1367 results found
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Follow-up forms -- Access to Uploaded Files in the Application
I would be nice to include a filed that is uploaded in the application in the follow-up form. Especially if that particular file needs to be updated. In my case, so that I don't have to toggle between application and follow-up.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Add other options beside cancelled to Awards Details
Add other options beside "Cancelled" to Awards Details.
REFUND - A Refund is a repayment of a sum of money. If an amount is refunded, it doesn't mean that there is a balance owed to the grantee. We should still be able to see the original award, the original amount paid and a zero balance. It would also be helpful to have a comment section so an explanation can be given on why amounts were refunded.
VOID- In case a check is lost and has to be replaced.2 votesThanks 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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add search bar to shared question bank
The list of questions available to choose from when adding a Shared Question is very long. Can you add a search bar at the top? and possibly not diplay questions that are ineligible (instead of graying them out) Also, being able to select mulitple questions (as mentioned in an earlier post) would really decrease the build time required for a form.
9 votesThanks 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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Applicant Dashboard View & Workflow
I would like to see the Applicant Dashboard to look more like the administrator view so that the applicant has more tabs than just active requests and historical requests. I am coming from SLM and we use a universal application but we also have separate processes which looks way less confusing on the administrator side than from the applicant's perspective. The most helpful would be breaking out the Follow Ups and Documents into separate tabs so applicants can see everything that is assigned to them in one place and also view their letters in one place. Right now our award…
4 votes -
Show Character Count to applicants on text boxes
I'd love it if all of your text fields, regardless of size, offered a live display of character count to applicants. Right now our application consists of a combination of text boxes and text areas. Unfortunately, the text boxes do not show a character count while the applicant is filling them in so they are forced to guess and test their content over and over. On our application examples of text boxes are: Project Title (limit 80 characters); Project Description (200 characters); List of partnerships & collaborations (250 characters).
14 votes -
Process Summary Time Zone
Start Date and End Date in the Process Summary are not in our time zone (Pacific time) and are closing 2 hours early for us. Please allow to edit the time zone in the summary so they can match up with the due date/hard deadline
2 votesThanks 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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Internal follow up forms can only be assigned to internal users
It would be helpful if, when you create an internal form and have internal users for that form, that they are the only ones visible to be assigned. In my haste (yes, my fault) I have assigned an internal form to the applicant because it defaults to them.
2 votes -
assigning evaluators
It would be helpful to be able to pull and sort evaluators by grant cycle. We have different evaluators for different grant cycles and going through the list of evaluators and assigning can be time consuming.
3 votes -
We have a few foundations that grant multi year grants and they need to fill out a follow-up form each year after they have received and use
We have a few foundations that grant multi year grants and they need to fill out a follow-up form each year after they have received and used their payment. It would be great if Foundant had a way to generate a new follow up form for each year.
2 votesThanks 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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Tab Color of the Eligibility Quiz
If an eligibility quiz exists but is turned off, it would be very helpful if it could be distinguished from an application without an eligibility quiz by using a different/new color. That way, when a process is turned on, we know to also turn on its eligibility quiz because we will know that it has one.
2 votesThanks 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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Change Default Document Type
When uploading organization or request documents, it would be nice to be able to change the default document type (site visit, correspondence, other, etc.) as it seems some are more frequently used than others. Saves one click but those add up!
1 voteThanks 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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filter organization's search by sector
It would be nice to be able to search organizations by sector ( i.e. education, arts & Culture, health, etc)
When sending communications out to grantees I'd like to be able to send only the most relevant content to the orgs- being able to filter by sector and maybe even other fields, would be a great feature!
1 voteThanks 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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FAQ or Help Section for Applicants
It would be extremely helpful if there was a way to set up an FAQ page or Help section that only applicants can see. We send out our applicants instructions which includes important information regarding navigating the system but that doesn't reach all of our applicants. It would be really awesome to have some feature maybe even if we had the ability to share documents to applicants/students that would allow applicants to see an FAQ section before reaching out. There isn't an easy way to do this yet. I know you can insert links to documents in various places in…
8 votesThanks 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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header
Freeze the information at the top of the page that displays the organization info and project name so that it is still visible when scrolling down to review a form.
5 votesThanks 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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Custom columns
Is there any way to add a custom column that the Funder could actually customize? For instance a "comment space". Sometimes we put an application back into draft and it would be nice for that application to stand out from other ones in draft by putting a red flag or brief note at the end of the columns.
6 votesThanks 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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search by phone number
With the increase in Zoom video conferencing.... it would be nice to be able to search Foundant by phone number to identify attendees who are using dial-in options (and show up as a phone number).
2 votes -
Custom Reports
It would be nice to be able to customize reports that could be sent out. We create reports with monthly actual vs. budget and variance and then year to date actual vs. budget to date and variance. It would be nice to be able to create these in the system and not download the data to excel and manipulate the information.
2 votesThanks 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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Flowchart of Branching Rules
SLM Idea: I would like to be able to access a flowchart that would allow you to see the branching rules created within a process or universe form. Although a symbol appears for "This Question is used in Branching Rules in this Form," I would like to see which groups are branched to the question marked with a symbol.
9 votesThanks 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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Universal Application & Eligibility Quiz
It would be extremely helpful for us if the Universal Application were able to be hidden behind an Eligibility Quiz. We have 5 applications currently and 4 have very different/unique criteria for eligibility. Those 4 are behind an eligibility quiz, but many of those applicants aren't eligible for the scholarships linked to the Universal Application. We're dealing with a ton of phone calls and emails from applicants that are confused and many are starting the application when they aren't eligible.
10 votes -
MiB explanation popup
Please include a popup that explains MiB to users, and the conversion table:
1 MiB is 1024 KiB. 1 KiB is equal to 1024 Bytes
1 MB is 0.953674 MiB.
1 MB is 1000 KB. 1 KB is equal to 1000 Bytes
This would head off a lot of problems for applicants, especially last-minute applicants.8 votesThanks 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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