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  1. Please remove case-sensitivity when entering data into email and website fields in organization records. I spend a lot of time editing these fields because of error messages prompted by uppercase letters when actual functionality isn't impacted by case in either emails or websites.

    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

  2. We are a scholarship organization and award students for four years of their undergraduate study. When they graduate (approx. 100/year), we send them a congratulations letter and remind them that we gave them $xxx.xx of money, and when they can, to repay the amount in order for us to continue our fund and grow. On your "User Summary Page" you compile the total amount of scholarship aid that we have approved and/or paid for a given student in four years, however, it is not possible to take that total figure and merge the total $ value into our graduation letters.…

    2 votes

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    -The Foundant Team

  3. Change Application hyperlink text from Edit to Start and/or Continue.

    Many of our grant applicants are confused with the use of the word "Edit" when accessing their applications. I'd prefer a switch to Start for those just beginning and/or a "Continue" if they have already begun work or only 1 word is usable for both circumstances.

    2 votes

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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

  4. We have defined committees that review only the applications in a given focus area. We are going to use the Committee Name as their "organization" and would like to have the organization column show (and be sortable) in the assign evaluators popup so we don't have to match committee members one-by-one to assign the applications to that committee.

    1 vote

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    -The Foundant Team

  5. We would like to send a batch email to all users. We have over 1500 users and the system allows only 200 at a time. So, we have to manually check 200 boxes eight times to send the email. Is there an easier way?

    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

  6. Taking the blank 990 .pdf form and having the ability to run a report with fields directly matching up with my grant awards would make our life easier when preparing Part XV of our annual returns.

    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

  7. We want to be able to enter LOIs manually without having to log in as the applicant. This seems like a basic feature.

    1 vote

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    -The Foundant Team

  8. I have some admin help to (add comments, upload thank you notes to shared documents, generate letters and envelops) but I don't want to give them administrative access. I don't believe there is a user id with the right access for someone helping but not granting whole system.

    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

  9. We are a scholarship organization and have two sets of evaluators. High School Counselors evaluate student applications first. Their "side-by-side" evaluation page says, "Your Evaluation". Our Board members then review the student applications as well as the High School Counselor's evaluation. The Board members "side-by-side" evaluation page also says, "Your Evaluation" - why?
    Can you change the "side-by-side" dialog box headings for the Counselors to say "Evaluator 1" and the "side-by-side" dialog box headings for the Board members to say "Evaluator 2". It would end a lot of confusion for our Board members - in their defense, they read more…

    1 vote

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    -The Foundant Team

  10. Make applications anonymous by process rather than as a system change. For foundations that only have a few scholarships, controlling the blind application status through the process would still allow for regular review of grants that are also in an open cycle.

    1 vote

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    -The Foundant Team

  11. In the Status Change log, it would be very helpful if the log showed the actual name of the form regardless of where it is at in the process. Identifying them by actual type and name would allow for complete confidence with the dates submitted, which we require on our payment requests.

    3 votes

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    -The Foundant Team

  12. Instead of having the authenticate page appear is it possible to have a message with a link to the system appear? The authenticate screen doesn't work and it ends up causing my staff and grantees frustration. It would be ideal if instead a page with a friendly message would appear and there would be a link to login again.

    1 vote

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    -The Foundant Team

  13. Would like to have the installment payments not automatically divided in equal parts. Awkward to have to then go back and edit installments.

    9 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…

  14. It is difficult to find the current version of the Applicant Tutorial on the Help page or "Base Camp" page for us to put into our emails to potential grantees. As this is something that all Foundations need to instruct all their grantees on basic help, it should really be the first thing people see, not hidden three or four steps deep into the BaseCamp page. Please put the most frequently used instructions at the top.

    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

  15. 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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    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. 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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    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. 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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    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

  18. 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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  19. 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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  20. 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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    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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