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1367 results found

  1. It would be helpful to able send a batch email using the list of organizations that appear on the organizations search page by having a send email tab at the bottom of that page. Presently we can only Merge, Quick Export or Archive organizations that we select on the list.

    4 votes

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    5 comments  ·  Email  ·  Admin →
  2. Would it be possible to add a feature in Shared Documents to have the option of creating a folder within a folder to store old files that pertained to previous grant cycles? I'd like to be able to add new documents that are updated and pertain to the current cycle of grants but also leave the old documents there in a separate folder so that they can still be accessed. Not sure if this may already exist but it won't allow me to move a document to the "archived" folder I created.

    5 votes

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    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. When you enter the due date for a follow up by typing mm/dd/yy, the system should default to the current century rather than assuming you mean the 1900s.

    5 votes

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    0 comments  ·  Follow Ups  ·  Admin →

    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

  4. The number of LOI's that have been started but never submitted is getting large - is there a date we can include on this list so at some point we can delete the oldest?

    7 votes

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    Archived  ·  0 comments  ·  Dates  ·  Admin →
  5. I would like to download payments from my accounting system to a spreadsheet or csv file and upload them into Foundant. Would eliminate errors and save lots of time!

    5 votes

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    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. After closing evaluation, the options at the bottom of the Evaluation Summary page are to "email evaluator" and to "approve" evaluations. It would be convenient to also have the option to deny evaluation here. Currently, the work flow requires one instead to return to the dashboard, select closed evaluations, and go from there with batch options. I like to work on one LOI at a time and not have to return back out the dashboard.

    It would also be nice if when I did a denial, the decision date calendar brought up the current date by default, but allowed that…

    2 votes

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    2 comments  ·  Email  ·  Admin →
  7. 6 votes

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    1 comment  ·  Admin →
  8. Currently Applicant and Applicant Name fields are listed by first name then last name. Maybe one of these fields could be programmed to be last name, first name.

    2 votes

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    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

  9. If applicants upload multiple attachments to the same question, they should get an error message warning them that only one file can be uploaded per question (and that each upload replaces the previous one).

    5 votes

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    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…

  10. Change the Public Apply Link, it is awkward, results in multiple draft applications. After an applicant is logged in, have a notification or popup (IF there are applications in draft) so they don't start a new application.

    1 vote

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    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. I LOVE THIS !!!! the new Preview option without needing to create an account. and the ability for people to preview the apps when we have them "open" in Fondant.
    I'm hoping you can tweak this a bit... hide the boxes so people don't start typing OR possibly boxes all box could have "preview- information will not be save" OR have the error pop up as soon as someone STARTS to type, not after. Thanks :)

    5 votes

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    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…

  12. Hello out there in Foundant land, everyone. I am a Client Success Manager at Foundant and I have a client who's looking for best practice(s) on making an applicant survey available to applicants after they've submitted an application to get feedback on their experience with the online Foundant form(s). Does anyone have a good workflow they can share? Thanks! Andy

    5 votes

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  13. If any changes are made to questions in a form and those questions are made "Administrator Read Only", they are still visible when reviewing submitted follow ups. For example, our grant report follow ups were a copy of the previous year. Many of the questions had changed or were no longer applicable to grantees. However, some of the grantees had already submitted a report in that process. Once the report has been submitted the questions made "Administrator Read Only" still show up and make it very hard to evaluate a follow up form. It looks messy and makes the process…

    3 votes

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    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

  14. email applicant that 3rd party has responded. And have a reminder email sent to 3rd party if not responded to in X days

    4 votes

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    1 comment  ·  Email  ·  Admin →
  15. We have over 300 scholarship applicants and it would be nice to email them all at one time.

    4 votes

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    2 comments  ·  Email  ·  Admin →
  16. I would really love to see a more efficient way to do in-line evaluation - such that the reviewer can read the entire application (including uploaded documents) and score at the same time. There is currently a way to insert "shared questions" into the evaluation form... but it is incomplete and does not include uploaded documents. Pretty please??? Thank you!!

    5 votes

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    4 comments  ·  Reviewing  ·  Admin →
  17. Hello! I would like to suggest that in the Applicant Details that are available to attach to auto emails include the second address line as well as the first address line (they currently only pull in the first address line).

    We attach the applicant details to all of our auto emails and request that grantees check the address information and let us know if updates are needed (as just another way to ensure we aren't sending the check to an incorrect address) but I've had grantees sent back emails concerned that their suite/apt numbers aren't included.

    Thanks for considering!

    1 vote

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    4 comments  ·  Email  ·  Admin →

    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…

  18. I am running serial reports on a follow up in batches as they are reviewed and marked complete. It would be nice to be able to filter these reports by the approval date. Right now I can only sort by initial submit date or date modified. If the report was modified after submission by one our administrators - for instance if we had to contact the grantee for additional information, that date effects our ability to run serial reports based on the last report run. Simple solution - add date completed for follow ups.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  19. We want to pull a report of all evaluation forms (a copy of each evaluation for each evaluator) and we want the email of the evaluator to be on that report (we can only get first and last name)... this way we can use excel to filter the email of the evaluators that haven't completed or started the evaluations... has anyone else figured out a way to do this with one data set?

    1 vote

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    0 comments  ·  Email  ·  Admin →

    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

  20. It would be very helpful for us if the auto-assign follow-up box would pop up when a payment has been entered to a grant so that we can assign the electronic acknowledgement of funds received form.

    2 votes

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    0 comments  ·  Follow Ups  ·  Admin →

    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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