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  1. Currently Request ID is only visible in reports. However, this means that while all requests have a unique identifier, there is no way to quickly navigate to that request based on the navigator, or even see what that identifier is while in the request. Would be great to have the functionality to search by request id as well as having it added to the columns visible on the request history page. Even nicer would be the ability to navigate directly from the request id listed on the report to the request record in Foundant.

    2 votes

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    0 comments  ·  Search  ·  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

  2. We input scholarship fund information as instruction questions on our UA application form. We would like to be able to share these to our evaluation forms so that the applicants and the evaluators both have the fund information with staff only needing to update the fund information in one place (currently we have to update in both the application and on the evaluation forms).

    7 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!


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  3. It would be great if students could use the applicant copy functionality from processes to the UA and vise versa. We have both stand alone processes and a universal application (different timelines). We have approx.. 250 students who apply to both. It would be great if they could import answers from one to the other.

    6 votes

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    Hello,


    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

  4. It would be wonderful to have a more streamlined version of the application preview to print out and share with people. The current "question list" is pages and pages long because it includes all of the answer options (i.e. lists of high schools scholarship applicants can select that they currently attend or colleges they hope to attend). I would like to see a streamlined version that allows those lists to be hidden if that is preferred so that the focus is more on the actual questions in the application.

    3 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

  5. We have several organizations whose legal name is different than the name they are known as (i.e doing business as). It would be nice to search by sort name and organization name simultaneously in case a person does not know the legal name or has forgotten it.

    1 vote

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    0 comments  ·  Search  ·  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. Please make it so you can be logged into SLM and GLM at the same time. Many of us work with both scholarships and grants and not being able to stay logged into both is very inconvenient.

    21 votes

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  7. My suggestion would be to be able to send an automatic email to any grantee when a grant is closed from the admin side. This would function much like an auto-email goes out when a progress report is scheduled.

    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

  8. Our foundation uses a process as a "general inquiry", for folks to complete and we then have a staff member determine if they are a good fit for certain grant rounds. It would be amazing if there was an option aside from "abandon" or "deny" in which we could close a complete application, after it has been copied to a new process for further development.

    This eliminates any confusion for our applications when they look at the dashboard. As of right now, we're denying them as they are being copied, but they can see the denial in the dashboard.

    2 votes

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    0 comments  ·  Statuses  ·  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

  9. It would be nice to have more reporting functionality re: users and their contact information (to be able to pull committee lists of some sort) and what process they are assigned to. This would give better visibility for staff that are Grant Manager users (don't have administrator rights) to have better visibility of who is on their process as a reviewer.

    1 vote

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    0 comments  ·  Reporting  ·  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

  10. allow for requests that are submitted by applicants to be copied into a different process as "submitted" even though there are unanswered required internal questions. With our new process, we are trying to copy into the appropriate process requests that are submitted by the applicant, though because we are using internal fields and those are required, it can only be copied into draft, so we have to proxy in as the applicant in order to submit the request, which triggers the automated email and can cause some confusion.

    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…

  11. When reviewing applications within GLM and asking questions, it would be helpful to be able to highlight text. Currently Rich Text Editor is available only to Admins. We'd like to see this available to ALL users.

    1 vote

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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

  12. On the dashboard, it would be helpful to be able to see a separate line for overdue follow-up reports versus those that are not yet due. Right now, I believe the only way to do that is to download all and sort by due date.

    17 votes

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    1 comment  ·  Admin →
  13. See above. Dollar values (e.g. $50,000) generate into reports as text, not numerical values. This means you need to convert it to a number in excel to do numerical analysis on it (like summing or subtracting).

    22 votes

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  14. Change the name of the 'Text and Upload' question type to 'Text or Upload' or 'Text and/or Upload' to better represent the functionality of the question type.

    7 votes

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    Hello,


    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

  15. It would be helpful if there was a way to only select specific evaluators to have visibility of a Shared Document in GLM. For example, we have several different grant review committees and wouldn't want them to have access to other committee information (such as supplemental grants meeting materials).

    3 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

  16. The grants staff in our foundation coordinate with our accounting team in order to get grant payments out. We need to be able to note payment as Ready, In Progress, or Complete to help both teams project manage. (for example, an in-process payment could be a check that is written but not yet approved by the CFO or sent). There would be immeasurable value to allowing the fields in the "Make Payment" form to be editable/customizable like every other form in the GLM.... Does anyone know if editing the "Make Payment" form in the GLM is something in-the-works? Thanks!

    2 votes

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    0 comments  ·  Payments  ·  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. Administrators and applicants are able to view the "character count" for applicants' text area questions. It shows below in green.

    We would like the option for evaluators, in their side-by-side evaluation form, to see the character count underneath the question, as it is displayed for administrators and applicants.

    We don't necessarily want to encourage our evaluators to only consider character count, as we say the quality of answers matter more than the number of words/length of response, but it may help evaluators when they are in between two scores.

    1 vote

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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

  18. It would be nice to be BCC'd every time a new user create a profile in Foundant. This seems like a ripe opportunity to create a connection with someone new to our world. Thanks,

    7 votes

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    0 comments  ·  Email  ·  Admin →

    Hello,


    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

  19. As grantmakers we are encouraged to provide generous character limits for applicants while trying to encourage clear and concise writing. I think it would be helpful in establishing character limits if Foundant could allow us to generate a report showing actual character counts for each question in a form vs. the character limit. Then we could easily know if applicants are bumping up on these limits. Together with our qualitative assessment as to the quality of answers, this quantitative data could guide more informed setting of character limits.

    1 vote

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    0 comments  ·  Reporting  ·  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

  20. It would be great to be able to personalize the email templates that go out to third parties. Obviously I can hand edit when I write one-offs, but the ones that get spot out from the application - kinda tacky to not have a salutation for them.

    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

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