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  1. I'd like to be able to search applications marked complete by the day they were marked complete not necessarily they day they were submitted.

    1 vote

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    Archived  ·  1 comment  ·  Admin →
  2. I'd love to have more than two evaluations (apologies if this is posted somewhere already, I couldn't find it!) - right now we are making two work in place of three but it involves a lot of back end updates to "re-open" evaluation 1 with new questions via a branching option.

    10 votes

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  3. It would be helpful to have a way to hide a process from all other roles except for Admin.

    1 vote

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    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

  4. On the "show application status in days" site setting, it would be great if this also kept all follow-ups hidden until we want the grantee to see that the award is approved in the grants portal.

    Currently, our process is to assign all the follow-ups to awards and mark the grants as approved in Foundant. We then have an internal review and spot check for quality control.

    If we could use this setting to keep everything hidden that we are adding until we want it to be visible, that would be fantastic. What happens with the current configuration of this…

    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

  5. 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 →
  6. 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

  7. 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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    0 comments  ·  Email  ·  Admin →
  8. 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 →
  9. Maybe there is a way to do it and I need to be educated on it. Is there a way to batch assign the Eligibility Quiz to multiple scholarship processes vs individually?

    4 votes

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    This request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.

    If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.

    Thank you for your continued engagement with our product development process.

  10. 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 →
  11. Would like the ability to change the colors of the pie/bar chart outputs

    4 votes

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    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

  12. 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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  13. 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

  14. 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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    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

  15. 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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    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

  16. Add the option to switch to dark mode.

    3 votes

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  17. 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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    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

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

    1 vote

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    -The Foundant Team

  19. 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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    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

  20. 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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    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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