1116 results found
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Payment Tracking - custom columns options
The Payment Tracking page could be globally more useful (e.g. replace workflows requiring the Reports tool) if more filters and views could be added/used on that page.
Custom Columns:
- view process name as a column
- view decision date as a columnSearch:
- search by decision date... just a start to the ideas
(Payment Tracking could be used to look back at activity, and look ahead to actions needed.)
4 votes -
Conact on summary page be larger font and bold
The contact information in the top left corner of the summary is so tiny compared to the rest of the page's font size. Zooming in on the browser is not a solution.
2 votes -
charity check report
Export ALL GuideStar Charity Check Information
There is an archived idea with this same title that shows as "Implemented", but that's not actually accurate. Currently, the only Charity Check fields available in the reporting tool are:
Charity Check Verification Date
Charity Check Tax Id
Charity Check Publication 78 Date
Charity Check IRB Date
Charity Check BMF Date
Charity Check Deductibility Code(s)
Charity Check Non-private StatusThis leaves out a whole host of other fields that display in the Charity Check tabs. At the very least I would like to have access to the Charity Check organization name so I can…
6 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 -
Create a reportable field that captures the date that an applicant starts a process.
I run a report called "Pipeline" that shows all applications in process (draft, submitted, evaluation assigned, etc). The report includes the submission history showing when the request is initially submitted, however, there is no way to capture in the report when the actual application was first started. To get that date I have to go into each application and click on the request history tab and then manually add that date into my report.
2 votes -
Batch Add/Remove Collaborator
It would be nice to be able to batch add/remove collaborator. We have an organization that we work with that submits over a dozen grants a year to us. When they have a staffing change, it is cumbersome for them to add the new team member to all those grants. We often end up doing it for them and would like to be able to do it in batch.
2 votes -
batch reassign applicant
Batch Reassign applicant - I would like to be able to select multiple applications and reassign them. We have a user that has over a dozen applications and another employee is taking over for that user. It is tedious to go into each application and reassign each one.
2 votes -
GLM and Screen reader Accessibility
We received a note from one of our applicants stating that they are unable to use their screen reader software with GLM. I was given some resources about adjusting the visual accessibility of browsers to use GLM, but I wanted to put in those applicants idea about improving the accessibility of GLM for those applicants with low or no vision.
3 votes -
Customize Merge Document File Names
When creating a merge doc, it would be helpful to be able to dictate what the document will be named when it the docs are downloaded, or just make the default the Organization name. Right now, the default is process name and applicant name, which places the documents in alphabetical order by applicant. This creates a lot of work when creating zip merges. I create dozens and dozens of files that I have to rename with the organization name.
4 votes -
Email History
This new update has been throwing me off.
Previously, when I went to Email History, the Sent section showed the organization name the email was sent to. Since the update, it only shows the recipient's name instead of the organization.
My job consists of checking which organizations have opened emails, so seeing only the recipient's name isn't very helpful. Unless someone has memorized over 100 staff members and knows which organization each person belongs to which is nearly impossible, especially with frequent staff changes it's difficult to quickly identify the organization.
Is there a way to change this back, or…
2 votes -
GLM/SLM Syncing to CSuite - Add Manual Profile Match Option
When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).
Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.
16 votes -
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 -
Real-Time Score Summation on Evaluation Forms
The Problem: Currently, evaluators can only see the total percentage on their dashboard after submission. While filling out a form, they have no way to see the cumulative raw score unless they calculate it manually. This adds unnecessary cognitive load and leads to "scoring blind," where evaluators aren't sure if their individual marks align with the final grade they intended to give.
The Solution: Add a "Total Score Counter" at the bottom of evaluation forms (or as a sticky header/footer). This counter should update in real-time as the evaluator selects scores for individual questions.
Key Benefits:
Accuracy: Evaluators can immediately…
6 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
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CRM
I've been asking about Foundant having overall CRM capabilities and was under the impression that that functionality was in the pipeline. I appreciate the new features, but so far, we still do not have the ability to track and report on interactions with individuals who are not applicants. I realize I can add any contacts to the system, but if they aren't an applicant, there is no way to report on those entries. I asked about categorizing individuals, for example, political, religious, medical, law enforcement, etc., and I was told a category field could be created, but that there is…
2 votes -
Ability to Bulk Edit Table Cells
It would be great to be able to bulk edit the a table in GLM/SLM to change cell content, visibility etc without having to open, edit and save each cell individually. It's time consuming and a tedious process. Being able to edit the table, change all the fields, and then save, would be awesome to see!
4 votes -
Make the link to view organization overview page more obvious to applicants and grantees
Problem: Applicants and grantees don't realize that clicking the organization name on their dashboard opens the agency overview page. Because this navigation is hidden, they are missing out on critical information and documents.
Recommendation: Make the organization name look like a clickable link, or add a distinct button/label (e.g., "View Agency Overview") to make this page easily discoverable.
2 votes -
Add Ability to Select Specific AR Account when Creating Invoices
When creating an invoice through the "Invoice" module, it would be convenient for the creator to have the ability to select a specific AR account rather than always posting to the generic AR account.
For instance, our Foundation has Notes Receivable, Contributions Receivable, Income Tax Receivable, Interest Receivable, and various other AR accounts that we would like to be able to use when creating an invoice, but we are forced to post directly to Accounts Receivable.
4 votes -
k.morris@mhjf.org
When downloading a zip file of Merge Documents, it would be EXTREMELY helpful if the documents names were the Organization name, rather than the project name or the applicant name.
1 vote -
Changes to Shared Documents
In Shared Documents, add feature to change file name after upload. Also add feature to allow movement of old files into new folders.
4 votes
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