940 results found
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Ability to sort in the Documents folder
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.…
7 votes -
Allow more Recent Data in Portal Investment Reports
The new Investment Reports available to Fund Advisors through the Portal are great. But it is weird that they can only pull investment data through the end of our last fiscal year. Please allow investment data to be pulled from our last closed month.
1 vote -
API Integration of SAM-UEI Verification
API to integrate a UEI verification function: https://open.gsa.gov/api/entity-api/ [open.gsa.gov]
This would allow organizations that require a SAM-UEI to verify the number submitted.
Thanks Eric Ashby from the Indiana Arts Commission for the heads up on this one!
13 votes -
Batch follow ups to Org primary contact
Add functionality to chose who the follow up is assigned to when batching them. Currently, it goes to the applicant account. I’d like it to go to the organization’s primary contact, then they can add contributors. Applicants are often grant writers or development directors with higher rates of turnover than Executive Directors. Some orgs have overdue follow ups simply due to staff turnover.
3 votes -
Fiscal Year Customization for Reporting
The addition of a feature or setting that allows us to set and save our foundation's fiscal year within the company information settings. Specifically, the ability to define our fiscal year as starting on December 1 and ending on November 30. This adjustment would ensure that all reporting tools and templates automatically align with our fiscal year, streamlining our workflow and improving the accuracy of our reports.
1 vote -
Login Instructions auto-email
Why does the system 'Login Instructions" auto-email go to an Administrator? It really needs to go to the user that just created their account! I've just been on with chat and apparently there's no way to edit this, no event type to send directly to the user, and orgs are working around it by having to post all the login instructions on the Login page itself? This makes no sense. It really would be so much more useful if it went straight to the user who just created their org in the system. Thank you!
2 votes -
Ability to Alphabetize Committee Members
Trying to verify accuracy of committee participants is challenging becuase they are listed in a random order. We need the ability to alphabetize committee member names.
1 vote -
charity check
There is a discrepancy between GLM and CSuite charity checks. When a private foundation applies it 'passes' the charity check unless you think to check in the Publication 78 box. When you run the same org in CSuite, a more obvious charity check message about their private foundation status displays. It would be helpful to have a more clear way of flagging private foundations within GLM before applicants get further in the process.
3 votes -
scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
1 vote -
Advisor or Household "Roll Up" in Donor Reporting
The Advised/Household roll up is a powerful tool that I have often used in my donor reports. Many of our donors give via a Donor Advised Fund.
However when you use that tool it also "Rolls Up" individual giving records to household giving records. This unfortunately results in inaccurate Donor reporting, including households that are inactive or deceased. I'm wondering what is stopping Foundant from giving users the ability to either "Roll Up" just Household or just Advised donations.
Because of this problem I have stopped using the "Roll Up" feature and instead create 2 separate reports one with all…
1 vote -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
5 votes -
Turn Preview Off
I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.
We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.
Having the ability to hide or remove the "Preview" option while still having the process/application show on the…
2 votes -
Sender Merge field SLM Email Templates
Email templates now offer the "Sender" merge field, it would be great if we could have the "Business Tittle" field in the users settings (optional) and maybe only internal so students to have access to it, but this would allow us to easily communicate foundation staff information without having to manually input. This would also allow us to track the evaluator's tittle at the schools involved in our nominating committees. Bonus if we can sync it with C-suite!
1 vote -
reviewer panel
For one grants cycle this year, we received 222 eligible applications that then are reviewed by 86 reviewers. We frequently get a large number of applications and reviewers, although this year is the biggest one so far in a long time! We assign reviewers to different panels, which are groups of people who all review the same applications. We make these application/reviewer assignments outside of Foundant, but it would be really helpful if we could group applications/reviewers by panel in Foundant. Without it, we have to send out communications manually basically, going back and forth to an external Excel document…
1 vote -
SLM FOLLOW UP DATES
It would be very slick if we could select a group of students and change or extend their follow up due dates in a batch rather than at one at a time.
PERHAPS IT IS POSSIBLE TO DO THIS ALREADY?
Many thanks for looking into this.2 votes -
Batch Create Merge letters from Approval Buckets
For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…
10 votesThis workflow today can be completed from Request and Decision.
-sammie
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Show Decision Status
Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…
13 votes -
Bank reconciliation
Add back the filters at the top of the Bank Reconciliation Module. As of January 2025 this feature was taken away. The ability to filter all transaction is helpful in the reconciliation process.
1 vote -
General Ledger - Make Account Field Drop Down Clickable
Currently In General Ledger, when looking up an account's detail (in "Show Transactions") the user is required to enter the general ledger account in the "Account" field. It would be helpful if this field was a drop-down clickable list of all General Ledger accounts. This would avoid having to physically enter the accoutn number in that Account field. Many times when looking up an account the user knows the account name but not the number, so a drop down list of all accounts with names would be a nice feature to have.
1 vote -
assign follow ups installment visibility
We used to be able to see the Installment we assigned a follow up to in the Assign Follow Up dialogue box "Attach to" column. This new iteration took away that visibility and only shows us the words Installments, Installments, Installments down that column instead of the installment we actually assigned it to. Could we please see the installment we assign the follow up to in that column instead of the word Installments? Thank you.
1 vote
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