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  1. Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from grantinterface.com.

    Emails from grantinterface.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While…

    18 votes

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  2. With the updated applicant dashboard featuring a card/tile layout, applicants, particularly students, can face usability challenges when they’re eligible for multiple scholarships. For example, if a student qualifies for just six or more scholarships, they have to scroll to view all their opportunities.

    To improve the user experience, especially for applicants managing several grants/opportunities, please consider adding a toggle option for a condensed or list-style view. This view could reduce the size of the cards or display opportunities in a single row-based layout, allowing applicants to see more at once without excessive scrolling.

    This enhancement would make navigating the dashboard…

    6 votes

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  3. Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.

    27 votes

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  4. We need the fields for tribute information on a donation to be available to pull into the donation notify email body content. Right now, the tribute fields aren't available for this template.

    We send agencies notifications about donations made to their agency endowment, and we need tribute information to be included. If it's not, the agency doesn't get the full context of the gift.

    5 votes

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  5. I realize that Overdue Follow Ups was added to the Metrics Dashboard tab but it would be nice if these could also be shown separately on the Open Requests dashboard tab.

    Right now all overdue follow ups are lumped into the "Draft" follow ups section and isn't easy to see. It would be nice if they could be on the Open Requests dashboard tab as a separate line and in a different color instead of having to click over to the Metrics Dashboard to see them.

    3 votes

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    Proposed Idea  ·  1 comment  ·  Follow Ups  ·  Admin →
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  6. We would like to see the history of Eligibility Quizzes taken for an Organization within the Organization record, rather than having to do a search in the Eligibility Center (which we would have to do for all dates, then sort by Organization, since there's no search criteria for Organization). Our program folks believe this information would be useful in giving a an overall picture of an organization.

    3 votes

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  7. Make organization profile questions shareable on to forms. We have agreements and other follow-up forms that reference the organization name and address. Instead of needed to retype them into the form or reference the mini profile that appears above but somewhat separate from the form, we would like to be able to pull in the organization profile answers as if they were shared questions. Since these are universal fields for the organization, it seems like they should be universally sharable on to forms.

    3 votes

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  8. We would love a log for all activity on follow-up forms, so we can see which edits were made and when, and whether edits were made by the applicant or program officer.

    3 votes

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    Proposed Idea  ·  1 comment  ·  Follow Ups  ·  Admin →
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  9. be able to assign grant reports to all contacts or multiple contacts of an org

    3 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  10. We accidentally approved an application and needed to deny it within the system after approving it. When it was approved, there were follow up emails assigned to the applicant, such as reminding them 14 days later if they hadn't completed their follow up form.

    When I changed it to deny, the follow up form did not get unassigned automatically, meaning the emails are still being sent to the applicant despite her being denied. However, since it is now denied, there is no option to unassign the follow up forms.

    I would recommend that when an application is switched from approved…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  11. When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color

    3 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  12. We have a Program Officer who is leaving the foundation. She has over 150 follow ups assigned to her. Reassigning to the new Program Officer is going to require that we reassign each one individually. It would be great to have the ability to batch reassign.

    3 votes

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    1. Allow admins to create additional merge fields for their specific documents. Currently Foundant only has select merge fields without the ability to create new ones.
    2. Update Follow Ups so that admins can insert merge fields into follow up documents. This feature would be very helpful when we are creating grantee agreements as some fields are available in shared questions.
    3 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  13. Currently if a user is inactive they are required to have an email address. This is not useful when the new user in their role uses the previous employees email address. ie) ceo@testcompany.ca

    If the new user uses the previous employees email then you are required to come up with a dummy address for the inactive employee. This is not ideal.

    Inactive employees should NOT require an email.

    3 votes

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  14. It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.

    I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.

    3 votes

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  15. 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 months before grant end so we have time to set up a renewal conversation). It has to be at least twice a week that we hear from a grantee saying they can't submit their match docs because Foundant requires the follow up with the earlier deadline to be submitted first. It would be greatly beneficial if our applicants could submit follow ups…

    1 vote

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    Proposed Idea  ·  1 comment  ·  Follow Ups  ·  Admin →
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  16. 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.

    3 votes

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  17. We only want to accept a certain number of letters of Inquiry. The process we have been using is to turn on submission by setting the Visibility field to Public, and then turning it to Restricted once we have reached the desired number.
    This past funding cycle, we received three times our maximum in the first two minutes. The manual approach is no longer working for us.

    It would be great if the system could be set to accept only a certain number of LOIs and then automatically set the Visibility field to Restricted. Alternately, it could be set to…

    2 votes

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  18. Form Completion Indicator. It would be nice if the completions indicator could be configured based only on the questions that are actually applicable or mandatory. Right now it seems the indicator counts every single questions in the form, regardless of whether they are mandatory or not or if they are just displaying a question which can be misleading to the applicant who is applying

    2 votes

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  19. In GLM, the address fields do not allow for international organizations, and the strict requirements often make it so international applicants have to input incorrect information in order to create a profile. It would be great if these fields could accommodate international addresses.

    2 votes

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