1052 results found
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Add save button to top of profile types list
Add a save button to the top of the profile types list (and other areas where the potential for a long list exists, such as the Philanthropic Interest Type) instead of only at the bottom. In our case, we have a long list of profile types, so scrolling all the way to the bottom of the page each time to click save can be cumbersome.
2 votes -
Prim Date on profile
Hi, I would like to be able to add the Prim Date on the address section of a profile to a report. We have many donors who move for the winter or summer to different parts of the country. Being able to report on this would help us in building mailing lists.
1 vote -
Link to User's Account in the Select User Window
Select User Window
It would be helpful to have the User Name link directly to their user accounts in the Select User Window to make deactivating or changing account roles quick and easy.2 votes -
As our team members change, we need the ability to change the approver on funds by bul
As our team members change, we need the ability to change the approver on various fund groups using a batch method. We have thousands of funds, and this is not practical to do one at a time. Thank you for your support.
1 vote -
fonts
Please include the ability to select specific fonts throughout the SLM platform, in addition to a button that removes text formatting, so that processes, email templates, and all text experienced from a user can be uniform and consistent.
I sometimes copy and paste text from other sources, like a Google Doc, Chat GPT, etc. and the platform gives us no way to keep fonts and formatting consistent. This is such a basic feature that really should be implemented ASAP. Thank you!
1 vote -
Budget Categories
It would be helpful if Foundant allowed budgets to be broken into user-defined categories. For instance, I would need categories such as Salaries & Benefits, Project Equipment, Project Supplies, etc. This would make it easier for grantors to view and track the budget. Otherwise, I have to manage these categories in Excel (or other software), which defeats part of the purpose of using Foundant.
1 vote -
Tracking in-kind donations
Having the ability to track in-kind donations i.e. non-monetary but like marketing support or gift cards or gift bags with a value
2 votes -
Comments being transferred over to summary dashboard of organizations
Comments being transferred over to summary dashboard of organizations
1 vote -
Make Alerts Function with Batch Grants
Currently, when processing grants as a batch from spendable in CSuite, alerts that would trigger when a grant is processed individually do not populate when those grants are processed as a batch.
Having a screen that pops up prior to creating grants from spendable as a batch listing all of the fund or other alerts that would come up individually all in one place for that batch would make the alert functionality integrate with batch functionality properly, ensuring those alerts are not missed due to which processing option a user chooses to use.
2 votes -
Ability to edit dates for campaign income statements
Would like the ability to edit dates related to the income statement in campaign /have "campaign" available as a financial filter in Reports. I'd like to use the same campaign year after year.
1 vote -
Ability to add the number of RSVPs in a household in Campaigns
It would be helpful to be able to change the number of RSVPs in campaigns per profile, especially when you're adding household profiles. It makes sense for single profiles to have a single RSVP, but when a household is attending, that RSVP should be for 2 people (or however many are in that household).
1 vote -
Thoughts on Renewable Scholarships
As a scholarship admin, I want a way to communicate with students about the renewal requirements for an opportunity within the system.
- can do with email types, but it requires lots of manual workAs a scholarship admin, I want to remove the human review of follow-up forms to verify renewal eligibility.
I want to set rules for if a follow-up should be marked complete and if they don't does it kick back to draft, email the students, etc.
Examples of eligibility criteria for renewal
- GPA
- School
- Major5 votes -
Alphabetizing search in a different, better way
When typing a last name in the search bar, the list of all with the last name of, for example, "Smith" come up. It would be greatly helpful if the Smiths were listed in alphabetical order of their first name, NOT prefix ("Ms., Mr., Mr. and Mrs.). Could that please be changed?
1 vote -
Header Image on Eligibility Quizzes
We'd like the Header Image to be visible on Eligibility Quizzes.
The header becomes visible once the applicant completes and passes an eligibility quiz but not before.
Having our logos appear on the Apply page displaying the available Eligibility Quizzes would be a nice addition to the new updates.
1 vote -
Prevent Duplicate Applications in GLM
Please consider only allowing one application per process by each organization. I saw duplicate application from single applicant most of the time. I would be greatly appreciate if it is fixed soon.
1 vote -
Primary Contact Descriptor
Could there be a small pop-up when your cursor goes over this field that explains how the primary contact works?
Our applicants often think "primary contact" indicates who will receive communications about their application. They frequently email saying they kept trying to change the primary contact and were unsuccessful.
We would like applicants to know that
1) the primary contact is the executive director/officer
2) site administrators control who is the primary contact
3) all communications are sent to the user that submitted an applicationThanks for your suggestions on how best to make this information clear to applicants!
Kira…
3 votes -
batch create voucher from custom reports
because in the grants module under the voucher bucket, you can't maintain custom filtering that can be used over and over, it would be great to be able to batch approve payments and batch create vouchers from the custom reports module.
1 vote -
Ability to have customize Message when event is sold out
In the GivingHub event registration flow, it would be great to be able to customize the message when it is sold out. Or preventing registration on the main page by disabling the button so a message can say, contact us to get on the waitlist.
1 vote -
We would like the capabilities to delete organizations and users so we can clean up our GLM database.
We currently have an organization that we cannot delete due to a charity check that was conducted. Although this organization has no requests or contacts associated with it, the charity check issue prevents us from removing it. We also would like to have the ability to delete old users who are not tied to our grant applications, not just make them inactive. We currently do not use a CRM program and have used GLM as our main source for data.
1 vote -
UA - administrator visibility of amount spendable per opportunity
I've heard more than one client that it would be helpful to have a space in SLM/UA to track the spendable amount of each opportunity (similar to the process budget). The clients would use this question to track amounts awarded against the spendable balance to know "where they are" in the balance. If this could integrate from CSuite, that would be even better, but non-integrated clients have also asked for this so ideally, it's something that needs either option.
1 vote
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