1561 results found
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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.
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-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 -
Adding shared questions
Selecting multiple questions when adding a shared question. Also,when creating a question field maybe a prompt could appear alerting the question already exists and if you would like to use that one instead.
14 votesHello,
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
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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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Batch and export files from a follow up form (or process)
In follow up forms to grantees I ask them to upload a digital tax receipt. I have to export these receipts for our business manager on a quarterly basis. It'd be SO nice to be able to batch export these instead of downloading them one by one on a quarterly basis.
3 votes -
collaborator permissions
Applicants love the collaborator feature, but they are confused with "Can view, Can edit or Can submit" because they do not understand the permissions are additive. Would it be possible to change these to "Can view", "Can edit" and "Can edit and submit"?
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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email when grant syncs
When a grant has been synced to CSuite, it would be good if there was some sort of alert that could be triggered letting a GLM admin know that it was ready to be paid or had been paid. Perhaps a custom automatic email event within a process?
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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Make CSuite grant number a hyperlink for grants that have synced from CSuite to the GLM
HI there - right now you can move easily between CSuite and the GLM grants using the hyper link of the grant ID number if the grant was created in the GLM and then synced over.
But, if the grant was created in CSuite (interfund or Donor Portal grants), and then synced over, there is not an option to hyperlink from the GLM to CSuite. There is only an option to "unsync the request".
It would be great to be able to move seamlessly between the two systems, regardless of where the grant originated.
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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Sorting on Request Summary
Is there any way to make sorting possibly on the Request Summary page? Sure would help!
3 votes -
All lists sortable or in alphabetic order
In SLM, it would be great if all the lists would be sortable or in alphabetic order. For example, when I am in the Universal Application, I have approximately 80 opportunities with follow-up forms that aren't sortable or movable. This is true in many areas that are not sortable. Same with Email templates. We have quite a few and It is hard to find the right one.
4 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 highlight color of administrator comments for applicants.
We have experienced a good number of applicants having difficulty locating administrator comments when sending applications back for revisions. The vertical blue line at the left side is easy to scroll by. Applicants then call or email with questions regarding areas to be corrected, stating they cannot locate what needs modified.
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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request summary tabs
When we open a request, all the tabs (or fields) are wide open. Is it possible to make the tabs be closed when you open a request and then you can open each tab so it is not so overwhelming?
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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matrix
Add a question type to the forms that is like the matrix on Survey Monkey. I have started using follow-up forms for surveys, and this would be a helpful option.
https://help.surveymonkey.com/articles/en_US/kb/Matrix-Question
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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