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  1. Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.

    151 votes

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    Feedback Needed  ·  22 comments  ·  Email  ·  Admin →
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  2. It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.

    129 votes

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  3. Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."

    97 votes

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    13 comments  ·  Reporting  ·  Admin →
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    Hi All, 

    Today in reporting you could get part way to this report by adding the Submission Assignee Fields. You would then group by this field and have on report for all evaluators that could filter on.


    However, leaving this in feedback needed because there are definitely ways we can look at streamlining this functionality with or without reporting.


    -The foundant team

  4. The cycle, organization name, project name, and applicant print on the cover page. Any way to add the amount requested? Seems like that would be helpful to many wanting that cover page to be a snapshot.

    91 votes

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  5. Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.

    With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.

    An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.

    If there…

    90 votes

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  6. It would be nice to create folders to organize all the reports created.

    88 votes

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    11 comments  ·  Reporting  ·  Admin →
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  7. It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.

    87 votes

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    3 comments  ·  Email  ·  Admin →
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  8. Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    87 votes

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    Feedback Needed  ·  13 comments  ·  Email  ·  Admin →
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  9. DELETE USERS
    It would be most helpful to be able to DELETE (not just deactivate) Users. We don't want to keep a bunch of outdated/not relevant /even deceased contacts under "inactive" if we don't have to. We have to keep some Users as "inactive" with dummy emails in order to show concurrent affiliations - so it's already a busy place for us.

    80 votes

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    Proposed Idea  ·  6 comments  ·  Email  ·  Admin →
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  10. The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.

    Let the conversation begin! Thank you,

    -raymond

    Here is the original post:

    I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for…

    79 votes

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    Proposed Idea  ·  57 comments  ·  Email  ·  Admin →
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  11. It would be nice to be able to extract an application question list as a Word .doc instead of as a .pdf? We provide this list to our applicants, but it has internal only questions that appear, so it would be very helpful to be able to format this document as we see fit. - Thank you!

    76 votes

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  12. 73 votes

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  13. Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.

    70 votes

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    1 comment  ·  Email  ·  Admin →
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  14. Many students do not check their emails or voicemails on a regular basis. Some do not even set up their voicemail boxes. Texting is their primary mode of communication. Having the capability of texting messages to the applicant might speed up their response to our requests.

    69 votes

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    Feedback Needed  ·  29 comments  ·  Email  ·  Admin →
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  15. It would be very helpful if, on the applicant side of the dashboard, that urgent items/impending due dates could be big/red/or listed at the top of each process.
    We consistently run into grantees not being able to find their final grant report/follow up forms that are due on their dashboard because it's listed at the bottom and not called to attention in any real way.

    Also, many grantees never see the edit button to the far right because there's a large white space after the text, so they assume there's no more information and don't realize that the full page…

    67 votes

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  16. I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.

    65 votes

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    1 comment  ·  Statuses  ·  Admin →
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  17. It would be nice to be able to add different colors to questions. For example, highlighting all internal questions in yellow so we could quickly scroll through the application and see what sections we needed to fill out. Or, it would be nice to be able to highlight specific questions in the application that we wanted other reviewers to look at if there were issues or particularly interesting content. It would be like using colored sticky tabs on a paper application.

    61 votes

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  18. For checkbox questions, there should be an option to add "Other" and allow the applicant to fill in a small text box

    61 votes

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  19. It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.

    With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.

    Thanks!

    53 votes

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    Proposed Idea  ·  26 comments  ·  Batch  ·  Admin →
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  20. It would be great if the apply page could be shown in a grid or have a sort of table of contents on the side/top of the page -- we had several applicants apply to the wrong process because they clicked on the first opportunity (which takes up most of the screen). It seems some of them did not realize they could scroll/did not realize that there were multiple opportunities on the apply page.

    52 votes

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