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  1. If I understand correctly... "shared questions" allow you to repeat the same question in multiple places, but changing the answer changes the answer in all places where the question shows up.

    I would like something slightly different - a "synced question" - in which the question is the same in multiple places, and the answer is different in each of those places. But I would like to keep the feature where edits to the question instructions in one place copy automatically to all other places where the question is (as is already possible with "shared questions").

    Why: In one of…

    5 votes

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    1 comment  ·  Admin →
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  2. If applicants upload multiple attachments to the same question, they should get an error message warning them that only one file can be uploaded per question (and that each upload replaces the previous one).

    5 votes

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  3. As well as using Foundant GLM as an Administrator, I use it as an applicant. Several of the foundations I apply to use Foundant, which is great. One thing I don't like is the Applicant's Dashboard page. One community foundation in the area is the "mother" to 12 others, and I have applied to 6 of these as well as the "mother" foundation. My dashboard is a cluttered mess of applications in several different stages. Yes, they are arranged in order of application date, but that's the only organization there is. I only have 1 year's worth of applications (11…

    5 votes

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  4. I LOVE THIS !!!! the new Preview option without needing to create an account. and the ability for people to preview the apps when we have them "open" in Fondant.
    I'm hoping you can tweak this a bit... hide the boxes so people don't start typing OR possibly boxes all box could have "preview- information will not be save" OR have the error pop up as soon as someone STARTS to type, not after. Thanks :)

    5 votes

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  5. I would love to be able to break up long applications into tabbed sections or, better yet, separate pages. The ability to add section breaks and group questions that came with GLM 2.0 helps. But I still think it would be easier for grant seekers to navigate long applications if questions were organized on different pages.

    Survey Moneky has a nice interface for organizing questions in multiple page surveys. Their interface doesn't allow users to select pages by clicking on a tab, which is what I would love to see, but it does allow users to flip between pages that…

    5 votes

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    2 comments  ·  UI/UX  ·  Admin →
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  6. Hi Chris,

    We're enjoying the comment field enhancement within the application - great update! In fact, we're enjoying it so much, we're wondering if there's any talk of having this enhancement extended to the evaluators as well? We'd love it if our evaluators could make comments within the application while they're doing their review work. This would serve as a useful tool when we're on our committee conference calls and during site visits.

    Thanks for your consideration.

    Idea posted July 30, 2013 by Kristen Cullen, Carolyn Foundation

    5 votes

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    9 comments  ·  Reviewing  ·  Admin →
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  7. 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

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  8. A merge history should be included in case an error is made or in case an organization changes its name. Information should include the date of the merge, the names of the organizations merged, and the name of the user who did the merge.

    Thanks,

    Mary

    posted April 25, 2013 by Mary Nicosia, GMA Foundations

    5 votes

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  9. From what I can tell, applicants are unable to delete application drafts. I realize as admin we can delete drafts but I am wondering if applicants would delete drafts is they were able to. We have many draft applications that seem to be abandoned. I was going to make a practice of deleting draft applications once a year so they don't pile up. I wonder what other do

    Idea posted April 18, 2012 by Erin Baird, Allegany Franciscan Ministries

    5 votes

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  10. We would really like to have the rich text editor also available for the email templates. We would like to be able to underline/bold/italics/bullet points/etc for emails that are automated from the system.

    We will often bypass sending an auto email to instead spend the work doing them individually specifically because we cannot add emphasis in the text. Please consider adding this functionality!

    5 votes

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    1 comment  ·  Email  ·  Admin →
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  11. The new applicant dashboard shows a red icon when there are pseudo-common or opportunity-specific third-party submissions that are outstanding (this is great!), but right now it doesn't show the icon if a common third-party submission is outstanding. The count (0/1, 0/2, etc.) when you hover over the icon also only includes pseudo-common or opportunity-specific third-party submissions. This has the potential to be confusing for applicants because they could believe all of their common third-party requests have been submitted when they are actually still outstanding. As an administrator, it will also be difficult to direct applicants on identifying which of their…

    4 votes

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  12. Add a Search Bar on request history page, within an organization summary.

    It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.

    4 votes

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    0 comments  ·  CRM  ·  Admin →
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  13. We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.

    Wouldn't hurt if we could attach a document to a comment :)

    4 votes

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  14. Admins should have the feature to receive an automatic email when a grantee misses their follow-up deadline. This would help admins with follow-ups assigned at different times to keep track of grantees who don't turn in their reports on time.

    4 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  15. We would love to be able to add dates to comments, not just have it be the date we are adding the comment. That way we might be able to sort comments.
    Not to mention copy and pasting emails with information in it.

    4 votes

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    0 comments  ·  Dates  ·  Admin →
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  16. Is there a way to get direct links to processes/applications to share with grantees?

    4 votes

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  17. We typically have multiple organizations who miss the deadlines for our grant reports. We would like to be able to batch edit deadlines for those reports so we can more quickly make them available for completion and don't have to go into each report to edit individually.

    4 votes

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    0 comments  ·  Batch  ·  Admin →
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  18. Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.

    4 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  19. It is possible to add a chart to your data set in "run report", however, this is not the most useful because you cannot export these charts in any way. The only way to use this data visualization would be to screenshot the chart and paste it elsewhere.

    I suggest it be possible to download the chart the same way you can download a chart from the metrics dashboard in the run report function.

    4 votes

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    0 comments  ·  Reporting  ·  Admin →
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  20. In addition to multiple signatories, I'd like to be able to add DocuSign fields such as Date Signed, text boxes and radio boxes.

    4 votes

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