7 results found
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additional status
We have had multiple awards being cancelled/terminated post-decision but "cancelled" or "terminated" status does not currently exist in Foundant. As a result, we need to track the cancelled/terminated grants offline (which is prone to errors, time consuming, etc.) when we report/reconcile the # of grants/amount awarded. Having these statuses would enable us to run a report with status filters to identify quickly and accurately what transpired within a given process or across multiple processes to better manage our reporting/reconciliation. Thank you for your consideration.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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We have a big issue with the reference emails to schools emails when scholarship applicants ask for reference emails.
Is there a way to update the tally number for references when the reference is added by the administrator. We have a known issue with reference emails from our Scholarship applicants not going through to the recipient and we have to end up adding them on our end which does not reflect in the number shown in the application.
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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Sort the Administrator dashboard by universe.
Our SLM currently runs 2 universes and multiple independent processes simultaneously (and that number is only going to grow). The main administrator dashboard mixes all of those statuses (draft, submitted, assigned, etc.) together. In order to find the information I am looking for, I have to filter the processes, but with multiple universes and processes, that can get very time-consuming. Can there be a button/dropdown on the dashboard that allows me to only see the applicants for the universe that I choose?
5 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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Group Process Application History
It would be beneficial to have a place to go and see a history of applications for every process, live and archived with applications that were awarded or denied. It occurs to me to accomplish this it might also be helpful to be able to group processes to gather this history to be able to see all history for say example Family Fund Grant 2022 and Family Fund Grant 2023. Perhaps this could be accomplished through a report of some kind while an integration into the system would be easier and more accessible. We would use this when meeting with…
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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Close Submission Rather Than Deny or Abandon
Our foundation uses a process as a "general inquiry", for folks to complete and we then have a staff member determine if they are a good fit for certain grant rounds. It would be amazing if there was an option aside from "abandon" or "deny" in which we could close a complete application, after it has been copied to a new process for further development.
This eliminates any confusion for our applications when they look at the dashboard. As of right now, we're denying them as they are being copied, but they can see the denial in the dashboard.
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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Applicant Status Dashboard
I find "Undecided" to be a confusing status label for applicants. Might you consider "under review" instead?
9 votes -
"On Hold"
Occassionally, we have an applicant who has either applied too early in their need, or perhaps we need to put that applicatoin on hold for any number of reasons. So my question is this: Is there a status along those lines for applications we need to place "on hold"? Anyone else have this need?
1 vote
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