6 results found
-
Organization Information Fields
I would love for the text format requirements in the Organization Information section to be eliminated or more flexible! As an organization that works internationally, many of these fields do not allow us to input respective phone numbers or addresses accurately due to these restrictions.
2 votesHi Fiona,
Our support team can you modify these fields. If you reach out they can help you get this set up for your needs.
sammie
-
"Flag" an Organization
Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.
With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.
An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.
If there…
97 votesHi All,
Our October 2024 Release included the additional new functionality "Pinned Commented." Based on conversations with many of you who have engaged on this thread, we felt that the functionality of a pinned comment would give you the most flexibility in communicating the need to Flag an Organization or User within the software.
I encourage you to review the support documentation to learn.
If for any reason you feel this feature does not solve the need you have for the software, please create a new idea or follow up with me directly at sammie.holzwarth@foundant.com.
As always, we will continue to enhance this functionality based on your feedback.
Best,
Sammie
-
enter the request region as a column.
It would be nice to see at a glance, the area that a request is coming from for those of us that work large geographical regions.
1 vote -
Making report fields visible in lists of applications
We assign a project number to each of our applications after they have been approved/denied. It is currently in a internal report field. It would be great if we could somehow have the option to choose what appears in the lists of applications. For example, when you click on "Granted" from the dashboard a list of projects appears. We would like to be able to have our project numbers from the report fields populate one of these columns and have them sortable as the current columns are. We use this project number report field more often than say the project's…
1 vote -
Changing fields when applicants first register or sign up for new account?
We now need to collect DUNS #'s from all our grantees. I'd like to front-load this item for collection when potential applicants create their Organizational Profile with us. How can I edit that page again?
Also: PART 2
We fund individuals, as well as organizations. We receive a lot of support question because I believe one of the mandatory questions is about EIN#'s - which of course individuals do not have. I need to revise the instructions b/c apparently the instructions for how individuals maneuver this question have been changed. Either that or no one is reading the instructions!
How…
0 votes -
Organization's DUNS Number Display
I really appreciate that the new update has the Organization's DUNS Number display on the Organization Summary screen now. We use the DUNS number for coordinating with FIMS and it is very helpful. I also appreciate the "Grants Manager" role, which we have started using.
Would it be possible to add the two together? We would really like the Grants Managers to be able to see the DUNS Number display on the Organization Summary screen.
Thanks.
0 votes
- Don't see your idea?