1561 results found
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Enable applicants to be logged into more than one funder at a time
An applicant recently told me of a challenge when working on multiple applications for different funders at the same time which all use the Foundant GLM system. Apparently you can't do it. You have to open a different browser or open private browser windows to login to more than one funder. It would be helpful to enable applicants to be able to login to more than one funder as they can copy/paste information that can be used in multiple applications more easily.
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Thank you…
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Provide an easier way to note changes.
I am looking to build a "Recent Changes" report. Ideally, we would like to pull a report every month on all the changes in the site. Is this possible?
Specifically, since Outlook and Foundant don't sync, we need a way to know when contact information changes on the site so they can be changed in our personal Outlook accounts. Having notifications for each individual change seems overwhelming. There should be a way where we can chart all the changes at one time over a time frame.
Is there an easier way to chart changes in reports over a time frame…
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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Auto assign follow ups
I think I have the opposite issue from those who want batch assignments. Each grantee has a different project completion date (that they enter on their grant agreement) and I would love to see the option of auto assigning a follow up on a specific date. Their project completion date is the day they would be assigned their final report follow up. (I actually thought this was already an option, but was told that it's not). At the very least, it would be helpful to have a way to send an admin reminder that a follow up needs to be…
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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Encouraging application
I would propose to add a status, which comes before Application Draft in the timeline, called "Encouraging Application." This would not be anything the applicant submitted - it would be like the Decision Form, entered by the grants manager, but it would have to be optional. This would allow me to get organizations in the queue that I have been talking to about applying, and make notes about our conversations and my efforts/encouragements to date, and then to stop worrying about them once they moved into the Application Draft status. So often I lose sight of an organization that we'd…
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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read only option for reporting
Hi,
It would be helpful if we could have a read only option for reports. Recently staff has been in my reports and saving different filters (instead of saving a different report) without my knowing and when I go to review reports I think that there is tech glitches. Secondly maybe in that read only mode, they can only modify that report if they save it under a different name.
Thank you,
Jess
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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Return to applications Submitted at the Bottom has gone away. :( Please bring it back? Very helpful!!!
In this latest update the "Return to Applications Submitted" link at the bottom of the page went away. It was more helpful (at least to me) at the bottom than the top. With very long applications it takes lots of time scrolling to get back out to the next application. Is there a particular reason you did away with it?
4 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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provide ability to login as user from Request Summary page.
I can't recall if this was available before version 6.0. It seems I am now doing extra clicks to get back to the Organization Summary in order to get the live link on a user's email and login as them. It would be great to have this on the Applicant contact info on the Request Summary page.
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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adjust the width of columns on the LOI and Application pages for administrators.
With the new release at the end of 2016 and the widened screen space, I was expecting to be able to see the full name of any organization on the LOI and Application pages (the one, for Administrators). The Process column is a very wide column, and even the date column is pretty wide when it doesn't need to be....but the column for Organization is pretty narrow.
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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Move the Edit/Save button on the forms from the right over to the left
If you are editing the response to a question, then you need to keep moving from the left to enter the new information, to the right to "Save" it. If you are working off a laptop, it takes a bit longer.
It seems to make sense to have it right below on the left for ease of use.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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Abandon Requests After Deadline
An organization's application can still be submitted if they are working on it past the deadline (ours are always 5:00 p.m. the day of the deadline), even if we abandon it. It then seems to fall off of the dashboard, but is still pulled into reports as submitted. We'd love a way to abandoned and not allow the organization to submit if they are in the application after 5:00 p.m.
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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Third Party Responses/Reporting
We have a teaching awards program that includes two third party responses in the nomination (application). One is for the teacher that is being nominated to complete and one is for the teacher’s principal to complete. A few times during the nomination process we like to pull a report so that we can see who has and who hasn’t submitted their third party response. The way that we have been doing it is to include the date and signature fields from the third party response in the report, but what we’ve found is that sometimes those fields have been completed,…
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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Allow DataArts to auto populate
Much like Foundant now allows applicants to click a button to allow GuideStart to auto-populate some answers, I would love to allow arts organizations the option of allowing DataArts to populate answers, too. Here is info on DataArts for grant makers: http://culturaldata.org/what-we-do/for-grantmakers/grantmaker-tools/
Essentially, this could save applicants a lot of time by allowing them to share reporting data that is important and tedious to include in each 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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mail
I'd like to be able to do an email merge to a subset of applicants from the applicant pool based on their responses to LOI/application/followup questions. For example, we ask under which interest area an applicant is applying. I'd like to be able to select and email all those applicants who applied in the arts.
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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re-program editing a contact
When I input a contact initially, I can leave the phone number blank. But if I go in and edit that contact it requires that I add a phone number. Also, when I have the system copy the company information into a contact, it does not copy the phone at the same time. Even if not the same or an additional extension, it would be helpful to have it copy phone number over as well. thanks!
5 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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Convert an approved application from a previous year process to a current process.
In 2016 we had a department that was way ahead of the game and applied for a grant in early Fall of 2016 on the 2016 process that would be for programming in 2017 (and paid in four installments throughout 2017). Ideally, it should have been requested on the 2017 process so the follow up forms could be from the 2017 process and reporting would only need to be done with the 2017 process. It would be helpful to be able to take the approved application from the 2016 process and convert it to the 2017 process since we're treating…
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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Add button to not allow negative payments as an option in Form Builder
Allow for option in form builder to not allow negative payments in a form
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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provide the date
It would be extremely helpful to have the date that a report was actually submitted next to the due date of the report on the Request page in the form name section. Thanks!
4 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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Follow Up Deadlines
Is there an easier way to set a Follow up deadline? I searched for hours until finally I just deleted the follow up and setup a new one.
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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Searching for elements/ values within applications
Would be insanely helpful if you could search for keywords or phrases not associated with the tag, process, or stage of the project. For example, our applications have a dropdown menu from which applicants can choose a speaker to visit their organization. If we are looking for all applications for one particular speaker, is there a way to search for the applicants who answered that speaker's name for that question?
4 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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Search bar on every page
I'd love to be able to search for an organization from any page in the software (i.e. a search bar along the header) rather than having to click on "Organization" under Contacts - it just saves me one click, but they really add up!
7 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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