1045 results found
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Filter Organizations (Active vs Archived)
Suggestion: Having a preexisting field(s) that allows the user to filter active from archived organization in reports without the need for filtering out specific organizations using the "organization name" field.
5 votes -
Enhance the Candid API Integration
Enhance the Candid API Integration
- Reduce Nonprofit Application Burden
- Improve Funder's Collaboration PotentialThe Vision:
Imagine nonprofits applying for grants by simply entering their EIN, then watching most of their application auto-populate with organization, programmatic, demographic, and impact data from Candid's database. No more asking nonprofits to repeatedly enter the same basic information across multiple applications!Imagine funders receiving better data from applicant nonprofits. And also having an easier ability to share funder grantmaking data out to the field. (By having a standard export in Foundant of data coded for submission to Candid's annual eGrants reporting.) Funders would…
7 votes -
Organize the follow ups
Please provide a way to remove completed electronic signature agreements and completed interim reports from the "follow ups complete" list without having to close the grant. either separate tabs for each or a way to remove them altogether.
2 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
11 votes -
Budget Categories
It would be helpful if Foundant allowed budgets to be broken into user-defined categories. For instance, I would need categories such as Salaries & Benefits, Project Equipment, Project Supplies, etc. This would make it easier for grantors to view and track the budget. Otherwise, I have to manage these categories in Excel (or other software), which defeats part of the purpose of using Foundant.
6 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.
1 vote -
samantha.rowbottom@state.mn.us
It looks like it may have been updated recently, but can it be added to the grant manager settings to allow them to see other requests in the organization profile? It used to be that the grant manager role could see other requests even if they couldn't click into them, that gave them a good idea of an organization's grant history with us, but without that available to view now, it's difficult for our team to collaborate and connect over shared grantees.
1 vote -
samantha.rowbottom@state.mn.us
Would it be possible to allow administrators/grant staff to download application answers without the attachments included? We are sometimes sharing applications with leadership, but having to edit the PDFs to remove attachments like due diligence and audit information is tedious. If we could choose to download the application packet with or without the attachments would be so helpful.
1 vote -
jmize@durrfoundation.com
Please add an export to an Excel sheet option to the Requests page. I cannot copy the requests, and I cannot export the information for my board members who wish to have the history of requests and decisions on the board agenda.
1 vote -
Primary Contact default for unassigned requests
For requests being sent from C-Suite to GLM, please can the follow-ups default to the organization's primary contact. Currently, it seems to assign them alphabetically, which is not helpful. For unassigned requests, the follow-ups should ideally always default to the primary contact in GLM.
1 vote -
Managing different GLM/SLM sites on different tabs
I would like the ability to manage different GLM/SLM sites on different tabs in the same browser without being logged off automatically. For example, earlier today I was almost done creating an new email template in SLM. I attempted to open up a new tab to assist an applicant and the system automatically logged me out of the other SLM tab. I lost everything that I was working on and this isn't the first time that this has happened. Thank you!
2 votes -
Allow Custom Fields in Search Criteria,
Allow for the use of Customized Fields in search criteria for organizations and users, not all current fields are useful. An example of this is TAX ID - This is not a useful search field
1 vote -
Evaluator progress
We need a progress report, accessible from the Dashboard, that shows the progress of each evaluator by # of evaluations and what status they are in: No login, Pending, Draft, Complete. A quick color coded bar: White, Red, Orange, Green would be all that's needed and make it easy to identify who needs to complete evaluations as deadlines draw near. This could also be accomplished by buckets of status, with evaluator names located within each bucket OR a Percentage Complete after each Evaluator name. And of the above three would help in identifying evaluators that need a nudge.
1 vote -
Email Address Copying Issues
I am having a very hard time working through the system and gathering email addresses to communicate. Since the new display was updated now your email addresses don’t show fully in the dashboard. In the past I was about to highlight and copy the email address, but now if they are too long, which most are, I cannot. This is a recommendation to display the email addresses where you can see the entire thing:
1 vote -
LOI Denial Emails
Right now if an LOI is being Denied there is no way to attach an email so it goes automatically; it has to be done manually. Can that be changed in the future?
2 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.
13 votes -
GLM/SLM Phone App for Applicants
A phone app specifically for students applying to scholarships or for non-profits applying for grants.
5 votes -
Default Settings in Rich Text Editor
Currently, there is no option to define a default Font Family, Font Size, or Line Height other than the system’s predefined defaults. Each time a user switches a lane or section, the text formatting automatically resets to the system default, requiring users to reapply their preferred settings manually.
Proposed Enhancement:
Allow users or administrators to configure and save default text formatting preferences (Font Family, Font Size, and Line Height) according to project or organizational requirements. These settings should persist across lanes, sections, and sessions.Use Cases:
Brand Consistency: Teams can maintain a consistent visual identity across all documentation or workflow…
5 votes -
Make 'See More' in comment windows a different color
On the new dashboard, when comments are so long that they don't entirely fit in the preview box, the user must click on 'See More' to reveal the full message. I find that it blends in and would love for it to be a different color to stand out from the message itself. That's an easy fix, right?
3 votes -
Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to…
1 vote
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