1012 results found
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Returned Checks From the Bank
Returned Checks. When a check is returned due to insufficient funds, etc. it would be great if there is a feature that allows the original bank deposit to show the original amount of the deposit but allows an individual check to be returned so that the transaction matches what happens on your bank statement. Also, when these transactions cross months, the reconciliation isn't as straightforward.
1 vote -
Follow-up Due Dates Shareable in Other Follow-ups
It would be great to allow Follow-up Due Dates to be shared within Decision forms or future follow-ups. For example, within our Decision process and within our Grant Agreements (follow 1), we mention that grantees will need to complete a Final Report (follow-up 2). We would like to auto-populate the Due Date of the follow-up 2 in both the Decision process and the Grant Agreement so that grantees can sign-off that they acknowledge and commit to the final report. Being able to auto-populate this field based on system due-dates would allow for efficiency as well as minimize human error. This…
7 votes -
Closed Evaluation Custom Columns for Evaluators
Currently we can add two custom columns to the Your Evaluations tab for our evaluators, but when the evaluations are closed and we allow our evaluators to see all the closed evaluations prior to our Board meeting, there is no way to add custom columns on that page. We do not review the grant applications by alpa order of the organization or project name. We assign grant numbers and will review the grants in that order. When we get to our meeting, I have to export and create a spreadsheet for our evaluator trustees to use to follow along with…
3 votes -
User Registration
We would greatly appreciate a revamp of the new user registration. Currently, we have a lot of new users at existing organizations in our system creating duplicate organization accounts because of the way the registration ties organizations and users together. We need a way for a new user to be able to register themselves, and then either select their organization and be approved by an admin, or allow an administrator to send a quick invite link to the new user where the organization is already selected for them.
This would cut down on the amount of time internal staff spend…
1 vote -
Group by student for administrators
Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.
13 votes -
New Applicant/User
New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.
6 votes -
Document upload option on applicant dashboard
Resurrecting a request from another user that was archived.
We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.
Original request submission:
We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
I would like there to be…5 votes -
Introduce ability to audit user interactions with system
I need to be able to pull a report that shows when my VP signs Grant Agreements. Also, could be useful for security--knowing who is logged in, how long they are logged in, and what actions they took.
1 vote -
Payment Tracking by "Payment Date" rather than "Due Date"
I see a number of ideas previously posted in the IdeaLab back to 2015 that ask for this, but all seem to have been closed out. It would be great in the Payment Tracking tab to be able to search and sort by the date the payment is actually made, rather than the installment due date. If we have a payment due January 1 and then pay it in December, for example, it's quite a process to do reconciling later because the due date and payment date are in different years. I know we can find this field when exporting…
6 votes -
add alerts/auto-emails for documents when uploaded
Add the ability to add an auto-email template so users can be notified when a document is added to the documents tab. Especially if applicant facing.
6 votes -
Clarifying language for the Warn Applicant of Existing Application pop up
Users may find it helpful if Foundant updated the language on the applicant-facing pop-up that notifies users of existing request drafts. Currently, the pop-up provides link to the existing draft(s) and two buttons: Apply and Cancel, which does not seem to be intuitive for navigating to an existing draft.
To reduce confusion, would it be possible to change the Apply button text to Start New Draft. This updated language would clearly indicate that selecting this option will create a new draft rather than continuing with an existing one.
This change should improve the user experience by making the navigation options…
2 votes -
Enable grant reviewers to print their comments for reference
Our board members who review grants would like to be able to create their own report that would show their comments for each applicant, so they could print these and bring them to the review meeting.
2 votes -
Ability to link incoming e-mails directly to a request/organization
In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.
However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).
There is a lot of back and forth with applicants and grantees, so that would be very useful!
14 votesWe are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
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play jeopardy music while save progress bar is displayed.
We need something to entertain us while waiting on save bar progress.
1 vote -
Dashboard notes column for admins (SLM)
It would be very helpful to have a custom Notes or Comments column available that admins can write directly in on the dashboard, especially since pinned comments are not currently an option in SLM.
Use case: 1 universal application submitted turns into 5 scholarship applications, so 500 UA submissions could lead to 2500 applications in submitted. I as an admin then go in by student and vet their applications before marking them complete. If there are notes I want to make for that specific scholarship application, there is currently not a way to do that in the application that are…
1 vote -
Bulk update profiles to student designation
It would help it I could bulk update profiles to a student designation.
1 vote -
snippet
TLDR: I'd like to be able to reuse a snippet of a form on another form, perhaps from a library of snippets.
Let's say in 2023 I built one great form and copied it 20 times so that all my forms built in 2023 used the best practice of sharing their fields (variables). Now in 2024 I have a new group of fields - budget or demographic fields that I need to add.
After developing a fancy new table on one application form, the admin should be able to save it to a library of snippets and then it should…
2 votes -
Annual tax receipt
Annual tax receipt- have an option that can be clicked/chosen if donor requests to only receive an annual receipt listing all their donations that year.
1 vote -
Scroll through Processes and Up/Down Navigation
In Process Manager, allow scrolling and up/down navigation. The same functionality available in Applications, yet in Process Manager.
1 vote -
Searching for a former name of an orgnization - not DBA
Here is a common scenario. An org is fiscally sponsored by a church and then gets their own 501c3 status and changes their name. In foundant, we would update the org name to say (formerly XYZ Church). When evaluators see the church name - they often ask whether services are limited to members of that church even when the org has nothing to do with the church (e.g., a food bank). To remove any confusion for evaluators - I tried adding the church name to the Sort Name, but when I tried to do a search for the church -…
5 votes
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