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  1. It would be great for Foundant to disclose to users that more recent returns may be available at GuideStar or elsewhere. The IRS has a large digitizing backload, so as it stands right now, Foundant users could reasonably but erroneously conclude that more recent returns are not publicly available.

    2 votes

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  2. I would love an easy way for evaluators to differentiate or even hide their evaluation 1 or evaluation 2 responses. I have a board committee that does an initial review (evaluation 1) before sending recommendations to the full board for review (evaluation 2). The committee members struggle to keep track of what they've done when they're working on the evaluation 2 round. It would be great if they could click a button to filter out the eval 1 responses! (giving them the ability is important because that group refers back to their original responses.

    3 votes

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  3. It would be fantastic if we could edit the Award Details tab within the request summary to show information most relevent to us and to our grantees. I would love to be able to pull in the most high-level information from our approval page to show a better picture of the award.

    For example, Grant Period, Focus of Funds, etc. This is high-level info that would be great for us and our applicants to see without needing to go into a grant agreement. Just as the award details page currently shows high-level installment/payment info, It should show other high-level grant…

    3 votes

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  4. I noticed that when selecting custom columns available application, follow-up, etc. form shows up when selecting them, even if you only have one process selected. It would be more useful to only display the application, follow-ups, etc. that are associated with that particular process when selecting fields for custom columns.

    Let's say, for example, that you want to review final reports from one process. I notice that when you use this feature and setup custom columns, every

    2 votes

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    0 comments  ·  UI/UX  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  5. I’m probably not the first to express this idea, but it would create efficiencies both for applicant agency personnel as well as foundation personnel if a new staff person at a nonprofit agency already in our system (the agency already being in the system, not the new staffer) if they could create their own profile in the Foundant GLM system without having to create their agency over again and thus making a duplicate that the foundation would then need to merge. The foundation could then attach the new user to the appropriate agency. The only other option now is for…

    1 vote

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  6. Currently there is not a way to alert myself in SLM to a student that the donor wants to continue possibly funding conditionally in the future. I do not want to award them and place installments since the student is not automatically awarded. it would be nice to flag a student for a particular opportunity based on the donors request.

    1 vote

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  7. After evaluators have completed their scoring, I send these recommendations to an outside committee. And by doing this they ask for the downloaded applications to share with their group to easily print 20 or less applications for in person discussion. Since these applications have been moved from completed to assigned, I can no longer print them in a bulk action. It would be nice to print after evals have been closed, perhaps in the evals bucket or approval bucket.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  8. I love the ability to show certain information in columns, however, it is limited to only particular fields. It would be great to have uploads as an option in these follow up columns. We collect student photos to send to donors and currently I have to go into each individual request to download the photo they provided.

    1 vote

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    0 comments  ·  Follow Ups  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  9. We would like to be able to create custom columns any time we want to look at a particular aspect of a process. For example, when looking at Follow Ups, we would like to add the column, "Funding Category". We can't at this time because Funding Category is tied to the initial application, not the follow ups.

    1 vote

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    0 comments  ·  Custom Data  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  10. When a student copies a previous application, the form copies all third-party information, including the documents they submitted on behalf of the student. In the event the third-party needs to submit a new document, for example updated information in a new year, they can't because there's already a document in the upload section. Either the documents need to not be part of the copy function, or there needs to be an option somewhere on the student/third-party facing side to clear the previous response.

    1 vote

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  11. We would like to see an option that allows us to obtain a .pdf "packet" of all requests when bulk selecting organization's in GLM. From anywhere in GLM, when you select multiple grants, you should be able to bulk produce one singular pdf with all of the selected applications in on document.

    4 votes

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    0 comments  ·  Custom Data  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  12. Provide the option to either sync with google analytics and/or add google tags to both SLM/GLM and CSuite pages. We need to be able to track how people are accessing these sites in the same way we track how people access and use our websites.

    2 votes

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    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you…

  13. Applicants should be able to edit their own applications up until the deadline. SLM should add efficiency. Our 1-person scholarship staff does not have time to edit applicants for students or send them back to draft. O

    1 vote

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  14. It would be nice to be able to turn off evaluator downloads. Letting everyone have the ability to download sensitive data seems risky.

    2 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  15. Email Statuses.

    I was not able to find definitions for email statuses in the Support Hub. Client Services were helpful in showing me to go to Communications>Email History and hover over the question mark beside each status

    Would it be possible to have the question mark/definition functional wherever an email status icon is found?

    And perhaps post the definitions in the Support Hub?

    It might also help to tell a bit more (see quotes):

    Sent: The email was sent from the system to the email provider. "The green check mark will indicate it has been received by the email provider…

    2 votes

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  16. In my workflow, as an administrator, after reviewing an LOI, I most often assign the LOI for evaluation. Now that the "Assign Next Form" button is at the bottom of the form right next to the assign evaluations button, I have accidentally clicked it on multiple occasions. I have thankfully caught it right away and been able to reverse everything without creating an issue with the applicant. It would be helpful to have a visual distinction between those two buttons. Maybe green for assign next form - like a green light to proceed? It is helpful to have both options…

    1 vote

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  17. So I'm working on YR 2 for our UA. Making edits and trying to get a better handle on it all. I'm in now as an applicant. We have sections of questions: shared by all of the scholarships, shared by some of them, and then ones that are only for one scholarship. Question groups are collapsible, right? Going on the scenario that a kid is eligible for several, wouldn't it be good for those shared question sections that they've already completed to be hidden or collapsed? Now I'm old, but it seems clunky and confusing to even have them there…

    6 votes

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    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you…

  18. The describe your idea box is quite small and can only accommodate a few sentences. This text box makes it difficult when trying to think through larger more complex ideas to have to scroll up and down. It often results in mistakes and unclear thoughts.

    2 votes

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    0 comments  ·  UI/UX  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  19. It would be beneficial to have a place to go and see a history of applications for every process, live and archived with applications that were awarded or denied. It occurs to me to accomplish this it might also be helpful to be able to group processes to gather this history to be able to see all history for say example Family Fund Grant 2022 and Family Fund Grant 2023. Perhaps this could be accomplished through a report of some kind while an integration into the system would be easier and more accessible. We would use this when meeting with…

    2 votes

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    0 comments  ·  Statuses  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  20. Tables on the profile registration page – I want to be able to add tables to the registration pages so that I can collect demographic information at the organization and applicant level.

    1 vote

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

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