1367 results found
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Show Organization details in Merge Organization
It would be helpful to be able to see the Organization details side by side when I'm merging Organizations, so I can easily tell which one it is that I want to keep. As it is now, if the duplicate Organization records have the exact same name, I have to go in and edit the name of the one I want to discard so I can tell which one it is.
Even better, I'd be allowed to select which answer to each of the questions I want to keep for the new record, i.e. the address from record 1, but…
3 votesThanks for your time in the idea lab.
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-The Foundant Team
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Red Checks for Evaluations
It would be helpful if a person selects no on a evaluation consideration (Committee Approval) the check marks that are green to show they completed the evaluation would be red if they completed it, and voted against it. Currently you have to review each persons evaluations which can be time consuming.
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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Log on Page
Add a customizable text box under the "Log on" Header so that our organizations can provide a more prominent short sentence or phrase to help orient the user to the page.
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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Print Organization Packet
Currently, when generating the Print Organization Packet, we can see a history of grants awarded that shows only the Total Amount of the grant awarded, and not how the installments were paid. Our program staff would like to be able to see a listing of grants awarded for a specific organization as well as a breakdown of each payment amount and payment dates. Hopefully you'll consider this because the alternative is to create a custom report, but that means sifting through all of our historical data before being able to narrow it down to one specific organization. This can take…
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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Populate Information when Using the Browser Back Button.
When I use the Search by Requests & Decisions feature and enter the criteria to narrow my search by, I am presented with a list of grants matching that criteria. Yay. But if I click on a grantee and make any changes, then hit my BACK button in my browser, instead of going back to the list of grants I searched for, I'm presented with a blank Search by Requests & Decisions page that just shows the criteria I entered to search by. The list of grants disappears and I have to hit the Search button again to generate the…
8 votes -
Not Applicable or Other Option
It would be nice to be able to include a 'Not Applicable' option to text or upload fields. I don't want to make uploading an IRS document optional because it's important we obtain this from most of our applicants, but there are a few exceptions that would not have anything to attach.
Along these same lines, it would be nice to be able to add an 'Other' option to radio button or check box fields that also has a corresponding text line for an explanation so that the explanation doesn't have to be its own question. Similar to what they…
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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Fiscal Year
We give to organizations all year long, but would like to be able to tailor the schedule based on the receiving organization's fiscal year. If there is current no field to store this information about the organization (I couldn't find it), can one be created so we can schedule grants more effectively? I know fiscal year is available via Charity Navigator, but I'm not sure it's available elsewhere.
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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1 vote
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
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Make Administrative Comments Available for Merge Fields
There is currently no easy way to export them as far as I can see. We have to use merge templates for most of our viewing needs, so exporting the application packet to use for admin comments is not a helpful option for us.
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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Paging
In regards to the new paging feature that is available in Beta, the paging works on workload pages with custom columns. But, it is not available on the Evaluations workload pages(that have custom columns). I would love to be able to have paging on the evaluator's workload page, as they currently can't vote on iPads due to the lack of paging because they have so many grants to vote on..
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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Allow Grant Managers to be evaluators or make all roles permission level editable by Admin.
It would help greatly to have Grants Managers added to the list of persons to be included as an option for evalulators in the Evaluation portions. Currently our only options are Administrators, staff evaluator and board member roles. Really what is holding us back is the permission level each of those carry limits us unlike the Grants Manager role which we can edit the permission levels as needed. Unless Foundant adds a feature where we can edit/control permissions for all roles.
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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document viewer
I'd like to have any uploaded documents visible through the document viewer (in addition to the attachments that may be visible). If I'm directing a grant committee member to use the document viewer, I would hope they could access all attachments in one place. Currently, I'll direct them to use the document viewer for pieces of the application, but then they still have to go to the "Documents" tab to see any additional files I've attached. Let's make it easier for them!
14 votes -
Duplicate Files for the Same Organization
Is there some way to either prevent people from going in and just creating a new account without first getting either an access code from us, or some other failsafe way. If this cannot be done, can a notification be sent to us when someone does create a new account. We have instructions on the login page, but apparently not a lot of people read it or they think it doesn’t apply to them.
6 votes -
Board book solutions?
Recently, the software company we used to create digital board books went out of business. This software wasn't anything fancy, but did allow us to share Foundant proposals and other relevant documents with our board (agendas, financial statements, etc.). Since they have closed up shop, we have had the board use Foundant to review grants, pushing them all to use the platform exclusively to review, which has been great. However, this has meant that we also have to email them any additional materials separately. This has created confusion and resulted in more paper waste than previous solutions.
Is there a…
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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Make follow-up forms available to applicant/awardee as an outward facing form that can be submitted multiple times for approval
As an administrator we often get requests from the grantee/awardee on an adhoc basis(change in investigator, awardee or budget request change), I would love to have an outward facing form that the grantee/awardee can submit to us online instead of offline via email. This change would be an enhancement in the system that would be favorable for both us the administrator and the grantee. Currently the follow-up forms are 1 and done forms and not practical for non-route follow-up requested initiated from the applicant/grantee end.
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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Add previous grant amount to evaluations
Add a field for previous grant amounts to be pulled from the prior year into evaluations.
Ex. The organization received $5000 in 2018. But seen on the 2019 grant request evaluation for evaluators to assess how much the recommend for this grant cycle.
2 votes -
Administrative feature
With 20 grant rounds a year, and 20 scholarship rounds each year... yes, that is a lot of balls in air. Most of the grant rounds are yearly, It would be nice to have a planning calendar within Foundant to show us grant rounds application open and deadlines, scoring deadlines, and follow-up reporting for multiple processes or all process. Thanks for considering. :)
2 votes -
"Share" function between Evaluation 1 and Evaluation 2
It would be very helpful to be able to let our Evaluation 2 panelists see what the Evaluation 1 panelists said, before the Evaluation 2 panelists start their evaluation form.
Also: I thought that what I described above is what the "Share" checkbox in the Process Manager allowed, but after asking Support I was told that only allows panelists to see other panelists viewing the same form (so, Evaluation 1 panelists can only see other Evaluation 1 panelists' answers). It would be helpful to clarify that in the training documentation.7 votes -
Allow evaluator 1 to alert evaluator 2 they need to go and complete evaluation
It would be great if after the first evaluation is completed, the first evaluator could let the next evaluator know they need to go in and complete evaluation or let the administrator know that there doesn't need to be a second evaluation.
3 votes -
Installment fields / follow ups
We make our grant payments via direct deposit, and we follow up every payment with a follow up form called "Acknowledgement of Funds Received" form. This form is attached to specific installments and asks the grantee to confirm the amount received in transfer. I would love to be able to pull installment amount into these forms.
My example would be to add an "installment amount" question to the follow up form that pulls the installment amount of the specific installment the form is assigned to. I think this could also be helpful for other use cases now that the installments…
8 votes
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