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1119 results found

  1. I want to be able to see on my dashboard total requests vs total approvals, and total amount $ awarded for the current year to date and the entire year prior.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  2. On the applicant dashboard, the status next to the scholarship requests should include 'assigned' or 'completed' for follow-ups. Currently, it shows assigned for the follow- ups but unless the applicant goes one step further and actually opens the application, they can't quickly tell if they have something due or if it has been completed.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Statuses  ·  Admin →
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  3. As I believe it is currently implemented, a user's account only allows them a single title, but they can be connected to multiple Organization records. A person's title may vary between the organization's they are affiliated with - they may be a Development Director for one organization, but the Board President for another. I would like a person's title to be stored at the User+Organization level, not the User level.

    3 votes

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  4. Many times, a question will take up less than 10% of the width of the form. I would like to see a column functionality added to reduce the vertical length of the application.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Form Building  ·  Admin →
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  5. Why in the world has the Candid Charity Check been moved from the tab section above the Application to the left side of the Agency's profile? This is utterly inconvenient.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  6. SLM: Please add a random number generator for Applicant ID to make the applications truly double-blind.

    2 votes

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  7. Enhance the Candid API Integration
    - Reduce Nonprofit Application Burden
    - Improve Funder's Collaboration Potential

    The Vision:
    Imagine nonprofits applying for grants by simply entering their EIN, then watching most of their application auto-populate with organization, programmatic, demographic, and impact data from Candid's database. No more asking nonprofits to repeatedly enter the same basic information across multiple applications!

    Imagine funders receiving better data from applicant nonprofits. And also having an easier ability to share funder grantmaking data out to the field. (By having a standard export in Foundant of data coded for submission to Candid's annual eGrants reporting.) Funders would…

    9 votes

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  8. The idea is to allow follow up forms to be saved as landscape or portrait.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  9. Follow Ups are showing up as Yellow - even though the Follow Up Report was submitted and marked complete by the administrator. Visually it looks like the charity owes a report, but once you go in and look, you will see it has been submitted and marked complete. It's confusing. How about making it a different color (i.e., purple), and then it might remind administrators to close it out. Or add a separate button to close out the grant, or as someone may have mentioned to date-stamp to show when it was marked complete. The Yellow makes you think the…

    2 votes

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  10. Right now if an LOI is being Denied there is no way to attach an email so it goes automatically; it has to be done manually. Can that be changed in the future?

    3 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  11. It would be very helpful to have a filter function when applicants (in our case, organization primary contacts) are viewing their organization history. Right now, they have to sort / scroll past all abandoned applications, cannot filter by date, etc.

    4 votes

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  12. I check all applicants' email histories when they submit their application, as students frequently misspell their teachers' emails and will not get third party responses unless that gets corrected. With the new user summary page, it's now an extra click to get to the email history, and its location is not at all intuitive.

    3 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  13. As a high volume organization with many departments deploying grants, the internal user interface is increasingly becoming unwieldy and unorganized. It might be helpful to implement a "foldering" system so different departments/teams can better organize processes, forms, and email templates which look different for each team.

    91 votes

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    6 comments  ·  UI/UX  ·  Admin →
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  14. Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant. When you stop proxying, the system throws you completely out of the application to the dashboard. You can place it next to the Email Applicant and Edit Deadline Buttons at the bottom of the follow up page. I get many follow ups from smaller organizations where the tech level is low via email so I have to scan and upload. Then I have to proxy as the user and it is a cumbersome process to have to search for the organization again,…

    56 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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  15. Sometimes I need to create a set of the same question multiple times within the same process/application. For instance, I might need an option to add an address for a second parent/guardian and I don't want to have to create all the address fields again. I'd rather just duplicate the previous group and edit the heading.

    A similar solution might be to create a question bank of all fields that have been created within the instance and then be able to select any I'd like to add.

    87 votes

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  16. Ability for Foundant to block an organization or user that is not welcome to apply for a process.
    This would be a permanent block that would prevent bots or fake organizations applying to a process. Lately, I've experienced an influx of "Testing Testing" organization applying to a process. I deactivate the user and archive the organization and it reappears in a process the next day.

    1 vote

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  17. Please can we be given the ability to assign follow-ups for review/evaluation to other team members. It would be super helpful if we could do this within the system.

    16 votes

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    4 comments  ·  Follow Ups  ·  Admin →
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  18. We print the Request ID in most of our reports. It would be very handy to be able to search for a request using this unique identifier.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  19. We would like the ability to bulk download print packets after they have been moved forward. As it stands now, there is no alternative workflow for batch downloading the print packets once the evaluations have been completed.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  20. As a scholarship admin, I want a way to communicate with students about the renewal requirements for an opportunity within the system.
    - can do with email types, but it requires lots of manual work

    As a scholarship admin, I want to remove the human review of follow-up forms to verify renewal eligibility.

    I want to set rules for if a follow-up should be marked complete and if they don't does it kick back to draft, email the students, etc.

    Examples of eligibility criteria for renewal
    - GPA
    - School
    - Major

    7 votes

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