1012 results found
-
Remove follow up form/popup from process
I am training a colleague on entering grants into Foundant. Unfortunately, we're unable to remove a follow up form from a process once it has been used. And we're unable to remove the popup message for the follow up. So, while training I have to say "Oh just ignore that, we don't use it", which makes training clunky. Please give us the option to remove a follow up form (or at least the popup) we don't use.
1 vote -
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge.
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge of the Foundant SLM.
The new system - while beautiful - is just random by topic, and unable to walk a person with no experience through the process of learning how to use SLM efficiently.
1 vote -
New button needed for students like these :)
My Problem: What about a student who doesn't complete two follow-ups but is still active, then graduates? Where do I put them now if I don't want to delete any follow-ups?
Foundant: Then you'll have to mark the follow ups as complete. Or you can download the follow ups and attach on their request record under document tab, and then delete their follow ups.
Wishing there was a button for something like this, since the student technically shouldn't be closed or abandoned.
1 vote -
grant catalog
Reduce the number of places a donor must click to make a grant from their fund through the grant catalog.
2 votes -
"AI"
Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!
5 votes -
CSuite Notification for Grants Synced/Approved in GLM
Implementing an automated email or system notification to the primary user in CSuite when grants are synced or approved from GLM would greatly reduce the risk of grants being overlooked and significantly improve workflow efficiency.
As the Grants Manager, I work primarily in GLM, while our CFO manages CSuite. We often rely on lengthy email threads to track grant requests and approvals, which makes it easy for information to get lost. There have been several instances where approved grants were missed and not paid out on time simply because the approval was buried in email communications.
After searching the Foundant…
2 votes -
Comparative balance sheets with the ability to input comparative date
IT would be nice to have the option to select the comparative date in the balance sheet comparative presentation instead of only having the listed options (year over year, month over month). For instance, I would like to compare my current balance sheet to the prior year end, and then be able to prepare a cash flow that ties into it for the YTD. In that way, I can have a complete set of financial statements (balance sheet, income statement and cash flow) that all relate to each other for the same time period.
2 votes -
Abandoning/Closing and Application within the Application View
It would be nice to abandon/close an application when you're in it. Having to exit back out into the request tab and count which one you were in is confusing. The only way to be sure I'm abandoning the correct application is to open it but the option to abandon/close is only on the request summary view. I added images for better clarification
1 vote -
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
1 vote -
copy third party letter of
Copy Third Party Letter of Recommendation Form:
We use the Third Party Form capability with a list of questions for Counselors, Teachers, Coaches, etc. with a long list of questions but have to create from scratch for each new audience
1 vote -
email cc limit
Add more characters to CC within email templates- Currently only 200 characters is about 5 addresses. We need to email at least 12 addresses in the CC field and be able to add more addresses to the to field.
2 votes -
Adobe Sign Integration
Would it be possible to also get Adobe Sign integration alongside DocuSign? We use Adobe for everything, but also created a DocuSign paid account so we can have the integration for our grant agreements in Foundant's GLM. It would be great if Adobe was also incorporated so we wouldn't need both.
5 votes -
New applicant dashboard
With the New Applicant Dashboard feature, we would love to be able to manually change the status of a request on the Request Panel to Action Needed, even if there is no assigned follow-up form associated with the request. Sometimes, we have applicants that submit requests, and we do a first round due diligence check that requires follow-up on the back end via email with no official form, but action may still needed from the applicant. Under the New Applicant Dashboard feature, these requests would fall under the No Action column even though action is needed, there is just no…
2 votes -
Make Grant Category field reportable
Please make Grant Category a reportable field! Why make us create a custom field to have a second layer of grant categorization when there i
3 votes -
Add 'Unresponsive" as a dropdown for grant reporting
If a grant recipient has not completed required reporting within a specified timeframe AND has been unresponsive to outreach attempts, it would be ideal to have the option to mark the report(s) as incomplete/unresponsive. That creates a marker for future grant considerations
3 votes -
Add the possibility to preview PDF or Excel files uploaded by clients (to avoid having to dowload all files)
Currently in single/multiple file upload fields: it is only possible to dowload the files that have been uploaded. The idea would be to have the possibility to only view/preview the file without downloading it.
1 vote -
Add "Request Amount" into "Organization Request Summary" Merge Table
This one has been previously archived, but when we get the summary of an organization, we really really would like to see the amount they requested, even if their grant was denied. This is one area where Blackbaud allowed us more functionality than Foundant.
Along the same lines, when you look at org request history, it would be nice if it showed amount requested in the summary at a glance.
6 votes -
Hold or lock an application or organization
It would be helpful to add the option to put an application and/or an organization on hold. We often run into a problem where the applicant has submitted documents without signatures, or they did not submit follow-up forms from a previous grant. If this information isn't shared with managers payments can accidentally be processed or applications can be pushed through by the manager because they were unaware of the process hold done by the finance team. To add a feature that locks everything and shows a red alert of why the process can't proceed would be great.
1 vote -
Customize Data in Metrics Dashboard
The vast majority of the Metrics Dashboard data is related to decisions and payments/disbursements. Our organization does not facilitate payment through SLM/CSuite, so these charts/datasets are blank/not useful to us at all.
Given the mission of our organization, it would be great to be able to customize this dashboard to reflect the data in real-time that is most important to our organization (largely applicant data, so for example, race/ethnicity data, geographic location, number of applicants per program, etc).
1 vote -
export request history slm
Hello! I'm trying to compile a history on a scholarship recipient's requests and awards, and found that this User Summary/Request History is not exportable. I would like to be able to export this data to an excel file to be able to tabulate and manipulate the data. Thanks!
2 votes
- Don't see your idea?