1409 results found

1. New Administrators

   Occasionally we have a new administrator that we add to our system. The issue is when added they automatically receive emails for our processes including those that are archived. We create a new process for each cycle, so what this means is we spend a good deal of time deselecting their name on old processes so they don't receive automatically generated emails about grant reports. It would be nice if a new administrator's name would only appear on current processes or if it would be an "opt in" option versus "opt out."

   4 votes

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you again,

   The Foundant Team

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you… more

2. organization documents that applicant can upload to, in a key place on dashboard

   We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.

   I would like there to be a key place on their dashboard where these documents are visible, and where the applicant can submit an update (if any). That way the applicant can check whether we have the latest one before applying for a new grant. It would be great, too, if that field could be pulled into the application and the applicant could upload to it if it's missing or incorrect. (Ideal world, I know!) Also, it would be helpful if the item would flag if overdue (they all have different expiration dates/end dates.)

   Right now, I believe the organization documents are hidden away under organization history. We don't want to allow access to organization historical grant amounts - so we have had it hidden by support. It's not ideal for the documents to be in such an out-of-the-way place, anyway.

   We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.

   I would like there to be a key place on their dashboard where these documents are visible, and where the applicant can submit an update (if any). That way the applicant can check whether we have the latest one before applying for a new grant. It would be great, too, if that field could be pulled into the application… more

   5 votes

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

3. Copy Evaluation Forms

   I would like to be able to make copies of forms. It seems odd that you can't "save" an original version of a form and then make a v2 with new edits and tweaks but rather have to create from scratch each time.

   If this is with all forms, then I would request copy function for all.

   5 votes

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you again,

   The Foundant Team

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you… more

4. Add Guidestar for Grant Application fields to the organizational profile level.

   We've recently implemented G4G fields in our applications, but the majority of the most useful, most easily copied, and most redundant questions applicants are asked to input in every single funder's application are at the organizational level. Would LOVE to see G4G fields available for organizational profiles, as well as for LOIs/Application questions.

   5 votes

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you again,

   The Foundant Team

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you… more

5. GuideStar Levels

   Part of our criteria to submit an application is to have a level of GuideStar at Silver or higher. We currently have to manually check for this or during the Charity Check and select some other area. If you don't know where to look, it can be difficult and tedious.

   Would be nice to incorporate as a question into the application that get's pulled in from GuideStar and/or part of the Quick Export on application submitted.

   4 votes

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

6. Multiple Applications in Draft

   We tend to have a problem with the same organization creating multiple applications in draft. I think some people log in to look at what info is required in the application but tend not to fill in any information. Then, they log in at a later time to fill it out and start a new one.

   I think it would be nice if the application doesn't "autosave" if there is no information filled in. I spend time abandoning a lot of blank applications. It might also help if users got a notification like "You already have an application in draft, would you like to start where you left off?"

   We tend to have a problem with the same organization creating multiple applications in draft. I think some people log in to look at what info is required in the application but tend not to fill in any information. Then, they log in at a later time to fill it out and start a new one.

   I think it would be nice if the application doesn't "autosave" if there is no information filled in. I spend time abandoning a lot of blank applications. It might also help if users got a notification like "You already have an application in draft,… more

   3 votes

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

7. Customized status updates

   It would be great if the status updates could be customized so we could control which update they see and which they don't. I don't want my students seeing that they are denied but I need the selected recipients to be able to see their follow up updates. I am not able to turn them off and on again because of the time frame. The denied would need to be off until June but the follow ups need to be on in May and June. Thanks!

   4 votes

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   2 comments  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you again,

   The Foundant Team

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you… more

8. It would be very helpful to have batch abandon/deny in the Follow Up Drafts bucket.

   If our students do not complete their updates they are terminated. It's very cumbersome and time consuming to have to go into each follow up in draft and click abandon.

   2 votes

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   This request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.

   
   

   If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.

   
   

   Thank you for your continued engagement with our product development process.

9. Third party accessibility in a review tab

   Currently have “submitted” and “completed” tabs. As scholarships are received, I review them and like to push them through to completed but with third party cannot do this. Would like another tab where reviewed scholarships could be saved and the third party link would still function. Some of the third party responses could take up to two months for completion. I review over 700 scholarship applications in a 3-month period and this would tidy up my workspace. Currently have to keep a spreadsheet of student's names so I know who has been reviewed.

   4 votes

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   1 comment  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you again,

   The Foundant Team

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you… more

10. Auto Save Feature

    I am wondering if your programming guru's would consider an auto safe feature. Sometimes I add comments in the Foundation Directors Notes on the LOI or application...and forget to save them.... I realize this is pilot error, but auto save would save some time. Just something to think about. Thank you :) mj

    2 votes

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

11. New Side by Side View for Evaluations - Some suggestions...

    Love the idea of the Evaluation Side by Side view! Although I would like to see two important things brought into this view.

    The Send Email button that would appear at the bottom of the LOI or Application used to say "Email [Applicant's Name]" - it doesn't appear anymore. It is not at the bottom of the "Your Evaluation" in side by side, where you can Deny Request, or Save the evaluation, and for some weird reason you can now Send Email to Yourself* -but not to the applicant.
    I am not sure why you might want to send yourself an email about an evaluation, but maybe I am not getting the point of that feature.

    Also, when viewing the LOI (or Application) you would be able to add comments into the LOI - that could also be selected as Applicant Facing. Now, in side by side, you can add a comment into Your Evaluation, that other administrators can see, but these are not inline comments on the LOI that applicants can see. Is there a setting I need to find to change that? Is it considered as not necessary? I am just not sure if I have missed something on this.

    Overall the side by side idea is great, and I appreciate the hard work to bring this option forward, I just wanted to see if these were considerations that others might need too - or it is a functionality issue in some way?

    Love the idea of the Evaluation Side by Side view! Although I would like to see two important things brought into this view.

    The Send Email button that would appear at the bottom of the LOI or Application used to say "Email [Applicant's Name]" - it doesn't appear anymore. It is not at the bottom of the "Your Evaluation" in side by side, where you can Deny Request, or Save the evaluation, and for some weird reason you can now Send Email to Yourself* -but not to the applicant.
    I am not sure why you might want to send yourself… more

    2 votes

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    1 comment  ·  Email  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you again,

    The Foundant Team

    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you… more

12. have a field that shows an organization's prior request/award

    In reporting our board /vetting committee would like to see an organization's prior request/grant amount. We have numerous applicants that are coming back for funds too soon and it would be great if there a field that would show this information.

    4 votes

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    4 comments  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    This request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.

    
    

    If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.

    
    

    Thank you for your continued engagement with our product development process.

13. Allow admins to customize the fields included in the Application Packet

    I love that the Application packet brings everything in, including attachments! But it brings everything in...

    We create packets for external reviewers, and I'd like to be able to customize the fields included in the Application Packet. To cut down on paper for the ones that print--and to make it easier for reviewers to see only the necessary sections--we only want to include certain fields in the reviewers' packet (i.e., they don't need address, etc., and we don't want them seeing the hidden questions or things we've turned off for that round).

    I know I can do that some of that by logging in as each applicant and printing their application packet, but I don't want to have to do that each time. And that still brings in info that isn't germane to the reviewers. If I run a report, that lets me get the info I need, but it doesn't give me the attachments.

    It would be great if there was a way to customize the Application Packet when I'm logged in as the admin.

    I love that the Application packet brings everything in, including attachments! But it brings everything in...

    We create packets for external reviewers, and I'd like to be able to customize the fields included in the Application Packet. To cut down on paper for the ones that print--and to make it easier for reviewers to see only the necessary sections--we only want to include certain fields in the reviewers' packet (i.e., they don't need address, etc., and we don't want them seeing the hidden questions or things we've turned off for that round).

    I know I can do that some of… more

    5 votes

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you again,

    The Foundant Team

    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you… more

14. Allow request documents to be seen by 3rd parties as well.

    For grant agreement forms, we often need an institution official to agree to the IP language or grant acceptance form. We usually have the applicant enter in a 3rd party email to complete this, but then have to rely on the applicant to also send them the document they are agreeing to. It would be helpful to have that 3rd party be able to view the request document like the applicant can.

    8 votes

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    2 comments  ·  Email  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you again,

    The Foundant Team

    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you… more

15. More buckets for board members

    I recently walked a board member through how to find previously approved grants, which was a multi-step process. I think it would be helpful to have a third link on the board member/reviewer dashboard that would allow them to see a list of the Approved grants, as I can through my administrator account.

    2 votes

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

16. Add Multi Currency

    Hi -

    I have mentioned this to several folks at Foundant, but I realize I have never posted it here. I would very much like to see a multi-currency function within Foundant. We award grants in the United States and Canada, in USD and CAD. When a grant is awarded in CAD, I would like to be able to see the award amount both CAD and award-date USD as well as enter both currency amounts (USD & CAD) at the time of payment so that I can see both currencies when I look back historically.

    Thanks!
    Mariah

    2 votes

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    1 comment  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you again,

    The Foundant Team

    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you… more

17. Batch Evaluation Assignments - Split into Eval 1 and Eval 2 processes

    We have different evaluators for the Evaluation 1 step. It is dependent on the location, etc. of the applicant. We can have any one of three different evaluators for the Evaluation 1 process.
    When we batch assign evaluators for Evaluator 2 process, requests go to all board members. However, when batching Evaluation 2 assignments, all other participants in the Evaluation 1 process (even those not assigned because of request particulars) receive an Evaluation 1 assignment as well. So now all other Evaluation 1 members receive the request in their Staff Evaluation bucket as well as their Board Member bucket (some evaluators fulfill both functions of Staff Evaluator and Board Member)
    Can you divide the batch assignment into two parts, one where only evaluation1 process is affected and one where evaluation 2 process is assigned separately.

    We have different evaluators for the Evaluation 1 step. It is dependent on the location, etc. of the applicant. We can have any one of three different evaluators for the Evaluation 1 process.
    When we batch assign evaluators for Evaluator 2 process, requests go to all board members. However, when batching Evaluation 2 assignments, all other participants in the Evaluation 1 process (even those not assigned because of request particulars) receive an Evaluation 1 assignment as well. So now all other Evaluation 1 members receive the request in their Staff Evaluation bucket as well as their Board Member bucket (some… more

    4 votes

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    1 comment  ·  Reviewing  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    This request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.

    
    

    If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.

    
    

    Thank you for your continued engagement with our product development process.

18. Include name of the report on the Run Report page

    Currently I only see the name of the Data Set, but not the name of the report I am working on, on the Run Report page. When I change the filters or fields on a report and save it as a new report, it would be incredibly helpful to see the name of the report in addition to the data set.

    6 votes

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    0 comments  ·  Reporting  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

19. Add "synced questions" to "shared questions"

    If I understand correctly... "shared questions" allow you to repeat the same question in multiple places, but changing the answer changes the answer in all places where the question shows up.

    I would like something slightly different - a "synced question" - in which the question is the same in multiple places, and the answer is different in each of those places. But I would like to keep the feature where edits to the question instructions in one place copy automatically to all other places where the question is (as is already possible with "shared questions").

    Why: In one of our grant programs, we have five different reports, and each one asks for mostly the same things (financial statements, contact update, etc). The question instructions can get pretty complicated - e.g., to make sure that the grantee uploads the right financials with BOTH balance sheet and P&L, year-to-date, net income line matches, etc etc etc... so every time I make a clarification to the question to try to head off a grantee mistake, I have to click into five different followups, and scroll to the right question, and often this happens multiple times in one day for the same question. (Often I think of a better way to say it after I've done all of the revisions.)

    Since clicking into different follow-ups involves a LOT of clicks (click the process name at the top of the screen, click Follow-Ups, expand the right follow-up, click Edit, collapse the first section since it never seems to be in the first section, un-collapse the correct section, find the question, click Edit, etc... it's pretty painful.

    If I understand correctly... "shared questions" allow you to repeat the same question in multiple places, but changing the answer changes the answer in all places where the question shows up.

    I would like something slightly different - a "synced question" - in which the question is the same in multiple places, and the answer is different in each of those places. But I would like to keep the feature where edits to the question instructions in one place copy automatically to all other places where the question is (as is already possible with "shared questions").

    Why: In one of… more

    5 votes

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    1 comment  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you again,

    The Foundant Team

    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you… more

20. place a search bar in the reporting tool

    I have a lot of different reports so it would be great if there were a search bar at the top to cut down on all of the sorting and scrolling. Thanks!

    3 votes

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    0 comments  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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