841 results found
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Evaluator Merge Field
Are there plans to add the evaluator as a merge field in email templates. We would like to send an email out to applicants who their evaluator is for the current request.
4 votes -
Reordering archived processes
I want to be able to organize archived processes like I can available, active processes. We have so many different processes that are copied over from year to year that the list gets very long and it'd be nice to organize it by process rather than whatever random order in which the process gets archived.
7 votes -
Email to Grants Manager when follow-up is complete
We have matching grants as part of a Foundant process, and we send the match payment after we receive the final report Follow-up. It would be nice to have the system automatically generate a notification to our grants manager when the Program Officers have marked the follow-up as complete.
11 votes -
Set up an administrator notification for when evaluations are completed
We have our evals set up to get management approval of submitted grants before we proceed with processing them. I'd love to get a notification that the evals were completed to serve as a prompt for me to log in and move the application forward.
22 votes -
Preview mode warning
When applicants are in preview mode, the warning by each question when they enter data should make clear that it will not be saved. Some applicants do not understand that Preview mode does not link to actual application fields.
7 votes -
Administrator Comments vs Applicant Viewing Administrator comments
In the past few months, I've seen a high increase in applicants emailing and calling saying they cannot find the "Administrator Comment" when I revert back to draft, so I logged back in as the applicant to see what the sudden confusion is - it's incredibly hard to find in the applicant view! When I MAKE an administrator comment, there is a blue highlighted strip across the top. When I log in as the applicant, there is just a little vertical bar, with text smaller than regular instructions. A lot of our applicants are elderly, and it's been very time…
3 votes -
Merge Document for Multiple Processes
Because our applications differ by grant type, we have set our processes up by foundation and then by grant type. So for one foundation, we may have five or six different processes. The Board will review all foundation requests at the same time. It would be nice to be able to run a merge document for multiple requests across multiple processes. This would save us a tremendous amount of time when generating award/declination letters.
3 votes -
One place to view all documents
As it works now, we can upload documents to an organization or request and applicants upload documents into our letter of inquiry, application and follow-up forms. The downside is that when we go to look for a document, we have to know exactly where it was uploaded.
It would be amazing to have one place on the Organization Summary page where we can see all uploaded documents for that organization in one place, with columns showing when the document was uploaded, which Project Name it is associated with, which form it is located in, etc. It would also be amazing…
33 votes -
batch draft
In the Application Evaluations Closed list, the batch denial pop up (that has decision date and comments) should have a button/option for saving draft denials.
3 votes -
email reply tracking
Is there a plan to capture email replies from a system generated email in email history for an organization?
10 votes -
Search for keywords
It would be so very helpful if there could be a Google Search-like function across all applications. (Or, all "awarded" grants, all "denied" grants, etc.) For example, I might like to know if we've awarded any applications dealing with the opioid crisis. Ideally, I could search the word "opioid," and any application containing that word would show up.
3 votes -
changing fields reports
Perhaps I am using reports incorrectly, but whenever I need to edit the fields included in a report, it wipes out all the settings for aggregation, sorting, paginating, charts, etc. Is there a way to keep those settings while Choosing Fields? Thanks!
3 votes -
Sharing Evaluation Comments
It would be great if it was possible to have the option to share Evaluation comments with Applicants.
6 votes -
fiscal sponsor
It would be great if sponsored entities (i.e., non-501c3s who use a fiscal sponsor) were able to login, create their own account, and then connect to their 501c3 fiscal sponsor's account. The fiscal sponsor would still have to sign off on any application submitted.
11 votes -
Sending Follow-up Reminders to Multiple People associated with an organization
It would be great if there was a way to send the follow-up form reminders to multiple people within an organization. For example to the person assigned to the form plus the executive director.
23 votes -
Assign Follow Ups Without Application
Is there a way to assign a follow up form without creating an application? We have several grants that are awarded out-of-cycle but do not have a way to assign a follow up form for these grants.
8 votes -
Request ID Visible
We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…
4 votes -
Cover Sheet for Follow Up Packet
On the cover sheet of the printed "Follow Up Packet," it would be nice if the system were to display the contact information of the person to whom the Follow Up was assigned and not have it default to the applicant's contact information.
2 votes -
Constituent Resource Management (CRM)
Currently, I'm using SalesForce to track all interactions with people who are not connected with a grant. I meet with many folks and would love to track my meetings, phone calls, etc. I would love to use Foundant for everything.
15 votes -
Invalidating data in a field
Prevent invalid data in a field with a stop alert. It would be great if you could invalidate an applicant's improper entry in a field. For instance, if a certain org. budget size is an eligibility criterion, It'd be great if non-confirming entries got a "stop" message to refer back to instructions, guidelines, contact staff with questions, etc. So if an award cycle is intended for orgs. with budgets less than say $200K, it would offer an alert or error message to the applicant for any figure above that amount.
3 votes
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