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  1. 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

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  2. 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

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    1 comment  ·  Admin →
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  3. Is there a plan to capture email replies from a system generated email in email history for an organization?

    10 votes

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    4 comments  ·  Email  ·  Admin →
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  4. 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

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  5. 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

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  6. It would be great if it was possible to have the option to share Evaluation comments with Applicants.

    6 votes

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    1 comment  ·  Admin →
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  7. 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

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  8. 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

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    1 comment  ·  Admin →
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  9. 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

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  10. 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

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  11. 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

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  12. 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

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  13. 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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  14. Time stamp for last application edit and submission. It would be helpful to know when someone last modified an application both for cut-off purposes and to see early on if someone was likely to be abandoning an application.

    3 votes

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  15. We have evaluators that email our applicants outside of Foundant and then copy and paste it into their evaluation. It would be useful if we had the ability to be able to choose if we would like the staff evaluator to have the ability to email through Foundant.

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  16. It appears that online grant agreement terms can be changed by the administrator after the agreement has been signed by the grantee--perhaps even inadvertently by editing an approval form to make a change to a shared question or by editing the general grant agreement form. If that is correct, it would be helpful to have a way to lock the grant agreement as signed by a particular grantee to prevent changes after signing.

    7 votes

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    1 comment  ·  Admin →
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  17. At this point, we are having to use an external, web-based tool called Jotform to do our quantitative evaluation of proposals because of that programs ability to weight different criteria more heavily than others. This is creating a good amount of double work as we then need to move scores and program officer summary content from Jotform back into Foundant to maintain historical memory. We'd love to see the day when we can shed Jotform altogether. Any chances of that?

    31 votes

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    12 comments  ·  Reviewing  ·  Admin →
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  18. It would be helpful to sort processes in alpha order on process manager summary page.

    10 votes

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  19. Wouldn't it be great if Evaluators were not only notified that an LOI had been assigned to them, but then they received automated reminders that the deadline to respond was approaching - like Bill Pay Reminders! If I were the Evaluator I would be notified that an LOI had been assigned to me and then notified that it was 10 days, 15 days, 20 days without a response. Of course, you'd have the option to turn it on or off and selected when you'd like the reminders, depending on the process. A bit like how the Applicant is notified when…

    14 votes

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    Feedback Needed  ·  5 comments  ·  Email  ·  Admin →
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  20. Seeing the due date instead of the actual payment date leads everyone to believe that was when the payment was made, especially since there is nothing that explains that date. In most cases, it is not and, unless they drill down to find the actual payment date, they assume that it is.

    12 votes

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