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  1. 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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  2. 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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  3. 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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  4. If a process is turned off, so too is the associated eligibility quiz. This is VERY confusing for applicants...they see an eligibility quiz and assume they need to fill it out, even though that process is closed. It makes them think they are not eligible to apply for the open process, when in actuality they were just filling out a form for a closed process and get an error message.

    6 votes

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  5. To avoid sending all automatic emails to every grants manager in a process. It would be helpful to be able to have emails attached to a specific requests be automatically directed to the grants manager assigned to the request?

    6 votes

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    Feedback Needed  ·  2 comments  ·  Email  ·  Admin →
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  6. In the past few months, I've seen a high increase in applicants emailing and calling saying they cannot find the "Administrator Comment" when I revert back to draft, so I logged back in as the applicant to see what the sudden confusion is - it's incredibly hard to find in the applicant view! When I MAKE an administrator comment, there is a blue highlighted strip across the top. When I log in as the applicant, there is just a little vertical bar, with text smaller than regular instructions. A lot of our applicants are elderly, and it's been very time…

    6 votes

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    2 comments  ·  Email  ·  Admin →
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  7. 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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  8. 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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  9. It would benefit if evaluators can view the average score page, like an administrator has access to. Currently each evaluator has to drill into each application to view the average score. And if you have 20-50 applications to review, it is frustrating and time consuming to come up with the average score for each application. Viewing the application Evaluation page listing all applications and their average scoring would be helpful.

    6 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  10. 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

    6 votes

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  11. 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!

    6 votes

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    1 comment  ·  Email  ·  Admin →
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  12. since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Dates  ·  Admin →
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  13. I accidentally deleted a comment since I was not use to the new dashboard look and See More is sort of hidden in the preview of the comments. Foundant couldn't do anything to help. Would be great if there was a recently deleted or bold the See More.

    5 votes

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  14. As a scholarship admin, I want a way to communicate with students about the renewal requirements for an opportunity within the system.
    - can do with email types, but it requires lots of manual work

    As a scholarship admin, I want to remove the human review of follow-up forms to verify renewal eligibility.

    I want to set rules for if a follow-up should be marked complete and if they don't does it kick back to draft, email the students, etc.

    Examples of eligibility criteria for renewal
    - GPA
    - School
    - Major

    5 votes

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  15. 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 application

    Thanks for your suggestions on how best to make this information clear to applicants!

    Kira…

    5 votes

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  16. I understand that there is a feature that allows follow ups to be submitted either sequentially or in any order. This is helpful if you want all follow ups to follow the same rules. However, we need most of our follow ups to be submitted sequentially, and then just a couple of them to be able to be submitted at any time.

    We have deadlines for each of our follow ups, but applicants are welcome to submit certain follow ups with a later deadline (i.e. match documentation) before the others (a final grant report, for example, which we do 3…

    5 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  17. 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.

    5 votes

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  18. We utilize several internal grant processes in GLM to account for monies flowing from one of our funds to another fund within our organization. We recently realized that syncing these grants from GLM to CSuite only allows for an external grant to be created in CSuite. It would be great to allow for creation of INTERNAL Grants when synced with CSuite so we can designate Source Fund and Destination Fund.

    We want to use the sync functionality and originate ALL grants from GLM.

    5 votes

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  19. We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.

    5 votes

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  20. Enhance the Candid API Integration
    - Reduce Nonprofit Application Burden
    - Improve Funder's Collaboration Potential

    The 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…

    5 votes

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