27 results found
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Attachments on Follow-Ups
Currently, we have to go into each follow-up individually to open the attachments (example: grant budgets), but we can run a report of all the questions. It would be nice to have a way to run a report that downloaded all the attachments as well, instead of just the name of the attachment.
5 votesThese are moved to archived during client up effort in 2024 April.
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Auto assign follow ups
I think I have the opposite issue from those who want batch assignments. Each grantee has a different project completion date (that they enter on their grant agreement) and I would love to see the option of auto assigning a follow up on a specific date. Their project completion date is the day they would be assigned their final report follow up. (I actually thought this was already an option, but was told that it's not). At the very least, it would be helpful to have a way to send an admin reminder that a follow up needs to be…
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Follow Up Deadlines
Is there an easier way to set a Follow up deadline? I searched for hours until finally I just deleted the follow up and setup a new one.
1 voteThanks 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
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Ability to Assign a FollowUp form to a Denied Applicant
It would be great to have the ability to assign a followup form to a denied applicant. For example, if you want to survey all applicants on the ease of the application process, it would be great to have a followup form to assign to all applicants - both denied and approved.
2 votesThanks 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
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Create an option restrict the viewability of a follow up only to the person it is assigned
We have grantee organizations that have one person managing the grant program and other staff managing the financial records. One grantee needs to keep their financial reporting confidential from the program staff person who is the primary contact in the system (their organizational policy is that staff salaries, etc. are not shared among their staff).
Since the primary contact has access to the entire grant record, it would be great to restrict viewability of the financial report follow up only to the financial staff person to whom it is assigned.
1 voteThanks 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
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admins submit followups
How about giving admins the ability to submit and/or mark as complete followups for grantees without having to login as the grantee first? We get a number of grantees who send us a document that needs to be uploaded to their followup (even though we instruct them to upload it).
We can upload the document as an admin, but we have to log in as the grantee to submit it, then log in as admin to mark it complete.1 voteThanks 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
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Deleting applications after follow-up documents have been assigned
I realize that many people may not want this feature, but we would really like to be able to delete applications where follow-up docusments might have already been assigned.
Thanks
Laura
Idea posted April 11, 2013 by Laura Kurzrok, Eastern Bank Charitable Foundation
0 votes
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