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1066 results found

  1. Our GPA question asks for 2 digits after the decimal point and we have "require right digits" turned on, but students are still able to submit a GPA with only one digit after the decimal point.

    Foundant support said "I learned from our technical engineering team that the functionality is working as expected. The way the number of digits after the decimal works is similar to a maximum character count. As you've entered it in your application, there can be up to two decimal points. When clicking require right digits it means there has to be something entered up to…

    2 votes

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  2. Add a Search Bar on request history page, within an organization summary.

    It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.

    5 votes

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    0 comments  ·  CRM  ·  Admin →
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  3. Ability to individually close an Evaluation stage, when you are using both Evaluation stages. For example, Evaluation 1 is to be completed, and "locked down" so the Evaluator cannot change their answers when they are completing Evaluation 2. This impacts the "integrity" of the review.

    6 votes

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    3 comments  ·  Reviewing  ·  Admin →
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  4. It would be wonderful if you could assign across processes within the universal application after an application is in the "evaluation assigned" bucket. I often have reviewers who are unable to complete their assignments and I have to manually reassign hundreds of individual applications. This functionality is so helpful in the "complete" bucket.

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  5. When you click into Organizations, you can perform a basic "duplicate search" and easily merge duplicates. I would love to see this same option for contacts.

    4 votes

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    0 comments  ·  CRM  ·  Admin →
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  6. It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.

    5 votes

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  7. It would be good for users to be able to edit/change the button text description in the grant request portal for fundadvisors. Our donors have found it confusing after entering their grant request to land on the page with the button "REVIEW GRANT REQUESTS" that needs to be clicked in order to land on the next page to then "SUBMIT GRANT". Possible change text from Review to Submit. The button on the next landing page can read "Confirm or Process Grant Requests

    1 vote

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  8. Still need more characters for instruction questions. I am building a grant agreement today and have a table that i'm trying to copy and paste into an instruction question (from word) and it is 639 characters too long! :-(. Maybe up it to 5000? Pretty please!?!

    3 votes

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  9. It would be great if the evaluators could add a live link in the evaluation comments section to highlight, for example, a link from the organization.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  10. It would be great if emails sent from Foundant would autopopulate as you typed the email addresses from the Users stored in Foundant

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  11. It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.

    10 votes

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  12. The graph size on the fund portal is very large. I would like to see the option of changing the size of the graphs.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  13. When viewing merge documents in the Documents tab of a request, I'd like to be able to view the document (like the Document Viewer in applications and follow up forms) rather than having to download it.

    7 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  14. I like the embedded tables for the most part but I really need commas in those integer cells and the sum total cell.

    8 votes

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    0 comments  ·  Budget  ·  Admin →
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  15. This has been posted before and marked implemented, yet it wasn't actually implemented. Community Suite has an AP Aging report when you select Accounts Payable. Looks great, is exactly what one expects when running an aging report. But if you select Historical Aging, then the output is completely different. The report is sorted by fund, and has absolutely no aging aspect to it at all. It also throws out a bunch of weird items that don't show up on a normal aging, described as "unknown". Please, create a historical aging that functions the same way that the current aging does.…

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  16. Currently when creating a filtered report (finanicals / account activity as an example). I am creating certain expense reports for different managers and am only showing them their specific expense accounts. All of the filtered accounts show at the top of the report when viewing or exporting and makes the report look unfinished. Can a function be added to hide filters or column group options so when looking at and exporting the report it looks more like a finished report?

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  17. searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.

    12 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  18. Thanks again for implementing the metrics dashboard! Seems like it covers all key areas except for a better breakout for denied requests so wanted to suggest adding 2 graphs (maybe for past 6 months and another for past 12) for those that can be drilled into to see more data.

    2 votes

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  19. There are some grants that we process in CSuite and then sync over the GLM. The intention is that we can use email templates for batch notifications in GLM to send to the organizations. We also assign follow-up forms for these grants.

    However, the emails and follow-ups aren't working. It seems to be because the Applicant is listed as "Unassigned". All of the organizations for these grants already have GLM accounts, so I would love to see the Primary Contact be the default "Applicant", which would enable us to perform these functions in batch. Any way to improve this integration…

    3 votes

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  20. I see that someone else had suggested this but the idea was archived. In the documents folder, there is no way to reorder the documents. It puts them in order of the date they are uploaded. It gets a bit confusing when adding documents later into the process and they are out of sequence. The only way to rectify is to delete the documents and reupload them in the order desired. But then if something else is submitted that should be kept such as background information prior to the approval or denial of the request, they're out of sequence again.…

    8 votes

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    Proposed Idea  ·  1 comment  ·  Search  ·  Admin →
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