1116 results found
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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 -
branching question in follow up form
Allowing branching questions within a follow up form will improve the grantee experience by only answering the most relevant questions based on the responses.
3 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 -
Can we have checkboxes for "All" and "Page" selections at the bottom of an application list (right above Batch Action button)
Can we have checkboxes for "All" and "Page" selections at the bottom of an application list (right above Batch Action button)? Right now they are only at the very top of the list. After taking a batch action the page refresh still has the same things selected and to de-select it I have to scroll all the way to the top and then ALL the way to the bottom again to move to the next page of data.
4 votes -
Ability to Hide Future Installment and Follow-Up Forms or Configure Open and Close Dates
In SLM, we award many multi-year and renewable scholarships that require students to complete a new installment or follow-up form each year. Currently, all future forms are visible in the student portal, even though they are not intended to be completed until future years. This often creates confusion because students can begin filling out the forms, but cannot submit them until the appropriate year.
It would be helpful to have the ability to hide assigned forms until a specified date, or have them open during a selected timeframe instead of just a specific closed date. For example, a student receiving…
2 votes -
Is there a way to allow evaluators to submit a committee decision?
I asked Barksley: Is there a way to allow evaluators to submit a committee decision? He said: Evaluators can be assigned to requests and add decision comments when approving or denying a request, but there isn’t a built-in feature for evaluators to submit a single committee decision as a group. Each evaluator enters their input individually during the decision process. I have to create a separate google form to capture the committee's decision as a collective.
5 votes -
Reporting on Pinned Comments
I know it is not currently possible to report on pinned comments, but if there is an opportunity to add that feature in the future it would greatly be appreciated. One of the main ways we used pinned comments is to make notes about previous grantees who have not submitted long, overdue reports or had another important interaction that it is helpful for all administrators to know.
It would be helpful to run a report on all the pinned comments so that we can know if we receive a future LOI, I can quickly review a report of all pinned…
5 votes -
Organization Summary Page - Option to Display 990 Link Instead of Charity Check
On the Organization Summary page, there is currently a link to the organization's Charity Check. Previously, this displayed a link to the org's most recent 990 instead, and some foundations prefer that view for quick access to financial information during the review process.
Request: Add the ability to configure which link appears on the Org Summary page -- either the Charity Check or the most recent 990.
Why it matters: Quick access to a 990 directly from the Org Title page streamlines due diligence workflows, particularly for program officers and grants staff who rely on that data during the review…
2 votes -
Integrate Foundant with GiveSmart
Integrate the GiveSmart giving platform to merge data and ticket sales into Foundant.
2 votes -
Allowing a true count of students in a UA under the submitted bucket
When a student submits their General Application in the UA, you can only see a true number count by pulling a report. It would be helpful if those individual students would show up as submitted, since they have submitted a General Application. The drafted students shows correctly, but it shows 0 for submitted when that it not accurate. Right now they just get moved to the individual opportunity immediately instead of showing in the submitted bucket.
4 votes
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