844 results found
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Improvements to the New Payment Tracking Workflow Page
I like the quick new way to enter payments on the payment tracking page. Here are two things that would make it Better! If the pop up window had the name of the Organization. I am often entering multiple payments at once and sometimes I lose track of what one I'm entering. Having the Organization Name in the pop up window will help me double check that. Whenever I go back to the payment tracking page it defaults to showing all dates. It would be helpful if it would save my last search unless I log out because I have…
3 votes -
Allow more than one application form per process
It would streamline our grant process to be able to have more than one application form per process. This way, applicants can select their area of focus in a more generic LOI form and be assigned the appropriate application form if invited to the next stage.
This means we could ask more in-depth questions in the application that are tailored to the priority area, without needing multiple processes or an incredibly lengthy application form. Thanks for your consideration!
2 votes -
Customization of the Organizational Information Form
It would be incredibly useful if we could customize the Organizational Information form that organizations fill out when first registering with Foundant. By this I mean not just removing fields, but adding new fields, changing character counts, adding instructions, and changing the layout/order of the fields. For example, it would be very helpful to have organizations include their full legal name/fiscal sponsor's legal name in the organizational information page, rather than having to include that as a question on the LOI/Application each time an organization applies.
10 votes -
alert that applicant has a active grant
It would be great if... there was an alert for applicants notifying them that they have an active grant. With a few exceptions, we do not allow organizations to have more than one active grant (per program) at a time. Recently, I had a couple applicants submit applications who already had active grants. I did not know they had active grants until I looked at each organization's history. It would be great if the active grant was highlighted on their dashboard or they received an alert when applying for a grant notifying them that they had an active grant. This…
4 votes -
Automatic emails at Approval and Denial stage
We had a thought that the system should be able to automatically send emails at the approval and denial stages in granting. My thoughts are that we could setup a template that uses merged fields to email applicants whether they are approved or denied. Thoughts?
9 votes -
Applicant Details - bring in address line 2 please!
Hello! I would like to suggest that in the Applicant Details that are available to attach to auto emails include the second address line as well as the first address line (they currently only pull in the first address line).
We attach the applicant details to all of our auto emails and request that grantees check the address information and let us know if updates are needed (as just another way to ensure we aren't sending the check to an incorrect address) but I've had grantees sent back emails concerned that their suite/apt numbers aren't included.
Thanks for considering!
1 vote -
Reporting export option buttons
Very small annoyance...can you move the export option buttons (Excel, CSV, PDF) on the reporting function to the left side of the table? Right now, they are on the right side of the table. When I have a large report with many columns, I have to scroll down on my computer to get to the separate scroll bar that will take me all the way to the right side of the table to find these buttons. I know this is a small detail, but seems like an easy fix.
1 vote -
Denial Date
Hello! We recently moved a number of applications into "Denial Draft" and then, a few weeks later, into "Deny." It appears Foundant records their denial dates as the dates they were moved into "Denial Draft." Would it be possible to change that so that denial dates are the dates they are formally and finally denied? It would more accurately reflect our decision-making process.Thanks!Bob Hybben
10 votes -
E-Mail Templates with Logos/Signatures
It would be helpful to be able to include a Foundation logo and signature in Foundant e-mail templates. Sending e-mails to grantees through Foundant is certainly easier than having to individually contact each grantee, but Foundant e-mail templates allow no formatting/images which makes our e-mails feel unprofessional and unofficial.
7 votes -
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 vote -
Email Templates - ability to bold/underline/italics
We would really like to have the rich text editor also available for the email templates. We would like to be able to underline/bold/italics/bullet points/etc for emails that are automated from the system.
We will often bypass sending an auto email to instead spend the work doing them individually specifically because we cannot add emphasis in the text. Please consider adding this functionality!
5 votes -
Closed Applications Bucket
Have you considered creating a closed application bucket on the dashboard?
3 votes -
Mobile Interface
It has been suggested by a user that we have a mobile responsive (friendly) interface. Thought I'd pass that along since it makes sense to me. Thanks for the consideration.
1 vote -
Reports - Export to Excel
I have noticed that when you export a report to Excel, all the numbers are stored as text. Although it can be done, it's a pain to have to convert them to numbers if you want to work with them as numbers in Excel. So, I suggest in a future release that all numbers in a Report export to Excel as numbers.
3 votes -
Grantee Failed to Complete Follow-up
Some of our grantees have failed to submit a Follow-Up /Report. Rather than erase them or having them stay perpetually in draft form, can Foundant add an option to mark as "Failed to Complete." Perhaps we could also add a "Waived" option. Many thanks!
6 votes -
Notification for Payment Installment
I would like to have the ability to program a notification so I'm alerted when an installment payment is due. I see this working the same way as follow-up reminders work for grantees, but it would be an internal notification set up to remind an administrator that a payment is coming due on an installment grant.
Thanks for your consideration.
45 votes -
Shared Documents
I'd like to see the "grants manager" and "auditor" roles added as options in the shared documents folder.
4 votes -
extra bucket for follow ups
It's hard to tell which follows ups we have reviewed and which ones we haven't. It would be nice if the follow ups had a read/unread status- like emails- or if there was an additional bucket on the dashboard (additional status) for follow ups that have been reviewed. Note that we don't send follow ups back to the applicants because we don't want to have to review it twice. Adding the missing document is much easier. This applies to applications as well.
8 votes -
rename LOI
It would be nice to rename LOI since they aren't really letters, but an application. We want to go to a 2 step application process, the first is an application, and the second is all the attachments.
16 votes -
All grantee users should be able to see follow up assignments and question list for follow up in organization history
I love that we can allow all users to see the organization's request history - we just put this into place. However, they can't see who the follow ups are assigned to, and can't see the question list for the follow up - will that eventually be added? (I'm sure it's complex technologically.) It would be so helpful if they could see, "oh, Emily the CFO is currently set up to submit the follow up, and I can contact the funder to get it assigned to me now that Emily has left the organization." or even "oh, Emily has access…
11 votes
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