1367 results found
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Share third party dashboard
It might be useful for third parties to have the ability to share their dashboards with other third parties within their organization. This way individuals within the same school/organization can more easily monitor which students have sent third party requests, and who they were sent to (for instance, in cases where students may have sent the request to the wrong individual or sent a request to two different people therefore potentially duplicating work). Many schools have multiple individuals completing requests and I've heard from a few schools that this would be helpful. I'm imagining this as more of a "read-only"…
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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reporting
I use one report monthly. I go to the reporting tool, click the report and make my monthly change which usually involves changing the date of a particular filter. After it makes the change, I click save changes and sometimes the report loses all the filters I had. Does anyone else have this problem? If I am not the only one experiencing these problems, then Foundant needs to take a closer look at how the reporting tool is working/not working. Maybe it needs an upgrade.
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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Filter Abandoned applications by date
It would be great if we could filter by date any abandoned applications in case of certain applications getting abandoned by error. Instead of having to compare previous reports against each other.
2 votes -
Evaluator Role Titles next to "Evaluator 1" and "Evaluator 2" in request tab
Is it possible to put a couple merge fields next to the "Evaluator 1" and "Evaluator 2" labels within the "Request" tab? A couple of my Evaluator 2 people have gotten lost clicking into the eval 1 bucket, so having a merge field next to Evaluator 2 so it can say "Grants Committee Member" would help them navigate.
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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Organization Documents Tab
Would it be possible to rename the Documents tab that shows up to Org Documents when it's on the organization landing page, and Req Documents when it's in an individual request? It would be a nice reminder to not accidentally upload documents in the wrong place (ie request specific documents accidentally added to the full org documents or vice versa....) Thanks!
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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Question List in Applications
It would also be helpful for the application packet to specify the character limits as part of the question text. This enables grantees to ensure they are drafting text of an appropriate length from the outset of the 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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batch assign evaluators across processes
It would be great to be able to batch assign completed applications to evalutors even when those applications are from multiple processes. We have several processes that have applications due at the same time, so we are reviewing them all at the same time also. Right now I can only batch assign within the same process, so I have to repeat the batch process for each of our 5 processes.
8 votes -
Merge templates automatically check downloads
With the last update, File Uploads are automatically checked off when we select PDF as a file type in Merge Template. We would like to have a way to turn this default off.
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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follow up option
Hi there! We have a fund that allows a student to remain in the program (without payment) without submitted a follow up. It would be nice to "close" a follow up to allow the next one to be available instead of having to delete the incomplete follow up. Sometimes they don't submit the correct document and it would be nice to have that to look at still. 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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Thumbs down to thumbs up
I am not sure if this is a GLM or C-Suite idea, but it would make more sense if the thumbs up sequence in GLM to push payments through C-Suite were the other way around... so thumbs down to thumbs up instead of thumbs up to thumbs down..... :)
4 votes -
Create New Account Page
Add a customizable text box under the "Create New Account" header so that our organization can more prominently orient the new user to this page.
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
Change verbiage from "Log on" to "Log in"
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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create follow ups before approving grant
It would be great to have the ability to assign follow-ups prior to approving a grant, similar to how we can now assign installments prior to approving the grant. The reason is that we know our agenda prior to the board meeting and we have trustees from out of town who need to sign grant letters, therefore, we need to create the approval letters prior to our board meeting. We want to be able to assign payments and follow-ups so that we may generate our correspondence, but we don't want to have to actually approve the grant a month before…
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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3rd Party Automated Email Re-send functionality
When going into "contact email history" and attempting to resend an email to a third party, the auto-filled recipient is the applicant and not the 3rd party. It would be extremely convenient to be able to quickly resend automated emails to 3rd parties from "contact email history" instead of having to go back into the application to do so.
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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Closing out follow ups
I assign interim and annual followups upon grant approval for each grant. I would like to be able to close out just the follow ups and not the grants so that I don't have to search through potentially hundreds of followups to find the current one. Can this be considered? Thanks in advance.
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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Side by Side Evaluation using document viewer and evaluation questions
I would love to see the documents from the document viewer side by side with the evaluation questions. That would make it easy to make decisions based on what might be seen on documents such as a resume or transcript.
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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Search for assigned follow ups
In the search tab, under request statuses, it would be nice if "follow up assigned" was available, and if "due date" was a date filter option.
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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Multiple applications in one process
We are currently working on developing a capacity development process. This process includes an LOI, organizational assessment application, and a capacity development application. The LOI is used to allow organizations to express their interest in overall capacity development. The foundation will utilize the LOI to determine whether the organization is ready for this type of work. Once an organization is ready to move forward, we will move them to an organizational assessment stage where a consultant will conduct an assessment to identify key areas the organization must focus on. This is where the organizational assessment application would come in handy…
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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Guidestar
It is great to be able to use Guidestar to find an organization and import them into our GLM as a new organization. However, for existing organizations (Legacy Data), it would be nice to import/merge Guide Star information (EIN, etc.) with the organization account already in our database.
9 votes -
LOIs in Draft
Consider adding some type of date column for all the LOIs in draft form so we can easily sort by date to see how long LOIs have been languishing in draft form. And it would be great if we could email the applicant directly from there - or that may already be an option but I can't recall. Thanks!
2 votes
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