394 results found
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LOIs - Skip for one or more organizations in a Process
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 -
E-Mail Templates with Logos/Signatures
It would be helpful to be able to include a Foundation logo and signature in Foundant e-mail templates. Sending e-mails to grantees through Foundant is certainly easier than having to individually contact each grantee, but Foundant e-mail templates allow no formatting/images which makes our e-mails feel unprofessional and unofficial.
8 votes -
Restricted Applications: Access Code Refresh Update
We are currently running a restricted cycle, using the
access code option. I have a pseudo applicant profile to check on what applicants will view and I noticed that when a grant applicant puts in an access code and pulls up the
application, if they want to go back to the main page (Apply page) with all of
the unrestricted applications (no access code needed; public cycles), they have to delete
the code in the box and then click the "Enter Code" button for the Apply page to refresh. It's a little counterintuitive.Any thoughts on updating this?
For example,…1 voteWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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Batch assign follow ups?
How about batch assigning follow ups? Otherwise I have go into each approved grant and assign follow ups on an individual basis, when all of the follow ups for that cycle are due the same date.
98 votesHi All,
Exciting news, our first version of batch follow up assignment has been released today, 4/6/2022. You can learn about this functionality Here.
As always here a Foundant we do iterative development. If you get in and use these features and have additional ideas around how it can support your workflows please create a new idea lab item or reach out to me directly.
Best
Sammie
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can the organization add a new user
I'm wondering if when an organization hires a new employee- or new grant writer- if they (the current registered user) could create a new user that would also be in the organization. Is it already possible? Could it be possible? What are the security concerns and such?
7 votes -
"Flag" an Organization
Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.
With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.
An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.
If there…
97 votesHi All,
Our October 2024 Release included the additional new functionality "Pinned Commented." Based on conversations with many of you who have engaged on this thread, we felt that the functionality of a pinned comment would give you the most flexibility in communicating the need to Flag an Organization or User within the software.
I encourage you to review the support documentation to learn.
If for any reason you feel this feature does not solve the need you have for the software, please create a new idea or follow up with me directly at sammie.holzwarth@foundant.com.
As always, we will continue to enhance this functionality based on your feedback.
Best,
Sammie
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"Reason for Public Charity Status"
Each year for our Form 990 we have to supply information on our grantees including their "Reason for Public Charity Status" (Schedule A, Section 1 on the Form). Currently we request that information in the Grant Agreement, but it would seem to make more sense to have potential grantees provide that along with other organizational information. What do you think?
1 vote -
Option for Applicant to "Abandon" a Request
This may be covered by the discussion under having a "Withdrawn" status but in case it isn't... with our first round of folks using the system (yeah!) I had several applicants, when I queried about their LOI still in draft, let me know they didn't know how to delete an unitendeded duplicate LOI, or one they decided not to submit. It was an easy thing for me to "Abandon" their request, but it would be time-saving to give the applicant the opportunity to "Abandon" or "Withdraw" a request themselves.
posted June 12, 2013 by Kate Shirah, John Rex Endowment
48 votes -
Third Party Email Confirmation
We would be interested in an automatic email that could be sent to a third-party users confirming that their document or information was successfully uploaded into an application.
8 votes -
Grantee Application Access
Hi Foundant,
Is there anyway to make all forms assigned to an applicant availble to them immediately once they have been assigned? It seems we have had numerous grantees emailing us lately because they need access to a follow up, but can't get to it because our office needs to go in and mark any previous forms complete. I am sure there is a 'method behind the madness' here, but it sure would help our efficiency as well as the grantees to know exactly when each follow up is due rather than only being able to see one form at…
31 votes -
Have grantees update/confirm contact information before they can submit a new request/report
I would like grantees to be directed to a page where they have to update or confirm their organization and contact information before they can proceed to submitting a new LOI, grant, or report. This would put updates on the shoulders of the organizations rather than me.
posted April 19, 2012 by Amy Moore , last edited May 23, 2012, O.P. & W.E. Edwards Foundation
9 votes -
Including an attachment with an email template
It would be really nice to have the capability to add an attachment to an email template. We have set up a "Follow Up Reminder" email template to be used when final reports are due. We request that budget summaries are presented in a specific format. I think it would help our grantees if they had an example to follow.
posted February 6, 2013 by Dee Ann Harris, Leightman Maxey Foundation
7 votes -
Applicant Merge
Orgnaization Merge is the best feature you have introduced yet. How about applicant merge? Seems like it would work on the same principals.
Thanks
Idea posted April 11, 2013 by Laura Kurzrok, Eastern Bank Charitable Foundation
9 votes -
Prompt prior to auto-email
We were thrilled when you first offered auto-email, but found ourselves in an embarrassing sitation when we had to re-enter some applications on behalf of applicants. This was due to a techinical problem on our end, and the applicants were not involved. Lo and behold, when we clicked 'submit' they all got emails thanking them for their application. This did cause confusion and embarrassment. I think auto-email is great, but would it be possible to add a feature to prompt us to confirm the email be sent prior to it automatically being sent off? This could be a global feature…
4 votes -
Business titles
List business titles where contact information is displayed.
Idea posted August 17, 2011 by Holli Kawadler, Uniting Against Lung Cancer
4 votes -
No longer able to delete duplicates because there is Guidestar History
We have organizations that register multiple times without our realizing it until after we’ve started the review process for
their current request and run Charity Check. If we’re unable to delete these registrations, we’re going to end up with a huge number of duplicate organization registrations that are completely useless and just taking up space because all of the important information has been consolidated. It will also make looking up a grant/request by organization name a much more difficult process because we will have to go through however many empty registrations to find the one we are actually looking for.…
2 votes -
Bad Characters
My organization runs an international grants program to support research in Parkinson's. As a result, the applications we receive have a broad range of characters that are used, e.g., Université Laval, etc. Oddly, these characters appear fine on the Foundant website but when exported as a CSV file or in the filename of the print packets these get jumbled. Reviewers complain and it is a bit of a pain to always have to clean up the exported data. For example:
Université Laval becomes Université Laval
The lower case Greek alpha in α-synuclein becomes α-synuclein
Even something standard like the apostrophe…
1 vote -
Applicant History, Project Descriptions, and Reports
Right now, GLM relies on the administrator/reviewer to remember if a previous grant was funded. For example, if an organization received an earlier grant, when they reapply the administrator/reviewer must remember what the earlier project was and know to look at another page to read their final report.
On the page that comes up when the reviewer opens a proposal, it would be great if there was some indication that a previous grant to the applicant was funded. Preferably, the notation should include a one sentence description of the project that was funded. Then there should be a link to…
3 votes -
Set up an alert when deactivating a user that still has follow-ups due
I was trying to reassign a submission and the follow-up to a different user - I was able to reassign the submission, but kept getting an error message when trying to reassign the follow-up. As I was about to send a "Help" email, it occurred to me that the user might be deactivated, so I checked. Sure enough, that was the case. I had to reactivate the user to reassign the follow-up and then go back and deactivate the user again. So, my suggestions are:
1) An alert when a user is being deactivated if that user has any submissions…
3 votes -
Add Check Number to Payment Tracking Export
Add check number to the information provided on the export to csv from payment tracking.
Sorry for the duplicate. Didn't know if this should be a question or an idea. :)
Lynn Larson
Fred & Jean Allegretti Foundation
0 votes
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