1138 results found
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charity check report
Export ALL GuideStar Charity Check Information
There is an archived idea with this same title that shows as "Implemented", but that's not actually accurate. Currently, the only Charity Check fields available in the reporting tool are:
Charity Check Verification Date
Charity Check Tax Id
Charity Check Publication 78 Date
Charity Check IRB Date
Charity Check BMF Date
Charity Check Deductibility Code(s)
Charity Check Non-private StatusThis leaves out a whole host of other fields that display in the Charity Check tabs. At the very least I would like to have access to the Charity Check organization name so I can…
6 votes -
Ability to add Foundation logo/branding for LOIs and Grant Applications
A way to incorporate private foundation logos or branding colors with LOIs and Applications.
6 votes -
Access Code box
When an applicant signs into their dashboard, is it possible to have the access code box appear right away rather than having to click "Apply" at the top of the page first? Our Open process LOI appears on that first page and applicants with an access code are getting confused when they don't see an access code box and they complete an LOI even if they have been given an access code for a particular application.
3 votes -
Create a reportable field that captures the date that an applicant starts a process.
I run a report called "Pipeline" that shows all applications in process (draft, submitted, evaluation assigned, etc). The report includes the submission history showing when the request is initially submitted, however, there is no way to capture in the report when the actual application was first started. To get that date I have to go into each application and click on the request history tab and then manually add that date into my report.
2 votes -
Batch Add/Remove Collaborator
It would be nice to be able to batch add/remove collaborator. We have an organization that we work with that submits over a dozen grants a year to us. When they have a staffing change, it is cumbersome for them to add the new team member to all those grants. We often end up doing it for them and would like to be able to do it in batch.
2 votes -
Internal question groups
It would be nice if we could assign visibility to entire groups of questions, so we could have an "Internal Use Only" group of questions that our applicants can never see. And every question in that group would be "Internal" by default.
5 votes -
GLM and Screen reader Accessibility
We received a note from one of our applicants stating that they are unable to use their screen reader software with GLM. I was given some resources about adjusting the visual accessibility of browsers to use GLM, but I wanted to put in those applicants idea about improving the accessibility of GLM for those applicants with low or no vision.
3 votes -
Customize Merge Document File Names
When creating a merge doc, it would be helpful to be able to dictate what the document will be named when it the docs are downloaded, or just make the default the Organization name. Right now, the default is process name and applicant name, which places the documents in alphabetical order by applicant. This creates a lot of work when creating zip merges. I create dozens and dozens of files that I have to rename with the organization name.
4 votes -
"if your organization information does not appear correct" editability
"If your Organization information does not appear correct, please contact [org name]. Thank you."
I've had most all of my testers tell me that the tiny text on the top of a new application needs to include an email address or phone number when referring to changing an org name for the contact. (Email preferred.)
I am requesting that this text be customizable by client either by Foundant Staff (like the user registration form) or by client. I'm open to a couple different options, but this text isn't helpful as is.
2 votes -
Can we have the ability to reorder archived processes in GLM?
I know others have asked for this, I think it would be really helpful for any foundation or funder that has multiple processes per year. Right now, our program officers are seeing an increasingly longer list of randomly-ordered processes to choose from when they're filtering. Our Archived list count is currently 38, and we've only been using GLM since 2024! Even just defaulting to an alphabetic order, as opposed to "the order in which processes are created" or whatever it is currently, would be helpful.
3 votes -
GLM/SLM Syncing to CSuite - Add Manual Profile Match Option
When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).
Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.
16 votes -
Flagging Unsupported Characters
Members of my team spent hours on chat trying to troubleshoot why they could not upload files to organizational profiles while I could. The issue at hand was the use of an unsupported character in the file name... the system did not give us any indication of this, nor did support staff ask about the file name. We managed to figure it out on our own.
Would be great to either list unsupported characters in file upload spaces, or to have a pop up message when an unsupported character is preventing file upload.
5 votes -
Real-Time Score Summation on Evaluation Forms
The Problem: Currently, evaluators can only see the total percentage on their dashboard after submission. While filling out a form, they have no way to see the cumulative raw score unless they calculate it manually. This adds unnecessary cognitive load and leads to "scoring blind," where evaluators aren't sure if their individual marks align with the final grade they intended to give.
The Solution: Add a "Total Score Counter" at the bottom of evaluation forms (or as a sticky header/footer). This counter should update in real-time as the evaluator selects scores for individual questions.
Key Benefits:
Accuracy: Evaluators can immediately…
6 votes -
New Header Search Bar
The new header search bar is currently only available to Administrators and not the Grants Manager role. We would like to see it available to both rolls as it's almost more critical/useful for the Grants Manager roll than the top Admins.
Additionally, my testing of the search bar has shown it to be inconsistent so far. Once I type a word into the search bar, often times nothing happens. I have gotten it to work, but it's been hit or miss. It might be helpful to have the magnifier icon clickable so that we can manually click it or hit…
4 votesHi All,
We wanted to let you know that over the weekend, we made performance enhancements to the header search. You should now be seeing better search speeds. If not, please reach out to our support team.
-The Foundant Team
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CRM
I've been asking about Foundant having overall CRM capabilities and was under the impression that that functionality was in the pipeline. I appreciate the new features, but so far, we still do not have the ability to track and report on interactions with individuals who are not applicants. I realize I can add any contacts to the system, but if they aren't an applicant, there is no way to report on those entries. I asked about categorizing individuals, for example, political, religious, medical, law enforcement, etc., and I was told a category field could be created, but that there is…
2 votes -
Make the link to view organization overview page more obvious to applicants and grantees
Problem: Applicants and grantees don't realize that clicking the organization name on their dashboard opens the agency overview page. Because this navigation is hidden, they are missing out on critical information and documents.
Recommendation: Make the organization name look like a clickable link, or add a distinct button/label (e.g., "View Agency Overview") to make this page easily discoverable.
2 votes -
sum format
Sum Formatting in Tables
When a table sums a column of amounts i.e. a currency (£), the format of the sum is simply numbers ######. Can the Sum function for the table be formatted to match the formatting of the cells it is adding up e.g. £###,###.##?
5 votes -
Add Ability to Select Specific AR Account when Creating Invoices
When creating an invoice through the "Invoice" module, it would be convenient for the creator to have the ability to select a specific AR account rather than always posting to the generic AR account.
For instance, our Foundation has Notes Receivable, Contributions Receivable, Income Tax Receivable, Interest Receivable, and various other AR accounts that we would like to be able to use when creating an invoice, but we are forced to post directly to Accounts Receivable.
4 votes -
Changes to Shared Documents
In Shared Documents, add feature to change file name after upload. Also add feature to allow movement of old files into new folders.
4 votes -
Add Apple file formats to document viewer
We're getting an increasing number of applicants submitting their attachments in Apple file formats (primarily Numbers and Pages) and currently have to either download, convert and reupload them as compatible files or have applicants send in new documents via email in order to make the attachments viewable in GLM for our review team. Is there way to get the document viewer to work with Apple formats?
3 votes
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