1561 results found
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Re-Include "Form Name" as a column within the Follow Ups Workload section
Under the Follow Ups Workload page, the option was recently removed to see what follow up form was submitted. We have multiple people who are responsible for different follow ups, so this update now requires everyone to click the project name, then go to the follow ups section within the organization's request to see what was submitted, taking up additional staff time. It would be great to see this option return, or make the view customizable.
It would also be helpful to add a “Due Date” column to see what follow ups have due dates approaching or are past due.
4 votesThanks for your time in the idea lab.
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-The Foundant Team
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Ability to Assign a FollowUp form to a Denied Applicant
It would be great to have the ability to assign a followup form to a denied applicant. For example, if you want to survey all applicants on the ease of the application process, it would be great to have a followup form to assign to all applicants - both denied and approved.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Extra options for visibility of denial/approval for applicants (tied to process, date, internal, etc)
After applications come in, there are some we deny right away because they are not eligible. However, the majority of decisions are not made until 2 months later at the board meeting. We do not want these early denials to be visible until all applications have been decided. Now, our "visible to applicants X days after decision" is set to 14 days, but that's not enough. However, if we made it any longer (say, 65 days), then decisions previously made (and were previously visible to applicants) are suddenly gone, which is confusing to applicants.
My suggestions:
1) Make “not visible…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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Display the grant applications above the access code list
We manage 17 different community foundation grant programs through Foundant and LOVE the access codes. However, after someone enters the access code to apply to the correct Foundation, the screen refreshes with the long list of access codes still at the top of the page. It is very confusing to users because the page looks exactly the same and they don't realize they have to scroll down to see the available applications. It would be great if somehow the access codes were removed after the refresh so that only the available applications were displayed, or if it were rearranged so…
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 Ability to Export all Forms and Documents Associated with Request to PDF
Is it possible to add the function (button) to export all forms and other documents associated with a request into a single PDF? Presently, the user has to go into each form individually.
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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get rid of the application workload in the 5.19.0 release. Can no longer search by follow up form name. Not happy about the change.
I used to be able to search follow ups by form name. With the latest release, the application workload shows a line for each follow up assigned to a request, but if I want to know who has a specific follow up in draft I have to run a report instead of just clicking on the draft and searching by form name. Not happy about that.
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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Reporting as of a date
I would like to have the option to pull reports in Foundant "as of" a certain date. We use information stored in Foundant for grants management, as well as for accounting and tax purposes. It would be extremely helpful to be able to pull reports in Foundant "as of 12/31/2015" or "as of 8/31/2016" etc. A common need for us is to know what was outstanding as of the end of a certain month, quarter, or year, and currently is very difficult to get that information. If anyone has an idea on an easier way that doesn't necessitate an "as…
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 Staff Evaluators to have access to the Request and Decisions search tool as part of their user role
When a staff evaluator is reviewing an application, there are times when the organization has received or applied previously. Ideally, the evaluator should have the ability to view this past information to see what was funded as well as read the follow up grant reports.
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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Application Length Limits
Before moving to an online system, we allowed a 6-page total application length. Applicants could use the 6 pages how they chose, giving long answers to some questions and short answers to others as long as they didn't exceed total length. We want that same functionality online with a TOTAL character count per process, instead of an answer-by-answer character count.
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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Track Email CCs
When sending an email to multiple users (one email address in the To field, and one or more in the CC field), it would be helpful for the email to show up in the email history for all users emailed (included those that were CC'ed).
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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Add installments for matching grants
We occasionally award multi-year matching grants, so it would be helpful if GLM allowed multiple installments with matching grants.
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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"ALL" Option for Required Questions in creating Processes
It would be nice to not have to manually go into each question in a process to select "Optional" or "Required" at times. If at the top, we could select "ALL REQUIRED" or the same for optional, then we can edit individual questions if we want the opposite. This would be nice for when we wish to accept applicants that don't have their complete application filled out once we reach our deadline so we don't have to go through every question, or for when we create new processes. Just a thought!
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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Change "Add a Payment" back to "Make/View a Payment"
Today's release is confusing: when you go to make a payment already in the system, you now have to click Add a Payment. The previous language (Make/View a Payment) made more sense. If this change is permanent, it should be explained in the release notes.
2 votes -
Include re-sent emails in contact email history
We have had to remind a grantee to complete the correct budget form and re-submit their application...a couple of times. It would be helpful if "re-send emails" were part of the application and/or contact email history.
2 votes -
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.
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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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.
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 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.
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 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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