Settings and activity
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we use comments in the organization tab; it certainly would be helpful to have comments in each grant, too. flexible for different functionality. one flag though is that I could see this 'clogging the system'. It depends on how many communications we're talking about, too. would information get buried/lost? could it be searched for?
posted September 6, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
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Chris-
This is by no means a game changer but I thought it was a cool feature. I saw the status bar on another software product. I have not seen this particular product for a while so I would need to go back to and check it out to see how it works. Overall, I assume yes it would show more progress for each question they answer. I am guessing this would involve paging the forms...not sure everyone wants to do that. Just thinking of ideas that make the forms more user friendly.
posted July 3, 2013 by Erin Baird, Allegany Franciscan Ministries
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25 votes
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I apologize if this has already been suggested but I would like to see a "Batch Pay" option under the Payment Tracking. Sometimes I send out 60 grants in one month (more in December), sometimes 25 in one day and it would be nice to just pay them all at one time. Is that possible now? Thanks!
posted April 23, 2013 by Kishawn Leuthauser, The Louis and Harold Price Foundation
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6 votes
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Hi Chris,
The Genuardi Family Foundation currently uses QuickBooks Premier to print our grant checks. We would most definitly consider the online version of QuickBooks if a one-way integration was offered.
Thanks
posted July 22, 2013 by Nancy Bonenberger, Genuardi Family Foundation
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Hi Chris,
We are using QuickBooks online at the Carolyn Foundation. Even if it only worked in one direction, it would be a great start and would make us happy.
Thanks
posted July 18, 2013 by Kristen Cullen, Carolyn Foundation
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Here at the Kern Family Foundation,
We use the 3 user premier version of Quickbooks -- desktop version and we would be happy to have at least a one-way intergration to quickbooks. From Foundant to Quickbooks.
posted July 18, 2013 by Clement Mariaselvanayagam, Kern Family Foundation
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Chris,
We are using QuickBooks Pro since it is more robust (especially for reporting) than QuickBooks online.
Carolyn
posted July 17, 2013 by Carolyn Siegfried, The Pedrozzi Scholarship Foundation
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We are also interested in an interface with Quickbooks. Does anyone have suggestions for the most efficient way to export/extract data for inputting into quickbooks?
posted July 3, 2013 by Carolyn Siegfried, The Pedrozzi Scholarship Foundation
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After listening to the Webinar, I'd also like to concur that having a link to Quickbooks would be very helpful and would make the process more efficient. This would be a great enhancement to the software.
Thanks for your consideration.
posted December 20, 2012 by Kristen Cullen, Carolyn Foundation
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Nancy,
I believe we have a fair number of customers using Quickbooks and other accounting packages. I'd like to give you a call if I might around some more specifics as to what would be helpful for you.
I'm pretty sure there are others on the board that could use some form Quickbooks (or other packages) integration. Please chime in. We're looking for input and expertise. Thank you!
posted March 2, 2012 by Raymond Burket, Foundant Technologies
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Nancy,
I believe we have a fair number of customers using Quickbooks and other accounting packages. I'd like to give you a call if I might around some more specifics as to what would be helpful for you.
I'm pretty sure there are others on the board that could use some form Quickbooks (or other packages) integration. Please chime in. We're looking for input and expertise. Thank you!
posted March 2, 2012 by Raymond Burket, Foundant Technologies
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Nancy,
I believe we have a fair number of customers using Quickbooks and other accounting packages. I'd like to give you a call if I might around some more specifics as to what would be helpful for you.
I'm pretty sure there are others on the board that could use some form Quickbooks (or other packages) integration. Please chime in. We're looking for input and expertise. Thank you!
posted March 2, 2012 by Raymond Burket, Foundant Technologies
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ooo and repeating headers at the top of each report page too; that should be standard.
posted November 7, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
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Is there any update on this? never heard anything back, and landscape especially would be very helpful. Please let me know if anything is in the near-future pipeline with these items.
posted November 7, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
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Agreed - I did this with a few of our organizations due to name change and I don't think there is a good record of what I did. THanks for posting
posted April 25, 2013 by Stephanie Harley, Community Health Endowment
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3 votes
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I should have specified - I know we can include ALL file uploads from a follow-up form, but I would like to be able to determine which file uploads are included. Thus, in the "ATTACH FILES FROM INDIVIDUAL FORM QUESTIONS" section at the end of the merge document, i would like there to be a "Follow-Up Files" subsection in addition to the Application Files subsection.
posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida
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30 votes
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I would like to see declined grants on the dashboard, as well as closed grants. I've mentioned this in the past and I'm glad to see others agree. I've actually held off closing grants so that we'd be able to still get to the Granted list quickly.
posted April 25, 2013 by Mary Nicosia, GMA Foundations
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I would like to see declined grants show up on the dashboard....mbracken,ittlesonfoundation.org
posted April 17, 2013 by Maureen Bracken, Ittleson Foundation
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From Raymond's original post:
"Alternatively I could see where one might find it helpful to see some subset of declined grants on the Dashboard as a reference--perhaps for a particluar grant cycle?"
I think as it pertains to a particular grant cycle it would be helpful. Once the applications are closed, they don't matter as much to us. They can disappear. But, during a particular grant cycle it would be helpful to see how many we had denied in the process.
This would be a great addition for us.
posted April 16, 2013 by Lynn Larson, Fred and Jean Allegretti Foundation
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Hi, Chris.
Closed grants would be my own highest priority. This would essentially give us a very quick snapshot of all of the granting activity made in a particular process. Denied grants would not be as crucial, but it would be helpful (again to show demand for funding, but this can also be pulled in a report.)
Personally, I really don't care much about abandoned requests - for us they are most often an applicant who is merely looking through an application or they are duplicate applications that never got off the ground that we simply don't need. I hope that helps - I'm happy to talk more about it if needed.
Thanks!
Marla
posted March 27, 2013 by Marla Collum, National Trust for Historic Preservation
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Hi Marla,
I would like to see this topic discussed again too. It is a restriction that doesn't allow me to properly manage my applications and therefore leads to a lot of manual management which is not ideal.
Thanks,
Michelle
posted February 27, 2013 by Michelle Sullivan, The Joyce Foundation
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I'd like to revive this topic because I also love the ability to find things quickly on the dashboard. It would be really helpful to see denied grants, but also closed grants on the dashboard.
We often need quick access to the total number of applications submitted (to show demand for funding, e.g.) or a good example of a particular type of project that was awarded. When a grant is closed, it disappears from the dashboard.
We can run a report, but the dashboard is so much faster and easier.
Thanks, all.
Marla
posted February 27, 2013 by Marla Collum, National Trust for Historic Preservation
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Fair question. Our current reasoning around what we display in the Dashboard was to only show "Active" requests/grants. That is, requests and grants that are still in play. Other than abandoned or deleted requests, we consider all of them to be active. In terms of decisions (grants and declinations) we only consider grants active as they may still be in play in terms of payments or grant reports or simply the activity that the grant is funding. Declinations we consider dead (no grant reports, no payments, no grant activity), and so don't show them in the Dashboard.
All of the above said, we're here to learn and I would love to understand a little more about the "why" of seeing declined grants on the Dashboard. It seems like over time that number would get pretty large and I wondered if that would really be meaningful or helpful on a daily basis. Alternatively I could see where one might find it helpful to see some subset of declined grants on the Dashboard as a reference--perhaps for a particluar grant cycle?
To see declined grants in the current system, one must go to Search Requests and then filter on a status of declined. It's around three clicks to do this.
I hope this helps you understand our thought processes (for better or worse!). The other thing I'll offer up customization. Different folks have different ideas about what they'd like to see on the Dashboard. I hope someday to give folks more ability to customize what they actually display on their Dashboard. That may well be the ultimate solution!
Thank you for posting Alison!
-raymond
posted August 11, 2011 by Raymond Burket, Foundant Technologies
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Thanks, Chris!
posted September 16, 2013 by Amy Palmer, Cultural Council of Greater Jacksonville
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I love the new feature of being able to provide shared documents for evaluators. I think the same feature would be very useful to have available for applicants as well. There are many informational items that we use in our grant processes that are needed by all applicants in a process. For example: grant hearing schedules, on-site visit assignments, panel contact information, etc. Currently, I provide these items as hard copies and/or in e-mails. I can always count on several applicants losing this information and requesting it again. It would really be an efficiency to have a place in Foundant where all this information could be posted for reference by the applicants.
posted September 13, 2013 by Amy Palmer, Cultural Council of Greater Jacksonville
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16 votes
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I would like to be able to export comments (request, organization, application, follow-up) - for some reason I thought we could... and I wouldn't mind having them show up in the same field when exported to Excel. It's being able to see them all in one glance that's helpful.
posted September 13, 2013 by Mary Giraulo, GMA Foundations
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Hi Chris,
I'm not sure if this should have its own thread, but I just wanted to add that it would be great to be able to export Follow-Up comments, as well. We have program officers who will make comments on the submitted reports and would like to be able to give those comments as a sort of write-up to the board members when they are considering another grant for the same applicant.
(Let me know if this needs its own thread and I'd be happy to do that.).
Thanks,
Mary
posted September 9, 2013 by Mary Nicosia, GMA Foundations
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I love the new one stop shop for request comments. It's very helpful to see all the comments for one application in one place with info on who made the comment and when. It would be even more helpful if I could see all the comments for an application round in one place via an export so I know which ones I need to respond to with out opening each individually. It looks like decision comments and payment comments can be exported. Is there any possibility of making the request comments exportable?
Erin,
Because we have many clients and some have multiple deadlines per year, I make it a habit to try to clean up drafts after every deadline or grantmaking meeting. I check with the Program Officer to make sure there isn't a reason for the draft, first.
posted April 23, 2012 by Mary Nicosia, GMA Foundations