1012 results found
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Embedded AI checker
Embedded AI checker to note level of AI written language on submissions.
21 votes -
outlook intregration
Given the way technology has grown over the years, is there a way to integrate Outlook email with Foundant email so that when an email is received, it will automatically show up in Outlook, and when we respond to an email, it will show up in the appropriate applicant file in Foundant?
13 votes -
Timing of Automated Emails
This idea was posted back in 2019 and had 20+ upvotes. Our grantees receive their automatic email reminders for forms in the middle of the night - about 3am CST! Support says that emails begin sending automatically at 2am, and continue until they have all been sent. There needs to be an option to adjust this. Nonprofit employees shouldn't worry about their phones pinging in the middle of the night. "Hey, it's us! Just popping into your bedroom to remind you that your follow up form is due tomorrow!" LOL
17 votes -
Abandon Follow Up
Abandon Follow Ups
It would be helpful to have the option to Abandon a Follow Up form. Right now, that is not an option and the only way to remove the Follow Up from the dashboard is to Delete it.
Our foundation assigned a Follow Up form for a survey after our giving day. The survey Follow Up is not required, so we are not chasing down nonprofits to complete the survey once we got past the due date. However, we now have a number of those incomplete Follow Ups on the dashboard, which I will have to Delete. The…
41 votes -
Convert Application to another process
I would love an option to convert an application from one process to another (rather than the copy option)
5 votes -
Custom PDF
When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color
5 votes -
Activity log for follow-up forms
We would love a log for all activity on follow-up forms, so we can see which edits were made and when, and whether edits were made by the applicant or program officer.
5 votes -
Melanie.Frazier@state.mn.us
For GLM under website settings, "Warn Applicant of an Existing Request," if this could be for applications submitted by organization. For example, a user from an organization submitted an application but then another user tries to apply for the same grant opportunity. The user trying to submit the 2nd application would be notified that an application was already submitted. There may be instances when there are multiple programs within one organization are applying for a grant, if that's the case, allow multiple programs to be identified under one umbrella organization.
6 votes -
Integrated Custom Fields in Universe Forms
We would like the ability to add integrated custom fields from CSuite into Universe Forms.
We capture data such as DOB on our application and would like that to integrate to a students CSUITE profile, instead of having to run a bulk update.
4 votes -
Show 'default' balance on face of fund record
Consider adding the default (earnings) balance to the face of the fund record, at the top with the rest of the balances. Working in Finance, I have gotten questions about why the fund balance is different from the principal and other similar inquiries. The data exists and the account exists, so it should be easily implemented.
3 votes -
Add encryption for collecting ACH and other sensitive data
This is a placeholder for clients who: (1) want an easier and more secure way of collecting ACH data, other banking details, or other very sensitive data; and (2) Do not expect to process payments through CSuite.
6 votes -
Sync comments between GLM and C-Suite
Would be awesome if we could have nonprofit comments in GLM synced to the nonprofit profiles in C-Suite so my team and I are always on the same page. Thanks!
6 votes -
Allow us to customize Apply Page ourselves
It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.
I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.
5 votes -
When assigning follow up forms, add a warning that comes up if the person assigned is a collaborator, as they will not be able to edit.
When assigning follow up forms, add a warning that comes up if the person assigned is a collaborator, as they will not be able to edit the form. As it stands, the organization gets the assignment and can see the form but does not know why they cannot edit.
4 votes -
Make organization profile questions shareable on to forms
Make organization profile questions shareable on to forms. We have agreements and other follow-up forms that reference the organization name and address. Instead of needed to retype them into the form or reference the mini profile that appears above but somewhat separate from the form, we would like to be able to pull in the organization profile answers as if they were shared questions. Since these are universal fields for the organization, it seems like they should be universally sharable on to forms.
4 votes -
aallieri@cfpbmc.org
Add a column 'Donation Advisor' to the donations page on the portal so fundholders can see who advised donations, where applicable.
6 votes -
We would like to
We currently have 3 administrators. The first administrator views each submitted application and then moves it to the complete status for the next 2 administrators to complete their reviews. We would like to see if an auto generated email could be set up to alert the other administrators when that application has been moved into the complete bucket.
4 votes -
History for comments under org profile
We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.
3 votes -
follow up grant reports should be able to be assigned to all contacts of an org, or at least 2+ contacts
be able to assign grant reports to all contacts or multiple contacts of an org
4 votes -
Indicate Canceled Grants
There needs to be a straightforward way to indicate and run a report of canceled grants. A canceled installments report is not viable because it’s not uncommon for us to have grants that are awarded and then canceled or withdrawn before any payout occurs or for a payment to be canceled without the grant being canceled.
3 votes
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