847 results found
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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 -
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 -
Historical Emails should reference attachments.
I recently went into an organization's email history to look at an award notification, the original of which included an attachment, but the historical copy made no reference to an attachment. It would be helpful if historical emails referenced document(s) that may have been attached.
8 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 -
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 -
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 -
batch delete abandoned applications
I would like to have the option to batch delete abandoned
requests -- it’s tedious having to delete them one by one. Could this be an
option listed at the bottom of the “Search Requests & Decisions” page? I
can understand not wanting folks to accidentally delete other items on this
page. With this in mind, could it be built to only appear as an option when a
search is done for abandoned requests?
4 votes -
LOI decline vs application decline
We would love to be able to see whether a past grant was declined at the LOI stage or the application stage on the organization summary page. Currently, the application status simply says "denied" if a grant was declined, but for us it is important to know at which stage a past grant was declined. As it is now, we have to go through multiple steps, looking at what we have from the applicant and determining if it is a full application. Simply stating that information on the organization summary page would make this an even better "at a glance"…
9 votes -
0 votes
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Saving all documents in one packet
I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.
For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.
This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.
Currently, we have to go to each separate proccess to create packets and save...very time consumming!
7 votes -
Exporting Comments
Would it be possible to build in the functionality to to export Organization Comments? (Ideally, I'd find it really helpful if both the Comments & the Organization description could be included in the pdf produced by "Print Organization Packet", but failing that any kind of export functionality for comments would be great!)
The same question also applies for project comments (we just happen to use the organization ones more).
18 votes -
Date LOI or Application Last Updated
Right now the system only saves the first date an applicant saved an LOI or application draft. You have no idea if someone has abandoned the application or if they are slowly working on it. Is there a way to show when someone last saved an application or LOI? Furthermore, can you create a report that would show this information? Right now, quick export only shows the first date an application or LOI was saved so if you made the first change then maybe the date would be correct in quick export...?
9 votes -
Show "date last modified" in workflow list for draft LOIs, applications, and followups
It would be helpful to show the date last modified on the workflow page that lists applications, LOIs, or followups that are in draft form. (Much as the date submitted is shown for submitted applications, LOIs, and followups.) This way I could tell at a glance whether applicants are progressing on their drafts. https://d2r1vs3d9006ap.cloudfront.net/s3_images/975796/Image1.jpg?1382554177
43 votes -
Submission date/time not a report field?
Hello,
I am creating a report that I want to sort by the date/time of submission. We assign file numbers in the order grants were received. As staff begin to mark submissions as "complete," they are asked to assign a file number to a staff assigned field. I want to export a report of applicant names in the order they were received to an Excel document. There I can enter file numbers, and staff can reference the Excel document to look up file numbers.
Unfortunately, it does not appear that there is a report field for submission date. Can you…
1 vote -
foundation assigned grant numbers
We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…
19 votes -
Read only reports for board members
I would like the board members to have read only access to reports. Standard reports and saved reports would be great. At this time board members are also administrators and the chance for them to accidentally blow something up is too risky.
5 votes -
Email records
http://null When using the email function / templates to contact applicants, is there any way the messages could be saved to the applicant's profile or tracked? It would be most helpful to have a log created of all communication sent to an applicant within their organization profile. Failing that, it would be useful to at least have a general "sent messages" folder. Does this exist now or is it possible in the future?
posted October 19, 2011 by Alison King, The Ron Joyce Foundation
0 votes -
Comments or Notes Fields for Users
I would like to see a "Comments" or "Notes" field added to User records.
There are a number of interactions that we have with Users that we have no place to record information about, such as when a change in contact information has occurred (I can currently record the new information, but I would like to keep the history about the old information and when the change occurred), also notes about our interactions with this person, or their role in the organization (ie. they are an assistant to someone, etc.)
posted July 8, 2013 by Karen Wallace, First Fruit Incorporated
3 votes
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