321 results found
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Packet File Names include Organization Name and Project Name
When you download a packet, the system defaults to including the Project Name+"Packet".
In my downloaded file backups, I manually add the Organization Names to the beginning of each of these, and the word, "Application."
Please make it so the file name is:
"Organization Name+Project Name+Form Name/Type"29 votes -
Export ALL GuideStar Charity Check Information
This would include:
The Summary, EIN, Group Exemption, OFAC Organization, IRS Pub 78 Verified, IRS BMF, and Run Date.
IRS Publication 78
Organization Name, EIN, Deductibility Status Description, Most Recent IRS Publication 78, Verified with Most Recent Internal Revenue Bulletin.
IRS Business Master File
Organization name, Most Recent IRS BMF, IRS Subsection: 501(c)(3) Public Charity, Reason for Non-Private Foundation Status, Ruling Date.
990s list.
Public Profile:
GuideStar Exchange level (i.e. Silver, etc)
Name, DBA, AKA, address, ED, etc.
Fiscal Year Start:
Fiscal Year End
Total Assets
Total Revenue:
Total Liabilities
Total Expenses
Goverment Issued Ruling Year:
All fields under Financial…18 votesThis can be done through the reporting tool
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still submit without required upload?
I have a required document upload question with in my Universal application within SLM. How were students able to submit applications without the required upload? That shouldn't be a thing in the system.
3 votes -
Lately, GLM has been running VERY SLOWLY sometimes, especially when running reports, and when navigating GLM.
Please make GLM run faster
14 votes -
Change Color of Administrator Comments
It would be really helpful if the color of Administrator Comments could be changed from grey. I know it changes to blue when you make it visible to an Applicant, which makes it so much easier to see. But the Admin Comment stays grey and I find myself skipping over comments because they do not stick out.
24 votesHi All,
We recently changed the look and feel of admin comments. We hope these have made them stand out more. Please feel free to follow up if you have feedback on this change.
sammie
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application deadline
I love all the deadline features for applications, my issue is very simple, the window which shows the deadline is too small and cuts of the time and AM/PM. Anyway to make the box a bit bigger?
1 vote -
Change/replace Data Set within a report
It would be great to have the option to run an old report and change the data set. Not edit the data set but change it to a new one. I have 8 old reports with complicated formulas, filters, etc. but would like to run them with a new data set without editing/losing the old data set or reports.
1 vote -
Question Fields: Ability to make Charts/Tables/Grids
It would be a great tool to have in the application, review and reporting stages to have the ability to create tables for grantees to fill out (text fields, not necessarily complex budget tables (But Budget tables would also be appreciated ;) )
Although I understand the background work to make this happen is difficult, I think it would be a very strong and well used feature.
104 votesHi All
This is was implemented in October 2022 Release. To learn morn you can search out support hub or reach out to sucess@foundant.com
Best
Sammie
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Delay Access to 1st Assigned Follow Up until Grant Status is APPROVED.
We need to assign reporting dates/payment dates in the system at least two weeks prior to our board approval in order to generate our grant letters. Currently, when we do this, we have the option to set a time period in settings to say, 14 days later before the grantee sees the grant as approved - it shows as UNDECIDED until those 14 days are up, even though the grantee can see the follow ups. That's great, but grantees are now logging in and completing the 1st follow up (for us the grant terms acceptance), even though the grant is…
23 votes -
Collaborator Field
It would be helpful for administrators to have a field (in the request summary or somewhere else) so they can see if there are collaborators in a request.
27 votes -
Make it more obvious where to click to complete an evaluation
Currently, from an evaluator's dashboard, an evaluator is supposed to click on a red exclamation point fill out an evaluation. This is not intuitive, and while we have included step by step instructions for our evaluators, it's an on-going issue. Can't this be more obvious, like "Click here to evaluate" or a yellow "Evaluate" button that turns green when they have completed it? Red means stop and exclamation points are alarming. (Same would apply to the scholarships module.)
15 votes -
Existing Request Warning - customized message
It would be helpful to be able to customize the message that pops up to warn applicants of an existing request already in the system. In particular, it would be nice to add my name and contact information to have someone to direct them to in case of any confusion/questions when they see the message.
5 votes -
Select All Fields in Reporting
Select All Fields
In building a report, it would be nice to have a select all fields button. Specifically, I would like to audit my reports to make sure each question has a distinct label and instead of examining each I would like to select all and click save to see if the screen has a pop up that notifies me there are multiple fields with the same name and which!
1 vote -
Inherit the Organization Address on Contact form
When entering a new contact, I would like to be able to check a box to inherit the organization address.
1 vote -
Follow Up Automated Email
It would be really helpful if we had the option for automated emails to be sent to the Administrators 1 day after a follow up is do, rather than just the Assignee. It would make for keeping track of follow ups so much easier, especially when you have a lot grantees on different follow up schedules.
1 vote -
Assign follow-ups and notify grantees later
Could there be a way to assign follow-ups to grantees and notify them at a later date? Right now, when assigning follow-ups, the grantee is notified on their dashboard right away that they have a follow-up and therefore they will know that they have a grant. I would like to assign follow-ups during our Foundation's approval process time in November; however, the grantees are not notified of their grant until December with an award letter and payment then.Therefore, the surprise of being awarded a grant would be ruined if the grantees received notification of a follow-up prior to their award…
10 votes -
Batch Print Individual PDF Uploads
If the batch print pdf application is possible I would love to be able to batch print individual uploads. Currently I have 4 processes open where I need to extract the uploaded project budget from every application which is a bit time consuming. Thanks!
22 votes -
Allow grantees to submit a follow-up before the previous one has been marked "complete"
Allow grantees to submit a follow-up before the previous one has been marked "complete." Currently, grantees are unable to submit final reports before we internally have marked the interim reports as complete. There should be a feature that enables us to choose whether grantees can submit the next follow-up before the previous one is marked as "complete"
46 votes -
Allow multiple users in same org to work together on forms
Sometimes the applicant is either not the person or the only person that would need to access the follow-up form (report). It would be great to be able to let the assignee delegate the assigned follow-up to another contact in their organization or that more than one person be able to access the form. Same for the application. Allow multiple users within that request to edit and access the application and applicable forms.
28 votes -
Grant committee view follow ups
I would like the Grant evaluators to be able to see the final report follow up. But I don't need them to do anything with it - just have access to view the information.
1 vote
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