1045 results found
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batch create voucher from custom reports
because in the grants module under the voucher bucket, you can't maintain custom filtering that can be used over and over, it would be great to be able to batch approve payments and batch create vouchers from the custom reports module.
1 vote -
Ability to have customize Message when event is sold out
In the GivingHub event registration flow, it would be great to be able to customize the message when it is sold out. Or preventing registration on the main page by disabling the button so a message can say, contact us to get on the waitlist.
1 vote -
Applicants should be able to receive a confirmation email once they have had to resubmit an application.
As of now, if an applicant has to resubmit an application due to it being deemed incomplete, they can not receive a second confirmation email. This is critical, especially for smaller organizations, as it saves time and reassures applicants that their resubmittal has been processed.
1 vote -
Third party email bounce notifications
Someone else suggested, but the idea was archived, so want to reiterate that we also would strongly appreciate a notice being sent to applicants if a third party email address bounces. We were again spending a lot of staff hours identifying bounced third party emails one by one, and notifying applicants. Unfortunately, this made for a very tight turnaround in some cases.
12 votes -
Flag application questions that still need completing
Applicant requested a navigation or flag for questions that still need to be completed.
1 vote -
New Column Idea for Grant History
In the GLM, I often use the Request History tab of an organization in my work. I would really like to be able to see a column with the amount of each grant request from that organization even if the grant was denied. Additionally, I believe this "Amount Requested" column would be helpful for both approved and denied grants because sometimes our board approves of only a portion of the requested funds.
Thank you!
4 votes -
run report on who modified a form
It would be helpful if we could run a report on who the last person was to modify a form. For example, if an admin prints follow ups and marks them complete, it would be great to see who marked it complete if we have multi staff working in the follow up stages.
6 votes -
Abandon Option for Follow Ups
I would like to suggest an 'Abandoned' option for Follow-Ups, similar to that for Draft Applications. This way, incomplete overdue reports do not remain on the dashboard indefinitely. This would help with decluttering the dashboard, while also accurately marking the follow-up. As I understand, the only other option (apart from extending the deadline) would be to delete it, however we would want to keep them for record purposes. In the event that a grantee is able to fill out the report, we would then revert it back to Follow-Up Draft.
13 votes -
Two types of application submission emails for Universal
Within the Universal application, we need two different automatic emails for submission verifications. One for the Universal submission, and one for the opportunity submissions within the Universal. One generic submission verification is confusing to applicants
6 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
2 votes -
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.
2 votes -
Evaluations: Availability of "White Board" common space for evaluators
Our grant committee has multiple times requested the ability for evaluators to have a "white board" type space in the evaluation process that they each can communicate with each other and ask raise questions about the grantee being reviewed so that all evaluators viewing that grantee could see what questions/clarifications are needed for that particular grantee. Right now, they communicate through me as the program manager and cannot communicate with each other through the software.
1 vote -
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.
8 votes -
applicant dashboard
On the applicant dashboard, it would be helpful in Historical to show by default (without needing to expand) the status of the request. From the applicant's perspective, it's key to know if a request was denied, approved and completed, or abandoned. It's nice to see immediately what was successful and what was not. The arrow to expand next to the category heading is not clear.
1 vote -
Fund Advisor Portal Reports
After talking to Foundant Support, I think it would be nice for fund advisors to be able to generate reports. Specifically, if fund advisors can pull a report with donor names, addresses, gift amounts, etc., rather than having to click into each donor's profile, would be helpful for the nonprofits and donors we serve.
2 votes -
data field labels
Create a "short name" option for fields that the user defines when designing a form so that data exports do not require manual manipulation of the column headings to create something functional for display purposes rather than having the entire question serve as the label for that column.
2 votes -
Increase Custom Message Visibility
Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.
9 votes -
Customize Data in Metrics Dashboard
The vast majority of the default 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.
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).
2 votes -
Add New Custom Fields to ONLY Future Grants without using Versioning or Custom Visibility Conditions
Currently, when we want to add new custom fields to new records without adding them to existing/historical records, we either have to install SmartVersioning or utilize the Created Date in a custom visibility condition on the field.
SmartVersioning is a large investment of time and effort to install and utilize properly, so I often use custom visibility when this type of need is not a large one. However, recently, I learned that each custom visibility condition could impact system performance long-term, so it would be extremely useful to be able to add new fields to only new records without having…
1 vote -
Ability to permanently set date range in my dashboard
Issue: Ability to permanently set date range in my dashboard.
I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.
I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a…
1 vote
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