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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. It would be nice after chatting with the online support help if it was followed up with an email summary of the discussion, and if necessary, if the issue was not able to be corrected through the discussion, it would be helpful that the discussion summary was also followed by a ticketed number system of the on-going issues.

    This has a two fold benefit for Foundant in terms of Client Service:

    1. The client has a copy of the conversation summary, so if the request is something educational, they can refer to it or forward it on to other staff. There…

    5 votes

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    1 comment  ·  Email  ·  Admin →
  2. When reading an application, it would be great to have a 'next' or 'go to application' button to move from the LOI page to the Application page. Currently, we read all the way through the LOI page to the bottom, then have to scroll all the way back up to then click on the Application tab.

    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

  3. If a student enters an incorrect email address for a third party request, the system tells the student the email was sent. We would like to see if there is a way for the system to notify the student the email address was incorrect/invalid.

    2 votes

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  4. please restructure the question visibility list to mimic the list of roles possible on the User search page. We have a multiple approval Grant Agreement and have had to spend hours today reverting, reassigning, resubmitting and then marking the forms complete. Either we did it wrong, or we need a little more flexibility.

    1 vote

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    Archived  ·  1 comment  ·  Admin →
  5. I would love a "quick export" option from the Organization's Request History tab. So many ways this could be valuable.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  6. Would like the ability to change the colors of the pie/bar chart outputs

    4 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

  7. It would save time and clicks if the Copy Request pop up window remembered the last process selection so that you don't have to scroll and select it again each time when copying multiple applications.

    3 votes

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  8. As a reviewer, it would be great to be able to highlight sections of applicants' text. It would save so much time in terms of board meeting prep. Even better would be the ability to add notes.

    4 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. I'm wondering why there isn't a "Primary Contact Last Logged On" option in report creation. I appreciate that that feature is available for "Contact Last Logged On," but why not for Primary Contact too? Thanks!

    1 vote

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    -The Foundant Team

  10. The one complaint I have is that there are sooo many places to log into. Sandbox, live site, base camp, maybe smartsheets for traininings. It would be nice that if I got logged into one place I would then have all of my possible logins listed. If I need base camp, I can click "here." If I need my sandbox, I can click "here." Etc. Kind of like a hub of locations.

    6 votes

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    -The Foundant Team

  11. Add the option to switch to dark mode.

    3 votes

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  12. In a project we have the ability to show a document to an applicant when we upload a document to their project. In our case, the donor advised process may have specific family donor advised evaluators, who are interested in the final reporting on the project or thank you letters/cards received regarding a project. Currently, we have to create the follow up final report pdf, then save to a separate Google Drive where the specific users have access. Or, in the case of something sent to us, scan and upload to Google Drive. It would be so much simplier to…

    1 vote

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    -The Foundant Team

  13. Make same option as regular grants where you can Attach a Note.

    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. Alphabetize organizations using their "Organization Sort Name" field when displaying them in buckets. For example, when I open the LOI Evaluation Closed bucket and click on the organization column to sort the applicants, they are sorted by "Organization Name" and not the sort name field. So groups who's name starts with "The" appear in the T's instead of where they properly belong alphabetically. (I feel like Foundant used to do this...perhaps it was overridden during an update?)

    1 vote

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    -The Foundant Team

  15. It would be nice to be able to select a process and then be able to edit the deadline in batch rather than go into each individual application to do so. Would speed it along if needing to extend the deadline for a group of students in a process.

    1 vote

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    -The Foundant Team

  16. It would be very beneficial if the evaluators for SLM could see all the evaluation summaries for each scholarship applicant (like the administrator can see) instead of the administrator emailing them a screenshot of rankings and attaching the overall summaries for each applicant.

    I have asked this before from support but was told not part of the evaluation stage or available at the time.

    4 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. Recently, my foundation opted to not use letters of recommendation for our scholarships and we updated it so that the recommendation is a combination of quantitative (rankings) and qualitative (a text box where they explain and expand on the reason for their rankings). But because this is all in the system and not something that they upload on their own, because it is a third party, evaluators cannot see the recommendations that were submitted. We do not want students to see their recommendations, so changing visibility to everyone is not the ideal solution. There should be a way for only…

    1 vote

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    -The Foundant Team

  18. We would love to provide our Giving Circles the ability to run their own evaluation reports so when they meet as a group they can discuss their own evaluations for submitted grants. Much easier for them to do it than staff. If this needs to be a new role assigned that would be fine.

    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

  19. I've encountered a Reporting Glitch where half of my fields will show up but the rest of the fields only show if I add a "greater than 0" filter. Can someone please fix this?

    1 vote

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    -The Foundant Team

  20. Adding a way to pull data from Eval 1 & 2 into a formatted template for review committee/board discussions.

    1 vote

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    -The Foundant Team

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