Would it be possible to change the payment tracker thumbs up/thumbs down to something else, maybe like the Sync Approved Toggle Button? Or change the color - green for approved, gray for unapproved? Right now scrolling through trying to find a few installments that haven't been approved is like looking for a needle in a haystack.

When syncing grantees from GLM in CSuite, we get an error when an organization spells out their State name in their organizational address instead of using the 2 letter abbreviation required in CSuite. The entries into the State should be limited to 2 characters, or add a note in the field description that indicates that they should use the abbreviation. This would save a lot of time and frustration when processing grants in CSuite.

It would be helpful if the Approval tab view on my SLM dashboard could be sorted by applicant last name instead of first name.

It would be great if we could add merge fields into an email template from forms in your process much as we can in the merge documents. There is grant/donor-specific information that would help them identify the grant and reinforce the donor who made the gift.

It should be possible to use questions that utilize branching and access all of the branched options within a regular question group (very similar to qualtrix, where you can have a regular question mixed in with a question with branching in a single section).

We would love a feature that would allow us to plot our grantees on a map to present to our Board in the board book.

In an effort to make our process as burdenless as possible for our applications, we have opted to use the maximum character limit of 10,000 for all of our narrative questions. That said, we want to encourage brevity as much as possible. We do include instructions to that effect, but when an applicant sees a limit of 10,000 characters, our hopes for brevity diminish. It would be helpful if we could opt to not show the character limit for certain questions.

There should a simple beginner's guide to using FOUNDANT.

Using Google Suite for instance. Customers are the people using the software and it should be user-friendly. We do not work for FOUNDANT it works for us. Customers should not have to create their own SOP's because the program is that complex.

It would be great to be able to upload a copy of the check (or other payment document) at the time of installment payment. Currently, the only area to upload payment copies is in the Documents section on the request.

I would like to be able to export/run a report all contacts associated with a group of organizations (e.g. active grantees). Currently you can only export the primary contact and contacts associated with a request, but we frequently have more than 2 contacts per org. It would be great to be able to run a report that includes all these contacts (name, email, and title). Then we only need to make sure contacts are up to date in Foundant and run reports when we want to send email merges.

Is there a way to make the excel export column NOT the width of the text in them? This results in extremely wide columns and tedious reformatting to make them a workable size.

This would not be between ALL evaluators in a process and would be automatic so that grant administrators would not have to download evaluations and reupload to shared documents.

We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.

Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.

On the Follow Up page it would be helpful if there was a column for "Form Submission Date". Currently their is a "Due Date" column but no indication what date the form was submitted. This would be helpful so we can see on one page an overall summary of how timely the Grantee is on submitting their Follow Up forms and which forms are past due.