1130 results found
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MCP
MCP connector for Community Suite and GLM so that users can connect via AI tools like Claude or Codex.
3 votes -
scoring
For excel reports to be able to pull the total score of all evaluators on an application
3 votes -
key interactions - tagging across user / organization / request
I wish we had the ability to tag an interaction so that it shows up in relevant places. For example, I just created a note about a phone call with an individual in that individual's profile. I wish I could have that note also show up in the organization's profile. And then, when they do create a request, have the ability to tag the comment to the request. I might just delete the comment from the individual and put it on the request when it comes in, since that's a more useful for grant reviewers to be able to see…
4 votes -
pull comments in report
Comment data - We need to be able to pull comment data from Foundant. This is critical for our clients and this is where we are able to track all updates for organizations. Currently we are having to keep up with this information on a spreadsheet and we are needing a one stop shop for all activity concerning a organization.
7 votes -
k.morris@mhjf.org
When downloading a zip file of Merge Documents, it would be EXTREMELY helpful if the documents names were the Organization name, rather than the project name or the applicant name.
2 votes -
Frequency of design/format update is disruptive
Unless it's content critical, please minimize design/format updates. It disrupts the flow of work. Every time I get familiar with the new format, something else changes, so I have to adjust; this slows down the workflow and is quite annoying.
1 vote -
canceled vs denied
It would be helpful to be able to see denied grants and scholarships on the dashboard to understand the full picture of the each process.
Additionally, it would be helpful to have a feature that allows us to mark a scholarship as cancelled if the recipient decides not to attend the program or utilize the funds. This would allow us to distinguish between what was not approved/denied and what was approved but not being used.
3 votes -
Interactions - Limit User to certain role
With the new Interactions feature, it would be great to limit the User name on the list. Currently lists all our external evaluators. We'd like to limit the user tag to Administrator and Grants Manager
3 votes -
auto populate form submission dates into forms
I've added an Approval Tracking section to our Approval Form (see attached screenshot). Some of the dates are Form Submission Dates. Is there anyway to get that submission data to auto-populate?
2 votes -
Organization Summary Dashboard: Request Status
Currently on the Organization Summary Dashboard, the request status no longer represents the status at a form level.
For example; the status will be "Follow Up(s) Assigned" on the dashboard, but submitted on the form level.
Organization Summary Dashboard should have the same request status as the Organization Request Summary Table available when using merge field templates.
1 vote -
Recent Release Change to 990: Hard to Print
As part of our physical record keeping, we print two pages from the most recent 990. The recent release has made this become extra clicks due to page breaks on formatting available on the Financials & Compliance page version of 990s
Example:
Organization Summary > Financials & Compliance > 990 File > Opens as a visual render that breaks pages when printing.
To get to a version that is printable with the correct page breaks, I have to navigate to their Candid Profile first by either:
1.Organization Summary > Financials & Compliance > Organization Summary > Financials & Compliance >…
2 votes -
Change the "Submit" button to "Continue" for Event registrations
When people register for events, they first put in their contact information to create a profile/add their profile to an event. The button on that screen says "Submit" and then immediately sends a confirmation email, even though the guest has not put in any additional information or answered any specific questions (ie. dietary restrictions, donor preferences, etc.). Can we please change the "submit" button to a "continue" button? Or make this event registration process one-step instead of two-steps? The current set up makes it impossible to host event registration within C-Suite and get the information we need about event participants.
13 votes -
Due Diligence Financials & Compliance Tab: IRS Ruling Date
Is it possible to display the ruling date from the IRS Business Master File into the Financials & Compliance tab in the request summary? This information was easily accessed through charity check, but now it looks like we may have go to the organization summary page to access it. This will slow us down considerably when vetting applications for eligibility.
4 votes -
lynn@allegrettifoundation.org
Before the change in GLM UI, you could access the Charity Check tab within the LOI form of an organization. It made the work flow easier. With the new GLM UI you have to go to the organization summary page to access the left column of choices to access Charity Check. Is there a reason the Charity Check link couldn't be a part of the new Financials and Compliance tab that is now where the Charity Check tab was in the LOI Form? The way it is with the new UI, it causes several extra clicks to go between several…
1 vote -
interactions
It would be very helpful if Site Visits was added as a category of Interaction and to allow uploading of site visit reports within the Interactions feature. Right now, we upload site visit reports in Documents, and since a site visit is a type of interaction, it makes sense to include the visit and a link to the report within the interactions.
4 votes -
Reporting Filtering Permission
Add Additional permission to restrict a user from being able to filter custom reports. The current most restricted permissions for viewing custom reports retains the ability for the user to edit the existing filters on the report, then in part allow the user to view any information they desires to filter down into.
2 votes -
Compliance
I am LOVING the new product updates and so is my team. It would be so helpful for those of us that are pass-through funders for federal funds to include a way to manage SAM/UEI codes and audit requirements per 2CFR 200 through the compliance and financial features. Even if this required an administrator to annually or semiannually update the feature per the federal code, it would still be helpful to have this tied to the organization rather than the individual application per this feature.
1 vote -
Follow Up button
It would be helpful for us if we could click on the Follow-Ups box on the organization summary page and a new page/box would open and list the past due follow ups.
2 votes -
mhutto@invtrustco.com
It would be great if applicants could preview the apply page info for our restricted grant process either on the Public Apply Page or the actual Apply Page without having to enter an access code. We have applicants that forget how to reapply annually for this restricted process and finding info without entering the access code would be helpful. The access code would actually be needed to to apply.
1 vote -
Ability to upload emails/documents into new interactions feature
Some of our team members share an email or Word doc describing their recent site visit or virtual meeting with an organization. It would be great to have the option to upload those files as interactions in the new layout.
3 votes
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