1367 results found
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Edit payment tracking to account for returned checks or funds to allow for $0 owed to the grantee
In the Payment Tracking section, it would be helpful to be able to account somehow for returned funds. The work around just looks as if we did not pay the original amount instead of showing a zero balance in terms of payment.
5 votes -
Hiding / Non Display of Certain Dashboard Features
We do not use the Application Evaluation Module. We would like the ability to hide this from our Dashboard.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Make the 990 available on the application page and not just the organization page.
It is a pain to toggle back and forth. It would be great if there were an organizational dashboard at the top of each of the organization's pages as you go through as an administrator. The dashboard could have a drop down for 990's, tax ID, contact info, etc.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Adding the follow-up report due date as a data field for reports.
Adding the follow-up report due date as a data field for reports. I need to run a report but some of the results that are coming back do not apply as their follow-up due date is outside of the regular schedule, which means I have to manually sift through those grants to determine which ones truly belong in my report. It would be helpful to be able to filter based on when the follow-ups are due, but that is not currently a data field choice.
9 votesThanks for your time in the idea lab.
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-The Foundant Team
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create a CC email option for applications
I'm interested in having a CC option for an application whereby when the automated emails go out to applicants, another email address identified through a CC field could also receive a copy (thus informing them of the progress). So for instance, you could CC a partner organization or an underlying donor for that grant, so they can see how the process is progressing.
10 votes -
Preview Option
It would be useful to include a unique preview link for each process rather than an access code. I have several grant programs running at the same time this fall and I don't find that the preview option is a benefit as some applicants may not scroll far enough to view the process they are interested in. Would like to be able to enter a process, copy the link for that specific preview option, and paste it onto my specific webpage for that process.
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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Opt in-Opt Out - GrantHub
Add the ability to opt in/opt out of GrantHub by making GrantHub process-specific instead of site specific. In the alternative, make the GrantHub button less prominent. Our organization operates two separate, and very different, programs. GrantHub is desirable for one, not so much for the other. Right now, both programs have to agree to GrantHub, or neither can use it.
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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Limit View Organization History (VOH)
It would be helpful to limit which prior grants applicants can see when VOH is enabled. We recently finished migrating prior awarded grants. We want the history for our own statistics but don't want applicants to see the legacy data. As it is now, VOH is all or nothing--they are able to see every request attached to the organization regardless of process, email, etc. Thanks.
3 votes -
Organization search, would like default to list archived organizations as well (instead of having to remember to open the archived section)
When searching organizations, all active organizations are listed. The inactive organizations are hidden. It is easy to miss the archived tab and reenter an organization, creating duplicates. It would be more helpful for me to see all active, and all inactive, and give me the ability to hide the ones I don't want to see.
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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View Organization History search
It would be helpful to search by Users/Applicants who have access to View Organization History. Similar to the way we are able to search for User Status as active or inactive.
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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Evaluation 1 Side by Side
It would be nice if you and organization has two evaluations that evaluator 1 and 2 can see each others evaluations in the side by side. Right now they can only see LOI and Application.
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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Show applicant status separated by approval and denial
I spoke with Cindy Raab about separating the show applicant status option to have approved show up on the applicants dashboard in the number of days they have set. Also, to have a separate option for denials so that would show up on the number of days they have selected. For example if they have show applicant status approved set to 1 day and the denial set to 7 days.
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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Admin Role Make Private Notes
It would be great if I could make comments/ notes about an LOI/Application at various parts in the process that could be private. The other administrators wouldn't necessarily need to see these or would be unable to make sense of them as they would be thoughts most useful for myself as grants manager.
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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Create an option restrict the viewability of a follow up only to the person it is assigned
We have grantee organizations that have one person managing the grant program and other staff managing the financial records. One grantee needs to keep their financial reporting confidential from the program staff person who is the primary contact in the system (their organizational policy is that staff salaries, etc. are not shared among their staff).
Since the primary contact has access to the entire grant record, it would be great to restrict viewability of the financial report follow up only to the financial staff person to whom it is assigned.
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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Identifying type of email template
On the email template page, it would be helpful to identify which type of template it is by the event type selected. Typically when I'm copying a template to create a new one or when I'm looking to edit an existing template, I'm looking for the 'event type' of template. I've tried different naming conventions to help with this, but it would be helpful if there was another column at the top in addition to the template name and subject line to identify what event type it is.
3 votes -
Add multiple report filters to run all together instead of one at a time
I suggest you allow multiple filters to be added to a report BEFORE the report runs. I am pulling from a large amount of data. Every time I add a new filter it runs through the whole set, and I have about six filters to add.
3 votes -
Searching organizations
It would be great to be able to reduce the steps in searching for an organization. Typing in the organization's name and hitting enter would be great!
4 votes -
budgeting
I would like to have a the process budget in the budgeting tool reflect a specified date range. You can modify the budget amount in the "Edit Process Summary" and it is reflected in the process budget tool, but it also reflects all payments that were made historically. This is for a process that runs year to year.
2 votes -
Send email a little easier...
Not that it is a big deal, but is it possible to make the entire email template bar a selection for the email you wish to send, rather than just the little envelope icon?
When we go from a request to send an email to an applicant you can hover over the list of email templates and it slightly highlights each template, but you do have literally click on the envelope.
This isn't a top priority of course, but just curious if it is feasible. It would make the task that little bit more straightforward.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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Number proposals in submitted category
Agree w/ comment below...need to have submitted proposals listed alphabetically AND numbered. And it would be great if there could be a way to see if other trustees have reviewed proposals without having to open them and scroll to proposal review section.
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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