1119 results found
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Hide Follow-ups in Process Manager
When we copy a process, we need to copy many follow-up forms so we are prepared for different scenarios (ie if multi-year installments are granted, etc.) We don't know when we are building the process how many of the follow-up forms will prove useful. When there are lots of extra follow-up forms, we loose functionality in the assign follow-ups window. If we delete the follow-ups, however, we loose valuable work that we may need to re-do if circumstances change and we need to add the follow-up again.
Could follow-up forms be hidden in the process manager? If this could work…
1 vote -
update options for file download names
when downloading LOI and application documents, it would be helpful for the file name (option) to be the date submitted, not (only) the date of the download
1 vote -
Decimal places for scores
Add decimal places / decimal points for scores so that we can view differences in scores that are very similar. This is extremely important for reports but also helpful for reviews (evaluator views).
1 vote -
Merged Organization Status
Currently, organizations only show as Active or Archived in the Data Visualization Tool, and there's no way to tell if one was merged into another. A "Merged" or "Deleted" status for organizations, consistent with how merges are shown for users, would be helpful so we can easily identify merged organizations.
1 vote -
Funds as beneficiaries
Hi - we have beneficiaries to a Charitable Lead Trust where the annuity payment goes to another Fund(s) here at our Foundation. We can only set the beneficiary to a profile. Thanks!
1 vote -
Increase Character Limit for Interactions on the Organization Summary Page
Our team uses the Interaction section on the Organization Summary page to document site visits, meetings with organizations, and notes from those conversations. We have found that the current 2,000-character limit is not always enough to capture the level of detail needed.
It would be helpful if the character limit could be increased, or if administrators could configure the limit for their site. This would allow us to keep all notes from a meeting or site visit in a single Interaction rather than having to shorten them or split them across multiple entries.
1 vote -
New email templates to appear at top of list
When I create a new email template it automatically goes to the bottom of the template list and I have to drag it to the top. As we are working on it and, in most cases, about to send it out it would be better if the most recent templates appeared first. Alternatively you could introduce sorting functionality.
1 vote -
customization of Payment forms
It would be ideal if "due date" was changed to "payment date" or an option to select from both.
Also, being able to chose from "payment date" (executed) to "payment confirmed (cashed/etc) would also be helpful.
3 votes -
ACH Direct Debit through stripe
It appears that there is no way for a donor to use the donor portal or advisor portal to make a ACH direct debit with out Stripe charging a transaction fee. Can Foundant please update and establish an ACH Direct Debit payment option.
1 vote -
"Internal Description" in Campaign should be specific to campaign
Currently "Internal Description" in a marketing campaign pulls existing data from the internal description on the Fund that is connected to the campaign. It would be helpful if "Internal Description" was its own field connected to the campaign itself and could be used in reports. This would enable another source of data for campaigns. Or it would be helpful to be able to have a custom field for campaigns.
2 votes -
soft credit
I would love to be able to include Soft Credit information on Donation Reports.
2 votes -
Allow visibility to see who is actively logged in
Particularly when we are down to the deadline wire for committee member scoring in Foundant, it would be helpful not only to know the last login of the users, but also easily see who all is actively logged into our system at any point in time. This would help me understand who is still working vs. who I need to reach out to. I do not want to bother our busy volunteers if they are already doing what I need them to do.
3 votes -
beth@cincinnatischolarshipfoundation.org
As you continue to tweak the new profile views in SLM, I suggest that you add an email history link to the profile page. With the help of Aden on chat, I found it after clicking on the edit pencil and then clicking on the 3 dots where it is one of 3 selections.
3 votes -
Allow applications to be assigned to evaluators while in draft
We have had several requests from teachers asking if they can view their students applications before they are submitted. We would like to be able to provide this access without providing access to too many other functions. If evaluators were able to get applications assigned to them while they are in draft, I think this would give the teachers the ability they want and still restrict access to the current evaluator permission.
1 vote -
Customize emails for task notifications
It would be great if it is was possible to customize the text in a task notification to include the details of the tasks rather than having to click on the link to see which task it refers to!
1 vote -
different log in for every portion of foundant
It seems every part of foundant requires a different login. I had to create one for the idea lab. This is very confusing and sometimes my password storage confuses them. Please simplify!
2 votes -
Option to leave the chat queue.
I would appreciate the option to leave the chat queue. I may have to run to a meeting, or have answered my own question. I would rather not waste other clients time in the queue.
2 votes -
bonnie@jewishcolumbus.org
Hi. I think a good idea would be to add another automated email option after the evaluator does his/her evaluation. It would be nice for the administrator (me) to get notified that the evaluator has finished the evaluation. Thank you.
7 votes -
Sync comments between GLM and C-Suite
Would be awesome if we could have nonprofit comments in GLM synced to the nonprofit profiles in C-Suite so my team and I are always on the same page. Thanks!
18 votes -
Add Apple file formats to document viewer
We're getting an increasing number of applicants submitting their attachments in Apple file formats (primarily Numbers and Pages) and currently have to either download, convert and reupload them as compatible files or have applicants send in new documents via email in order to make the attachments viewable in GLM for our review team. Is there way to get the document viewer to work with Apple formats?
2 votes
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