1075 results found
-
Administrator Comments in Quick Report for Submissions.
As we are running a quick report for Submissions, we found it would be helpful if one the fields we could include would be Administrator Comments. In our process, we have two administrators reviewing and there are actions that must be taken with each applicant to supply more info, clarify a narrative, or upload new documents. Instead of having to open each and every application to see these comments, the option to have them in the quick report would save a lot of time.
7 votes -
Edit the name of a report
It would be wonderful if we could edit the name of a saved report versus saving a new report and then deleting the old report.
7 votes -
Add the ability to send automated emails sitting in the draft bucket for X days
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.
7 votes -
Move the NEW administrator comments pop up box
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!
7 votes -
standard address format
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 -
Change formatting for questions with internal visibility
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…
7 votes -
automatically abandon applications at end date
We would like to be able to set the system so that it automatically converts any uncompleted application to "abandoned" when the end date is reached. It would save us from having to go in and do it manually, when we might miss one and inadvertently allow someone more time to complete their application.
7 votes -
Payment Address
Is there a place to enter the check payment address? If not how have others worked around it.
posted February 28, 2012 by Kyle Castronova, OMeGA
7 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!
7 votes -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
6 votes -
k.morris@mhjf.org
When creating a merge doc, it would be convenient to be able to access the choice box for .pdf or .doc at the top of the merge template list, rather than having to scroll to the bottom of the list to make that choice.
6 votes -
Primary Contact Descriptor
Could there be a small pop-up when your cursor goes over this field that explains how the primary contact works?
Our applicants often think "primary contact" indicates who will receive communications about their application. They frequently email saying they kept trying to change the primary contact and were unsuccessful.
We would like applicants to know that
1) the primary contact is the executive director/officer
2) site administrators control who is the primary contact
3) all communications are sent to the user that submitted an applicationThanks for your suggestions on how best to make this information clear to applicants!
Kira…
6 votes -
Add Multiple Users to a Request
If multiple users in the system are involved with a request, allow for the request be cross-listed under both/all user accounts. Similarly to collaboration, users will be able to work together on an application, but the request will then appear in both/all users' request histories.
6 votes -
Enhance the Candid API Integration
Enhance the Candid API Integration
- Reduce Nonprofit Application Burden
- Improve Funder's Collaboration PotentialThe 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…
6 votes -
follow up grant reports should be able to be assigned to all contacts of an org, or at least 2+ contacts
be able to assign grant reports to all contacts or multiple contacts of an org
6 votes -
Convert Application to another process
I would love an option to convert an application from one process to another (rather than the copy option)
6 votes -
Melanie.Frazier@state.mn.us
For GLM under website settings, "Warn Applicant of an Existing Request," if this could be for applications submitted by organization. For example, a user from an organization submitted an application but then another user tries to apply for the same grant opportunity. The user trying to submit the 2nd application would be notified that an application was already submitted. There may be instances when there are multiple programs within one organization are applying for a grant, if that's the case, allow multiple programs to be identified under one umbrella organization.
7 votes -
If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin
Once we create a report in Reporting Data Sets, we should be able to set it to run automatically at designated intervals (every week, every other week, once per month, etc.), and then have the system email it to administrators when it runs. We relied on this feature in our previous software and our work is impacted by this missing feature in Foundant GLM.
6 votes -
Contact Information for Organization and Individual Profile
Applicant Contact Information
I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.
6 votes -
aallieri@cfpbmc.org
Add a column 'Donation Advisor' to the donations page on the portal so fundholders can see who advised donations, where applicable.
6 votes
- Don't see your idea?