1012 results found
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copy third party letter of
Copy Third Party Letter of Recommendation Form:
We use the Third Party Form capability with a list of questions for Counselors, Teachers, Coaches, etc. with a long list of questions but have to create from scratch for each new audience
1 vote -
email cc limit
Add more characters to CC within email templates- Currently only 200 characters is about 5 addresses. We need to email at least 12 addresses in the CC field and be able to add more addresses to the to field.
2 votes -
Adobe Sign Integration
Would it be possible to also get Adobe Sign integration alongside DocuSign? We use Adobe for everything, but also created a DocuSign paid account so we can have the integration for our grant agreements in Foundant's GLM. It would be great if Adobe was also incorporated so we wouldn't need both.
5 votes -
UA Opportunity Eligibility Change Log
I would like to request that Foundant implement a change log for the eligibility criteria for the opportunities within a Universe. There is currently no way for us as users or you as the host to track changes made. If there is a mistake or issue, we need to be able to know what was done, when, and by whom.
4 votes -
New applicant dashboard
With the New Applicant Dashboard feature, we would love to be able to manually change the status of a request on the Request Panel to Action Needed, even if there is no assigned follow-up form associated with the request. Sometimes, we have applicants that submit requests, and we do a first round due diligence check that requires follow-up on the back end via email with no official form, but action may still needed from the applicant. Under the New Applicant Dashboard feature, these requests would fall under the No Action column even though action is needed, there is just no…
2 votes -
Make Grant Category field reportable
Please make Grant Category a reportable field! Why make us create a custom field to have a second layer of grant categorization when there i
3 votes -
Add 'Unresponsive" as a dropdown for grant reporting
If a grant recipient has not completed required reporting within a specified timeframe AND has been unresponsive to outreach attempts, it would be ideal to have the option to mark the report(s) as incomplete/unresponsive. That creates a marker for future grant considerations
3 votes -
Add the possibility to preview PDF or Excel files uploaded by clients (to avoid having to dowload all files)
Currently in single/multiple file upload fields: it is only possible to dowload the files that have been uploaded. The idea would be to have the possibility to only view/preview the file without downloading it.
1 vote -
Add "Request Amount" into "Organization Request Summary" Merge Table
This one has been previously archived, but when we get the summary of an organization, we really really would like to see the amount they requested, even if their grant was denied. This is one area where Blackbaud allowed us more functionality than Foundant.
Along the same lines, when you look at org request history, it would be nice if it showed amount requested in the summary at a glance.
6 votes -
Hold or lock an application or organization
It would be helpful to add the option to put an application and/or an organization on hold. We often run into a problem where the applicant has submitted documents without signatures, or they did not submit follow-up forms from a previous grant. If this information isn't shared with managers payments can accidentally be processed or applications can be pushed through by the manager because they were unaware of the process hold done by the finance team. To add a feature that locks everything and shows a red alert of why the process can't proceed would be great.
1 vote -
Customize Data in Metrics Dashboard
The vast majority of the Metrics Dashboard data is related to decisions and payments/disbursements. Our organization does not facilitate payment through SLM/CSuite, so these charts/datasets are blank/not useful to us at all.
Given the mission of our organization, it would be great to be able to customize this dashboard to reflect the data in real-time that is most important to our organization (largely applicant data, so for example, race/ethnicity data, geographic location, number of applicants per program, etc).
1 vote -
export request history slm
Hello! I'm trying to compile a history on a scholarship recipient's requests and awards, and found that this User Summary/Request History is not exportable. I would like to be able to export this data to an excel file to be able to tabulate and manipulate the data. Thanks!
2 votes -
Email Templates: Add a "Next" and "Back" Arrow Buttons to Move Through the Email Templates
Suggestion: When working on updating email templates, it would be very helpful to have an arrow button for “Next” and “Back” to easily navigate the email templates.
Current Process: Now, the process requires that you go back to the email template section, pick the next template from the list, wait for it to open, make changes, save, go back to the email template listings page and then repeat that for every template. I noticed that you already have an arrow that forwards you to the next form in other stages within the dashboard, but not in the email templates section.…3 votes -
Search Function
I have struggled sometimes to find an org or project because I do not type it in exactly as it was done at the outset. Is it possible to have more of a search function that operates like Google to find ones that are closely related?
5 votes -
How to Design Magazine Cover from Scratch
Making a creative magazine cover requires blending creativity, strategy, and audience understanding. Define your magazine's theme and purpose to guide design. Select a striking image that captures attention and reflects internal content. Use bold, legible typography for the title and headlines. Choose a color palette that matches the magazine's tone and maintains design coherence. Balance visuals and text for an inviting, professional layout. You can hire a professional magazine cover designer at https://www.logodesigner.ae/magazine-cover-designs. They will make your design as per your custom guidelines.
1 vote -
'Archive' button in GLM reports?
Please could we add an 'archive' button or feature to the reporting section so reports or data sets can be hidden from the main page but not deleted? Right now the options are to have a cluttered reports page, or delete entirely.
51 votes -
Tax Receipt For Gift With Multiple Designations
Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.
However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…
1 vote -
Tax Receipt For Gift With Multiple Designations
Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.
However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…
1 vote -
Number of Documents for Organization Summary
The number of documents shows up at the request level but not at the organization level. Seeing the number icon on the Documents tab would be helpful because it would indicate that information has been uploaded. I believe the number of comments shows up at the organization level, so would the number of documents be able to be added?
1 vote -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes
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