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  1. A system generated email alert sent to the assigned grant manager when a follow up form is submitted only for the requests they are assigned.

    1 vote

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    Archived  ·  0 comments  ·  Email  ·  Admin →
  2. Create an easy screen that shows all evaluators and how may applications they have scored and how many to go, can be by process or have multiple processes on it. (If that is the same thing to a similar one on here great).

    5 votes

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    1 comment  ·  Admin →
  3. When emails are sent through the Foundant system, the only way to verify that the message went through is to dig into the email history for each individual recipient. It would be helpful if Foundant sent an 'undeliverable' notification to the administrator when a message bounces back as undeliverable. With frequent staff turnover at some grantee organizations, missed messages have resulted in missed deadlines for grantees.

    8 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

  4. Can we please add character count to Project Titles? The 250 limit right now is too small.

    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 great to be able to import evaluators from our live site to the new common application.

    2 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

  6. It would be great for a way to close an LOI. We keep the LOI separate from the application. If an LOI is submitted and reviewed, the only options are abandon, deny, or delete. Abandon causes confusion for the applicants, they are usually not denied, and we want to keep them in the organizational history so delete does not work.

    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. I dislike the new reporting - the PDF version is terrible, if you have more than one page of a report, there is no bottom margin, it splits rows - in the middle of a row.

    It's terrible.

    1 vote

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    -The Foundant Team

  8. Currently when I export a report to Excel, the entire report is filled with a grey color. It would be nice if only the header row and summary rows were tinted, and the rest of the report had no fill. I have to reformat these, which takes time.

    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

  9. It would be great that when a Follow-up document is open in the database that the follow up form name shows up on the page. The form name shows up when viewing the list of follow ups, but once it's open there's nowhere to tell what follow up you're looking at (a lot of our follow ups contain similar information, so it's not obvious based upon content alone).

    I would suggest at the top of the page where it says "Follow up", "Project Name," and "Process," to add in a line for the "follow up form name field". Maybe add…

    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

  10. Html edit/view ability:
    In addition, although we better understand that we can paste words, rich text formatting or complex html into the editor screen and press update to see the result, it could be useful to have a button in the toolbar that allows us to peek at the “HTML view” of the template. If we needed to make a minor code tweak, we could so easily.

    1 vote

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    -The Foundant Team

  11. I would like the ability to do math or logical evaluation of data submitted in an application to be visible on the Evaluation. For example: common financial like current ratio (current assets/current liabilities). I would like to ask for the asset and liabilities in the application but would like to convert to current ratio one the evaluation

    4 votes

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    -The Foundant Team

  12. I would like to be able to have my grant portal and scholarship portal opened at the same time. Not sure if there is a toggle that can be installed to go back and forth between the two or if there is some way of allowing both portals to be opened at the same time. My grants and scholarships run at the same time of year and I have to constantly log in and out of each portal. Thanks for the consideration.

    11 votes

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  13. It would be great if the lists of all Staff Evaluators, Board Members, etc. could be subdivided into folders. We have different evaluators for several different grant cycles all appearing alphabetically on the same list, and it's getting tricky to make sure the right people are assigned to the right applications. Having a separate folder for the evaluators from each grant cycle would do a lot to reduce staff time and eliminate the possibility of assigning grant applications to the wrong reviewers.

    2 votes

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  14. Need a way to push out a required password change for some or all users in GLM & SLM.

    From what I understand from support; currently the process is: search for user, drill into each user, change the password, then tell the user that their password was changed and to use the forgot password link. That is a clunky and cumbersome way of handling user password change resets.

    I am thinking in terms of when a staff user leaves the organization, and we need to force a password change to all staff users (and perhaps board members as well) for…

    2 votes

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  15. Now that we have short links, could we have an option to hide the access code box on the Apply page? Applicants for unrestricted processes sometimes get confused about whether they need a code or not. I would rather just share the short link with restricted process applicants, instead of having them enter the code.

    4 votes

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    1 comment  ·  Admin →
  16. On the SLM side it would make it more efficient if there was an option to select to deactivate a user when closing a request. Ideally it would deactivate the user after a set period of time (eg 30 days) after closing the request if the option was selected. That would allow the applicant to access their info if needed. I know this wouldn't work for all organizations but I think having the option to select would be helpful. For our organization, most of our awards are for graduating seniors so if they are not awarded a scholarship they do…

    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

  17. Please add line breaking capability to the Description Box on the Organization Info Tab. We capture a great deal of historical information here, and it is very frustrating to not have the capacity to make line breaks/have multiple paragraphs instead of one giant block of text.
    Thank you!!

    2 votes

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  18. We have a couple of applications where the student needs to have their counselor upload their transcript for them, as well as have 2 different references upload letters of recommendation. But since only one template can be attached to the process, our email tried to explain that the student was requesting a transcript OR letter of reference and to refer to the student's email to clarify which they needed. We then provided text for the students to paste into the email. But it seems at least 50% of the time, the student didn't fully follow the instructions and confused 3rd…

    3 votes

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    4 comments  ·  Email  ·  Admin →
  19. Instead of going through and adding the primary contact to every form, it would be nice if they were already given the ability to edit/submit forms. That way they wouldn't have to use the collaboration feature every time.

    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 great if the grant submitted date were a field you could bring into the application or evaluation automatically. Currently because we want to have the submitted date in the application or evaluation I have to enter it. I think the only place you can see it is on the dashboard.

    10 votes

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    1 comment  ·  Admin →
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