1561 results found
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Allow co-authoring in Shared Documents and Docs tab w/n a request
While it is great to have a space where we can upload documents, I wish that these areas worked more like google drive or OneDrive. If a document needs to be edited, it must be downloaded, edited, saved and then re-uploaded. It would be great if we could open the doc in the cloud, edit and save it back into Foundant, and then move on to our next task.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Quick Abandon Request Option
If applicants and students were able to Abandon a Request directly from their Applicant Dashboard instead of having to go into each application, I think it would increase the changes of applicants abandoning requests vs administrators having to go in and do it. I am coming from SLM so the majority of our applications are linked to a universe but students don't end up applying to all the opportunities they may be eligible for so it leaves a lot of draft applications that I have to go into and abandon myself.
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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Would it be possible to add a reminder/warning dialog box to save changes before closing a report?
It would also be helpful to have a system reminder that reports do not auto-save. Unfortunately, we are spoiled by lots of systems that now auto-save and come to expect it. Thank you for considering.
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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Add Organization Column to Assign Users List in Process Manager
Is it possible to add a custom column or permanently add a column tot he list of users that appears when you "Assign Users". For example, when assigning Board Members to Evaluations, we have multiple councils who will be evaluating in each process. For example, denton-wise has it's own 20 member leadership council which will only evaluate denton-wise applications. But when we open the "Select Users" list, we can see all 120 Leadership Council members.
2 votes -
paging
I would love it if we had a toggle off/on for paging. It is not a useful tool for us and doesn't work well with my workflow. My colleagues have expressed the same feeling on that particular feature. I know it is a good tool for others, though.
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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Scholarships
When working on the Committee Page when turning on the on/off toggle buttons, each time you select it the page bounces back to the top, we have almost 300 we have to turn on/off and it is currently very time consuming. Is there a way it will stay where you are at so you can continue down the page?
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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Print View Options based on Roles
It would be extremely helpful if when printing applications to have the ability to select what questions are printed based on the user role. So when I print an application for an applicant, only questions that the application see will print. This would be extremely beneficial to our committees that print out the applications as well.
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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Show which requests have not been assigned to any Users
Currently, there is no report or mechanism in the system to show which Requests have not been assigned to Internal Users in Foundant. If this is missed, there is no way to go back and check for it as things stand right now.
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 Business title to search options on Users
Can we add a field (Business Title) in the search options on the Users Page. We have internal users from multiple departments and would like to be able to sort them out by business function.
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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attachment to instructions
ATTACHMENT TO A QUESTION AS INSTRUCTION or EXAMPLE:
It is not uncommon for us to receive incorrect documents, such as the attachment for a copy of the EIN # or 501(c)3 paperwork issued by the IRS. We believe our instructions are very clear, but we OFTEN receive an organization's STATE Sales Tax Exemption forms or some other document.It would be helpful if there was a way to have an attachment within a question or instructions, which would allow us to show a sample of the exact type documentation we require.
1 vote -
Due Dates Time Format
I how easy it is to enter the due date times for follow ups where you can actually enter in the time vs anywhere where else in the system, it gives you specific preset times which I then have to go back in and change after selecting the time. Having all the due dates set up with the same functionality of the Follow Ups would be much easier. I also wish there was a quick select due date time for 11:59 PM (midnight) as that is the time for almost every single one of due dates.
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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Payment date checking
I'm running into two issues: First, I usually enter dates at mm/dd/yy, and the system doesn't seem to recognize "20" as the current year (the calendar that pops up doesn't match the current year's days/dates). Is it possible to get it to recognize 20 (and future years) as the current year?
Second, is it possible for the system to flag if I've entered a payment date in a year that's different from the installment due date? I just reconciled our statements from 2019 for an upcoming audit and found a couple payments that I had accidentally entered incorrectly, one for…
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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role merge fields
Can you expose the role fields for mail merge documents?
1 vote -
Selecting Winners- Conflict of Interest Forms
I would like to see a place for committee members to select their winner(s), and then proceed to a conflict of interest form directly tied to the system. I have sent out over 300 forms by hand and this feature would save me, at minimum, a week of work.
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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Sharing Branched Questions
I would like the system to allow questions that are branched to be shared. Right now, if questions are branched, they cannot be shared in other forms.
5 votes -
Request Status dates
It would be extremely helpful to be able to pull the "Request Status" by date filter into a report. We added new custom impact rating questions to some of our forms to track the success/impact of the grant and would like to pull all grants closed in a particular fiscal year to see that data. Right now we can only pull closed grants by decision date which doesn't give us what we need.
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 Notes
When preparing for board review, our evaluators would like the option to make notes throughout the application that will only be visible to them, to which they can refer during board meeting discussions - similar to adding a sticky note to an application. These would disappear once the evaluations close.
5 votes -
evaluation summary
Our committee would like to see a summary of all evaluations by process. Similar to the option we have with merging template for applications that spits out a word document. This would be helpful for our committee discussions.
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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Toggle feature for the Custom Grants Manager role
A possible toggle feature for the Custom Grants Manager role: Grants Managers do not have access to the Process Manager tool. So when you are assigning Grants Managers to processes, those are the requests that they will essentially be assigned to, but it doesn't give them access to edit/make changes/ or view the process as a whole.
3 votes -
Colour change to Rules when Branching Rules are broken
I would like to see when branching rules selection criteria have grammar/word changes if the rules associated with them would turn red.
I know already that if the entire question is removed, then the rules (And/Or) for the branching turns red, but it would be extremely useful if that occurred when someone changes the selection AKA if the Equal to "Selection name", if someone changes "Selection name" to something simple as capitalizing the N = "Selection Name" it will change the little blue or orange circle around the rules to red
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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