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  1. Is there any way to put grant applications deadlines on the Application Status Page? We are finding that our grantees will not intuitively know to go to "apply" section and read through the process description to find deadlines.

    2 votes

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    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

  2. I just got off a support call with one of my applicants. We discovered that with Windows 10, using Edge (the internet browser), you can't upload documents. Once the user switched to firefox, they could upload documents. I'm not sure where Foundant is regarding Windows 10 and the new browser, but I'm sure as Windows 10 continuously roles out, this may become an issue for people.

    3 votes

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    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

  3. Add an "in progress" marker to evaluations page so that evaluators know when they have started an app evaluation but not completed it. Perhaps a yellow question mark.

    2 votes

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    0 comments  ·  Reviewing  ·  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

  4. example: after evaluation are completed we can see the scores adn the ranking ... with the project etc... but when we export the averaged score does NOT export. only the bare bones info :) thanks

    4 votes

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    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

  5. Any possible way you guys can add another "bucket box" under "My Evaluations" for forms that have been completed and ready to be reviewed by the Program Officer?

    9 votes

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    1 comment  ·  Reviewing  ·  Admin →
  6. This would be a good way to identify any problems within the process.

    2 votes

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    1 comment  ·  Admin →
  7. 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 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…

  8. Our Boards that evaluate are often volunteers with varying degrees of computer experience. Could this be more streamlined???

    A lot of people don't read cheat sheets or review tutorial that are provided so they aren't finding the "simplest way to review the application-via the application packet :)
    I love the APPLICATION PACKET for reviewing apps, this is not covered in the video tutorial.

    We have streamlined our applications and requested that all application uploads are in PDF or Word Format so that they will slide nicely into that packet.

    I would love to see a new simplified Elevator page: of…

    1 vote

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    0 comments  ·  Reviewing  ·  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

  9. It is would be nice to have the main menu be static when working in the system. When you are at the bottom of an agency's information you have to scroll to the top to get back to the menu. The other option would be a pop-up in the margin that returns you to the top of the page.

    4 votes

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  10. The process of entering payments takes too many clicks and is not smooth process. Once you select the agency to enter the payment there is a double option of "Make/View Payment". Then you have to select payment again and then you have to scroll down. The screen for entering payment should be user friendly. Also, you cannot tab through the fields because it hangs up on the date field. We enter a lot a payments and would like a more fluid process.

    2 votes

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    1 comment  ·  UI/UX  ·  Admin →
  11. Is there an easier way to label the visibility type of questions for administrators? We have had a couple of questions get labeled as internal visibility but a required question. The visibility type does not show when you print the questions so we thought the asterisk meant the questions was good to go.

    2 votes

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  12. We do not consistently use board member evaluations, and even when we do - its only after applications have been submitted. So we spend time answering questions about whether applications are in, follow ups are completed etc.
    I think allowing board members to see the full dashboard makes sense across multiple foundations that we work with. I also think they should be able to see the payment tracking (another area where questions come up).
    We have given them a view only log in - BUT - that log in has too much AND does not have the shared docs which…

    1 vote

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    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

  13. It would be helpful to be able to sort organization contacts by first/last name. This would help when deactivating duplicate contacts in organization records that have lots of contacts. It would also help to know when the contact was created, in order to keep the most recent contact record.

    3 votes

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    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

  14. Currently our board members/application evaluators are having to have two screens open or flip between screens when reviewing each application.

    One screen has the app and other the evaluation form. Isn't there a way to make this easier for them?

    Idea posted June 6, 2011 by Angie Boecker, Central Minnesota Arts Board

    2 votes

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    15 comments  ·  Reviewing  ·  Admin →
  15. http://null When using the email function / templates to contact applicants, is there any way the messages could be saved to the applicant's profile or tracked? It would be most helpful to have a log created of all communication sent to an applicant within their organization profile. Failing that, it would be useful to at least have a general "sent messages" folder. Does this exist now or is it possible in the future?

    posted October 19, 2011 by Alison King, The Ron Joyce Foundation

    0 votes

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    16 comments  ·  Email  ·  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…

  16. As an Administrator I do most of my work in the Dashboard so I want to go into the dashboard areas (submitted, draft, open, closed...etc.), choose the applicant(s) I wish to email and e-mail them. Ideally the applicant and request/grant information would be merged into an e-mail template and the workflow would look like the steps below.

    1) Click on an area in the Dashboard (submitted, draft, open, closed...etc.)

    2) Check the boxes next to the applicant(s) I wish to e-mail

    3) Scroll to the bottom and choose the Send Email button

     a) This triggers a pop up window with
    2 votes

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    9 comments  ·  Email  ·  Admin →
  17. I would love to have a box on the dashboard to display active grants. This would include all grants that have been approved and not closed. For our 2-year grants, once an interim progress report has been assigned, the grant moves to the "follow-ups" box and there is no way to see all open and active grants all in one place. I know you can search for approved grants, but it would be nice to be able to see how many grants are active at a quick glance.

    6 votes

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  18. I have commented on this elsewhere, but this is something I really feel is worth looking at.

    When assigning evaluations for several hundred requests in a process, it would be most helpful to not limit it to 25 requests at a time. When assigning hundreds of requests I have to do these assignments in stages, so to go in and individually select 25 requests, scroll to the bottom, assign the evaluation and do this 15 or so times is exhausting.

    Please remove the limit, or make the limit at least 100!

    I am not clear on why there is a…

    4 votes

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    5 comments  ·  Batch  ·  Admin →
  19. Somehow I always make this mistake... I do a search in "Search Requests and Decisions," and scroll to the bottom to hit Quick Export, and the popup tells me that I must select at least one request to export. Well, since I'm at the bottom of the screen, I then have to scroll all the way to the top to find the checkbox to select all, and then have to scroll all the way to the bottom to find the Quick Export link again. Every time, I sigh. It seems to me that this could be solved in a number…

    2 votes

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  20. Hello Community Members,

    One of the clients that I have been training recently had a good question for me today and that is how do other Foundant clients manage their board books. This foundation would like to know where you might post the following documents for the Board to access but also allow Board Members or Trustees to add notes to those document for others to see:

    •Minutes from previous board meetings

    •Agenda for the upcoming meeting

    •Monthly Financial Report

    •Executive Directors Report

    •Etc..

    If you have ideas or suggestions please send them my way.

    Thank you,

    Betty Bloomer

    Foundant…

    1 vote

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    Archived  ·  6 comments  ·  Admin →
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