1012 results found
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Internal Notification on Award Approval or Installment Creation
It would be great to be able to set up an email alert to internal staff when an application is approved or when an installment is coming due. If you have one off grants that aren't part of a cycle, it's otherwise very manual to let our finance team know it's time to process payment.
9 votes -
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1 vote -
images
It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.
1 vote -
Allow us to determine when to send auto emails
It would be great to be given the control to determine when our organization sends automatic emails. I would like to send automatic emails when we deny a request and even approve a request but as a Foundant user I am restricted. Denial emails are possibly the biggest concern because you have to navigate in this backhanded way to even be able to send a bulk denial email. Once you deny a request it no longer shows up on your dashboard so it is out of sight, out of mind, and you are relying on an understaffed organization to remember…
3 votes -
Calculating Evaluator Score Column from Decimal Questions
Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!
1 vote -
Bulk Edit Admin Fee Types by SubGroup
Bulk Edit Admin Fee Types by SubGroup - It would be nice to be able to do this, as the functionality already exists for other types of groups, etc. But it is not possible to do this by subgroup (i.e. all nonendowed funds at the same time).
1 vote -
Report status of DocuSign PDF
Since the DocuSign pdf is attached to each record is there a report that has which grantees has submitted their DocuSign doc and which ones are still missing would be great. I currently do this manually and it take a lot of time.
3 votes -
Remove follow up form/popup from process
I am training a colleague on entering grants into Foundant. Unfortunately, we're unable to remove a follow up form from a process once it has been used. And we're unable to remove the popup message for the follow up. So, while training I have to say "Oh just ignore that, we don't use it", which makes training clunky. Please give us the option to remove a follow up form (or at least the popup) we don't use.
1 vote -
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge.
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge of the Foundant SLM.
The new system - while beautiful - is just random by topic, and unable to walk a person with no experience through the process of learning how to use SLM efficiently.
1 vote -
donation notification
An idea to add to the portal! Would it be possible for advisors of funds to have the choice in their portal to toggle donation notifications on or off? Thanks for considering.
1 vote -
New button needed for students like these :)
My Problem: What about a student who doesn't complete two follow-ups but is still active, then graduates? Where do I put them now if I don't want to delete any follow-ups?
Foundant: Then you'll have to mark the follow ups as complete. Or you can download the follow ups and attach on their request record under document tab, and then delete their follow ups.
Wishing there was a button for something like this, since the student technically shouldn't be closed or abandoned.
1 vote -
grant catalog
Reduce the number of places a donor must click to make a grant from their fund through the grant catalog.
2 votes -
"AI"
Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!
5 votes -
CSuite Notification for Grants Synced/Approved in GLM
Implementing an automated email or system notification to the primary user in CSuite when grants are synced or approved from GLM would greatly reduce the risk of grants being overlooked and significantly improve workflow efficiency.
As the Grants Manager, I work primarily in GLM, while our CFO manages CSuite. We often rely on lengthy email threads to track grant requests and approvals, which makes it easy for information to get lost. There have been several instances where approved grants were missed and not paid out on time simply because the approval was buried in email communications.
After searching the Foundant…
2 votes -
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds.
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds. Right now they are all lumped together and it would be better if we could sort all the funds into groups for an easier donor experience.
1 vote -
New Column Idea for Grant History
In the GLM, I often use the Request History tab of an organization in my work. I would really like to be able to see a column with the amount of each grant request from that organization even if the grant was denied. Additionally, I believe this "Amount Requested" column would be helpful for both approved and denied grants because sometimes our board approves of only a portion of the requested funds.
Thank you!
2 votes -
Comparative balance sheets with the ability to input comparative date
IT would be nice to have the option to select the comparative date in the balance sheet comparative presentation instead of only having the listed options (year over year, month over month). For instance, I would like to compare my current balance sheet to the prior year end, and then be able to prepare a cash flow that ties into it for the YTD. In that way, I can have a complete set of financial statements (balance sheet, income statement and cash flow) that all relate to each other for the same time period.
2 votes -
Direct link to the Nonprofit Directory from the Donor Portal -
It would be nice for donors to be able to click on a direct link to the Nonprofit Directory from their donor portal without having to first click Donate and then navigate to the Nonprofit Directory. The direct Nonprofit Directory link could be listed on the left menu in the donor portal.
1 vote -
Abandoning/Closing and Application within the Application View
It would be nice to abandon/close an application when you're in it. Having to exit back out into the request tab and count which one you were in is confusing. The only way to be sure I'm abandoning the correct application is to open it but the option to abandon/close is only on the request summary view. I added images for better clarification
1 vote -
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
1 vote
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