1409 results found
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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:…
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-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.
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-The Foundant Team
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Applicants can upload request documents
Hi! In working through our grant process, we have had evaluators complain about the length of print packets for applications. We have our applicants attach letters of support and their budget, but we (the staff) also need their financial audits, some of which can be 60-100+ pages. It would be helpful if we could keep the application clean just to what we need for evaluators to review applications and keep the staff documents separate. It would be great if we could allow applicants to upload their own request documents, where we could instruct them to upload anything needed for vetting…
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-The Foundant Team
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Say "Now accepting applications" rather than "Accepting submissions starting (date that already passed)"
It would be more obvious that a grant is actually open if the listing on the Apply page simply said "Now accepting applications" rather than the current "Accepting Submissions starting 06/08/2018" (even after 6/8 has already passed). The current wording makes it sound like it isn't yet open.
6 votes -
Editing Award amount on Approval form
Edit Award Amount in Approval
I would like to be able to edit the award amounts in the Approval form after they've been approved. We often need to adjust the awarded amounts between programs (requests) for an agency throughout the year, dependent on their utilization and/or the needs of a program.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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rotate
We would like the ability to rotate documents 90 degrees in the Document Viewer. Sometimes an applicant will upload financial statements in a form that are landscape-oriented, but they are uploaded as portrait-oriented and so appear to be sideways in the Document Viewer. It would take a lot of time and server space on our part to download each and rotate manually. Thanks!
3 votesThanks for your time in the idea lab.
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-The Foundant Team
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Support Log Page
A place to see your requests to support, both open and closed, and their status. Sometimes you have multiple tickets open and if someone in my organization wants/needs an update, I cannot provide one without emailing support again.
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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Administrator Dashboard - Flow of Buckets
I think that it would easier to view the buckets in a linear fashion. Now I have a gap with the Denial and Follow Up buckets on the bottom which requires me to scroll down to view. Perhaps you could move them to only have 2 rows:
LOI - LOI Evaluation - Application - Application Evaluation
Approval - Denial - Follow Ups
Thank you .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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Adding Installments After Initial Grant has Been Synced and Piaid
There has been somewhat of a push in the grant making community to build risk management practices into funding relationships with non-profits. Part of building risk management into grant making is allowing for some flexibility in the availability of additional funding in the case that organizations run into unanticipated issues or require additional funding to see their program through to its success. It is often very difficult for organizations to anticipate all of the expenses that they may encounter throughout the timeline of their program. So, with particular regard to pilot programs--we would like to keep an open mind about…
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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follow ups in process manager
When you are viewing the follow ups in the process manager it would be nice if you could view the due date/time and whether or not it is a hard deadline in the bar rather than having to click on it to drop down and see that information. It would make it so much easier to make sure that all of the dates were updated correctly and that the hard deadline is on or off. As it is right now, it's pretty time consuming when you have a large amount of followups per process. Thanks!
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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width
On a desktop computer with a wide screen, the extreme width of the forms, group boxes and questions can make it difficult to read the information. It'd be nice to be able to limit the width of these items as part of setting up the system, rather than having users who find it difficult to read across the entire screen resize their browser window - many don't know that's something they can do, and for those of us who do, it's an annoyance to have to resize it in order to work with GLM.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Time Zone
Can I permanently set our time zone? It seems like I enter it, but then from time to time we start seeing things in a different time zone.
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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Is there a way to pull up closed grants within a process on our dashboard?
For example, trying to easily sort for this on my main dashboard, without creating a report. Want to easily email all previous grantees within a process about a new opportunity. I've already created the email template using Foundant.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Grant Application Forms
I have several forms for three of my processes. When an applicant logs into the system to submit their proposals, the forms are automatically open. I would like to see the forms closed so that when the applicant logs into the system and begin to submit their proposal, they can see how many forms that have to complete and it won't be so overwhelming. Another idea is for each form to be a tab so when they go to submit their application, they see that the tabs at the top and now that they have several forms to complete.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Showing Decision Dates
Regarding Show decision dates, I think that each process should have it's own decision date and that a specific date and be used instead of a spanning date.
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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Thumbs up/down more noticeable
It would be great if the "thumb" to approve or unapprove an installment were a bright color or even just a larger size - something akin to what happens in Community Suite when things that you have to do are in bright red text. Thanks!
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 New Process Type Attribute
Add new 'Process Type' field to processes and the 'Select Process(es)' dialogs in order to quickly filter on the list screens.
We have processes that are specific to our organization, our partners, and each of our 10 Affiliate Foundations, so when searching for data for Affiliates I currently have to manually select each relevant process (active and archived) on the list screen each time I want to see the associated requests and forms. With 45 Affiliate processes and new ones being created every month or so, it is very tedious and time consuming to manually select each process every time.
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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Cancel Merge Organization
Cancelling a Merge Organization
There is no way to cancel an organization merge unless you hit the back button. There is only the "Finish Merge". Please add "Cancel Merge"
Thank you.
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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Installment Form
I really love the fact that Fondant has made the installment form a functional editable form under the decision tool. Thank you team!!!
My only suggestion is it would be great if we can have the ability to link shared questions on this form. Lets face it most of the grantee financial information from the decision point is needed for both the follow-up and installment payment so it would be great to get fields like that sharable at this point. Also this must function as a validation tool that we are dealing with the right project, so some of the…
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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Popup on Save button? after editing Data Set from report
Situation: I'm in a report, happily editing away, and I realize I want to edit the name and description of the data set; I do that, and the save button takes me into editing the rest of the data set, but doesn't give me a Return to Report button. Same thing happens if I edit the data set fields and press save. It took me a while to realize that I should have been pressing the Return to Report button instead of Save all along - there is a popup on the Return button that indicates that the info will…
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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