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  1. We have had several requests from teachers asking if they can view their students applications before they are submitted. We would like to be able to provide this access without providing access to too many other functions. If evaluators were able to get applications assigned to them while they are in draft, I think this would give the teachers the ability they want and still restrict access to the current evaluator permission.

    1 vote

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  2. It would be great if it is was possible to customize the text in a task notification to include the details of the tasks rather than having to click on the link to see which task it refers to!

    1 vote

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    Proposed Idea  ·  0 comments  ·  Admin →
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  3. It seems every part of foundant requires a different login. I had to create one for the idea lab. This is very confusing and sometimes my password storage confuses them. Please simplify!

    2 votes

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  4. I would appreciate the option to leave the chat queue. I may have to run to a meeting, or have answered my own question. I would rather not waste other clients time in the queue.

    2 votes

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  5. Hi. I think a good idea would be to add another automated email option after the evaluator does his/her evaluation. It would be nice for the administrator (me) to get notified that the evaluator has finished the evaluation. Thank you.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  6. Would be awesome if we could have nonprofit comments in GLM synced to the nonprofit profiles in C-Suite so my team and I are always on the same page. Thanks!

    18 votes

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  7. We're getting an increasing number of applicants submitting their attachments in Apple file formats (primarily Numbers and Pages) and currently have to either download, convert and reupload them as compatible files or have applicants send in new documents via email in order to make the attachments viewable in GLM for our review team. Is there way to get the document viewer to work with Apple formats?

    2 votes

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  8. I want to be able to see on my dashboard total requests vs total approvals, and total amount $ awarded for the current year to date and the entire year prior.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  9. On the applicant dashboard, the status next to the scholarship requests should include 'assigned' or 'completed' for follow-ups. Currently, it shows assigned for the follow- ups but unless the applicant goes one step further and actually opens the application, they can't quickly tell if they have something due or if it has been completed.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Statuses  ·  Admin →
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  10. As I believe it is currently implemented, a user's account only allows them a single title, but they can be connected to multiple Organization records. A person's title may vary between the organization's they are affiliated with - they may be a Development Director for one organization, but the Board President for another. I would like a person's title to be stored at the User+Organization level, not the User level.

    3 votes

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  11. Many times, a question will take up less than 10% of the width of the form. I would like to see a column functionality added to reduce the vertical length of the application.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Form Building  ·  Admin →
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  12. Why in the world has the Candid Charity Check been moved from the tab section above the Application to the left side of the Agency's profile? This is utterly inconvenient.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  13. SLM: Please add a random number generator for Applicant ID to make the applications truly double-blind.

    2 votes

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  14. Enhance the Candid API Integration
    - Reduce Nonprofit Application Burden
    - Improve Funder's Collaboration Potential

    The Vision:
    Imagine nonprofits applying for grants by simply entering their EIN, then watching most of their application auto-populate with organization, programmatic, demographic, and impact data from Candid's database. No more asking nonprofits to repeatedly enter the same basic information across multiple applications!

    Imagine funders receiving better data from applicant nonprofits. And also having an easier ability to share funder grantmaking data out to the field. (By having a standard export in Foundant of data coded for submission to Candid's annual eGrants reporting.) Funders would…

    9 votes

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  15. The idea is to allow follow up forms to be saved as landscape or portrait.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  16. Follow Ups are showing up as Yellow - even though the Follow Up Report was submitted and marked complete by the administrator. Visually it looks like the charity owes a report, but once you go in and look, you will see it has been submitted and marked complete. It's confusing. How about making it a different color (i.e., purple), and then it might remind administrators to close it out. Or add a separate button to close out the grant, or as someone may have mentioned to date-stamp to show when it was marked complete. The Yellow makes you think the…

    2 votes

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  17. Right now if an LOI is being Denied there is no way to attach an email so it goes automatically; it has to be done manually. Can that be changed in the future?

    3 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  18. It would be very helpful to have a filter function when applicants (in our case, organization primary contacts) are viewing their organization history. Right now, they have to sort / scroll past all abandoned applications, cannot filter by date, etc.

    4 votes

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  19. As a high volume organization with many departments deploying grants, the internal user interface is increasingly becoming unwieldy and unorganized. It might be helpful to implement a "foldering" system so different departments/teams can better organize processes, forms, and email templates which look different for each team.

    91 votes

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    6 comments  ·  UI/UX  ·  Admin →
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  20. Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant. When you stop proxying, the system throws you completely out of the application to the dashboard. You can place it next to the Email Applicant and Edit Deadline Buttons at the bottom of the follow up page. I get many follow ups from smaller organizations where the tech level is low via email so I have to scan and upload. Then I have to proxy as the user and it is a cumbersome process to have to search for the organization again,…

    56 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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