5 results found
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Custom Columns in Follow Up Forms
I love the custom columns. It would be great to have this feature in the follow up forms buckets to see responses easily.
1 vote -
Mechanism to bulk download photos attached to follow up forms
Many of our reports include an option to upload a photo. Right now, the only way we know how to download them is by opening each individual follow up and saving each photo.
Much like there is a bulk PDF for submitted reports, a bulk download for photos would be tremendously helpful!
1 voteHi Sarah,
this workflow should be available through merge templates on the request and decision page. Reach out to support@foundant.com and then can help you through this process.
-sammie
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Batch Change the Due Date for a Follow Up Form
If we need to change the due date for a follow up form that is assigned to a cycle of grants in one process, it'd be convenient to make those changes in a batch instead of individually making the change with each applicant. When we are dealing with 50 applicants in a process, this can be tedious.
2 votesBatch changing deadlines can for a form can be done from clicking the pencil icon by the deadline through the process manager. Reach out to our support team to learn more about this process.
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Internally-Facing Follow Up Items
It would be great to use follow-up forms/items internally, too. This is helpful especially for clients like us who still do a s substantial amount of manual data entry. It would be great if we had the option to "Assign To" an administrator, and then reports tracking, electronic signature agreements, etc could be better managed. Plus, this would make our dashboard far more effective. [this idea was born out of the Grants Management session at the Foundant Conference]
posted September 6, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
15 votes -
Follow-ups - indicate initial, interim or final
On the dashboard, we would like to be able to see if a follow-up submitted, due or over-due is the initial, interim or final report. We have several grantees with several grants/followups. When the very helpful automatic reminder to the grantee doesn't work and we need to contact them it would save time to know which report is missing without having to go to the grant detail.
0 votes
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