1367 results found
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Identify applicant/contact as the "PI" or "key Researcher" on the reports and dataset questions.
Identify applicant/contract as the PI or researcher on the reports and setup questions.
In reporting tool, the data set filters identify the PI/Researcher or grantee as "contact." This listing is somewhat confusing when trying to run a report based on the applicant. It would be great if the report said "applicant" or even "PI/researcher" vs contact which is so general that I am often unclear without investing time in running the report who "contact" is referring to.2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Bulk Upload of User Information (for grant reviewers)
We have over 120 grant reviewers this year, and only 40 of them were grant reviewers last year, which meant that we had to load 80 new users into the system by hand for this cycle. Because our grant review team changes each cycle and we have so many, it would be very helpful to be able to submit an agreed template spreadsheet to foundant support that would create all the users in one upload. Not only would this be faster, but we could use information from our Wild Apricot system and reduce the likelihood of errors from retyping data.
6 votes -
Don't default "payment date" to today
When adding a payment, if you type a date without a year (even if it's in the same calendar year), or enter other characters that aren't recognizable as dates, GLM defaults the field to today's date. When entering dates, this makes it easy to make a mistake (and hard to notice if a mistake has been made, especially if entering payments that were made, say, the day before). I'd prefer an error message or a blank field to the wrong date field.
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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See all grants on the dashboard, no matter what the status is
It would be very helpful if there was a way to see all grants for a particular process from the dashboard. I would like to see closed grants, in particular, but I would also like to see abandoned applications. Really, all statuses viewable from the dashboard would be ideal.
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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Include Form Name on Title Page
For each grant we process we have the application, grant agreement, grant report, and possibly other follow-ups. It would be so helpful if the title page included the name of the form somewhere on the page. As it is, you can't tell if you are looking at the application, agreement, or grant report unless you flip the title page over, and even then if the form is a follow-up it just says "follow-up form".
6 votes -
Primary Contact
Is it possible for the organization Primary Contact to see all non-closed applications (regardless of who in their organization is assigned as the "Applicant") from their dashboard rather than having to go to Organization History to see open requests?
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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Assigning Someone to a Process
It would be helpful if you could select a person and then assign to or remove from processes. It is very time consuming to go into every process to add or remove people.
2 votes -
delete processes
I would like to be able to delete a process. We allowed our parent company to temporarily use our site to manage several grant processes. That was several years ago. The company has since purchased their own license and this data was exported. I would like to delete these processes as these we do not share the same budget. I have deleted the requests but am unable to delete the process. I have deactivated but have to remember to exclude in my reporting. I prefer that these are deleted.
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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Centralized "location" for questions, so easy to change across processes
I'm thinking of a few questions that I've slightly changed the wording of, or of questions that have the potential of having different radio button choices (granting fund - over time, there might be additional granting funds). It would be nice to be able to update that question in one location and "import" it (not really share, but kinda like that, into all the processes where it applies.
(Also, I was silly and deleted a question and didn't discover that the question was deleted until AFTER I copied the process twice - I had to create that question in each…4 votes -
event registration
We are currently keeping a completely separate database of our agency contacts that we send updates and information to as we begin our grant cycle each year. We would like to eliminate this duplication and switch over to Foundant completely. But there is one capability that we need in connection with agency communication that I don't think Foundant can currently do (but that other client management software can), and that is allow us to schedule event registration (in this case, our agency training sessions). Is that a feature that might be considered in the future?
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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Chat online available to grantees
Possible to have this option available for certain hours of the day?! As grantees are online during their grant request, processes, etc. the chat online option pops up if they have an issue or question. The online chat would tie back to the us the foundation.
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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batch meeting dates
How about batch changes for meeting date? Otherwise, you have to go through individually to change per request. time waster. It would be great to batch change meeting date updates.
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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Continue to receive information from a closed application
The reason that this is so important is that just because they have received all their payments and their grant is closed, the data from the project could convert to many journal articles possible for 3-5 years, and part of our grant requirement is that they submit copies all journal articles pertaining their grant project. I don’t want to keep their grants active if they have finished their project but I do want them to have an avenue to upload those articles relating to their project.
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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Decision status
Make the Decision Status something that could be turned off and on per process instead of as a whole. This would allow us to have it turned on for processes that are through the award phase but turned off for processes that are in the middle of the eval phase. If this isn't an option, then we would prefer our applicants don't even see the line item that lists the decision status. That way, applicants wouldn't be confused by an "undecided" decision status.
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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Alert when closing request with balance unpaid
In doing year-end balancing, I've noticed a few grants that I've closed from the "Request" page (after final follow-ups are submitted) that only later did I realize I never entered payment details for. Would be great if, when closing a grant with an unpaid balance remaining, an alert or some type of information pops up to let admin know that this is the case. I know sometimes we do close a grant with an unpaid balance (as in a matching grant for which matching funds weren't fully raised, for example), so I don't think disallowing it makes sense -- but…
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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Disallow approved requests with no installments
Since the switch in the way approvals/installments are made, it's now possible to technically approve a request and, if you hit the wrong button or type the wrong number, have an approved request with no installments. Since there doesn't seem to be a reason this would make logical sense (no approved grant would have no payments, or it's not technically approved, is it?), this seems like a glitch or unintended loophole, and it would be great to make it impossible to approve a grant and set the installment amount to 0.
(To illustrate how this can be an issue, I…
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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Reporting on Board Meetings
After each board meeting I run a report on the grants awarded. I show the organization, amount awarded, payment information and reports due. Since I need to show payments, I run the report on one row per installment. When I do this, if a report is not tied to a payment, the report due will not show on my report. Therefore, I have to either run two reports and combine or I have to enter the final report on overall grant manually. I wish it would pull in the report due on overall grant.
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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Can we do something like this with our organizational summary page?
please see link for attachment: i'm trying to make the user interface ealseir for my board members to navigate....
https://drive.google.com/file/d/1Q_Jx9VEMOFJdqndeYHA9peZpd7ZYjSek/view?usp=sharing
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 function in follow up forms
When assigning a follow up form it would be extremely helpful if there was a search bar. We have hundreds of follow up forms and it is incredibly cumbersome to have to scroll around to locate the correct 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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The ability to close a follow up without closing the entire request
We have Scholarships that are renewable to the student each year they are in college (4 years). They have to submit Proof of registration in school before we send a check. So, we created the Renewal application as a follow up form. So we have Renewal Application 1, Registration Upload 1, Renewal Application 2, Registration upload 2, Renewal Application 3 etc. FOR ALL 4 YEARS for 200+ Applicants in 16 different Scholarship processes.
We are going to have thousands of follow up forms marked as Complete with just 1,2,3, and 4. I know you can sort by process at the…7 votes
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