388 results found
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Make the Apply option more visible on the applicant dashboard.
New applicants are seeking the apply option when they log in the first time. While the new format for the dashboard makes other navigation clearer, the Apply gets lost in the navigation bar at the top of the page. Suggest making the Apply option larger and bolded so it's more visible.
16 votesWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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Applicant Status Dashboard
I find "Undecided" to be a confusing status label for applicants. Might you consider "under review" instead?
9 votesWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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Allow emails to be used on more than one user profile when there are no user roles defined.
We have users who only have one email address that may serve as primary contact for one organization and an applicant for another. It used to be that duplicate emails were allowed in the system if no user roles were selected. I'd love to have that ability added back in. We keep track of primary contacts on every account and these people often do not have any user roles, we are just keeping track of their contact information.
7 votes -
Give users an error message when they enter access codes incorrectly
It would help users who type in access codes incorrectly if the system gave an error message rather than just returning to the same screen. Without an error message, they don't know they have the code wrong.
2 votes -
Apply page
Challenge: at most times of the year, we have between 3 and 5 processes "open" at 1 time. Some of our applicants do not realize we have several grant rounds open and do not scroll to find the correct process. They click the first apply button that they see and fill out the incorrect application! Idea: would it be possible to have the Available process have 1 line (like the dropdown in the application) so that 5 or 6 processes would show at 1 time; the applicant would click to open the drop-down description, and reveal the preview and apply…
12 votes -
provide the ability to deactivate organizations
We have had a few grantees shut down their organizations. I have deactivated most of the users, but the Primary user cannot be deactivated. I would prefer those names not show up when I search or run reports for Active Users.
I would still want to be able to access the grant/funding histories of deactivated orgs. Thanks!1 vote -
Easier path from Preview back to Apply
If an applicant enters a code to apply, then decides to Preview an application first, when they are done previewing, they have to click on Apply and enter the code again. It would be be easier if there were a way for them to go back to the apply button without having to repeat the steps. Some of our applicants have gotten confused by this.
3 votesWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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Create an "About" section for an organization that is not visible to the organization.
Our due diligence process involves an external evaluation by program officers. We grant to many of the same organizations each year, so these evaluations are updated, but the base information remains the same. We don't want to use the evaluation tool as part of the process, because it isn't very accessible once the cycle is over,and our board shouldn't have to "dig" for information. It is also a lot of work to "re do" each year. We would love to be able to customize an "About" section in the organization profile that could be updated each year.
4 votesHello,
This could be accomplished through our pinned comment functionality or through an internal organization custom field. If you reach out to our success team they can talk you through these options.
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Add import capability from Guidestar
If an organization isn't in my system and I use the link to Guidestar to look up their EIN and address, etc, I'd like to have the opportunity to click a button that says "Would you like to add this organization to your database?" rather than having to write down all the info and type it all in.
7 votes -
Email merge from Foundant
It would be great to have the capability to execute an email merge for our decision notifications from within Foundant. Currently we have to generate a data set from Foundant and use that data set externally in Word to do an email merge.
7 votes -
17 votes
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Applicant Dashboard Organization
As well as using Foundant GLM as an Administrator, I use it as an applicant. Several of the foundations I apply to use Foundant, which is great. One thing I don't like is the Applicant's Dashboard page. One community foundation in the area is the "mother" to 12 others, and I have applied to 6 of these as well as the "mother" foundation. My dashboard is a cluttered mess of applications in several different stages. Yes, they are arranged in order of application date, but that's the only organization there is. I only have 1 year's worth of applications (11…
5 votesWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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Add Applicant's name to third party email "Subject"
Add the Applicant's name to the third party email "Subject" line. This will be especially useful for guidance counselors who receive multiple (sometimes tens of) emails. It will make it much easier for our third party responders to organize their responses.
6 votesThis can be accomplished by adding the Applicant Name Merge field to the subject line when customizing the template. If you have questions contact support@foundant.com
-The Foundant Team
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Change question type
I could see a situation where I create a question of a certain type, and then realize later that I want to make that same question a different type. (The first thing that comes to mind is making a radio box a check box, or vice versa.) Right now, I have to create a new question, rather than just changing the existing question.
7 votes -
is it possible to in the future be able to add batch installments
How our system is set up, we approve a grant for 4 years, and we pay on a grant monthly. After those 4 years a recipient can renew their grant for another 4 year term. If approved it can take quite a long time to add 48 installments to each new renewal. adding batch installments would be very helpful for us. Could this be possible in the future?
1 vote -
LOIs - Skip for one or more organizations in a Process
We would love the capability to not have an organization(s) submit an LOI in a process, but still have all of the other organizations submit an LOI. We don't want to not have the LOI in the process, but the capability of one or more organizations to skip the LOI and be able to go straight to the application (for example ArtsWave and United Way).
1 vote -
Restricted Applications: Access Code Refresh Update
We are currently running a restricted cycle, using the
access code option. I have a pseudo applicant profile to check on what applicants will view and I noticed that when a grant applicant puts in an access code and pulls up the
application, if they want to go back to the main page (Apply page) with all of
the unrestricted applications (no access code needed; public cycles), they have to delete
the code in the box and then click the "Enter Code" button for the Apply page to refresh. It's a little counterintuitive.Any thoughts on updating this?
For example,…1 voteWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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Batch assign follow ups?
How about batch assigning follow ups? Otherwise I have go into each approved grant and assign follow ups on an individual basis, when all of the follow ups for that cycle are due the same date.
98 votesHi All,
Exciting news, our first version of batch follow up assignment has been released today, 4/6/2022. You can learn about this functionality Here.
As always here a Foundant we do iterative development. If you get in and use these features and have additional ideas around how it can support your workflows please create a new idea lab item or reach out to me directly.
Best
Sammie
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can the organization add a new user
I'm wondering if when an organization hires a new employee- or new grant writer- if they (the current registered user) could create a new user that would also be in the organization. Is it already possible? Could it be possible? What are the security concerns and such?
7 votes -
"Flag" an Organization
Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.
With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.
An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.
If there…
97 votesHi All,
Our October 2024 Release included the additional new functionality "Pinned Commented." Based on conversations with many of you who have engaged on this thread, we felt that the functionality of a pinned comment would give you the most flexibility in communicating the need to Flag an Organization or User within the software.
I encourage you to review the support documentation to learn.
If for any reason you feel this feature does not solve the need you have for the software, please create a new idea or follow up with me directly at sammie.holzwarth@foundant.com.
As always, we will continue to enhance this functionality based on your feedback.
Best,
Sammie
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