1040 results found

1. Add New Custom Fields to ONLY Future Grants without using Versioning or Custom Visibility Conditions

   Currently, when we want to add new custom fields to new records without adding them to existing/historical records, we either have to install SmartVersioning or utilize the Created Date in a custom visibility condition on the field.

   SmartVersioning is a large investment of time and effort to install and utilize properly, so I often use custom visibility when this type of need is not a large one. However, recently, I learned that each custom visibility condition could impact system performance long-term, so it would be extremely useful to be able to add new fields to only new records without having to utilize either of those two options.

   Currently, when we want to add new custom fields to new records without adding them to existing/historical records, we either have to install SmartVersioning or utilize the Created Date in a custom visibility condition on the field.

   SmartVersioning is a large investment of time and effort to install and utilize properly, so I often use custom visibility when this type of need is not a large one. However, recently, I learned that each custom visibility condition could impact system performance long-term, so it would be extremely useful to be able to add new fields to only new records without having… more

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2. Ability to permanently set date range in my dashboard

   Issue: Ability to permanently set date range in my dashboard.

   I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.

   I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a certain date range. My fiscal year is set in C-Suite, and despite that, when you change to the fiscal or any other date range, it is for that session only. Log in again, and the range is reset to the prior year based on today's date.

   Is it possible for this tool to allow for a permanently saved date range until you change it? This would be so helpful to me, and many other C-Suite users who have set the Dashboard as their landing page.

   Issue: Ability to permanently set date range in my dashboard.

   I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.

   I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a… more

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3. custom date on dashboard

   Issue: Ability to permanently set date range in my dashboard

   I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.

   I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a certain date range. My fiscal year is set in C-Suite, and despite that, when you change to the fiscal or any other date range, it is for that session only. Log in again, and the range is reset to the prior year based on today's date.

   Is it possible for this tool to allow for a saved date range? This would be so helpful to me, and many other C-Suite users who have set the Dashboard as their landing page.

   Issue: Ability to permanently set date range in my dashboard

   I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.

   I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a… more

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4. Custom Logon Page Message

   Hello - I am finding myself a little frustrated this time around when attempting to update my logon page message (for both SLM and GLM portal login pages). Even if I format outside of the page and copy to paste it in as I'd like it to display, it is now pulling everything left and not holding the formatting.

   My bigger ask to help solve this is can we have better rich text tools in the editing of the Logon Page Message under settings in both SLM and GLM? I'd like the ability to first and foremost choose the alignment (center, not just left aligned). It would also be helpful to be able to choose font and font size (instead of just the "header" options). Or I'd just like my formatted message to be able to be pasted in and have it hold (it had in the past). I want updates and instruction on the login page to be able to be clear to help applicants on both sides know the information related to process times, when/how to log in, and who to contact.

   Thank you for your consideration!

   Hello - I am finding myself a little frustrated this time around when attempting to update my logon page message (for both SLM and GLM portal login pages). Even if I format outside of the page and copy to paste it in as I'd like it to display, it is now pulling everything left and not holding the formatting.

   My bigger ask to help solve this is can we have better rich text tools in the editing of the Logon Page Message under settings in both SLM and GLM? I'd like the ability to first and foremost choose the alignment… more

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5. Internal Grant flow from GLM to CSuite

   We utilize several internal grant processes in GLM to account for monies flowing from one of our funds to another fund within our organization. We recently realized that syncing these grants from GLM to CSuite only allows for an external grant to be created in CSuite. It would be great to allow for creation of INTERNAL Grants when synced with CSuite so we can designate Source Fund and Destination Fund.

   We want to use the sync functionality and originate ALL grants from GLM.

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6. GLM/SLM Syncing to CSuite - Add Manual Profile Match Option

   When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).

   Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.

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7. Synced/Approved Grant Notification

   Implementing an automated email or system notification in CSuite when grants are synced or approved from GLM would greatly reduce the risk of missed payments and improve workflow efficiency.

   As Grants Manager, I primarily work in GLM while our CFO manages CSuite. Currently, we rely on long email threads to track requests and approvals, making it easy for information to be overlooked. Approved grants have gone unpaid on time simply because the approvals were buried in email.

   An automatic email alert - similar to those sent to administrators when a form is submitted in GLM - or a visible CSuite notification (such as a banner or badge) would provide immediate visibility and accountability. This improvement would create a seamless process, ensuring all approved grants are clearly flagged and paid without delay.

   Implementing an automated email or system notification in CSuite when grants are synced or approved from GLM would greatly reduce the risk of missed payments and improve workflow efficiency.

   As Grants Manager, I primarily work in GLM while our CFO manages CSuite. Currently, we rely on long email threads to track requests and approvals, making it easy for information to be overlooked. Approved grants have gone unpaid on time simply because the approvals were buried in email.

   An automatic email alert - similar to those sent to administrators when a form is submitted in GLM - or a visible CSuite… more

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8. It would be great if we were able to sort Fund Fee Types in alphabetical order.

   It would be great if we were able to sort Fund Fee Types in alphabetical order.

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9. Integrating with MonkeyPod nonprofit financial platform, CRM, fundraising, email marketing

   MonkeyPod is a software for Nonprofits, including grant-makers like ArtsNow. It houses our financial platform (taking the place of Quickbooks which does not speak nonprofit), CRM, fundraising, email marketing, etc.

   https://monkeypod.io/product

   A connection with Foundant would allow a full integration with the financial platform for grant applications that are approved and automate the accounting in the same way they do for other platforms.

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10. Integrate with SMU DataArts

    SMU DataArts (https://culturaldata.org/about/) is widely recognized as the standard for data collection and analysis in the arts and culture sector. Many funders—including private foundations, municipal and regional agencies, and state-level public funding entities—already require applicants to complete the Cultural Data Profile (CDP) as part of the grant process.

    This creates duplication and added costs. For example, the Ohio Arts Council
    uses SMU DataArts through its Artie platform to collect and report statewide impact data. In Cleveland, Cuyahoga Arts & Culture relies on a costly customized SurveyMonkey system (https://apply.surveymonkey.com). In both cases, arts organizations are entering the same data multiple times across different platforms, which is a waste of time and an expensive use of staff capacity.

    An integration with SMU DataArts would make this process seamless. Funders could avoid expensive custom technology solutions and use Foundant, and arts organizations could spend less time duplicating work and more time focusing on their missions. It would also strengthen the field by producing consistent, reliable data that can be shared locally, statewide, and nationally to demonstrate impact.

    You can see these commitments outlined in their 2024 Annual Report: https://www.canva.com/design/DAGc8RYPHWc/EpikVJ9qP0g8brUAISOhjg/view

    ArtsNow would be glad to help connect you with both funders and arts organizations across Ohio currently requiring DataArts, so you can hear firsthand how valuable this integration would be to the sector.

    SMU DataArts (https://culturaldata.org/about/) is widely recognized as the standard for data collection and analysis in the arts and culture sector. Many funders—including private foundations, municipal and regional agencies, and state-level public funding entities—already require applicants to complete the Cultural Data Profile (CDP) as part of the grant process.

    This creates duplication and added costs. For example, the Ohio Arts Council
    uses SMU DataArts through its Artie platform to collect and report statewide impact data. In Cleveland, Cuyahoga Arts & Culture relies on a costly customized SurveyMonkey system (https://apply.surveymonkey.com). In both cases, arts organizations are entering the… more

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11. Be able to create and assign a series of tasks to a profile.

    Feature Suggestion: Task Set Automation with Relative Due Dates

    I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:

    Task: Send thank-you letter
    Due: 1 month from task assignment
    Task: Share copy of signed fund agreement
    Due: Immediately or within 1 week
    Task: First reporting update
    Due: 6 months from fund establishment
    This would be especially useful when a donor gives a gift or establishes a fund. I follow a consistent checklist of tasks in these cases, and being able to automate the assignment of this task path would save time and reduce the risk of missing key steps.

    Ideally, the system would allow users to:

    Create and save reusable task sets
    Assign the entire set to a donor record with one click
    Use relative due dates (e.g., “+30 days,” “+6 months”) rather than fixed calendar dates
    Would something like this be feasible within the current CSuite framework?

    Feature Suggestion: Task Set Automation with Relative Due Dates

    I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:

    Task: Send thank-you letter
    Due: 1 month from task assignment
    Task: Share copy of signed fund agreement
    Due: Immediately or within 1 week
    Task: First reporting update
    Due: 6 months from fund establishment
    This would be especially useful when a donor gives a gift or establishes a fund. I… more

    2 votes

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12. Allow Impact Maps to run for non-organization grants

    Currently Impact Maps can only run off of Organization data. We need to run an Impact Map for awardees on grants only for individuals. This is not possible in the current configuration. Ideally it would be able to run off the Primary Contact or Owner of the record as well if we could toggle that in the Impact Map settings.

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13. History for comments under org profile

    We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.

    3 votes

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14. Make the Fund Name from CSuite visible in GLM forms besides the Installment Form.

    CSuite/GLM synced grants: Applicants that receive multiple grants from designated funds need to be able to see the Fund Name in order to easily differentiate between the grants they have received. It needs to be available for other forms and merge fields too. Specifically on Follow Up forms and in email merge templates.

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15. Resizing tables in Evaluator side-by-side view

    One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.

    It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.

    While the two panes of the application/evaluation can be resized, this is not super intuitive. It would be great to have it look clean off the bat.

    One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.

    It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.

    While the two panes of the application/evaluation can be resized, this is… more

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16. Indicate Canceled Grants

    There needs to be a straightforward way to indicate and run a report of canceled grants. A canceled installments report is not viable because it’s not uncommon for us to have grants that are awarded and then canceled or withdrawn before any payout occurs or for a payment to be canceled without the grant being canceled.

    3 votes

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17. Enhance the Candid API Integration

    Enhance the Candid API Integration
    - Reduce Nonprofit Application Burden
    - Improve Funder's Collaboration Potential

    The Vision:
    Imagine nonprofits applying for grants by simply entering their EIN, then watching most of their application auto-populate with organization, programmatic, demographic, and impact data from Candid's database. No more asking nonprofits to repeatedly enter the same basic information across multiple applications!

    Imagine funders receiving better data from applicant nonprofits. And also having an easier ability to share funder grantmaking data out to the field. (By having a standard export in Foundant of data coded for submission to Candid's annual eGrants reporting.) Funders would also have the ability for a standard application form to be copied into their Sandbox or Live site, built from Candid fields.

    Together, we can grow nonprofit capacity by reducing application burdens and giving nonprofits more time back, while also benefitting funders.

    The Idea: The good news is that Foundant GLM is already very close to achieving all this! We only need some minor updates and additions. Candid is already partially integrated. There are three parts to making this happen:

    • Expand the list of available Candid fields in GLM.
    • Add high priority missing Candid fields to GLM's API integration. (See the attached Excel document for the prioritized list.) This will make the solution useful as the current list of fields is far too limited compared to what Candid has available.
    • Organize and make the fields searchable. Modify the Candid add field dialogue by: reorganizing the API fields in the add field dialogue into logical groups to help with clarity, adding keyword search functionality for fields to find the ones you want fast, and include a "select all" option to import all available fields with one click. This will make the Candid add field dialogue much more user friendly.

    After that, we can collaborate to build an example application. Create a pre-built, example application that includes all available Candid API fields that are added to new customer’s sandbox accounts by default, and can be added to existing GLM customer’s sandbox accounts or copied to live sites upon request. This will make it much faster and easier for GLM users to get up and running with the solution.

    Several funders and users/admins of Foundant would love to see this happen and are available to help. Thank you!

    Enhance the Candid API Integration
    - Reduce Nonprofit Application Burden
    - Improve Funder's Collaboration Potential

    The Vision:
    Imagine nonprofits applying for grants by simply entering their EIN, then watching most of their application auto-populate with organization, programmatic, demographic, and impact data from Candid's database. No more asking nonprofits to repeatedly enter the same basic information across multiple applications!

    Imagine funders receiving better data from applicant nonprofits. And also having an easier ability to share funder grantmaking data out to the field. (By having a standard export in Foundant of data coded for submission to Candid's annual eGrants reporting.) Funders would… more

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18. Eligibility Quiz - Failure Message

    I'd like the ability to customize the failure message within an eligibility quiz to be able to show the applicant what question(s) caused them to fail and provide a bit more context to them regarding those specific items.
    Currently, there is only one "Failure Message" option that shows no matter what questions caused them to fail, so it can't be specific and the applicants don't know why they failed.
    Using conditional logic to say if Question 1 is answered "Yes," than show this custom failure message could help to provide more context and less back and forth after a failed eligibility test.

    I'd like the ability to customize the failure message within an eligibility quiz to be able to show the applicant what question(s) caused them to fail and provide a bit more context to them regarding those specific items.
    Currently, there is only one "Failure Message" option that shows no matter what questions caused them to fail, so it can't be specific and the applicants don't know why they failed.
    Using conditional logic to say if Question 1 is answered "Yes," than show this custom failure message could help to provide more context and less back and forth after a failed… more

    3 votes

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19. Adding a Language Translation Feature

    It would be nice to add a language translation feature for our applicants. This would help us reach more people.

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20. Add system variable access to scheduled report export name

    Already available on report header and footers, just need system variable access on name.

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