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  1. When creating payments for scholarships or grants, the letters are downloaded during the payment timeframe. It would be great and super easy if other users can access "My Jobs" and go there for the letters. (This could be either user specific or universal for all users)

    1 vote

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  2. docs produce1 page per request. It does not allow to list requests on one page. attached is the example. Instead of listing all on page, it produces a page per request.

    1 vote

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    0 comments  ·  Merge Docs  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  3. It would be helpful to have numbers show up on the Documents and Comments tab at the Organization level to indicate that something is uploaded/added there, as they do at the Request level. Most of the time, we add comments or documents to the request level, but when an organization is in between grant cycles, I add it at the organization level and don't want important information to be missed

    10 votes

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  4. Rich Text improvement ... please allow hyperlinks/URLs to be added by applicants in their text area responses

    13 votes

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  5. This would be helpful when we are communicating with applicants who need to make changes or updates to a submitted application/form. Thank you!

    3 votes

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  6. It would be helpful to prepopulate answers in decision forms in the process manager, similar to how you can prepopulate follow up dates. That would allow for much easier approval and denial; it may even allow for batching.

    Example: There may be a generic 2022 Approval Form that I could use across several processes. But in the process manager for a specific process, I could indicate the Board date, the program officer, the grant type, and any other filed on the form that is the same across all awards/denials for that opportunity. This would allow for consistent answers and greatly…

    1 vote

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    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you…

  7. I recently discovered that question branching does not work when an application is previewed via the Public Apply Link. This means that the feature is essentially useless if the bulk of the application is hidden depending on how the applicant answers the first question.

    We had previously loved the Public Apply Link function as a way to show people an application before they had even made an account with Foundant (we had links to it on our website for prospective grantees). However, since discovering that question branching does not display under this viewing mode, we have removed this feature. It…

    1 vote

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  8. I know I can set columns to show that info on the followups complete tab, but now those kids are gone from the dashboard now that moved over in to csuite

    2 votes

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  9. There have been previous posts about having the ability to put a grant on hold (rather than approve or deny), but they haven't gotten much of a response. We would find this extremely helpful, and have been surprised that other funders don't seem to have a need for this. Perhaps a new post will get more of a response?

    Examples for us include having an applicant org announce that the Exec Dir is leaving, and wanting to wait until the new ED is in place before funding (to ensure their priorities remain the same), needing to have a site visit…

    2 votes

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    -The Foundant Team

  10. Prospects would like to Write checks directly from GLM

    2 votes

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  11. It would be helpful if, on the dashboard for a process, denials showed up. Right now, all I can see is those in draft mode. But once completed, they no longer show up on the dashboard. When looking at the status of a process, I think it's helpful to have that there to see an overall picture of where things stand.

    5 votes

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  12. The more enhanced log is great but the language when the change is made in CSuite is a little confusing. I think clients will read that as Foundant changed something, not that it was done by their CSuite admins. I know the language is the same in CSuite if a change originated in GLM so updated in both softwares would be great. Perhaps just saying CommunitySuite as the user in GLM or GLM as the user in CSuite.

    3 votes

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    -The Foundant Team

  13. It would be very helpful if the LOI evaluation stage could have the same rules as the Application stage- 2 forms, staff evaluators and administrators can review, etc. It feels like every time we have a new LOI process we learn something new about how it doesn't work well for us...but it's always when we're halfway through using it.

    1 vote

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  14. In an evaluation, if I collapse the first question group in the application, open it again, and then close it again, it closes all of my question groups. This is great! However, this functionality doesn't appear to extend to other parts of the GLM. This would be handy to be added other places, and would be helpful to both administrators and applicants.

    2 votes

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  15. An enhancement that would allow us to benefit fully from the new batch print evaluator pdf functionality would be giving us the ability to select which attachments print along with the application. Applicants upload their financial statements which can be 100+ pages. That makes it prohibitive to print. However, there are some attachments that we would like to have print, such as the budget sheet. I tried to mark the upload question as Admin visibility thinking that it wouldn't print the attachment if it was visible to the evaluator, but that didn't work. Could it work that way?

    1 vote

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    -The Foundant Team

  16. It would be great to be able to upload an email directly from Outlook in the Documents tab. Currently, if there is not an attachment, but the communication in the email itself that we want saved, we have to copy and paste into a Word file and save on our computer as a document before it can be uploaded. If there is an attachment we want saved, that also has to be saved on our computer.

    3 votes

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  17. Alternate Ways for Applicants to Response to Application Questions. I recently was made aware of Typeform, which offers multiple ways for applicants to respond to a question (e.g. verbally or via video) within the body of an application. Might this be something Foundant would consider testing in the future? https://www.typeform.com/

    2 votes

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    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you…

  18. Prospect needs a HIPPA compliant database

    1 vote

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  19. Because our staff are so busy (like everyone!), it would be great if there was a way for staff to "accept" a task when it's assigned (we primarily use GrantHub). For example, a button/check box in the task and/or notification email that says "task accepted." Such a system would allow project managers to ensure our colleagues saw the task/email. And, if/when a task is not accepted, we would have better opportunity follow up to ensure they know their assignments.

    2 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  20. When deleting multiple follow-ups (can't do this via batch), it would be great if you could shorten the input from DELETE FOLLOW UP to just DELETE. Having to type out DELETE FOLLOW UP multiple times in a row is tedious. I get why that feature is there - to prevent accidentally deleting information - but can we shorten the input so it's less tedious, please?

    2 votes

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

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