1409 results found
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Improve search function for Board Members
My board finds search too complicated to use. They have to choose both "Status" and "Process." This is a lot. Moreover, they do not know the name of the processes, or what process anything they want to search would be under. This is administrative and internal, and not friendly to them.
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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Ability to Edit Payments on the Payment Tracking Page
It would be a HUGE time saver to be able to edit payments on the Payment Tracking Page, rather than having to go into each individual Project and edit the payment there. Just have the edit pencil icon right next to the eye, and the blue plus sign on the payment tracking page. When entering additional comments, after a payment has been posted, it is extremely time consuming to do this for 50+ payments at a time.
3 votesThis request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.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.
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If batch functionality isn't possible... bring onto one page for quicker access
One of the pain points around not having batch functionality (beyond having to do the same action over and over again) is having to open every single organization or request and navigate to the right section, then do whatever the action is. I am not sure if this is even possible, but I would love to have the ability to bring a section from each of a group of organizations or requests or applications and have them show up on one screen.
Example: Charity Check. If I could search for a group of organizations and select that I would like…
5 votes -
Create a way to store and easily access formulas used in reports
It would be wonderful to be able to save report formulas so I do not have to copy and paste from another report each time I want to add a formula. For example, I use a formula to calculate Payment Fiscal Year, and a different formula to calculate Decision Fiscal Year. Right now I store them in an excel spreadsheet, but it would be great to be able to "Save" formulas and then select them by name for any report.
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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Add the "Create Documents" link to the Payment Tracking page.
It would be very helpful to add the "Create Documents" link to the Payment Tracking page. As it is, I have to back out of that page go do a new search on the Request and Decisions page - to create the same list I had on the payment tracking page - in order to do a group merge to a merge template.
12 votes -
Payment Entry
While I like the changes that come forward many do not make data entry user friendly. Entering payments now takes too many clicks to get where you need to be. I like the pop up screen for entering a payment but, once a payment is entered, the field collapses and you have to reopen the installment section to enter another payment or to ensure that your balances match. I use this time as an opportunity to make sure my balances are correct.
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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Allow an Organization's Description to be Exported
When we pull excel sheets, we list the description of the organization with the grant information each year to present to our Board. Instead of having our applicants re-enter that information or manually entering it year after year, it would be helpful to allow the "Description" information in the Organization Summary section be exportable in the Reports & Data Sources tab.
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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Grid for User Roles
Could you please create a grid with check boxes for each type of role. I think it would be easier to compare the access visually.
2 votesThank 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…
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Create a new User Role (or modify capabilities for existing Board Member role)
I'm looking to create a Board Member level user role that can view applications, evaluations, and follow ups BUT ONLY in a process to which they are assigned.
9 votesThank 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…
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tips
I would love to see simple, in-screen instructions for questions we frequently get asked instead of having to create (or find) a tutorial for simple tasks, based on the screen a particular user role is currently on. For example, for applicants, a short set of instructions on their dashboard could tell them how to access a follow up form to complete it. For evaluators, a box to the right of their dashboard could tell them to click on "board member" to view the grant assigned to them.
7 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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Change it so we can use the same follow up multiple times in a project
For example I have a multi-year grant and I want the applicant to complete the same follow up form for each year of the grant (so same form, different due dates one year apart). Seems a little messy to have to create a new follow up for each year when the questions are the same - I'd like to just reuse the first form.
16 votes -
Flag system
Have a "flagging" system that can be used for a variety of situations, such as changing a payment date or report due date. This would help us tremendously in communicating with our accounting team. They would like to be able to easily track when payments are moved, and we often move them when reports don't come in on time, or projects are otherwise delayed.
9 votes -
Allow batch emails to be sent from the Organizations Search page
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 -
Shared Documents
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 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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change default century for follow ups to current one
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 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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When an Organization has started an LOI in Draft form it would be helpful to have some idea of what date they started the Draft.
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 -
Add an import link so payments can be uploaded from a spreadsheet
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 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add a button to deny LOIs at bottom of Evaluation Summary page
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 -
6 votes
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It would be helpful to be able to sort applicant names by last name (in Applicant Workload lists).
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 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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