1079 results found
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Time Stamp added to 'Initial Submit Date' custom column
It would be really helpful to have a timestamp added to the 'Initial Submit Date' custom column, so we can see the submission time. We have just closed a grant round, and had an application sneak through after the deadline, but unless we go into the submission log for each individual application we have no way of identifying which one it is!
2 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 -
Add a system access indicator back to the user profile screen
the most recent upgrade got rid of the key icon in the upper right hand corner of a user's profile and i liked to propose it (or something similar) be added back. It was extremely helpful to have a visual indicator on the main screen of the user profile of if the user had system access or not. A color-coded indicator (green for access, red for no access) would be an improvement on the previous dark grey/light grey key icon.
The icon wouldn't need to be functional (like it used to be) now that the toggle for turning access on/off…
2 votes -
Custom formula fields
To determine grantee payout, total the sum of several expense fields and multiply that number by the grantee's match percentage.
Currently, this is all done by hand because Foundant does not have the capability for custom formula fields. It would streamline our processes and eliminate much confusion for both us and our grantees if these calculations were done automatically and in real time.
2 votes -
Custom formula fields
To determine grantee payout, total the sum of several expense fields and multiply that number by the grantee's match percentage.
Currently, this is all done by hand because Foundant does not have the capability for custom formula fields. It would streamline our processes and eliminate much confusion for both us and our grantees if these calculations were done automatically and in real time.
2 votes -
Organization Contact - Delete PDF
This could already be an option, but often grantees and applicants have to request that documents be deleted since they do not have the option to do so themselves.
1 vote -
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 -
One Row Per Request AND One Column Per Form
For the most part, One Row Per Request gives us everything we want, but it squishes all the Forms (Approval, Agreements, Interim Reports, Final Reports) into one cell.
The system is capable of separating each Form into its own Row; I wish it could separate them into Columns.
Am I underestimating how computationally complex it would be for the system to do One Row Per Thing AND One Column Per Other Thing at the same time?
1 vote -
Data visualization dates
In the new Data Visualization tool, I would love to see adjustable date ranges - our fiscal year runs July to June, but all my charts/tools run on calendar years.
1 vote -
Email attachment
Emails should have the option to automatically create a PDF attachment of the email, so when sending award letters via email grantees can download for their records.
1 vote -
AI
Integrate with learnings from ChatGPT i.e. have ChatGPT conduct a review of the 990; import its findings into an Evaluation
4 votes -
Eligibility Quiz - Failure Message
I'd like the ability to customize the failure message within an eligibility quiz to be able to show the applicant what question(s) caused them to fail and provide a bit more context to them regarding those specific items.
Currently, there is only one "Failure Message" option that shows no matter what questions caused them to fail, so it can't be specific and the applicants don't know why they failed.
Using conditional logic to say if Question 1 is answered "Yes," than show this custom failure message could help to provide more context and less back and forth after a failed…3 votes -
Sum total in Summary Table
Hey there! Regarding Summary section under any Profile, ex: Profile -> Donor -> Summary -> "Donation Summary (Direct and Advised) (Household and Members)" Section. For some reason, there's no values for the yearly totals for this section, as opposed to the "Donation Summary (Household and Members)" section, which does.
It's very convenient that the Donation Summary sums up the totals of each year, Fund, and all time giving, but I'd if the Advised AND Direct Summary Table also provided those values, as it can be time consuming calculating those values by hand when we need that information when meeting with…
2 votes -
Branching logic rule groups
I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.
20 votes -
training tutorials
In GLM and SLM, when onboarding new staff members who will be administrators to the environment, there is not really a clear way to lead them through training. The training used to be straight forward with Base Camp and the videos were sequential in logic to help build a true understanding of the software tools. Maybe I'm missing something, but I don't find anything like that now in the Learning Center. There's a catalog of videos and FAQs, but unless I go in and hand pick the ones I want my staff person to take, there's no great way to…
3 votes -
Organizational Information Section - that is evergreen
We would really like to have information uploaded to an Organizational page/section. For example - one-time upload of 501(c)3 documents, board members, organizational chart, the reason for non-profit, D&O insurance ect. A place where they can change when needed, but not each grant cycle.
26 votes -
"Lookup - Organization and People" fields updated via workflow task
It would be helpful if "Lookup - Organization and People" field type could be updated via workflow task. Currently, If you try to add this field in an "Update custom field value task" you get a message "Not Records Found".
In a process where an organization is moved to a specific status and some fields are updated via workflow, it would be nice to also be able to update the "Lookup - Organization and People" ones.
1 vote -
Dual-Screen Process Manager
I want to be able to edit two processes side by side without having to go back and forth.
1 vote -
approval
I'd like to be able to view my approval form side by side with the application. This feature is available for evaluations but often times we do not engage in an evaluation stage and go straight to approve/decline phase.
4 votes -
admin comment character count
Hi,
Our team would like to see the character count increase for the admin comment boxes (#4 in the article linked below).
https://support.foundant.com/hc/en-us/articles/20154792908055-Administrator-Comments
Thank you!
5 votes
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