938 results found
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IRS Pub78 Data actually NOT available in reporting
Hello from OKC! I've found a couple of threads that suggest it is possible to pull into a report all the fields available under the Charity Check > Publication 78 tab. I'm able to pull some but not all. I even chatted with support this morning just to make sure I'm not missing this. Specifically, I'd like to pull in the Organization Name field from the IRS Publication 78 tab within the CharityCheck module. I can pull the general org name field from the orgs profile (as they've entered it) but not the name as the IRS has it listed…
1 vote -
Application Data to Sandbox
Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!
7 votes -
There needs to be a way to delay the automatic email for follow up's
Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.
5 votes -
Merge Templates and Print Packets
Right now, Foundant does not allow you to create and format a Merge Template that you can then use as the Print Packet associated with each form. The editing capabilities for the Print Packets are extremely limited and there is certainly room for formatting and content improvements. It would be very helpful if admins were able to create and format a Merge Template in a way that is most supportive for their team and evaluators and use that as the Print Packet.
10 votes -
Drop -down menu in the organization field when the applicant is creating an account
When applicants create their accounts, it would be nice if the organization field provided a drop-down menu of the current organizations already listed in the account holder's account. This would help eliminate duplicate organizations and save the administrator time going through all the organizations and merging duplicates.
3 votes -
Picture add to contact page
In trying to build relationships with applicants, it would be very helpful to see their photo on their contact page. Could you make a field for the applicant to upload his/her photo on their contact page?
1 vote -
GLM Application Form - Preview Mode Very Confusing
Unfortunately, I’ve had a couple of organizations inadvertently fill out the questions on the application after clicking the “Preview” button on the Apply page instead of the “Apply”. This is super confusing and I was wondering if there is a way to “grey out” the fields in the preview version so that they cannot fill out the form. Or have clear warnings at the top or next to the questions. It’s been very time consuming for those thinking they have almost completed the application form only to realize it can’t be saved.
1 vote -
GA applicant list
Hello! In the SLM portal, applicant names for our Universe are only alphabetizable by first name. Please also include the ability to alphabetize the list within the portal by last name.
Thanks,
Rachael1 vote -
customize fields in process summary
We have 5 identical (or close to it) processes for our grants (2 yr cycle). Each process has a Director and Grant Manager(s) that are unique to it. It would be nice to have that information in the Process Summary. It would also be helpful if those fields were available as merge fields.
2 votes -
Remove an Applicant
I really need a way to remove an applicant without "abandoning" them or "denying" them. If I deny, they find out they didn't win the award. If I abandon, it goes to their request history, and then they can see it and email with questions. There are times we just need to remove them. An example would be: Our donor's evaluate, and one year there was an applicant in the pool for her son's memorial scholarship, that had bullied the deceased son. She came to us, and we needed to remove that applicant. There are instances where we just need…
1 vote -
Ability to Bulk Export Evaluations
We use Evaluations in GLM for ED Approvals. We then have to save a copy of the ED Approval in a sharepoint file and in CSuite. It would be nice to have a bulk export option in the Evaluations bucket so we can export the ED Approvals all at once.
9 votes -
Evaluation Score Export for Evaluators
It would be very helpful to have functionality built into the Evaluator role that allows each evaluator to download a quick export of all of their scores for each application. The custom columns feature does not allow for enough columns to be added so that all scores can be seen by each evaluator. Currently, Admins have to run reports of all scores and provide these to each individual evaluator so they can see all of their scores in one place.
1 vote -
Editable recognition name text box in Giving Hub
While processing online donations from the Giving Hub, I'm noticing that the "How do you want to be recognized" field is being misunderstood by many donors. It would be great if the text box verbiage was editable so we could change it to say something like -- "Optional: How do you want your name listed if different from above? (i.e. nickname)"
1 vote -
Create calculations between report dashboard sources in custom reports
Ex. Total Personnel in Budgets - Total Personnel in Fringe
2 votes -
Merge Template - Attach to Email Feature
My proposed idea is to create a "Create Document and Attach to Request AND Attach to Email" button next to the current "Create Document and Attach to Request" button. This would perform both actions at the same time. Currently, attaching a document to an email requires manually uploading the document.
3 votes -
stock public securities principal
Stock Gift Adds Incorrect Amount to Principal Balance
The "initial" value a donor receives for a stock gift is DIFFERENT than the proceeds (also called in CSuite gross amount or net deposit). Please allow a field to enter the principal amount to be recorded for stock gifts.
For example...
Initial Value of Gift (receipt for donor) = $100,000
Gross Amount / Net Deposit - Proceeds to Fund (once the stock is sold) = $95,000
The fund receiving the stock gift is immediately underwater because $100,000 is recorded to the CSuite principal but the fund balance is $95,000.1 vote -
Funding History in Reporting Tool
We would love to see the ability to pull the funding history of an organization applying to a new process into a form and/or the reporting tool so that we can easily incorporate that data into our evaluation.
Ideally we could access the funding data currently available in the "Print Organization Packet" (# of requests granted, total $ granted, total $ paid), but even a simple Funding History - Y/N available in the reporting tool would be amazing so we don't have to do a bunch of manual work to look up each organization or run multiple reports just to…
1 vote -
Comments, Dates, Email
We would love to be able to add dates to comments, not just have it be the date we are adding the comment. That way we might be able to sort comments.
Not to mention copy and pasting emails with information in it.4 votes -
Badge-like notification when new submissions/follow-ups appear on dashboard
We often have dozens — if not hundreds — of LOIs, approvals, applications, and follow-ups on our dashboard at once. It would be wonderful to have a visual indicator any time a new LOI, application, or follow-up is submitted. For example, let's say I log in at 9am and my dashboard indicates 133 follow-ups in the "Submitted" bucket. I come back to my desk at 10am, refresh the dashboard, and there are now 135 follows-ups in the submitted bucket. "135" now glows with a different color and a "+2" alert. Once I click into my Submitted follow-ups, that alert resets…
4 votes -
Allow Custom Registration Fields for Custom Columns
If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.
11 votes
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