click on the home button above.

    3 votes

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    2 comments  ·  UI/UX  ·  Admin →
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  14. Sync documents to C-Suite

    It would be great to be able to attach documents to a GLM request to sync over to C-Suite. We require grant approval documented in C-Suite before paying on grants and this would keep our workflow contained within Foundant.

    3 votes

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  15. Adding Hyperlink Capability for Applicants

    Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.

    3 votes

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  16. Change Check # to Payment # in Installments

    Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. Email Confirmation

    It would be nice to have the ability to change the email confirmation sent to a new user. We find most applicants select "Continue without checking" resulting in emails sent through Foundant ending up in their spam folder.

    3 votes

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  18. Add deletion confirmation for Reporting Data Sets

    Add a pop up window that confirms deletion of a Reporting Data Set. It's far too easy to accidentally hit the delete button instead of the edit button - and per support, it is not possible to recover a deleted Reporting Data Set.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  19. Pop Up Message when clicking on Apply buttons

    Our Foundation supports a nonprofit healthcare system. Our Foundations grant both internally to departments to better the patient experience and externally to nonprofit organizations in the communities we serve. Therefore, we have to have an external application process and an internal application process. Multiple times this year, I had applicants moving too fast and not reading which application they were clicking the "Apply" button for and even though the questions weren't making sense, just kept going and submitting. That created a lot of rework for both our operations team and the applicant to copy the content over to the correct…

    3 votes

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  20. It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    3 votes

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    2 comments  ·  Reviewing  ·  Admin →
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