394 results found
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New field in Organization record view without going into edit mode
We were recently excited to learn Foundant had added a new field in the org record that will allow us to populate our foundation data base ID number ONCE for each organization instead of for EACH application. The ID code in this field allows us to easily upload into our FIMS database to process payments against specific fund pools.
Now we are just being picky but would it be possible to view that field in the org record without going into the edit mode? Just like we can see the org record information like website, taxid, address...
Thanks!
posted June…
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Organization information updated
Having just edited the 20th organization's information this week, it would be very helpful if applicants were able to edit their own information. I know this has been an issue for years, and people are anxious about giving organizations this right, but it's getting to be ridiculous. Not only is it a waste of time for us, it's also an embarrassment to have inaccurate information posted. PLEASE help me to help them!
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Eligibility quiz feature?
I was wondering if you've considered adding an eligibility quiz feature for grant processes. This would be very helpful for our scholarships in particular, but it could be useful for our other processes as well.
Owen David
Community Foundation Santa Cruz County0 votes -
Site Visit after Approval
We conduct Site Visits with awarded grantees to review and talk about their progress. My title is Regional Grants Administrator and I have 3 counterparts with the same title. Each of us have any where from 15 to 23 grants we are responsible for managing. When we conduct a Site Visit we would like to enter the System and do the visit online. Currently we are using Survey Monkey and previously we used Word and we would upload the completed report.
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"Salutations"
Any way to do a Drop down list instead of a blank place for "salutations". Again and again, people enter things like, "Greetings!" or "Hello!" instead of Mr., Ms., Dr., Rev., etc.I'm finding that applicants just don't have clear understanding.
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Organization's DUNS Number Display
I really appreciate that the new update has the Organization's DUNS Number display on the Organization Summary screen now. We use the DUNS number for coordinating with FIMS and it is very helpful. I also appreciate the "Grants Manager" role, which we have started using.
Would it be possible to add the two together? We would really like the Grants Managers to be able to see the DUNS Number display on the Organization Summary screen.
Thanks.
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Cutting/Pasting & html vs. plain text
As my grant deadline is 3 short days away, I am having a panic attack. Applicants were experiencing technical issues where they were bumped out of Foundant and/or their applications were not being saved.
I learned a very valuable lesson today from the Wonderful Weston in support. When you are creating forms, if you choose to cut and paste from a Word document, ALWAYS paste as plain text. This is not an option in Internet Explorer 11 but is an option in Google Chrome. If you do not use plain text, there is the chance things can blow up.
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Report Fields Viewable But Not Modifiable by Applicants/Grantees
We would like to carry over internal report fields into Follow Ups that can be viewed by grantees for their information but not modifiable. This would particularly be helpful with fields like Grant Amount and Final Report Due Date in Grant Agreements and Final Reports.
posted October 25, 2012 by Katie Kaufmann, MRAC
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multi-select option on the dashboard
Hi,
I would like to have the option to select more than one process on the dashboard without having to select all processes. We have internal applications and external applications for each fund and there are times when I want to see multiple processes for one fund in one glance. It would also be helpful for pulling up archived and current processes for one fund, rather than having to view each process separately from the dashboard. Would it be possible to implement a multi-select option to help make this easier?
~kristen
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Project name should not be editable in follow-up forms
Because the project name is required in all forms, the grantee is able to edit the project name when submitting follow-up forms. That makes me uncomfortable - the board approves specific project titles and I don't always export the project titles as of the application, so I may not notice a change. I know there is talk of creating a "read-only" status someday, and I hope that will be available for the project name too.
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Website Field in Reports
I need the Organization Website report field for a report I'm making using the Decisions template. I see it is only available in the Commitments and FollowUps Templates. Is there any way to include this field in other templates as well? This seems to be an oversight and is as important as other Organization contact info.
posted July 11, 2013 by Katie Kaufmann, MRAC
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Organization DUNS field in reporting
Can you make the Organization DUNS field available as a column in all reports. Currently it shows up in some, not in others.
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Report field instructions
I think I get the idea behind having instrutions for report field editable in each process (although I wonder how often different instructions are needed but I'll go with it). So why have a space to enter instructions in the Report Fields manager in the first place. Perhaps a description for internal use..... but since changing the instructions in the manager won't change it anywhere in the processes, it seems un-necessary and confusing (yes I have just changed the instructions here expecting it to change everywhere for the third time - I am slow, I don't change the instructions that…
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Saving Export Data Configurations
It would be helpful if we could save export data configurations with the ability to change process and organizations.
Idea posted June 16, 2011 by Angie Boecker, Central Minnesota Arts Board
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Saving Export Data Selections for future exports
It would be great if you could save the selections you make in a data export so that you can go back and choose the same data export in the future.
posted August 3, 2013 by Diana Rode, Judy Family Foundation
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Admin replacing applicant document after form submitted
When we implemented the 3rd party recommendation functionality in 4.0.0 (November, 2013), some of the input we considered came from the Idea Lab item titled "Recommendation letter upload."
Within that item were a couple other ideas, one of which can be summarized as "providing a way for an administrator to upload an updated document on a form (i.e. application) without have to take the request back to a Draft status". The specific comments from Bob Coakley (Thomas J. Long Foundation) and Don Brackett (Robert and Patricia Switzer Foundation) are as follows:
I would like to be able to replace an…0 votes -
archive report questions
I love the multi-select “checkbox” question. We are
finding this to be a great enhancement especially for some of our internal report fields. We
chose to replace several of the standard “drop down” report questions with “checkbox”
questions. Now that we have outdated standard “drop down” report questions,
I would like to have the option to archive them. Do you foresee this being an
option in the future?
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Re: Reports Beta!
It would be nice to have the Report Title--as we save it--on the report page, and not just the system titles (Commitments etc. )
I'm learning to really think through the report before I start constructing it so that I make all the basic sort, filter etc. decisons before I save it and therefore have a record of those seletion criteria.
If I keep saving the report while I'm constructing end up with many different reports of the same name. Is there anyway to save new changes to an existing saved report?
Thanks,
Joan
posted October 18, 2011 by Joan…
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Reports of Evaluation Scores
I am finding that it is more difficult to export Evaluation scores using the new Reporting tool than with the old Export Data tool. I am trying to create a data set (1 row per Evaluation) that just includes scores from the Application stage with the following fields: Organization Name, Project Name, Amount Requested, Evaluator First Name, and 2 fields for the 2 questions on our Evaluation Form. For each project, I get twice as many rows as needed: 1 set of rows without scores and another set of rows with the scores. I've noticed that even though I select…
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multi-select processes from the "Search Requests and Decisions" page
Would it be possible to add the multi-select process(es) feature to the "Search Requests and Decisions" page? I've been utilizing this feature from the "Payment Tracking" and the "Dashboard" pages and I would like to have this option included here as well. Could this be a possibility for a future release?
Thanks,
Kristen0 votes
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