1040 results found
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Organization Summary Feedback
As part of our June Monthly Release, we introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment. This was added to the Live environment in August.
This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback…
13 votesHi Everyone!
Thank you for the initial feedback.
With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:
-Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.
-Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.
Foundation Status:
There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.
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Multiple emails for grant letters
When sending grant documents (grant letters), currently C-Suite only allows for one primary email address and if you want to add a second to be cc'd, you need to add it manually. It would be helpful if C-Suite allowed for a primary and secondary email address to be added and have that be automatically added to the cc section when sending grant letters.
We have many organizations who request multiple email addresses to be contacted when they're receiving a grant and unfortunately right now we can't do it as it's too much of a manual process to add in a…
28 votes -
Close request without marking a follow-up complete
I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.
11 votes -
Date idea lab entries
I would like to see how old an idea lab entry is. Can you please show the date it was created? TCF
17 votes -
Follow up tab on application - admin view
It would be great to have a follow up tab in the application (admin view) so outstanding follow up reports for an organization can be noted quickly. We don't allow organizations to apply for a grant if they have an outstanding report. Having a way to quickly check this (like the charity status) while in the application would be handy.
5 votes -
2-Factor Authentication by Phone or Email
We want to require our GLM users to enable 2-factor authentication, but are concerned about asking them to download an app to do so. Most of them probably aren't using an authenticator app anywhere else. We would like to offer them the option to have a code sent to their phone or email to authenticate so they are not required to download an authenticator app.
6 votes -
Nominator Role
Need the ability for someone to nominator another person or organization to receive a grant. The nominator is not the recipient but needs to initiate the application. The recipient will receive the award and will need to be assigned follow up forms.
4 votes -
Allow Evaluation Form Fields to Be Shared as Read‑Only Across Forms
Please allow evaluation fields to be shared as read-only fields across forms.
We use evaluation forms for internal review and coding, with one reviewer per request. Our first evaluation captures the initial review prior to the Grants Committee discussion, and a second evaluation is used to carry forward key information for the board docket and final decision. Having read only shared fields would prevent re-entry, reduce errors, and ensure consistency between evaluations.
While this may not apply to workflows with multiple evaluators per request, it would be extremely valuable for organizations using evaluation forms for sequential internal reviews.Thank you.…
6 votes -
Ability to "Create Documents" from workflow buckets
We create merge documents of scholarship applications for our selection committees. Unfortunately, the only place to do this in bulk is from the Request & Decisions page. This page doesn't allow for any additional columns to sort or filter by so we are required to create a filtered report and manually go through the R & D page to manually select each student we want included in the batch. This is very tedious and time consuming. I would love to see the ability to create documents from the workflow buckets that allow for custom columns and filtering or add that…
7 votes -
Remove the grey!
Can we default reports to export without formatting? The grey seems unnecessary. It would also be great if emails through the system weren't grey either. Thanks!
15 votesHello,
Over 2025, and into 2026 we will be implementing a new data visualization tool and additional export functionality. Please keep an eye out for release information.
-The Foundant Team
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Thank-You Email to Evaluators
I would love to have a way to trigger a thank-you email to evaluators who have finished submitting their evaluations.
8 votes -
Automatic email for LOI/Application when moved from Submitted to Complete
When we move from LOI or Applications from Submitted to Complete - an automatic email to be sent would allow an applicant to know where the application was in the process. It would be an efficient way for us to communicate with applicants.
3 votes -
share instruction
Allow Instruction Question type to be shared. We use this to provide external links to guidance documents at the top of each form. It would be VERY HELPFUL to be able to update the link once, rather than in every form.
8 votes -
Funds from GLM to CSuite in Installments
Right now our process is that when a grant is approved, we add the installments and then when I sync to CSuite I have to manually select what funds the grants are coming out of.
It would save me a lot of time if I could select the funds in GLM and then when I sync the grants, they are automatically assigned to the funds I picked in GLM.
7 votes -
Report-able comments
It would be great to be able to run reports on comments!
5 votes -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
14 votes -
Searching for users with NO assigned role
Would be helpful to be able to search for users with NO assigned role so that someone can easily identify them and then assign them roles. Currently, the search function only allows to search by Role--obviously that omits a whole group of folks who were never assigned roles when their user account/contact was created. Ideally they would have been assigned a role at the beginning, but when a new GM comes and wants to clean up the system/make sure everyone is rightfully assigned, there's currently no way to do so without individually accessing THOUSANDS of user accounts to check.
4 votes -
Dual-Screen Process Manager
I want to be able to edit two processes side by side without having to go back and forth.
7 votesHi Steve,
Please tell me more about this need. I assume it is because you are making similar edits to both forms at the same time. Is that correct?
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Flagging Unsupported Characters
Members of my team spent hours on chat trying to troubleshoot why they could not upload files to organizational profiles while I could. The issue at hand was the use of an unsupported character in the file name... the system did not give us any indication of this, nor did support staff ask about the file name. We managed to figure it out on our own.
Would be great to either list unsupported characters in file upload spaces, or to have a pop up message when an unsupported character is preventing file upload.
5 votes -
New Header Search Bar
The new header search bar is currently only available to Administrators and not the Grants Manager role. We would like to see it available to both rolls as it's almost more critical/useful for the Grants Manager roll than the top Admins.
Additionally, my testing of the search bar has shown it to be inconsistent so far. Once I type a word into the search bar, often times nothing happens. I have gotten it to work, but it's been hit or miss. It might be helpful to have the magnifier icon clickable so that we can manually click it or hit…
4 votesHi All,
We wanted to let you know that over the weekend, we made performance enhancements to the header search. You should now be seeing better search speeds. If not, please reach out to our support team.
-The Foundant Team
- Don't see your idea?