1138 results found
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soft credit
I would love to be able to include Soft Credit information on Donation Reports.
2 votes -
Customize Link Preview Cards for sharing url to portal
A Link Preview Card is that clickable photo that appears when you share a link on social media.
For SLM / GLM / Giving Portal, these cards don't have any pictures when you share their urls, which makes them look sketchy / broken.
I would like to be able to add metatags to the <head> of the HTML of our SLM/GLM/Giving Portal so that a nice picture shows up when we share links to these things.
2 votes -
Allow visibility to see who is actively logged in
Particularly when we are down to the deadline wire for committee member scoring in Foundant, it would be helpful not only to know the last login of the users, but also easily see who all is actively logged into our system at any point in time. This would help me understand who is still working vs. who I need to reach out to. I do not want to bother our busy volunteers if they are already doing what I need them to do.
3 votes -
beth@cincinnatischolarshipfoundation.org
As you continue to tweak the new profile views in SLM, I suggest that you add an email history link to the profile page. With the help of Aden on chat, I found it after clicking on the edit pencil and then clicking on the 3 dots where it is one of 3 selections.
3 votes -
Allow applications to be assigned to evaluators while in draft
We have had several requests from teachers asking if they can view their students applications before they are submitted. We would like to be able to provide this access without providing access to too many other functions. If evaluators were able to get applications assigned to them while they are in draft, I think this would give the teachers the ability they want and still restrict access to the current evaluator permission.
1 vote -
Customize emails for task notifications
It would be great if it is was possible to customize the text in a task notification to include the details of the tasks rather than having to click on the link to see which task it refers to!
1 vote -
different log in for every portion of foundant
It seems every part of foundant requires a different login. I had to create one for the idea lab. This is very confusing and sometimes my password storage confuses them. Please simplify!
2 votes -
Option to leave the chat queue.
I would appreciate the option to leave the chat queue. I may have to run to a meeting, or have answered my own question. I would rather not waste other clients time in the queue.
2 votes -
bonnie@jewishcolumbus.org
Hi. I think a good idea would be to add another automated email option after the evaluator does his/her evaluation. It would be nice for the administrator (me) to get notified that the evaluator has finished the evaluation. Thank you.
7 votes -
Sync comments between GLM and C-Suite
Would be awesome if we could have nonprofit comments in GLM synced to the nonprofit profiles in C-Suite so my team and I are always on the same page. Thanks!
18 votes -
Year to date/year at a glance
I want to be able to see on my dashboard total requests vs total approvals, and total amount $ awarded for the current year to date and the entire year prior.
3 votes -
follow-up status
On the applicant dashboard, the status next to the scholarship requests should include 'assigned' or 'completed' for follow-ups. Currently, it shows assigned for the follow- ups but unless the applicant goes one step further and actually opens the application, they can't quickly tell if they have something due or if it has been completed.
2 votes -
Allow different titles for user who is attached to multiple organizations
As I believe it is currently implemented, a user's account only allows them a single title, but they can be connected to multiple Organization records. A person's title may vary between the organization's they are affiliated with - they may be a Development Director for one organization, but the Board President for another. I would like a person's title to be stored at the User+Organization level, not the User level.
3 votes -
Make Registration Fields Admin-Editable
Please allow admins the option to edit user fields. While Foundant Support is generally very responsive to requests, it seems unnecessary to have to bother the team every time we would like a change made to our registration page. thank you!
4 votes -
random generator for applicant id in SLM
SLM: Please add a random number generator for Applicant ID to make the applications truly double-blind.
2 votes -
Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant .
Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant. When you stop proxying, the system throws you completely out of the application to the dashboard. You can place it next to the Email Applicant and Edit Deadline Buttons at the bottom of the follow up page. I get many follow ups from smaller organizations where the tech level is low via email so I have to scan and upload. Then I have to proxy as the user and it is a cumbersome process to have to search for the organization again,…
57 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…
9 votes -
Implement a "foldering" system for processes, forms, and email templates
As a high volume organization with many departments deploying grants, the internal user interface is increasingly becoming unwieldy and unorganized. It might be helpful to implement a "foldering" system so different departments/teams can better organize processes, forms, and email templates which look different for each team.
92 votes -
The idea is to allow follow ups form to be saved as landscape or portrait.
The idea is to allow follow up forms to be saved as landscape or portrait.
1 vote -
Follow Up are Yellow even after submission and marked Complete
Follow Ups are showing up as Yellow - even though the Follow Up Report was submitted and marked complete by the administrator. Visually it looks like the charity owes a report, but once you go in and look, you will see it has been submitted and marked complete. It's confusing. How about making it a different color (i.e., purple), and then it might remind administrators to close it out. Or add a separate button to close out the grant, or as someone may have mentioned to date-stamp to show when it was marked complete. The Yellow makes you think the…
2 votes
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