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  1. It would be very helpful to be able to see the grant amount and grant start & end dates, preferable in both the organization Application and Grant History line, and (at a minimum) in the top box of the Request Summary. Too many clicks & scrolls to get that basic info. Thanks!

    12 votes

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  2. Please consider adding a feature to document within the system a communications and activity log for organizations. All staff could access this log to monitor our engagement and verify information. It could be used for phone calls, emails, site visits, etc.

    24 votes

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  3. 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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  4. 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 votes

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  5. I seem to remember that I used to be able to copy the text of an applicant's answer. But now, I have to press edit in order to copy the text. I don't want to press edit - that makes it too easy to accidentally change the text. I just want to be able to copy. Can that be reinstated?

    3 votes

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  6. Please either add a column that is a Resubmitted date, or modify the date that is shown under Submitted to be the most recent date the form is submitted. It only shows the original submission date. Often, after reviewing payment request forms, we revert the form back to Draft so grantee can correct/complete form and resubmit. But when we look at Submitted tab it still shows their original submission date, not the date they submitted their corrected version. We like that we can export the Submitted date...thanks for implementing that! Enhancing with above suggestion will make that feature all the…

    17 votes

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    10 comments  ·  Dates  ·  Admin →
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  7. I am relatively new to making reports, but I am finding it challenging to keep track of the reports and find the ones I need efficiently. It would be helpful to be able to group reports by topic, such as Approved Grants, Denied Applications, Fiscal Year, etc. We are thinking of a good naming convention to help with the sorting and finding (all suggestions welcome!).

    9 votes

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    1 comment  ·  Reporting  ·  Admin →
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  8. A large percentage of the time, when I log in, I'm doing so because I want to check something about a particular organization. I wish that there were a search box on the dashboard - this seems like a standard thing for most websites. Right now, there's an extra step in that I have to go to the organization search page. I don't know if you can do this with the current software architecture, but it would be great to have just one box that would search all fields for both organizations and contacts - and then if I need…

    22 votes

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    6 comments  ·  Search  ·  Admin →
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  9. For grant agreement forms, we often need an institution official to agree to the IP language or grant acceptance form. We usually have the applicant enter in a 3rd party email to complete this, but then have to rely on the applicant to also send them the document they are agreeing to. It would be helpful to have that 3rd party be able to view the request document like the applicant can.

    8 votes

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    2 comments  ·  Email  ·  Admin →
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  10. When building list questions on forms, such as checkbox questions on applications and follow-up forms, there is a 100 character limit. It would be beneficial to my organization if the limit could be increased. Does anyone else find this to be so? Thanks

    15 votes

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  11. 2 votes

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    1 comment  ·  Email  ·  Admin →
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  12. It would be great if there was standard to the mailing addresses for users and organizations. Right now they can use any format they chose (e.g. MI, Mich, Michigan, 123-456-7890; (123) 456-7890) and it has to be formatted before it can be used for templates or imported into other software.

    7 votes

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  13. 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 votes

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  14. We have chosen to not have full application status available to grantees in the View Organization History. Unfortunately this means that grantees now see grants listed for $0 when they were actually granted. This is an inaccurate view of the data and we'd prefer that grantees just see the grant process, project title and status, but NOT the zeroed out amount granted and paid since this is false.

    Also, it would be helpful if I could run a list from my system of all users that have been granted View Organization History status.

    3 votes

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    1 comment  ·  Admin →
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  15. I like the ability to add questions to a follow-up that are only visible to grants staff (visibility set to "internal"). For example, I have added a project description from an application to a follow-up so that I can compare the applicant's final report on the project to the original submission. I've also done this with projected number of attendees and final, projected cash expenses and final, etc. But when reading the follow-up later, it gets confusing as to what the applicant is submitting now and what was submitted at an earlier date. I would like to see a different…

    6 votes

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    1 comment  ·  Admin →
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  16. It used to be that the only required fields for a new user was the name, email and password. Now, when I create a new user (for example, as an evaluator), I have to include their title, phone, address, city, etc. It's a pain, and I don't usually have those details. Can I change those fields so they're not required? Or change at least some of them? Thanks!
    Tom

    3 votes

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    1 comment  ·  Email  ·  Admin →
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  17. When I do a search here in the Idea Lab, I would love to be able to filter or sort the results. At bare minimum, it would be great to sort by most recent or most votes. But it would be nice to filter to just "Implemented," for example.
    Thanks!
    Tom

    2 votes

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  18. When entering in a comment in the Administrator Comment field, I can check a box that allows the comment to be seen by the applicant. I would LOVE a checkbox that allows the comment to be seen by the evaluators as well (particularly staff evaluators). Thanks for your consideration!

    7 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  19. It would be a HUGE time saver to be able to edit payments on the Payment Tracking Page, rather than having to go into each individual Project and edit the payment there. Just have the edit pencil icon right next to the eye, and the blue plus sign on the payment tracking page. When entering additional comments, after a payment has been posted, it is extremely time consuming to do this for 50+ payments at a time.

    3 votes

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    1 comment  ·  UI/UX  ·  Admin →
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  20. Could you please create a grid with check boxes for each type of role. I think it would be easier to compare the access visually.

    2 votes

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    1 comment  ·  Admin →
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