1138 results found
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Anonymous Review Features
We would like the ability to choose which Contact Fields are visible to the evaluator, with an option to show a Unique Applicant ID (that is not the current system generated one). Having all fields [HIDDEN] and not providing a way to identify each application eliminates the reviewers ability to determine which applications they want to recommend to move forward in the process, as our Foundation does not abide by highest score practices.
We have to implement anonymous review practices based on applicant/evaluator conflict of interest (i.e. Foundation Staff Reviewing applications from Foundation Staff). In order to ensure this is…
10 votes -
key interactions - tagging across user / organization / request
I wish we had the ability to tag an interaction so that it shows up in relevant places. For example, I just created a note about a phone call with an individual in that individual's profile. I wish I could have that note also show up in the organization's profile. And then, when they do create a request, have the ability to tag the comment to the request. I might just delete the comment from the individual and put it on the request when it comes in, since that's a more useful for grant reviewers to be able to see…
5 votes -
It would be helpful if Admin could copy a question from one process to the other.
We're updating our form, and would like to retroactively make the changes to 2 closed processes to improve reporting. It would save time and reduce errors to copy a question and add it to another process.
51 votes -
Nominator Role
Need the ability for someone to nominator another person or organization to receive a grant. The nominator is not the recipient but needs to initiate the application. The recipient will receive the award and will need to be assigned follow up forms.
6 votes -
Due Diligence Financials & Compliance Tab: IRS Ruling Date
Is it possible to display the ruling date from the IRS Business Master File into the Financials & Compliance tab in the request summary? This information was easily accessed through charity check, but now it looks like we may have go to the organization summary page to access it. This will slow us down considerably when vetting applications for eligibility.
4 votes -
batch reassign applicant
Batch Reassign applicant - I would like to be able to select multiple applications and reassign them. We have a user that has over a dozen applications and another employee is taking over for that user. It is tedious to go into each application and reassign each one.
4 votes -
Make Apply More Prominent
There are several ideas around the apply page, but I didn't see this one addressed specifically.
Please make the "Apply" at the top of the page more prominent. With the new applicant dashboard, everyone's eyes seem to be drawn only to the columns and cannot locate the apply button. Make it larger, a different color, or something to make it stand out.
10 votes -
Add the ability to print Sent Emails from GLM
I would love to have the ability to print or download Sent Emails that were sent through the GLM system. Currently, the only option is to open the email, copy it, and paste it into a new document.
11 votes -
Restore batch unassignment in the Evaluation Assigned bucket
I'd love to see the previously-available bulk unassignment functionality in the Evaluations Assigned bucket preserved alongside, rather than replaced by, the new User profile level evaluation tool.
With the recent update, it appears the ability to bulk unassign reviewers directly from the Evaluation Assigned bucket has been removed. Previously, we could select multiple applications and remove assigned reviewers in one action, a workflow that was essential for managing large review committees.
The current workaround, navigating to each application individually and removing reviewers one by one, is not scalable when adjustments need to be made across dozens of applications at once.
…
7 votes -
Close request without marking a follow-up complete
I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.
13 votes -
Enhancement Request: Past Due Notifications for Follow-Ups with Soft Deadlines
Dear Foundant Development Team,
I am writing to request an enhancement to the follow-up functionality in Foundant that we believe would better support both grantmakers and grantees.
Our organization intentionally uses soft deadlines for grantee follow-ups because we recognize that our nonprofit partners are focused on meaningful work in the community, and we do not want to create unnecessary pressure through rigid reporting requirements. The soft deadline reflects our philosophy of being flexible and supportive while still gathering important information about project progress and community impact.
However, we have encountered an unintended consequence of this functionality. Because the follow-ups are…
4 votes -
Update date format for email templates to spell out month
While the email template does (for example) 06/22/2026, it would be nice to have the ability to format it such as June 22, 2026.
3 votes -
MCP
MCP connector for Community Suite and GLM so that users can connect via AI tools like Claude or Codex.
4 votes -
Historical grant information - highlight on dashboard
Can you please make the "Historical" menu option on the applicant dashboard more prominent or easier to identify? We have been fielding requests from a large number of organizations for documents they could easily find themselves, if they realized that the data was available under that menu. With "Historical" grayed out, they aren't even seeing it until we point it out to them. We are having to send them instructions (see attachment) to help them understand how much data is at their fingertips and how to access it.
5 votes -
Manual grant entry from dashboard
Allow admins to add manual grants directly from the dashboard with a single click. Currently, manual entry requires searching for an organization, opening the record, and then selecting “add,” which is inefficient when entering multiple grants.
A dashboard‑level “Add Grant” action would significantly reduce clicks, save time, and streamline workflows for users who regularly enter grants across multiple organizations. TCF8 votes -
Follow up tab on application - admin view
It would be great to have a follow up tab in the application (admin view) so outstanding follow up reports for an organization can be noted quickly. We don't allow organizations to apply for a grant if they have an outstanding report. Having a way to quickly check this (like the charity status) while in the application would be handy.
6 votes -
Merge Document - Naming
When downloading a zip file of Merge Documents, it would be EXTREMELY helpful if the documents names were the Organization name, rather than the project name or the applicant name.
3 votes -
Organization Summary Feedback
As part of our June Monthly Release, we introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment. This was added to the Live environment in August.
This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback…
13 votesHi Everyone!
Thank you for the initial feedback.
With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:
-Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.
-Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.
Foundation Status:
There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.
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Batch print packets for closed requests
It would be helpful if we could batch print packets for CLOSED grant requests. For instance, we often use Requests and Decisions to pull up all closed requests for a process, then open each one to download the final grant report packets, merge them, then send them to our committees. It's a cumbersome and time-consuming process. While we could (and have) built reports to do this, it doesn't include the attachments, which we also need.
2 votes -
Set a different first or last installment
We pay grantees in whole dollars which for year-long grants requires a different dollar amount for the first or last installment from the remaining 11 installments. I would love an option to tell GLM/SLM I have a different first or last installment, the amount of that installment, and have the system calculate the remaining 11 payments in whole dollars. I currently have to change all 12 installments to match our payment schedule.
3 votes
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