853 results found
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commas in budget table
I like the embedded tables for the most part but I really need commas in those integer cells and the sum total cell.
7 votes -
Export Images
We need a way to export the images in a report/as a batch for our annual reports. These images are uploaded in our final report form.
6 votes -
Hide Abandoned Applications
A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.
6 votes -
Allow more Recent Data in Portal Investment Reports
The new Investment Reports available to Fund Advisors through the Portal are great. But it is weird that they can only pull investment data through the end of our last fiscal year. Please allow investment data to be pulled from our last closed month.
1 vote -
Batch follow ups to Org primary contact
Add functionality to chose who the follow up is assigned to when batching them. Currently, it goes to the applicant account. I’d like it to go to the organization’s primary contact, then they can add contributors. Applicants are often grant writers or development directors with higher rates of turnover than Executive Directors. Some orgs have overdue follow ups simply due to staff turnover.
3 votes -
Fiscal Year Customization for Reporting
The addition of a feature or setting that allows us to set and save our foundation's fiscal year within the company information settings. Specifically, the ability to define our fiscal year as starting on December 1 and ending on November 30. This adjustment would ensure that all reporting tools and templates automatically align with our fiscal year, streamlining our workflow and improving the accuracy of our reports.
1 vote -
Login Instructions auto-email
Why does the system 'Login Instructions" auto-email go to an Administrator? It really needs to go to the user that just created their account! I've just been on with chat and apparently there's no way to edit this, no event type to send directly to the user, and orgs are working around it by having to post all the login instructions on the Login page itself? This makes no sense. It really would be so much more useful if it went straight to the user who just created their org in the system. Thank you!
2 votes -
Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
9 votes -
Ability to Alphabetize Committee Members
Trying to verify accuracy of committee participants is challenging becuase they are listed in a random order. We need the ability to alphabetize committee member names.
1 vote -
scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
1 vote -
Advisor or Household "Roll Up" in Donor Reporting
The Advised/Household roll up is a powerful tool that I have often used in my donor reports. Many of our donors give via a Donor Advised Fund.
However when you use that tool it also "Rolls Up" individual giving records to household giving records. This unfortunately results in inaccurate Donor reporting, including households that are inactive or deceased. I'm wondering what is stopping Foundant from giving users the ability to either "Roll Up" just Household or just Advised donations.
Because of this problem I have stopped using the "Roll Up" feature and instead create 2 separate reports one with all…
1 vote -
Being able to toggle between submitted and drafted numbers in SLM under the Applicant Opportunities tab.
In SLM on the Applicant Opportunities tab in a UA, it would be helpful if the Request column could be sorted. Right now, it just shows one number of total students in that specific opportunity. If you could sort be students who are drafted or submitted, that would be a really helpful feature. This could help scholarship providers market those opportunities with lower numbers much easier than having to pull a report each time.
1 vote -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
5 votes -
Turn Preview Off
I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.
We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.
Having the ability to hide or remove the "Preview" option while still having the process/application show on the…
2 votes -
Batch Edit Report Deadlines
We typically have multiple organizations who miss the deadlines for our grant reports. We would like to be able to batch edit deadlines for those reports so we can more quickly make them available for completion and don't have to go into each report to edit individually.
5 votes -
Sender Merge field SLM Email Templates
Email templates now offer the "Sender" merge field, it would be great if we could have the "Business Tittle" field in the users settings (optional) and maybe only internal so students to have access to it, but this would allow us to easily communicate foundation staff information without having to manually input. This would also allow us to track the evaluator's tittle at the schools involved in our nominating committees. Bonus if we can sync it with C-suite!
1 vote -
more characters for instruction questions
Still need more characters for instruction questions. I am building a grant agreement today and have a table that i'm trying to copy and paste into an instruction question (from word) and it is 639 characters too long! :-(. Maybe up it to 5000? Pretty please!?!
3 votes -
Table, Labeling Summary Line
A simple 2 column table that ends in a summary row. When building the table, the end summary row on the left hand side can be labeled (e.g. Total Proposed Budget:). But from the Applicants' view, the summary row on the left hand side is blank.
1 vote -
reviewer panel
For one grants cycle this year, we received 222 eligible applications that then are reviewed by 86 reviewers. We frequently get a large number of applications and reviewers, although this year is the biggest one so far in a long time! We assign reviewers to different panels, which are groups of people who all review the same applications. We make these application/reviewer assignments outside of Foundant, but it would be really helpful if we could group applications/reviewers by panel in Foundant. Without it, we have to send out communications manually basically, going back and forth to an external Excel document…
1 vote -
SLM FOLLOW UP DATES
It would be very slick if we could select a group of students and change or extend their follow up due dates in a batch rather than at one at a time.
PERHAPS IT IS POSSIBLE TO DO THIS ALREADY?
Many thanks for looking into this.2 votes
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