1224 results found
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multi factor
Hello! It would be really helpful and much easier if the MFA was an email or a computer-based app/browser authenticator even. Asking evaluators (and in our case, applicants) to download an app has proved cumbersome. It requires the assumption that folks feel comfortable using their cell phones for work, and that just doesn't feel right in the philanthropy culture we are trying to create.
Actually just had to reset my password in this very site and the MFA was an email/code combo - that would be a very easy way for folks to access GLM with enhanced security, that doesn't…
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-The Foundant Team
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Email templates - I think we should be able to sort by date or name or subject
Email templates - I think we should be able to sort by date or name or subject
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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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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Different Confirmation for Applications and Follow up Forms
There is only one Confirmation that goes out to Applicants when application is submitted and when follow-up forms are submitted. The standard language for the application is great but does not apply to the follow up form. It would be nice to have 2 options, so we do not have to have Foundant change it for us.
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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Default documents sent through DocuSign integration to "Show Applicant this document"
I'm loving the DocuSign integration! One thing that would make it work even better is if it would default to show the document to the applicant in the Documents tab. Right now we must manually set that for every grant agreement in GLM.
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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Include custom fields from Installment form in generated merge fields document
I have a custom field that I added to our Installment form, "Source of funds", to indicate whether to pay the installment from our checking account or our DAF. All other forms that can be customized have the custom fields included when I Generate Merge Fields from the Merge Templates page, but not so for the Installment form. Can you add that to the merge fields document?
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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administrator comments
LOI / Part one of our application, we use the administrator comments section to ask further questions, it would be helpful if our grantees could go in and answer those questions within the comment box, so we don't have to put their part 1/ LOI back into draft mode for them to answer the questions. Is there a way to make this happen?
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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Include Organization in User Profile Change notification
Currently in the notification administrators receive when a User Profile is updated, it only lists the fields that the user updates. Therefore, unless they change their email, it is hard to tell which organization this user is from just based on the email. The notification email should therefore include the Organization Name as well.
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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Outdated tax returns
When I try to look at 990s through GLM, often the most recent available returns are from 2017-2019, which are not much use in 2023. Going to GuideStar for the same organizations, more recent returns are available. Why is GLM out of date and when will you fix it?
3 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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More email merge field options
Allow for more merge fields in email templates. Or have a few generic fields that we can enter data into that are available for merge.
We communicate out a variety of factors that are applicant specific, i.e. the request amount the applicant should come in at, and we lose the ability to batch for most of our processes since we can't merge fields that are critical to our processes.
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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Pre-filter Request Statuses: Select None
It would be a nice QoL change if the pre-filter screen had the option to select none of the request statuses. More efficient than having to deselect everything I don't want.
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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block user from editing user name
As an admin I want to prohibit an applicant user from editing their user name. When a nonprofit has an employee transition, sometime the old employee will share with the new employee their GLM log in info. The new employee then goes in and edits the account name to be their own rather than making their own user account. This messes of the historic record of the old employee. It would be great to have the ability to control what a user can edit on the user reg form just like an admin can control what org registration info can…
3 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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Report on Grants Manager assignment
As admins, we often run reports on due dates and deadlines and need to know which Program Officer we need to follow up with. Right now we are using the Org Description as a makeshift space to enter a program officer's name. Since Grants Managers can be assigned to applications, it would be great to pull that link into the reports.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Have both Admin and Grants Manager roles
We are a small team where people wear several different hats. As only Grants Managers can be assigned to processes and specific applications, it would be great if a user can be both an Admin and a Grants Manager. I not only manage and configure our processes but I also have a portfolio of grants that I manage.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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fund name from installments as merge field
Allow us to pull in the "fund name" from installments into emails. This would allow us to inform the grantees of the funds funding their grants.
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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Display the date a merge template was uploaded
It would be helpful for version control if in addition to FILE NAME, NAME and DESCRIPTION in the Merge Templates list, DATE UPLOADED was also included.
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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Approval Draft and follow up forms
Can the approval draft allow funders to add payments and follow ups and then once approved officially by board it is just a one click and the grant goes forward?
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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Include Foundant name or branding in password reset emails for Idea Lab
This is actually an Idea Lab request (meta, I know). The email sent when you reset your password in Idea Lab looks kinda sketchy. It doesn't mention Idea Lab or Foundant at all and I hesitated to click on the link for fear that there was a security risk. It would be great if that email could include more contextual information to make it clearer that it's trustworthy.
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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Focus Area Budget Tracker
I want to be able to create multiple budgets for an application for my different focus areas. Then, I want to see how much has been awarded for each focus area, and how much is remaining in each budget.
3 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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inactive
Currently when you pull in a CSuite custom field pull into a form in GLM form, it pulls in both active and inactive one (but doesn't note which ones are inactive). It would be nice if it only pulled in the active fields.
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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