1367 results found
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Merge fields
Merge fields are Great! 1 little challenge though. I have applicants who put spaces at the end of their name and org and other weird places :) which means my punctuation is off. For example Dear Fred , is what shows up instead of Dear Fred, Thanks Team... you are awesome!
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Quick Export should default "export all" on dashboard buckets too
In the Requests & Decisions screen, if you select Quick Export from Batch Options and neglected to select any applications, it gives you the option to export all requests in the list. This is very useful, since I never remember to select applications at the top of the list, and there is no "check all" option at the bottom, which means I then have to scroll up to the top. This happens... a lot.
However, in the dashboard buckets, if you select Quick Export from Batch Options and neglected to select any applications, it says you must select at least…
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Text & Upload Button should not disappear / explanatory pop-up
When a user views a follow up that is not assigned to them (but to another user associated with the organization), the Text & Upload fields lose the "Upload a File" button and look like a text-only field. Also, when the administrator views the assigned follow-up, the button is also missing (and only reappears if you click the Edit icon at the right hand of the question). I find this unnecessarily confusing. I would rather have the button stay in place, but be "grayed out" (not respond to clicking), so that it doesn't look like a text-only field.
Also, it…
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Searching for organizations- abbreviations and punctuation
When searching for organizations, it would be great if abbreviations and punctuation would not be a limiting factor.
Example: Searching- St. Marys Hall, St. Mary’s Hall, Saint Mary’s Hall, Saint Marys Hall- if any of the previous are entered, results not find a similar (same) organization unless it is an exact match.3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Back to search results
I'm not quite sure if this is the same as the idea described below, but we typically like to search for organizations by City or State. Let's say we use TX as the search for organization state. Then we get a long list of organizations by state. But if we click on ONE of those and it's the wrong organization, we have to start the whole search over again. It would be awesome to have a "Back to Search Results" button without having to start completely over.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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EIN input format
It would be helpful if applicants were not permitted to input EIN numbers in an incorrect format. When running charity checks, the number one reason they come back without information is that the organization has keyed their own EIN incorrectly, usually just missing the dash. Current state, I go in and adjust for them. Ideal state, they aren't allowed to input incorrectly in the first place.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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For the little people . . .
We are a small company that uses only a portion of the GLM platform for our functions. Often times releases that are being implemented are not a fit or change our process. 1) I would greatly appreciate if basic language or more complete information was provided in the release notes, half the time we cannot tell how it is going to affect our smaller platform. Maybe some more advanced notice of changes so we can react proactively? 2) Please don't lose sight of the little people who don't use all of the functions of Foundant. Often the support/resources we need…
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Reporting on dates
I wish someone would make it easier to filter on dates. I used to be able to do a date range; however, that hasn't been working for the past few weeks and I find it frustrating. I wish Foundant would fix it. I keep having to call to have them make a formula for a temporary fix. I used to be able to click on filter, click on date range, put in the dates you wanted and click ... the report would be sorted for those dates.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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reports
Who adds a column at the top of the page? Please put the sum at the bottom of the column, in a proper mathematical equation.
Thank you.
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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Updating Organizations
When updating an existing organization (transferred in from pre-Foundant days “Legacy Data”), EIN is required. I absolutely understand that this is best practice and would HAVE to be done prior to initiating a new application, but in the event my goal was to update a phone number or address, this extra requirement of seeking out the EIN can be the difference between making a quick change or not.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Search by Reference Number
In the search criteria, it would be helpful if the option to search by reference number was available. For example, either entering a number 123D12 or giving the option to enter the first three number (123) pulling everything that begins this way.
Thanks,
Regina1 voteThanks for your time in the idea lab.
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-The Foundant Team
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While in the Update Application Form of SLM, please enable the groups to stay open until manually closed by the user rather than automatical
While in the Update Application Form of SLM, please enable the groups to stay open until manually closed by the user rather than automatically closing when the user opens a different group. It would be nice to be able to scroll up and down the screen and see all of the questions in all of the groups. Instead, we have to constantly re-open groups to view the questions in that particular group.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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default columns
Might be helpful to add a column that shows remaining balance unpaid and/or outstanding progress report due column
3 votesThanks for your time in the idea lab.
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-The Foundant Team
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A way to mark a comment as urgent or important
When I add comments onto a user or organization or even in a past grant it would be nice to have a way to mark it urgent or important. That way when our reviewers are looking at the records they would be prompted to read the comment without me having to remind them.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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1 vote
Thanks for your time in the idea lab.
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-The Foundant Team
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Search improvements
I am new in Foundant and one of the critical searches I use all the time and need in Foundant is the ability to search by meeting date. Our foundation meetings quarterly and meeting date is usually the distinction for materials needed to prepare for Board Meetings. Right now, that is not an option under the search button for an admin.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Add date when evaluation completed
It would be helpful to see the date when an evaluator scored an application complete.
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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"award details"
Be able to upload documents to "Award Details" section. We'd love to be able to upload our bank wire confirmations to each grantee's installment.
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 comments when approving an LOI (vs. application)
We just figured out that one can use "decision comments" as a merge field in customized email templates, and we love it! It's so convenient when sending out a batch email to be able to just merge these comments! We've successfully used it for one of our pocesses that only has an application (no LOI). Now we're working on a process WITH an LOI, and when we approved the LOIs it simply moved them over into the "draft application" category, and the comments we entered did not get classified as "decision comments". I can guess why they are treated differently:…
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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Editing Options for Reports
It would be great if Foundant Reporting had an option to change the orientation of the report prior to printing. Additional edit options, such as, font styles and color options would also be helpful.
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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