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  1. When a dollar amount (for example, $1,000,000.00) is copied from the Approval form to the Electronic Grant Agreement and the Final Report, it is without commas ($1000000.00) in the electronic version, which looks amateurish and is hard to read. Strange that this happens since it's a shared question. Can this be fixed?

    1 vote

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  2. There is a panel of 12 reviewers. When printing/viewing the evaluation summary for each application it would helpful to be able to review each evaluator's comment for each question (if they made one) instead of just the Additional Comments section at the end.

    2 votes

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  3. When you are on the request summary screen, all tabs are available, you can tab between them. All critical information is available from this screen (in the tabs) and that's great.

    Then, when you click to open the application, it brings to the "application" page, which has different tabs (and you can't access the decision form any longer). Same thing when you open a follow up, you are taken to the "follow up" screen which has different tabs (and no longer has the "follow ups" tab so you cant see the list). I would rather have the application or follow…

    1 vote

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  4. On the communications tab it would be great to not have Organization name nested under contact name. I am generally trying to review this by organization, not individual, so it would be helpful to have a column for each. I would also like to see process included as a column (but that can wait for custom columns).

    1 vote

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  5. Include the program area and fund name to the application and grant history screen underneath the organization summary versus drilling down into the application to view.

    1 vote

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  6. Is it possible to have a box on the left side of each file/folder in the Shared Documents that allow you to delete ONE or ALL files/folders? We use these once a month and then delete but as of right now I have to delete each one individually. Your thoughts?

    1 vote

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  7. Please include "date added" sort column for Organization search, just as you have "date added" for User search.

    2 votes

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  8. It would be very helpful to have an "Email to" button on the Decision page for grants that were previously awarded. It's currently available only when the Decision form is being completed.

    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

  9. Can there be a "Date Submitted" in the Assigned/Draft tab of the Scholarship Portal?

    2 votes

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    -The Foundant Team

  10. It would be mighty helpful if administrators were able to have more control over what applicants/organizations can see on their organization history page. Right now it is all or nothing and it would be nice to have something in between. We have lots of internal grant processes for discretionary gifts and such as well as external grant processes open on the same platform. When applicants view organization history is turned on they can see all the internal grant processes that have affected their organization, and it looks like they applied for a grant that was actually completely internal.

    I have…

    1 vote

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  11. When I copied my 100 scholarships and moved them over to demo to build my eligibility quiz, that move turned the "Allow Copying" function from "Both" to "Off". So I had to manually turn them all back to "Both" after I built the quiz and moved them back to the live site. It would be ideal if we could keep the existing "Allow Copying" setting and not have to manually change them despite moving the processes back and forth between demo and live.

    1 vote

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    -The Foundant Team

  12. Is there a way to put (multi-select) next to the checkbox option when creating forms and questions, every time I create a new question I have to think back which one is multi-select and which one isn't or look up to be sure I am remembering correctly...

    1 vote

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  13. I'd like to be able to edit the special conditions in the approval process after they've all be approved.

    1 vote

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  14. "You guys are awesome, and the changes have mostly been positive. However,
    there are a few items that changed away from better, so I just wanted to
    provide some feedback about the latest release...

    Before, when reviewing an application, we could just scroll down. Now, we
    have to click an extra time within the inner scroll bar to move the
    screen. This is a time waster.

    [image: Inline image 2]

    Also, when on the request summary page, there is now no indication of the
    organization on the initial view. Perhaps adding the organization name
    under the project name could solve…

    6 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…

  15. I'd like to be able to create a report that shows the amount the staff evaluator recommended funding each request. I'd also like to be have the report pull out the staff summary of the request.

    1 vote

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    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. When uploading a document to a request, it would be nice to have different options for the type. Fore example, grant agreement or IRB approval.

    1 vote

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    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

  17. For those of us who do not have prior experience with using merge fields in Word, it would be very helpful to have an easy reference document/tool for how to format merge fields. I have found it difficult to figure out how to set up merge fields to get the date, dollar amount, etc. to print the way I want. It is not intuitive. You have to know specifically what to enter in the merge field to make it work.

    3 votes

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    -The Foundant Team

  18. We have five forms in our followup stage. We average about 200 applicants every year. When an applicant reaches the Follow Ups stage they are automatically assigned the five forms. This could potentially show as 1000 "Assigned/Draft" as a workload.

    We see the organization five times on the list, once for each form, but cannot tell if they have started the form or not.

    We would like to see the tab split into "Assigned" and "Draft" workload tabs. This would be very helpful to quickly see who has started what forms forms and who has not.

    2 votes

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    1 comment  ·  Admin →

    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…

  19. It would be extremely helpful to be able to revert the status of a follow from the the follow up you are reviewing. Student frequently attach the wrong thing or provide the wrong information. We give them a chance to rectify their error. As it stands, I have to go find them in requests and decisions and revert the status of the follow up from there. In addition to the "Follow Up Incomplete" and "Follow Up Complete" buttons, please include a revert status button.

    1 vote

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    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. Applications, Evaluations, etc forms seem to have one format...all set to the left margin. As in some programs you can have a choice of design templates (such in Publisher: forms, pamphlets,booklets, etc). We should be able to be creative in our own style and format. It seems by having a left-margin format, there's lots of wasted space and it looks confusing as well as boring. Its simple, having an answer of "Yes and No" should be side-by-side, or "Yes, No, I'm not sure" or your choice in short answers.

    1 vote

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    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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