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  1. Please provide the option to have the Process name appear in the follow-up view. Currently we have the same Follow-up form appearing from three different processes but have no idea which process each one is related to. This is only going to become a bigger issue as time goes by.

    9 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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  2. We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.

    10 votes

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  3. It would be helpful if there were an option to copy applications without uploads. Often we only want the basic info and not the uploads, especially in a process with branching logic that only requires the uploads based on the answers. It's a problem to change or delete the prior uploads: first you have to answer the branching question with the value that shows them, take action, then change the answer back to the current value.

    2 votes

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  4. We would love the ability to display ranking options in text to our evaluators, such as
    Extremely Clear
    Very Clear
    Somewhat Clear
    Not So Clear
    Not at All Clear

    BUT - We'd like to store them as numeric data so that
    Extremely Clear =5
    Very Clear =4
    Somewhat Clear =3
    Not So Clear =2
    Not at All Clear =1

    To be clear, we don't want to show the numeric to the evaluator, just the text.
    Currently, we use a complicated formula to calculate the data.

    2 votes

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  5. We have a scholarship with a 2-step evaluation process. It would be great if we could customize the dashboard view of Evaluators to show not just the score, but Evaluator responses to one of the custom questions. Our committee is sophisticated enough that they are comfortable changing the sort order on the available columns, and adding an additional column to show an additional assessment question would provide them with more flexibility.

    2 votes

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  6. In line with Trust-Based Philanthropy, more and more foundations are completing verbal reporting with grantees, where the foundation staff completes the written follow-up form based on a conversation with a grantee. We have been doing this as an internal follow-up form, but would like the option for the grantee to view what we've typed into the form and confirm that it is accurate and complete before submitting the report and marking it as complete. Other than downloading each follow-up form packet as a PDF and emailing it to them for their manual feedback, is there a way to either:
    1.…

    2 votes

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  7. It would be a huge timesaver if there were an option for Batch Denied applications to be move to Denial Draft.

    If you have a lot of applications, it takes a a very long time to do this one application at a time.

    2 votes

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  8. 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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  9. I would love to have a search option when evaluators are assigned. We have over 150 potential evaluators so it would be helpful to be able to search by name instead of scrolling to find the evaluator's name.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  10. Please include 'Process Name' as one of the automatic columns in the Follow-Ups buckets.

    1 vote

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    0 comments  ·  Follow Ups  ·  Admin →
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  11. Update Prefixes to include gender neutral "M." and non-binary "Mx.". I know it says etc.; however, since it does spell out Mr., Mrs., Ms. we should include M. and Mx. to be respectful of those who identify as gender neutral or non-binary.

    1 vote

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  12. Is there any way to have the applicant's business title, as well as the primary contact's business title, listed on the cover page of the application and follow-up forms? Their other data, such as address, phone #, etc. is there and it would be nice to have the business title listed as well so you don't have to go back into contacts to find it. This would be especially helpful for the evaluators when it is a new or unfamiliar organization applying for a grant.

    1 vote

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    0 comments  ·  Admin →
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  13. We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    38 votes

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    6 comments  ·  Follow Ups  ·  Admin →
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  14. Would love to see a shortcut for going between work pages. For example, if I'm on Follow Ups Draft, and I want to go to LOI drafts, or applications evaluation assigned, I have to click the home button to get back to my dashboard, then into the next work page. If there was a dropdown in the navigation bar (perhaps only for administrators?) "Go To...) then a list of pages, we could go directly without bouncing back and forth across the dashboard. Not critical, but (especially on days when the site is running slowly) that extra step really adds up…

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  15. The site setting for "show decision status" needs to move over to the Process Manager level and be able to be set individually by process. Issue: running multiple grant programs with different timelines simultaneously is cumbersome in Foundant. Example: process "fast track arts" is rolling basis and those grants last went out mid-May, as quick simple grants and forms, with a show decision status of 0 days. At the same time, another process "standard grants" had awards decided too but those grants are large, multi year, and more complicated; 25 day decision status is more appropriate to allow a team…

    1 vote

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    0 comments  ·  Statuses  ·  Admin →
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  16. can we have a way to un send emails when we mess up?

    3 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  17. Flag submitted applications that have outstanding issues:

    Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."

    3 votes

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  18. I need there to be a way to mass update opportunities in a universe. Going in one at a time to 150+ scholarship names to change it from 2023 to 2024 is maddening and not an effective use of time.

    9 votes

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  19. It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.

    12 votes

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    0 comments  ·  Email  ·  Admin →
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  20. Once the student hits submit on the UA, is there a way to change the font color of those opportunities that have additional information pending. Currently everything is black or blue, would like to change the "EDIT APPLICATION" to RED to catch the students eye.

    2 votes

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