Settings and activity

22 results found

1. Custom Report Filter: "AND" "OR" logic within one filter

   34 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   James Patterson supported this idea  ·  Apr 23, 2024

2. Custom Columns in Search Requests & Decisions Screen

   4 votes

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   1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   James Patterson shared this idea  ·  Nov 30, 2023

3. Batch Evaluator Packets

   9 votes

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   1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   James Patterson commented  ·  Sep 8, 2023  ·  Edit…  ·  Delete…

   100% agree with Carolyn!

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   James Patterson supported this idea  ·  Sep 8, 2023

4. Comments or Notes Fields for Users

   3 votes

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   2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   James Patterson commented  ·  Aug 28, 2023  ·  Edit…  ·  Delete…

   This would be helpful to us to put notes regarding name pronunciation or anything else important to note.

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   James Patterson supported this idea  ·  Aug 28, 2023

5. Complete Multiple Grants at One Time

   52 votes

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   9 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   James Patterson commented  ·  Aug 8, 2023  ·  Edit…  ·  Delete…

   I so agree. We would like to mark grants complete in stages. Some grants types become "complete" before others. The Paid Grants bucket should have the same filtering capability as the other grants buckets.

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   James Patterson supported this idea  ·  Aug 8, 2023

6. On Hold Grants

   16 votes

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   0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   James Patterson supported this idea  ·  Aug 4, 2023

7. Assign Follow Up to Reviewer

   37 votes

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   6 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   James Patterson shared this idea  ·  Feb 8, 2023

8. Batch Approval

   50 votes

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   Proposed Idea  ·  25 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   James Patterson supported this idea  ·  Nov 30, 2022

9. Allow Adding Custom Columns to All Pages - Especially Organization Summary

   17 votes

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   8 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   James Patterson supported this idea  ·  Nov 11, 2022

10. Dynamic "Primary Org Contact" field replace static "Contact" field

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    James Patterson supported this idea  ·  Jul 6, 2022

11. Make follow ups/final reports available under organization history

    31 votes

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    10 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    James Patterson commented  ·  May 11, 2022  ·  Edit…  ·  Delete…

    There is often turnover in the NPO community. Having followups and emails, etc. available to all organizational applicants would be super helpful.

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    James Patterson supported this idea  ·  May 11, 2022

12. Add Custom Columns to Requests & Decisions Page

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    James Patterson shared this idea  ·  Apr 19, 2022

13. Suggestions for Custom Columns

    11 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Apr 19, 2022

14. Add custom columns feature to the Request History page

    22 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    James Patterson supported this idea  ·  Mar 10, 2022

15. Grant Refund

    50 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Feb 24, 2022

16. Two contacts assigned to grant applications.

    147 votes

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    Feedback Needed  ·  22 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Feb 24, 2022

17. Summary report for individual reviewers

    96 votes

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    13 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hi All, 

    Today in reporting you could get part way to this report by adding the Submission Assignee Fields. You would then group by this field and have on report for all evaluators that could filter on.

    
    

    However, leaving this in feedback needed because there are definitely ways we can look at streamlining this functionality with or without reporting.

    
    

    -The foundant team

    James Patterson supported this idea  ·  Feb 24, 2022

18. Group collapsed on applications

    18 votes

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    Under Consideration  ·  8 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Nov 18, 2021

19. Request Status Name and Additional Options

    128 votes

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    Proposed Idea  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Aug 2, 2021

20. Board Member Access to Follow Up Reports

    51 votes

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    Proposed Idea  ·  25 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Jun 30, 2021