1367 results found
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Ability to add custom fields to funder contacts
Hi. I may have posted this in the wrong channel before; sorry.
But can you offer your users the ability to add custom fields to your funder contacts? Like, I may want to add 3/5 funder contacts to an email contact list. How can I do this without clunky workarounds in the notes field or through adding it post-export?
There are also other fields that may be valuable -- links to their LinkedIn Profiles, Start dates with the org etc.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Allow Grant Manager to be assigned to only one process
Someone should be able to be assigned as Grant Manager for one process only. Currently, they get assigned to every process in Foundant, including ones in Archive and needing to be removed manually from each one.
4 votes -
3 votes
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Show only closed evaluations to which user is/was assigned
Currently, any user with Board Member level access can see ALL closed evaluations and it causes confusion. It would be helpful if that tab showed ONLY the closed evaluations to which a user is or was assigned.
2 votesThank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.
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Thank you…
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I'd like to be able to revisit a Sandbox course I had done previously
I have done some Sandbox courses over a period of time, but occasionally I'd like to be able to review what I had done but without having to go through the steps again. I hope to VIEW what I had done, not REDO.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Make evaluated applications viewable to all evaluators
It would be helpful to permit all Evaluators view all evaluated applications when an evaluation process closes. Our Evaluators need to read all of the applications prior to a meeting, and since they cannot be assigned the "Board" member role they need to be able to read all applications prior to discussion. Currently I am downloading all applications to a Google Drive so they can read them, which is a lengthy extra step.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Email Button on Request Summary Page
It would be very helpful to have an 'Email Applicant' button next to the 'Created Documents' on the Request Summary Page. In our work flow, we are emailing the applicants throughout the application stage, in the approval / denial stage and also after payments are posted. Having the button in a more accessible spot would make this quicker and easier!
3 votes -
email batch to primary contacts
I vote for batch email support of primary contacts. These are key people we communicate with in addition to the associated applicants. Please add.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Copying final reports between processes
Allow for applicants to copy final reports that were submitted in other processes.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add encryption for fields to request banking info
Can you add some banking fields to GLM forms that protect folks' banking info with an additional layer of encryption? We would like to start collecting ACH info via follow up forms, and this is our one hesitation.
5 votes -
Ability to block certain EINs from submitting requests
I often get clients asking how to block orgs from submitting requests if they have outstanding follow ups or other reasons. Since they could just create a new account, maybe blocking EINs would work.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Hardcode an additional clickable hyperlink on the Org Summary page
Currently, the only clickable hyperlink hardcoded on the Org Summary page is the "Website" field. Our foundation would like to request that there be an additional clickable hyperlink field hardcoded on the Org Summary page. This will increase efficiency by eliminating the extra step in having to click the "Globe" icon to navigate to a link.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Email Contacts/Groups
When sending an email it would be extremely helpful to have the user contacts and groups that are already in system to choose from from the TO button like you do in outlook rather than having to find and type them.
2 votes -
Request Summary on Request History Page
The merge templates for funding history in PDF/Word format have an awesome feature that gives you totals for Requests, Requests Granted, Total Granted and Total Paid. These do not appear on the Request History tab. It would be so so so great to be able to eyeball those numbers within the software, and even within applications. At present, you have to export to a pdf or word to get those calculations. Those totals are like gold, they tell such a helpful story, it would be great to have easier access to them. Thanks for considering this!
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Display Organization Name on Evaluation Summary Page
Currently, when I click into an Evaluation, the organization name is not displayed. Could the organization name be listed near the request name? Thank you!!
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Show Organization Request History in Application
Create a way to display the organization request history within the application. At present, you have to click out of an application to see the request history in a different screen. It would be super helpful to see the the funding history in the application, without moving to another window. My CSM and I just tried hyperlinking to the request history tab in an internal application field and adding a hyperlink was not possible. We also tried pulling in the request history table from a merge template and all formatting was lost.
This is similar to this post: https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/39907441-show-evaluators-organization-request-history-tab
The…
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Printing Opportunity Packets in GrantHub
I would like to see the ability to print an Opportunity packet the same way we can print F/U Form or Application Packets for our board members. We have a committee that approves which opportunities we are going to pursue. Maybe it could be a Report, so that you can print a batch of them at once (i.e., all opps submitted w/n a date range)...
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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GrantHub needs an idea lab too!
I have no where to post ideas for improving GrantHub. :-( So I"m going to do it here. :-)
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Organisation Search
It would be great if a report can be created that enables a user to view all Organisations registered in GLM, rather than only those associated to a process / request. I am wanting to see all registered organisations from a certain date, though am unable to see this, as some are not yet associated to a request / process. This really limits my ability to run any kind of analytics to see how many registrations have been driven to the site, compared to how many applications have been submitted or are in draft.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Box integration
We use Box for our cloud document storage system. It would be nice to have the option to archive attachments to a grant (financial docs, etc.) directly to Box. There are certain sensitive financial docs we have to download and then upload to Box, so we can control who has access to them (for audit compliance) once the grant is complete. If we didn't do this, we'd have to restrict access to Foundant, which we don't want to do.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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