940 results found
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allow multiple users of an organization to copy applications started by other users
If an organization has multiple users, and user A creates a request, as the product works currently user B can NOT copy over that data when they enter a new application. I'm requesting that all users be able to copy data from all existing requests for an organization no matter who created the request.
8 votes -
Add county to the organization info
It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.
7 votes -
Shared Documents - Access per Process
It would be very beneficial to allow Shared Documents to be uploaded per Process. Currently if you upload shared documents, all board members in other processes can also see anything that is uploaded. We are unable to use this for our committees for this reason and I have to e-mail the documents versus the board members being able to review them in Foundant.
31 votes -
Shared Questions on Evaluation 1 & capability to use these questions to a merge document
It would be great to be able to use the questions and answers from Evaluation 1 (and Evaluation 2) as shared questions and be able to select these for merge templates.
10 votes -
Evaluators Viewing Average Score Page
It would benefit if evaluators can view the average score page, like an administrator has access to. Currently each evaluator has to drill into each application to view the average score. And if you have 20-50 applications to review, it is frustrating and time consuming to come up with the average score for each application. Viewing the application Evaluation page listing all applications and their average scoring would be helpful.
6 votes -
Improvements to the New Payment Tracking Workflow Page
I like the quick new way to enter payments on the payment tracking page. Here are two things that would make it Better! If the pop up window had the name of the Organization. I am often entering multiple payments at once and sometimes I lose track of what one I'm entering. Having the Organization Name in the pop up window will help me double check that. Whenever I go back to the payment tracking page it defaults to showing all dates. It would be helpful if it would save my last search unless I log out because I have…
3 votes -
Deleting an organization entirely
I'd like to request the ability to delete an organization entirely, even if the organization had an application previously. I am unable to permanently delete the organization, even though the request has been deleted because the system still thinks there is an application attached to that organization. We have several organizations that began requests but have either left them blank or partially filled in. I've deleted the requests but would like to delete the organizations altogether as they are not eligible for our grants and will not be able to apply.
20 votes -
make the application packet (and similar reports) easier on the eyes
When viewing the PDF of the application packet, it is not easy on the eyes. The text that accompanies each application question is not easily discernible from the answer. It is difficult to read through quickly. It would be great to see someone with an eye for clean design to edit the fonts and layout of the application packet and any other PDF reports.
15 votes -
add signatures to emails
I would love it if, when sending an email that's in a template, there was a way to choose a pre-uploaded signature (even if it was plain text). Right now whichever progam officer is sending the email has to go into their outlook email and copy/paste their signature into the email. Is there a way there could be a dropdown menu (or something similar) so that users with admin status could choose a their signature?
14 votes -
evaluation score -
this would be so Cool... the system already calculated that average evaluation score. Could this be a field that is generated so we can use it in reports so that we don't need to create "this fun formula" : thanks :)
11 votes -
Allow more than one application form per process
It would streamline our grant process to be able to have more than one application form per process. This way, applicants can select their area of focus in a more generic LOI form and be assigned the appropriate application form if invited to the next stage.
This means we could ask more in-depth questions in the application that are tailored to the priority area, without needing multiple processes or an incredibly lengthy application form. Thanks for your consideration!
2 votes -
Application Packet: only print sections applicant filled out
Currently, the application packet is super long. It would be so much better if the packet only printed out the sections for which the applicant provided an answer.
27 votes -
automatically abandon applications at end date
We would like to be able to set the system so that it automatically converts any uncompleted application to "abandoned" when the end date is reached. It would save us from having to go in and do it manually, when we might miss one and inadvertently allow someone more time to complete their application.
7 votes -
Make follow ups/final reports available under organization history
Right now it seems like there isn't a way for applicants to see their completed follow ups/final reports from previous grants by other users from their organization. Under Organization History, only the application is available. New grantwriters with an organization want to be able to see how previous final reports were filled out or how a project turned out.
47 votes -
Add additional "Document Types" under Request Documents
Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.
21 votes -
Ability to view additional fields on the Request Summary
It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.
23 votes -
Group collapsed on applications
When an applicant returns to the application to resume work, the groups of questions could be collapsed and if all questions within the group are complete - the group could be flagged (with a check or a color change). Or, have an option to allow the admins to create the applications in pages, which can be flagged as complete when all questions are filled in on that page.
23 votes -
Reporting export option buttons
Very small annoyance...can you move the export option buttons (Excel, CSV, PDF) on the reporting function to the left side of the table? Right now, they are on the right side of the table. When I have a large report with many columns, I have to scroll down on my computer to get to the separate scroll bar that will take me all the way to the right side of the table to find these buttons. I know this is a small detail, but seems like an easy fix.
1 vote -
"Withdrawn" option
Hi- not sure if others have requested this but any possible
way you guys can add a "withdrawn" option just like:
"Denied", "Abandoned" and "Approved". Thank you!25 votes -
alert that applicant has a active grant
It would be great if... there was an alert for applicants notifying them that they have an active grant. With a few exceptions, we do not allow organizations to have more than one active grant (per program) at a time. Recently, I had a couple applicants submit applications who already had active grants. I did not know they had active grants until I looked at each organization's history. It would be great if the active grant was highlighted on their dashboard or they received an alert when applying for a grant notifying them that they had an active grant. This…
5 votes
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