1367 results found
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Adding/changing a users role & assigning Auto Emails
When adding or changing a users role (i.e. going from Board Member to Grants Manager) & assigning the Auto Emails they will be receiving; it would be nice to see a summary section as to what Auto Emails have been assigned.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Option to add Google Analytics to our Foundant account
Gather analytics about how people engage with our account. For example if an applicant starts the process and doesn’t finish. Or where they came to our application from on the intrawebs.
1 vote -
When copying a process the length of the edit box for the new process name should be much longer.
It's awkward to have to scroll left and right to read the complete name.
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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Add year field to the Requests and Decisions Search Page
We often grant the same organizations over multiple years that means that if we search for the request by organization name, we get multiple projects and we have no way of knowing what year they come from unless we have all the project names memorized by year. Since this is not often the case, we have to click through until we find the right thing that we are looking for. Can there just be a decision year classification on the search results page?
6 votes -
alpha sort
The sort default for applications appears to go by date submitted. Even if you set the column by alpha, it resets when you toggle back and forth between screens or if you click next evaluation it does not go in alpha sequence. It would be easier if the default was alpha first and then things could be sorted by date or process. It makes it time consuming for staff to click multiple times to get back into alpha sequence and difficult for the board members who review and often have little experience with technology platforms like this. Thanks for considering.
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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Third party logic/tracking
Third party logic/tracking
The applicant view/count on required data is based on when the 3rd party submits their letters of support/recommendation. If this step is not completed by the third party but granting institute administrator that count does not change. It is therefore important to update the logic based on evidence of uploaded document vs. a response from the third party which is not always possible.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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More flexibility in Shared Documents
Shared documents should have more features like a fileserver- we should have both the ability to move folders in addition to being able to drag and drop them.
5 votes -
company logo
Enhance the logo/signature ability within system;
Our company uses over 50 templates at present for our grant activity, it would be helpful if the template could be more component-based. For instance, we have a standard signature with elements that can change. That could be stored in a footer piece that we can choose to call to insert in the template. If used, and the content in that chunk changes, we update that chunk once and choose to update all or some of the connected items. We could name them footer, signature, branded header depending on whatever the need may be.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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Log On Page
I like the customization with the log on page (don't need to use coding with it) but I wish it was more similar to CSuite in how they have designated headers and footers in their site settings. I don't like how if there is too much information in the log on page that it makes you scroll down especially when there is important information.
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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Date Format in SLM
When creating a date question, I would like to be able to select a different format for how the date is displayed or what is required. Most times, we don't necessarily need a specific date just a general idea especially for graduation dates. This can throw off applicants because most don't know or remember the specific date.
For example only require Month and Year or just Year.
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 populate data in a field
Batch populate a data field for multiple applicants that require the same data entry. After running a report or doing a search, have the ability to populate a particular field in the results with the same data without having to enter data one application at a time.
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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eligibility quiz
I've copied my scholarship processes forward, but it's not letting me edit anything on the quiz. How do I edit quiz questions to include new scholarships that have been created since last year. I've been told it can't be done.
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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Button to retrieve attachments at the org level
Similar to the button available at the application level, i would like to pull all available attachments at the org level - from all applications and other locations. Over the years we have stashed documents all over the place (org, application summary, in the actual application, etc.). Rather than "hunting" for a document that may or may not exists it would be nice to have an org level pull of available doc's.
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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alignment
It would be amazing to have an alignment option in the text editing of forms. i.e. the ability to left, center or right align text! Seems like a standard editing tool but it isn't available. Only indenting.
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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Internally select processes the user sees
We have 2 people who work in the GLM site...Each with a different set of processes we oversee. It would be so helpful to turn "off" or "on" processes that we need (I know this can be done each time we login = but it would be great to have this be a setting that doesn't have to be continuously set) Kind of like allowing committee members to only see their evaluations...It would be nice to specify which processes each of us sees.
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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Custom Columns: Have Process Name and Award Amount in Followups
It would be great to be able to have the Process Name and Award Amount available in the custom column choices of the Follow Ups Listing
5 votes -
Evaluation/form before approval
We'd like to be able to assign and work on evaluations independent of whether an LOI/application is approved or not. This could alternatively be a function that allows you to add forms prior to application approval.
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 turn on/off "Show Applicant this Comment"
Can there be a button that lets you turn on/off all comments' visibility to an applicant/grantee in an application/form with the click of a button? For applications, we have multiple reviewers and the grant manager has to go through each comment one by one and make it visible after all are done reviewing.
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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4 votes
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primary
I'd like to be able to deselect the primary contact without selecting anyone else. Currently, the only way to do this is by making the old contact's email invalid and deactivating them, adding them again, and leaving the primary button blank. This is time consuming since you then have to reassign all of the applications to the "new" contact.
2 votes
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