1127 results found
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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 -
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 -
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 -
auto populate form submission dates into forms
I've added an Approval Tracking section to our Approval Form (see attached screenshot). Some of the dates are Form Submission Dates. Is there anyway to get that submission data to auto-populate?
2 votes -
Ability to add Foundation logo/branding for LOIs and Grant Applications
A way to incorporate private foundation logos or branding colors with LOIs and Applications.
5 votes -
Recent Release Change to 990: Hard to Print
As part of our physical record keeping, we print two pages from the most recent 990. The recent release has made this become extra clicks due to page breaks on formatting available on the Financials & Compliance page version of 990s
Example:
Organization Summary > Financials & Compliance > 990 File > Opens as a visual render that breaks pages when printing.
To get to a version that is printable with the correct page breaks, I have to navigate to their Candid Profile first by either:
1.Organization Summary > Financials & Compliance > Organization Summary > Financials & Compliance >…
2 votes -
fraud detection
We had several fake applications submitted in our last grant process. Mostly we suspect real people using AI to help them build "believable" documentation for the evidence request, such as fake Schedule F or P&L statements as well as fake vendor receipts for reimbursable activities. We'd love to have some sort of detection tool for spotting those as we had several red flags across the fake apps that were shared. See attachment for details.
3 votes -
Follow Up button
It would be helpful for us if we could click on the Follow-Ups box on the organization summary page and a new page/box would open and list the past due follow ups.
2 votes -
Custom Logon Page Message
Hello - I am finding myself a little frustrated this time around when attempting to update my logon page message (for both SLM and GLM portal login pages). Even if I format outside of the page and copy to paste it in as I'd like it to display, it is now pulling everything left and not holding the formatting.
My bigger ask to help solve this is can we have better rich text tools in the editing of the Logon Page Message under settings in both SLM and GLM? I'd like the ability to first and foremost choose the alignment…
12 votes -
Docusign
Would love for Foundant to integrate additional fields (besides the signature) so that it’s hardcoded when my templates merge with Docusign. For example/specifically, a box for the Date Signed and the Title of the Signer. This would be incredibly helpful for when we send grant agreements.
2 votes -
docusign
We recently started using the Docusign integration with GLM. We have merge templates that create our award documents and can now schedule our Docusigns to be sent on a select date/time. The process works great (almost) because the completed/fully executed documents are then automatically saved in GLM once the Docusign is returned. It removes several tedious steps in our process. There was, however, a problem with an otherwise GREAT system. If a change had to made to the documents at any point in the creation and scheduling, they can be deleted in GLM and it appears as though there is…
2 votes -
Review Applicant/Primary Contact Information
It would be helpful for there to be a feature to review information pertaining to red flags on the applicant and primary contact of the organization. The watchlist feature in Blackbaud was helpful in directing staff to dig deeper into researching an agency or individual associated with an agency before moving to the next step in the process.
2 votes -
Prevent Grants Managers From Viewing Data From Processes Not Assigned to Them
We can limit the processes a user with the Grants Manager role can access; however, this does not prevent them from seeing data from other processes when viewing organization dashboards or running reports. It would be helpful to prevent Grant Managers from seeing data they do not need access to.
3 votes -
Limit Organization Applications per Process
Limit the number of Organization applications. We need the option to limit the number of organization applications to one (1). We tried using the "Enable Request Limit" feature, however, this only prevents users from submitting more than one. Multiple users within an org can start applications. This prevents our ability to see accurate number of orgs applying.
3 votes -
Internal question groups
It would be nice if we could assign visibility to entire groups of questions, so we could have an "Internal Use Only" group of questions that our applicants can never see. And every question in that group would be "Internal" by default.
4 votes
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