1079 results found
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Customizable Administrator Dashboard
I would like to be able to add and remove buckets from the Open Requests section of the administrator dashboard. I have two different application processes, and I would like to quickly and easily see statuses for both of them on the dashboard, instead of having to click into application statuses, apply a filter to view one process, and then change the filter to view the other process.
2 votes -
Change "Date" to "Decision Date" in Organization History
This is just a minor UI/UX suggestion. I recently had a grantee miss a deadline because they thought the dates shown on past requests in the Organization History indicated the date the requests were submitted, not the date they were approved. Granted, there are plenty of other ways to check deadlines, but I imagine if it's happened once, it's probably happened other times as well. All this would take is changing the Date column to read Decision Date.
3 votes -
eligibility quiz
It would be great if an eligibility quiz could be used to filter applicants for specific grant opportunities. So, depending on how they answer the questions in the quiz, it would then show different application opportunities. For example, if the applicant belongs to a small organization that is not scalable and has a limited budget, then after completing the quiz, an application specifically designed for this type of organization would be available to them.
3 votes -
AI Summary: Feedback
Please post your feedback on the new AI summary tool below!
4 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?
14 votes -
Data Vis - Binning
Is it possible to have Autobinning turned off as a default for a site? Rarely would I want to combine IDs in sequential order.
Ex:
Binning will display my funds 1001-1010 rather than each being separated.3 votes -
Remove "none" from the user comments field in new org summary view
(submitting on behalf of a user)
In the new organization summary view, users can view the cards for an org's users. On these cards, in addition to name, title, email, and phone number, there is a field for comments about that user. Currently, if there are no comments, it says "none" here. Feedback from a user would prefer this to be blank to indicate an absence of data, rather than showing "none" which implies an intentional lack of comment.
2 votes -
Be able to create and assign a series of tasks to a profile.
Feature Suggestion: Task Set Automation with Relative Due Dates
I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:
Task: Send thank-you letter
Due: 1 month from task assignment
Task: Share copy of signed fund agreement
Due: Immediately or within 1 week
Task: First reporting update
Due: 6 months from fund establishment
This would be especially useful when a donor gives a gift or establishes a fund. I…4 votes -
mgriffin@wildlifeflorida.org
When using the LOI process, there are buttons that say "Save LOI" and "LOI Complete." We use the LOI process for other things than just an LOI, including sponsorship requests. It's confusing to have these buttons when the request isn't an LOI. Would be wonderful if we can customize the language in those buttons. If not, changing those buttons to something more generic like "Save Request" and "Request Complete" would help them be relevant to most scenarios.
3 votes -
mgriffin@wildlifeflorida.org
When using the LOI process, there are buttons that say "Save LOI" and "LOI Complete." We use the LOI process for other things than just an LOI, including sponsorship requests. It's confusing to have these buttons when the request isn't an LOI. Would be wonderful if we can customize the language in those buttons. If not, changing those buttons to something more generic like "Save Request" and "Request Complete" would help them be relevant to most scenarios.
3 votes -
User Summary Feedback
As part of our October Monthly Release, we introduced a User Setting that allows you to preview the updated User Summary layout in your Sandbox environment.
This redesigned view consolidates key user details into a streamlined format to improve efficiency and usability.
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 is instrumental as we refine this experience ahead of full release.
Thank you for helping us improve!
–…2 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.
5 votes -
Contact Information for Organization and Individual Profile
Applicant Contact Information
I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.
6 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…
42 votes -
Organizational Summary
For the organizational summary page, it would be helpful to distinguish between open and closed grants. For example, when viewing a grantee with multiple grants, the summary currently shows all requests—even those that are closed. Displaying only open requests in the summary would make it easier to see active items at a glance. If users want to review closed requests, they can click the ‘View’ button.
2 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.
7 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 -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
6 votes -
Field for Tax Receipt - Preferred Mode of Delivery
I have some donors who prefer their tax receipts to be send via mail (or email). There should be way to filter for this under "Donations Needing Receipts" other than using the "Do Not Email" field (because some donors wish to receive emails for other communications, but hard copies of tax receipts).
2 votes
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