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  1. It would really be nice to have the tabs that show on the Request Summary page also show up on the follow up review page. Right now I have to review a follow up, return to the Request Summary page to click on the Follow up tab to review their next follow up. We have two that are due about the same time and if the follow up tab would be available from the Follow up review page, I could just click and go rather than the longer process I have now. Anybody else?

    Thanks!
    -Lynn Larson
    Fred & Jean…

    2 votes

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  2. It would be great to be able to ask a series of related integer questions that are either automatically totaled or that must add to a total. For example, if I am asking total number of people served, but I have several questions about the number of people provided different types of services, I would want all the sub/service types to add to the total, either on its own, or to prompt the applicant that their sub fields don't add up

    1 vote

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  3. It would be extremely helpful if there were a way to incorporate key payment information into the main box under award details for each recipient. Since we use the program for scholarship administration and our payments are made directly to individual schools this would include name/address/account #. It would save a lot of time as we currently we have to maintain a separate spreadsheet or constantly switch between multiple screens to process payments. We've started trying to incorporate the information into the conditions field for each installment but this is also time consuming to set-up.

    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…

  4. I know that it's possible to merge organizations. It would be great if we could merge projects as well! Sometimes organizations enter the same project (student name) twice and complete the follow ups on the student in the wrong process. This error can really mess up our reporting.

    2 votes

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    -The Foundant Team

  5. We have implemented G4G in one of our Processes. However, we don't know how many of our applicants are using it - there is no way to tell if info was brought over from GuideStar or entered manually.
    Please work with GS to make this visible in some way.
    Thanks!

    2 votes

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    -The Foundant Team

  6. (Posting for colleague Trudy Wild, and I like this idea as well:)
    When making a payment, it would be very helpful to have a TODAY option on the date window, to be able to select the current date for payment request. If not an option, it might be possible—and again helpful—if it could autoselect or even indicate the current date, to find the date.

    4 votes

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    -The Foundant Team

  7. Many issue arise when several followups are assigned regarding the deadline. Would like to suggest that the while the deadline is the major factor, allow grantees to enter data and even submit followups without being hampered by the deadline.

    1 vote

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  8. Is there a way to lock and unlock the "Groups" in a process? It seems that they get unintentionally re-arranged.

    1 vote

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    -The Foundant Team

  9. It would be great to have the ability to sort follow ups first by form name, then by due date. Right now you can only sort the follow ups by one field. I would like to be able to sort all the Final Reports as a group, then within that group sort them by Due Date, then the Interim Reports the same way.

    3 votes

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    -The Foundant Team

  10. We are planning on changing our payment schedules to twice a year and would like to label the installments something like: installment 5 part 1 and installment 5 part 2. Breaking installments into 2 parts would help us out immensely!

    1 vote

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    -The Foundant Team

  11. We do 12 grant rounds per year and 12 different eval teams. Our list of evaluators is long. I love that we can search by name when selecting our evaluation teams... would it be possible to add a column to the Evaluator selection page for organizations? This way I could create and org for each committee and would be able to quickly select my eval team for that grant round. Thanks for considering this :)

    1 vote

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    -The Foundant Team

  12. In some situations, even the hint of a conflict of interest can stink up a good reputation. I think being able to decline to review an LOI before accessing the LOI (based on the applicant name or organization) would be a great addition! In academia, COIs are constantly there and it is a small world!

    1 vote

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    -The Foundant Team

  13. It would be great to manually order buckets. Right now we would like to group grant applications by focus area. I understand that they can only be ordered by the categories along the top, and I'm not asking for a focus area category on the list, but if we could move them manually, I could put them in the order I want, by myself...just a suggestion. Thanks!

    1 vote

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    -The Foundant Team

  14. We have only one process that requires true anonymous evaluations. It is very important those reviewers not see the organization information block. However, the evaluation period coincides with evaluations of other processes that need the organization information block. We would greatly appreciate being able to turn on this feature for only one process instead of the whole site to work for all of our committees! Thanks!

    3 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 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. When adding installments after approving a form the second installment date should be automatically calculated if I add months between installments and the first installment date

    1 vote

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    -The Foundant Team

  16. 5 votes

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    -The Foundant Team

  17. I would like to see some more controls regarding historical data.

    For example, I think it would be helpful to have a setting creating rules to help alleviate user errors (miskey, accidents, etc.). I would like to see the ability to "close" a period in time, allowing only certain types of input from that date forward. This would allow an admin to decide: okay 2016 is "closed", we don't expect any more payments to happen with 2016 dates and no more decision with 2016 dates. With that, the system would disallow a decision date or payment date prior to 1/1/2017…

    1 vote

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    -The Foundant Team

  18. It would be very helpful if the comma would carryover from the Approval stage Amount Awarded when it is a shared question in a follow up. Without the comma it is very difficult for grant recipients to read the amount awarded, especially when there are multiple zeros in the dollar amount.

    The dollar sign and comma appear in the Follow Up Packet and Approval Packet. This makes me wonder if it's a system glitch.

    Thanks!

    3 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 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…

  19. The system only allows for one form to be submitted and completed before another form can be started. This causes a backlog as some forms are of less importance, and others cannot be started.

    Suggestion: Ability to allow follow-ups to be started (and saved) regardless of the due date, but cannot be submitted until the other follow-ups are complete. This allows the grantee to get their data into the system as it is available instead of holding it to enter all at once.

    3 votes

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    -The Foundant Team

  20. Hi all! I have a request concerning follow up form due dates. We like to post the dates of our interim grant reports as well as the post grant report due dates in our grant contracts. Some grants have just 1 interim report, others may have 6 if it's a multiyear grant program. Right now, merge fields are set up just as "follow up form due date 1; follow up due date 2." My issue with that is that if I merge a contract where there is more than 1 interim report, the date of interim report #2 will show…

    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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