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1704 results found

  1. Request Status Name and Additional Options

    It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.

    128 votes

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  2. Grant Request Amount on Application Packet

    The cycle, organization name, project name, and applicant print on the cover page. Any way to add the amount requested? Seems like that would be helpful to many wanting that cover page to be a snapshot.

    91 votes

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  3. Folders for Reports

    It would be nice to create folders to organize all the reports created.

    84 votes

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    10 comments  ·  Reporting  ·  Admin →
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  4. Evaluating Follow-up submissions

    The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.

    Let the conversation begin! Thank you,

    -raymond

    Here is the original post:

    I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for…

    79 votes

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    Proposed Idea  ·  57 comments  ·  Email  ·  Admin →
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  5. Delete users

    DELETE USERS
    It would be most helpful to be able to DELETE (not just deactivate) Users. We don't want to keep a bunch of outdated/not relevant /even deceased contacts under "inactive" if we don't have to. We have to keep some Users as "inactive" with dummy emails in order to show concurrent affiliations - so it's already a busy place for us.

    78 votes

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    Proposed Idea  ·  5 comments  ·  Email  ·  Admin →
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  6. Folders for Communications Templates

    It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.

    77 votes

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    3 comments  ·  Email  ·  Admin →
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  7. Due date for evaluations

    Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.

    62 votes

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    1 comment  ·  Email  ·  Admin →
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  8. Differentiate between applicant-abandoned and administrator-abandoned applications

    I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.

    53 votes

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    1 comment  ·  Statuses  ·  Admin →
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  9. Grant Refund

    Add grant refund to payment option or something to note that it has been refunded partially or entirely

    50 votes

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  10. Board Member Access to Follow Up Reports

    The process to access Follow Up reports for our board members is certainly cumbersome, and discourages board members from using the online data (read this as I have to produce paper copies of each follow-up). A folder on their Dashboard would be helpful; and at a minimum, it would be useful to have a "Return to Follow Ups Submitted" option, so that they don't have to go all the way back to Requests and Decisions to pull up each report.

    50 votes

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    Proposed Idea  ·  24 comments  ·  Reviewing  ·  Admin →
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  11. Batch Approval

    It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.

    With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.

    Thanks!

    49 votes

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    Proposed Idea  ·  25 comments  ·  Batch  ·  Admin →
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  12. update templates versus delete templates

    It would be nice to have the feature to update a word merge template, versus deleting and re adding the word merge template.

    48 votes

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  13. Total Award Amount

    On the back end of SLM, we can see a total dollar amount for all scholarships awarded to an applicant in the request history. It would be helpful for scholarship applicants to see a total dollar amount as well. Right now, they have to select "View Details" and then "Award Details" to view the amount they have been awarded. This means they have to go through all those steps and manually calculate the total scholarship award amount.

    44 votes

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    1 comment  ·  Admin →
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  14. sort email templates

    It would would be very handy if we could have the sorting feature added to the header on the email templates list.

    42 votes

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    3 comments  ·  Email  ·  Admin →
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  15. Additional contacts

    Got a great idea from one of my grantees in their eval today:
    "While it was easy for me to acquire login information from your organization, it might be easier on you to have people create their own account and then choose their organization from a drop down box. It would save you from always having to create accounts."
    So think about that as an option!
    Meanwhile - I have to go merge two people from the same school district because someone didn;t contact me and I thought I had the duplicate id warning set up,

    41 votes

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  16. Show "date last modified" in workflow list for draft LOIs, applications, and followups

    It would be helpful to show the date last modified on the workflow page that lists applications, LOIs, or followups that are in draft form. (Much as the date submitted is shown for submitted applications, LOIs, and followups.) This way I could tell at a glance whether applicants are progressing on their drafts. https://d2r1vs3d9006ap.cloudfront.net/s3_images/975796/Image1.jpg?1382554177

    39 votes

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    Proposed Idea  ·  16 comments  ·  Dates  ·  Admin →
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  17. Remove evaluator

    We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.

    We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.

    38 votes

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  18. Assign Follow Up to Reviewer

    We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    37 votes

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    6 comments  ·  Follow Ups  ·  Admin →
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  19. Dropdown Menu for State and City

    Create dropdown question for locations (State, City) when organizations are creating their profiles on Foundant. As we run reports, I have noticed that organizations will misspell cities, write city names in ALL CAPS, abbreviate state names, or write state names in ALL CAPS. This presents a problem when generating reports and having to go back and clean all that. It would be great if organizations had the option to select the state where they are located from a drop down menu, then choose the city they are located in from a drop down menu as well. This would generate clean,…

    35 votes

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  20. Adding Pronouns

    I know there is a place to add fields to user forms, which we've done. But to actually see the pronouns, you need to be in the user record or editing the user field information. It would be useful to have the pronoun information show up on the Contacts tab of an organization record and/or on the Contact Info tab on a submitted request. As it is now, our board has no way of seeing this information because they can't go into user records. We're really hoping to make respecting individual identity a top priority and this change would make…

    33 votes

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