1561 results found
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SLM - comments in Evaluation form be searchabl
Have comments in Evaluation form be searchable -- so often you remember writing something about a student but not the student name!
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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reconciliation
Every month, we reconcile our records between Foundant and our accounting software. While this isn't a problem with monetary grants, we find it very difficult to keep track of which payments for in-kind donations of goods have been reconciled each month. Especially since we operate under accrual accounting. We purchase a ton of goods and products for grantees and pantry partners each month.
It would be really great if there was a way to flag payments as reconciled - especially on the Payment Tracking page. Just like you can add payments to installations, if I could also look at past…
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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SLM: List of names & emails for those who passed the EQ for a specific Process
We received a new scholarship fund after the deadline for most of our other funds had passed. I ran the eligibility for this fund and 16 users passed. I wanted to send an email to these users to let them know there was a new application on their dashboard.
Even though the Passed list didn't include emails, I wanted to Export the list, but the only Batch Option was to run the eligibility again.
Chat Support suggested using Reporting, but no data is generated unless the user has started an application.
I have 3 more processes with later deadlines that…4 votes -
Rules for Questions (beyond character limits)
It would be cool to have the option of certain "rules" for form questions.
For example, if the max dollar amount that an applicant can request for a grant is $2,000 set up a rule for the question that values above $2,000 will get an error message or not permit an applicant to complete that question.
Right now character limits and instructions are the best way to achieve that, but some applicants still bypass the instructions so a "rule" for a number range limit would be a great addition.
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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Organization Relationship Field
Add a field so that history between the non-profit and the foundation can be recorded for future generations of board members to the foundation. The field would be an internal field to be recorded by the foundation and not viewable by the non-profit. This relationship field could then be pulled into the printed/online proposals as a merge field for educational purposes. For example, we helped start this non-profit back in 1975!
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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administrator comments
Administrator Comments Viewable to Collaborators
It would be extremely helpful to have visible to applicant administrator comments in follow up forms also visible to the collaborators who are editing and submitting those forms as well.7 votes -
We are having issues with syncing grants and scholarships.
I wish syncing were not based on EXACT matches. For example, if an applicant puts Minnesota instead of MN it will NOT sync over. Couldn't a drop box listing states be created for applicants to eliminate this issue?
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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1 vote
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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Third Party Reminders
It would be beneficial to send an email reminder to Third Parties when it is close to the deadline. This would be an additional help to students and to make sure that they have all of the required documents for their application.
11 votes -
Add pronouns
Add a place for folks to list their pronouns in the user profile section.
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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batch checkbox at bottom and top of page please
Hi there!
Please add a "select all" checkbox at the bottom of the application display list. There is currently only a "select all" box at the top of the list, but the button with Batch options is at the bottom of the list. So I always end up scrolling all the way down to do a batch operation only to remember that I needed to scroll all the way back up to the top to select all the applications before I scroll all the way back down to do the batch operation.I recognize that this is totally #firstworldproblems but…
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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State Abbreviations
When syncing grantees from GLM in CSuite, we get an error when an organization spells out their State name in their organizational address instead of using the 2 letter abbreviation required in CSuite. The entries into the State should be limited to 2 characters, or add a note in the field description that indicates that they should use the abbreviation. This would save a lot of time and frustration when processing grants in CSuite.
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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Run Charity Check as part of registration process or when an application is submitted
Applicants who are registering new organizations are almost always applying to a currently open competitive grant program. It would save a lot of time for our due diligence if the Charity Check data was collected at the time the organization record is completed.
Updating Charity Check information for an organization automatically when an application is submitted would also be helpful in reducing the number of steps to process a grant.
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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Additional Custom Columns in Application Views
The ability to add more than two custom columns to views like the Draft Application view. Two columns is very limiting. I could get by with three, but I'm currently missing info I need for sorting and analyzing.
10 votes -
Budget for a process would allow multiple funds instead of a single amount
Current state: The budget field for a process only allows for a single value.
Desired: In the case where a program is funded by multiple sources, it would be great to be able to add each source. In assigning awards, the grants manager would be able to draw from the funds that match up with the request topic area.
Example: our eight Medical Funds area of interest funds support a different research area or health care for low income children. Each fund has a different donor intent and the funds need to be applied in a way that aligns with…
3 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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Flexibility in Organizing Shared Documents
I just attempted to organize my org's shared documents, but I found out there's no way to move files to a new folder, so I would have to delete and re-upload if I wanted to organize. I think more flexibility, especially moving to folders, would be helpful.
4 votes -
Standard Starter Guide/SOP
There should a simple beginner's guide to using FOUNDANT.
Using Google Suite for instance. Customers are the people using the software and it should be user-friendly. We do not work for FOUNDANT it works for us. Customers should not have to create their own SOP's because the program is that complex.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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evaluation
In the reviewer dashboard, put some sort of column heading over the exclamation point to signify that they must click there to access/fill out the form. Many of our reviewers did not watch the provided video tutorial and were only clicking the project link to view only form.
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 upload button to installment payment area
It would be great to be able to upload a copy of the check (or other payment document) at the time of installment payment. Currently, the only area to upload payment copies is in the Documents section on the request.
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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New Managers Assigned to All Processes by Default
In both SLM and GLM, this is the same. In setting up a new Manager account for one process, I have to go through EVERY process – ARCHIVED as well as current – in order to remove the new Manager user from each process view. As we archive processes annually and create new, this is VERY tedious to have to exclude all Managers.
It would be SO much simpler if the default for a new Manager in Assign User would be NO PROCESSES rather than ALL PROCESSES.
Having to touch every process for one new manager account is exhausting and…
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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