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  1. Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.

    6 votes

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  2. It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.

    6 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  3. It would be great to customize which columns show on the Requests & Decisions search screen like it does on the workload pages.

    6 votes

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  4. From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?

    6 votes

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  5. I noticed that if I'm in the Contact Email History page and I sort by date sent, it sorts by the month and day and seems to disregard year. For example, 08/26/2022 comes before 08/17/2023. The sort really needs to consider the year.

    6 votes

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    0 comments  ·  Dates  ·  Admin →
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  6. Currently, you can only add one signature in the Word template in Foundant. It would be helpful if you could have at least two signatures. One for us (our President) and one for the Letter of Agreement recipient to agree to the terms of the grant.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  7. An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.

    6 votes

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  8. Currently, SLM has no "delete committee" functionality, so every committee you ever set up stays visible and junks up the view. I would like to delete one year's committees and set up the new year's committees, as personnel change from year to year. Thanks!

    6 votes

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  9. Could you format the summary row in tables to match the format on the rows above. In particular, use the thousands "comma"? It looks weird now if you use a summary row because the formatting is different.

    6 votes

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  10. It would be nice to be able to see how much traffic our Foundant site gets from applicants. For example, does traffic go up after we run social media posts? We can currently run a report to show applications in any status, but that doesn't capture everything, like people who log in to work on an application that remains in draft status.

    6 votes

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    1 comment  ·  Reporting  ·  Admin →
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  11. Our applications typically require a lot of uploads. They also have a lot of conditional logic. For instance, if someone is applying for a smaller amount of money, we ask for less financial documents, It would be nice if the allotment for file size allowance per application took the conditional logic into account instead of making it all cumulative. We bump into the issue of not having enough file size space in our applications all the time, and often steal a megabyte or two from one upload field to accommodate another, only to need to steal from somewhere else, etc.

    6 votes

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  12. When we set up forms, the questions alternate between the required types (required, optional, read only) and visibility (internal, everyone, etc.). It would be helpful if the questions required type was visible at-a-glance similarly to the visibility so that we didn't have to click on the actual question and open it, just to see if its a read-only or optional.

    6 votes

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  13. It would be great to have the completed follow-ups more easily available from the Requests & Decisions page. Currently, from "Requests & Decisions" completed follow-ups are only accessible by choosing "Follow-Ups Assigned" and then selecting each individual request/organization. I think the narrower group of only follow-ups that have been completed would make workflow better for admins using this page to navigate different requests, as well as board members, evaluators or grant managers who want to view completed follow-ups. For us, there is currently no way for our board members to easily get to completed follow-ups on their own, without being…

    6 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  14. It would be great if students could use the applicant copy functionality from processes to the UA and vise versa. We have both stand alone processes and a universal application (different timelines). We have approx.. 250 students who apply to both. It would be great if they could import answers from one to the other.

    6 votes

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  15. It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.

    6 votes

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    Feedback Needed  ·  2 comments  ·  Email  ·  Admin →
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  16. We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…

    6 votes

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  17. It would be great if it was possible to have the option to share Evaluation comments with Applicants.

    6 votes

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    1 comment  ·  Admin →
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  18. I would like to have an automated "reminder to submit email" to be generated after 15-30 days to remind them to submit their application.

    6 votes

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    Under Consideration  ·  1 comment  ·  Email  ·  Admin →
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  19. it's great that within an organization, everyone can view all of the applications that were submitted. Unfortunately, they can not see the followups. this is a challenge when a new person takes over a project and they don't use the same account. as well the primary contact which is usually the executive director can not even see the followups to know if they have been complete or what was shared. this would be so helpful for our non-profits so they can easily share application and followups... thanks

    6 votes

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  20. Can the NEW administrator comments pop up box move instead of being stationary---blocking the question being commented on? It would be super helpful! Please, and thank you!

    6 votes

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