1367 results found
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Require Users to Periodically Change their Passwords
Auditors are suggesting that passwords be "forced" to change at least every 90 days for security reasons. Perhaps give a 14-day notice of expiration of current password.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Confusing wrong password message at login
When users – especially applicants – enter the wrong password this warning pops up:
• “The Verification Code* field is required.
• The Email Address or Password you have entered is incorrect. Please retype them, or create a new account if you have not done so before.”
This wording is confusing as we have had several users ask where they can get this “verification code” – when really it is just asking for their password. This has resulted in calls and emails that take up additional staff time just to explain what the message means.
Can this language be changed…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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request and decision searching
This seems to be something new and I don't know if it's a glitch but when I search for a grant under the Request and Decision under any of the fields it will pull up accounts that fall under that request but when I go back to do another search, it goes back to that last request and I have to wait for it to search on that again prior to me being able to do a new search. I don't recall it ever doing this and it doesn't do it if you search under organizations or users.
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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Evaluator Profile Link and Evaluation History Tab
Right now finding information about an Evaluator's past involvement requires jumping through quite a few hoops and still doesn't give you a full picture of what they've participated in.
For examples below, we’ll use Evaluator Jim, who helped out on Evaluations with Process 1 last year (where all requests are now closed out and the process is archived), Process 2 earlier this year (where all requests are approved / denied), and is currently helping with Process 3.
Currently, if I go into “Assigned Evaluations” I can see Jim is assigned to evaluate n number of the agencies that applied to…
2 votes -
Folders for Communications/Emails
We have processes that need specific information that is not in system (IE award notice, award presentation, notice of dates for 6-mo and 12-mo reporting) and it would be nice to have folders in the Communications area to batch them together - or collapse a group together, rather than have to have them all listed. Thank you for your consideration.
17 votes -
Opened E-mail Tracking
I love being able to see if a student has opened an e-mail! It would be even better if I could know exactly when they opened it. We have students who will claim that they opened it after the deadline so it would be nice to be able to see if that is true. Thanks!
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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Select All button for Multi-Select Question
When creating a Multi-Select question, if there could be a "Select All" button that is added to the list so the applicant can quickly select all choices rather than clicking them all one by one. Some of our multi-select questions have around 20 options.
3 votes -
Late Follow-ups
It wold be great if Follow-up "Draft" turned red on our dashboard if there were overdue reports. As it is now, we can't tell from our dashboard if there is anything overdue. We have to go into "Draft" and search by date.
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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Last Modified Date to Custom Columns
Is there a way to add Last Modified Date to Custom Columns?
This would be valuable when looking at applications in draft for ongoing programs to determine if they are current or should be abandoned/deleted.
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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Grant Number from C-Suite pulled into Decision Form
C-Suite grant number integrated in the Decision Form (with the ability to edit.) I find I am having to backtrack to the Decision Form to enter the grant number after I sync with C-Suite. We use this as a merge field for our grant agreements. We then add the year in front of the C-Suite grant number to ID the grant. That is why I included the edit option as well. Thanks.
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 tally or counter for Evaluators
My Grants Committee Members would appreciate a tally or counter mechanism at the top of the "Application Evaluations Assigned" page so they know how many evaluations they have left to complete at a quick glance. This could be a simple " X / XX evaluations completed" at the top of the page (this would be a function within the "Evaluator 1" and/or "Evaluator 2" roles).
8 votes -
Ability to search within the application
It would be so helpful if we had the ability to search within an application; or, better yet, the ability to easily get to a particular section without having to scroll. For example, a way to easily find the Requested Amount or another field without having to go through the whole document. Either a search feature or some sort of drop-down menu or tabs to get to the different fields easily/quickly.
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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Restricting or banning organizations based on EIN
If a foundation has a terrible experience with an organization, to the point that they'd rather not have them be able to apply, it would be quicker, and probably less awkward, to be able to restrict or ban their ability to try to apply or create a secondary account based on EIN.
If there's a leadership restructuring, they can contact the Foundation directly to discuss re-admittance.
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 Notification Tied to User, Not Role
Hi, all!
I recently contacted support to change a setting for our Grants Manager role so that they could edit fields like administrators. However, since we were in a time crunch, it was suggested we change the two people that immediately needed it to be changed role to Administrator while support was working on it. The problem is:
Every time you change someone's administrative role, they automatically get signed up for every single notification that everyone else with that role is signed up for.
So when I took Colleague 1 from grants manager to administrator, she started getting notifications for…
4 votes -
Individual Contact on Request History tab
It would be very helpful to have a column that listed the individual contacts who submitted the request on the Request History tab in the Organization Summary page. When we have large organizations like schools with several different applicants, it would be nice to see who did the individual applications in the request history.
Is this something we can make customizable?3 votes -
URL merge fields in Email Templates
It would be nice if the URL merge field that can copy/pasted into an email template displayed as a hyperlink with a short name (such as "Logon"), rather than just pasting in a long website address that the recipient then has to copy and paste out of the email themselves. I was pretty surprised when I realized this is what the merge field resulted in, as its pretty unpolished looking. Thanks for considering.
2 votes -
Simplify mail merge for letters, etc.
Please simplify mail merge for letters, etc. so that it is as easy an intuitive as mail merge for emails. I have been making mail merge letters for 5 years now and it's clunky and very prone to error. I was struggling with one letter, which was printing the dollar figure for the 1st installment twice. My customer support representative told me about toggling field codes on and off, which is how he found a hidden code. Such hidden codes are unacceptable. When we started with Foundant GLM in 2013, the clunky mail merge was a major downside to this…
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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scholarship
Limit applicants to ONE application per process. They start multiple apps—submit one and leave one in draft making follow-up confusing when we reach out to those applicants still in draft to remind them to submit.
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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customized view in assigned
Love the ability to customize the view in the application phase, I wish that was available in the Evaluation Assigned list as well. We frequently need to add evaluators for particular schools.
4 votes -
Fiscal Due Diligence
I'd like to see one more application stage and/or an extra evaluation stage to account for fiscal due diligence that is separate from the staff review and the board review.
3 votes
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