652 results found
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allow applicants to select contacts for specific messaging
I love how, under each Process, we can determine which administrators will get submission notifications for applications or follow-ups. Couldn't the software, someday, allow the applicants to determine which contacts under their organization should receive particular types of notifications? Of course, I would still need to be able to export those selections so I can use that information for our Outlook distribution lists for other information. But it would be nice to give some control to the applicant. So often, the person who submitted the grant moves on before the reports are due, or they may just have different staff…
2 votes -
2 votes
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Improve View Organization History for grantees
We have chosen to not have full application status available to grantees in the View Organization History. Unfortunately this means that grantees now see grants listed for $0 when they were actually granted. This is an inaccurate view of the data and we'd prefer that grantees just see the grant process, project title and status, but NOT the zeroed out amount granted and paid since this is false.
Also, it would be helpful if I could run a list from my system of all users that have been granted View Organization History status.
2 votes -
Filterable search results in Idea Lab
When I do a search here in the Idea Lab, I would love to be able to filter or sort the results. At bare minimum, it would be great to sort by most recent or most votes. But it would be nice to filter to just "Implemented," for example.
Thanks!
Tom2 votes -
Ability to Edit Payments on the Payment Tracking Page
It would be a HUGE time saver to be able to edit payments on the Payment Tracking Page, rather than having to go into each individual Project and edit the payment there. Just have the edit pencil icon right next to the eye, and the blue plus sign on the payment tracking page. When entering additional comments, after a payment has been posted, it is extremely time consuming to do this for 50+ payments at a time.
2 votes -
Grid for User Roles
Could you please create a grid with check boxes for each type of role. I think it would be easier to compare the access visually.
2 votes -
Allow more than one application form per process
It would streamline our grant process to be able to have more than one application form per process. This way, applicants can select their area of focus in a more generic LOI form and be assigned the appropriate application form if invited to the next stage.
This means we could ask more in-depth questions in the application that are tailored to the priority area, without needing multiple processes or an incredibly lengthy application form. Thanks for your consideration!
2 votes -
Email format in Organization View
We give grants to non-profits and international organizations. . . . .many of whom have email addresses ending in ".org", or other international designations.
PLEASE don't restrict my email address format to " mailto:name@domain.com "
Idea posted January 4, 2013 by Karen Wallace, First Fruit Incorporated
2 votes -
Import / upload data from Excel to report fields, organization profiles...
Hi all,
Sorry if this has been addressed elsewhere. I am new to the community but did a couple of searches.
Anyway, one thing that would really help me out is if I could import data in bulk from Excel (either a .xls or .csv, doesn't really matter) to the GLM. Two specific things I would use this for:
-Adding or updating info within organization profiles (many of them didn't put in their websites, for ex)
-Inputting data when I'm approving a bunch of grants (the grant $ amount / installments, some report fields we use for internal coding, etc.)
…
2 votes -
Board Member View of Grants - Add a Column for Requested Amount
When Board members view grants under Application Evaluation (Board Member), the grants come up in columns: Process, Organization, Applicant, Project, Score Status. Would it be possible to add a column for "Requested Amount?" Our Board members would like to be able to sort the grants by the amount of money being requested. In this way, they can quickly find the grants requesting larger amounts of money and review them first; giving them a higher priority. This would speed up their review process. Thank you.
Idea posted January 15, 2013 by Deb Engel, Siebert Lutheran Foundation
2 votes -
Changing character count to word count
I searched and didn't see this in the idea archive. We receive a lot of compliants about character count. I am guessing character count gives you a better estimate of space needed but folks are accustomed to using word count for other applications. I think word count is the norm.
Idea posted June 20, 2013 by Erin Baird, Allegany Franciscan Ministries
2 votes -
Social media info as part of organization database?
Hi everyone,
I'm the new kid on the block, client #491. :)
I'm wondering if Foundant has given thought to including twitter and facebook IDs into the registration page for organizations?
I've found that interacting by social media has been a great way to get a handle on what's happening in a charity.
Many thanks,
Markposted August 13, 2013 by Mark Petersen, Bridgeway Foundation
2 votes -
"Save as Draft"
It would be helpful if there were also a "Save as Draft" button at the top, in addition to the one at the bottom, of grant applications, etc. Or at least a message somewhere near the Question Legend icon at the top informing users that they need to regularly save and the button to do this is at the bottom of the page.
Idea posted May 21, 2013 by Dee Ann Harris, Leightman Maxey Foundation
2 votes -
batch delete abandoned applications
I would like to have the option to batch delete abandoned
requests -- it’s tedious having to delete them one by one. Could this be an
option listed at the bottom of the “Search Requests & Decisions” page? I
can understand not wanting folks to accidentally delete other items on this
page. With this in mind, could it be built to only appear as an option when a
search is done for abandoned requests?
2 votes -
Reports - Export to Excel
I have noticed that when you export a report to Excel, all the numbers are stored as text. Although it can be done, it's a pain to have to convert them to numbers if you want to work with them as numbers in Excel. So, I suggest in a future release that all numbers in a Report export to Excel as numbers.
2 votes -
Tracking Conversations and Meetings with Non-Profit Organizations
My manager and I are looking for a way to track our interactions with non-profit organizations within Foundant. We frequently have conversations, tours, and meetings with these organizations and want to keep a comprehensive history for internal tracking purposes within Foundant.
I have been told there is no current feature in Foundant that allows us to input and monitor this information. This could be a very helpful feature for donors and their administrations to track and keep a running record.
1 vote -
Close Request Button Design Issue
I inadvertently Closed our scholarship recipients when I went through the old applications in order to update contact info. They have to be kept in approved to pull up by group; Closed applications can only be accessed one by one. The Close Request button is on the bottom right where it's common to find a button to leave a form/web page or an X on the upper right. Foundant has neither for users. You have to go to the Home icon, Requests & Users option, or the back arrow. It's not good user layout. Move the Close Request to the…
1 vote -
rearrange forms in Process Manger
It would be wonderful if we could rearrange the forms in Process Manager to have them alphabetical or whatever arrangement makes most sense for each user
1 voteConfirming you are referencing the general forms tab with in the page.
Please not that can be sorted by the column header, today.
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Adding organization name in Follow Ups
Our grant agreements in Follow Ups in Foundant GLM. We are looking to add the system Organization Name field in the follow up form. Since the available options on Follow Up forms don't allow me to pull system field info, I've had to ask for applicants to type "Organization Name" info on all applications just so that I can share this on the Follow Up (Grant Agreement). It would be easier if I could pull directly from the Org Info page on the follow up.
1 vote -
copy request
Could we make the "This request was created as a copy by..." message more prominent? It would help if it jumped out at us so that we can do the required cleanup after a request has been copied.
1 voteCan you please share the message you are referring to.
Also, it would be helpful to understand the clean up need because that might give us the idea for other opportunities to make the tool easier to use.
-the foundant team
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