43 results found

1. Process Manager

   In the process manager, there is currently 2 buckets for processes to live:
   -Available
   -Archive

   We'd like to see a third option for processes to live for historical management:
   -Available/Active
   -Unavailable/Inactive
   -Archive/Historical

   We have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.

   It would also be nice if we were able to have a way to create our own buckets to save processes to tailor to our needs. But I'd love to start with the idea mentioned above if anything at all.

   Please take into consideration. Thank you for your time!

   In the process manager, there is currently 2 buckets for processes to live:
   -Available
   -Archive

   We'd like to see a third option for processes to live for historical management:
   -Available/Active
   -Unavailable/Inactive
   -Archive/Historical

   We have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.

   It would also… more

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

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   Thank you

2. New Applicant/User

   New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.

   6 votes

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you

3. pdf with no comments

   We use the Administrator Comments feature to provide draft review feedback to our applicants. Many applicants use the comments, then want us to remove them so that they can create a clean PDF of their completed application. We don't want to delete our comments as that is part of the grant process record, but we also don't want reviewers to be able to see the comments. Right now, our only option is to make all the comments not visible to applicants, proxy as the applicant, download the PDF, then make all the comments visible to the applicant again. This is extremely time consuming. We'd love the ability to save administrator comments without them being visible to applicants or evaluators, or to have the ability to create a PDF without administrator comments.

   We use the Administrator Comments feature to provide draft review feedback to our applicants. Many applicants use the comments, then want us to remove them so that they can create a clean PDF of their completed application. We don't want to delete our comments as that is part of the grant process record, but we also don't want reviewers to be able to see the comments. Right now, our only option is to make all the comments not visible to applicants, proxy as the applicant, download the PDF, then make all the comments visible to the applicant again. This is… more

   6 votes

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you

4. 3rd Party Decline Option:

   We have had instances where we are reaching out to 3rd party requests (specifically with LOR) and they refuse to submit a letter on the student's behalf. Would it be possible or beneficial for there to be a decline option in the automated email so the student can find someone else? And yes, we do include strong language to encourage students to talk with teachers/counselors they would like to have submit a letter of recommendation on their behalf.

   4 votes

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you

5. QR Code to direct applicants to a specific grant/scholarship application

   Would really like the system to produce QR codes that they could use to direct scholarship applicants and applicants applying for hardship grants to a specific application.

   3 votes

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you

6. Simple LOI fix to reduce confusion for Applicants

   There is a red circle with a backslash icon that appears when applicants try to copy and paste from their LOI to Proposal Application. This icon confuses Applicants because they are in fact able to copy and paste.

   I am getting several emails from applicants who don't understand they can still copy and paste. Please delete the confusing red circle backslash icon.

   3 votes

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you

7. Suppressing Applicant Name / Project Field in Evaluation

   We have 20+ scholarships that want applicant names suppressed from applications in the evaluation process. We have always had the student fill out the "Project Name" field with their name. This year, we had everything setup to suppress applicant details from the evaluators, but did not realize that the "Project Name" cannot be suppressed. We had to manually go in and change every student's name to a code in the Project Name field.

   Short of instructing students in the future to not use their name as the project name field, is there any chance the Project Name field could also be hidden in the Evaluator grid?

   We have 20+ scholarships that want applicant names suppressed from applications in the evaluation process. We have always had the student fill out the "Project Name" field with their name. This year, we had everything setup to suppress applicant details from the evaluators, but did not realize that the "Project Name" cannot be suppressed. We had to manually go in and change every student's name to a code in the Project Name field.

   Short of instructing students in the future to not use their name as the project name field, is there any chance the Project Name field could also… more

   2 votes

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you

8. Ability to track 'clicks' to know when/where an applicants abandons the application process

   We would like to be able to track applicant clicks through the system so we can see if changes made impact user abandon rates in certain parts of their online journey with us. For example, when/where in the process do they give up? This would allow us to identify where we might need better instructions or a change in the questions or flow.

   20 votes

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you

9. Additional Process Visibility Option

   Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.

   Public: Visible to applicants; applicants able to apply when open
   Internal: Not visible to applicants
   Restricted: Only visible to applicants with the corresponding access code

   Based on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.

   The basis for this is that currently the only options are to allow processes to be fully open, or not visible. This addition would allow applicants to still view the host of processes available, but would give the administrator(s) the ability to maintain some control over the flow of new applications.

   Many of our applicants get confused when applying to a restricted application, and occasionally default to beginning an open process that is incorrect for their application, causing staff to have to copy their request over to the correct process, which may not always copy all entered information, as well as taking time.

   This feature would give grantmaking organizations more control over how they display and guide applicants to their programs in GLM.

   Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.

   Public: Visible to applicants; applicants able to apply when open
   Internal: Not visible to applicants
   Restricted: Only visible to applicants with the corresponding access code

   Based on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.

   … more

   10 votes

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   Archived  ·  Skye Weber responded

   Hello,

   
   

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   
   

   If you have any questions, issues or concerns please let us know!

   
   

   Thank you

10. Jump applicants to part(s) of application that are incomplete

    When the universal application lists things that still need to be completed before an applicant can submit, is there a way they can be linked so an applicant can click and be taken to that incomplete section?

    30 votes

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    Archived  ·  Skye Weber responded

    Hello,

    
    

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    
    

    If you have any questions, issues or concerns please let us know!

    
    

    Thank you

11. Change application language to eligibility for first stage of UA

    When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one until they are actually eligible to apply. I am deep in editing and days away from opening our UA for this year so this topic is top of mind.

    When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one… more

    14 votes

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    Archived  ·  Skye Weber responded

    Hello,

    
    

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    
    

    If you have any questions, issues or concerns please let us know!

    
    

    Thank you

12. Stand-alone LOI

    LOI - generally called a Letter of Intent - we call it a Letter of Introduction. It's kind of an 'elevator speech' for applicants where we get a snapshot of some financial needs (we ask for up to 3). We use is as a guide and have a phone conversation with the applicant once the LOI is submitted. depending on our yearly goals, we may pass on this applicant for the year, but want to keep them for the next year.

    It would be great to have a 'stand-alone' LOI that can be branched to an application at another date /year, without the applicant coming in and re-doing the LOI the next year.

    I've read some of the other LOI ideas and many of them would work with this 'process' also. (having the ability to change the name is good too!)

    LOI - generally called a Letter of Intent - we call it a Letter of Introduction. It's kind of an 'elevator speech' for applicants where we get a snapshot of some financial needs (we ask for up to 3). We use is as a guide and have a phone conversation with the applicant once the LOI is submitted. depending on our yearly goals, we may pass on this applicant for the year, but want to keep them for the next year.

    It would be great to have a 'stand-alone' LOI that can be branched to an application at another date… more

    2 votes

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you again,

    The Foundant Team

    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you… more

13. Unnecessary Spacing On Forms

    There appears to be unnecessary spacing added below the instruction field when building an application or other form. I suggest removing this formatting so instructions appear more naturally grouped with the relevant questions. If the additional spacing is necessary, I suppose we could add that in by adding a blank question field.

    10 votes

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    Archived  ·  Skye Weber responded

    Hello,

    
    

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    
    

    If you have any questions, issues or concerns please let us know!

    
    

    Thank you

14. Question Mark Icons

    I'd love the option to add question mark icons next to our application questions that would invite applicants to hover over them if they want information as to why we are asking the question. It would go a long way in making the process more transparent and minimizing the power gap. (Similar to what you offer in the Process Manager)

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    20 votes

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    Archived  ·  Skye Weber responded

    Hello,

    
    

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    
    

    If you have any questions, issues or concerns please let us know!

    
    

    Thank you

15. Custom URL capability for SLM and GLM grant processes

    It would be nice to be able to create a custom URL for grant and scholarship programs instead of the grantinterface.com address.

    13 votes

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    Archived  ·  Skye Weber responded

    Hello,

    
    

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    
    

    If you have any questions, issues or concerns please let us know!

    
    

    Thank you

16. Add User text restrictions

    Please remove restrictions on "Add User" information fields!! Only allowing certain formats for phones/addresses/postal codes restricts inputting accurate information. (Can't input extensions for phone numbers, international phone numbers, international addresses.)

    1 vote

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    0 comments  ·  Applicant Experience  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you again,

    The Foundant Team

    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you… more

17. deny application in glm

    It would be nice to have a bucket on the dashboard in GLM for denied applications instead of having to go to Requests and Decisions.

    5 votes

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

18. multi factor

    Hello! It would be really helpful and much easier if the MFA was an email or a computer-based app/browser authenticator even. Asking evaluators (and in our case, applicants) to download an app has proved cumbersome. It requires the assumption that folks feel comfortable using their cell phones for work, and that just doesn't feel right in the philanthropy culture we are trying to create.

    Actually just had to reset my password in this very site and the MFA was an email/code combo - that would be a very easy way for folks to access GLM with enhanced security, that doesn't require use of their cell phone.

    Hello! It would be really helpful and much easier if the MFA was an email or a computer-based app/browser authenticator even. Asking evaluators (and in our case, applicants) to download an app has proved cumbersome. It requires the assumption that folks feel comfortable using their cell phones for work, and that just doesn't feel right in the philanthropy culture we are trying to create.

    Actually just had to reset my password in this very site and the MFA was an email/code combo - that would be a very easy way for folks to access GLM with enhanced security, that doesn't… more

    1 vote

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thanks for your time in the idea lab. 

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19. Organizing Universes

    It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.

    10 votes

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    1 comment  ·  Applicant Experience  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    
    

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    
    

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20. Allow copying for CSuite processes

    We use GLM to code every donor advised grant using our extensive taxonomy. As we generate these grants in CSuite, it would be great to be able to Allow Copying for CSuite processes as this would cut down significant time the team is spending manually entering data.

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    0 comments  ·  Applicant Experience  ·  Delete…  ·  Admin →
    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team