1058 results found
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admin comment character count
Hi,
Our team would like to see the character count increase for the admin comment boxes (#4 in the article linked below).
https://support.foundant.com/hc/en-us/articles/20154792908055-Administrator-Comments
Thank you!
4 votes -
reassign request or followups to the primary organisation contact when you delete the assocatied contact
When a staff member leaves an organisation - rather than going through and reassigning the requests and follow ups - it would be ideal if the requests and follow-ups associated with their user were automatically reassigned to the primary contact for the organisation.
8 votes -
GLM grant approval
It would be very helpful to have approval from GLM to CSuite reflected in the approval log for grants.
3 votes -
Rearrange Decisions and Follow Up Forms List
It would be really helpful for the organizer in me to be able to move around/re-arrange Follow Up Forms as well as Decisions. When creating new ones they go straight to the bottom, but if I could group them together in ways that would help my workflow that would be great!
9 votes -
Prim Date on profile
Hi, I would like to be able to add the Prim Date on the address section of a profile to a report. We have many donors who move for the winter or summer to different parts of the country. Being able to report on this would help us in building mailing lists.
1 vote -
Link to User's Account in the Select User Window
Select User Window
It would be helpful to have the User Name link directly to their user accounts in the Select User Window to make deactivating or changing account roles quick and easy.1 vote -
As our team members change, we need the ability to change the approver on funds by bul
As our team members change, we need the ability to change the approver on various fund groups using a batch method. We have thousands of funds, and this is not practical to do one at a time. Thank you for your support.
1 vote -
fonts
Please include the ability to select specific fonts throughout the SLM platform, in addition to a button that removes text formatting, so that processes, email templates, and all text experienced from a user can be uniform and consistent.
I sometimes copy and paste text from other sources, like a Google Doc, Chat GPT, etc. and the platform gives us no way to keep fonts and formatting consistent. This is such a basic feature that really should be implemented ASAP. Thank you!
1 vote -
Decision Date
It would be helpful if on approvals, we could predetermine a future date and not have to enter it every time. For example, we issue ALL scholarship payment on 07/02/2025. However, this field auto-populates to the current date. If we could have a date set, but able to change it if the payment needs extended, that would be quite the time saver -- especially when processing 450+ scholarships!
3 votes -
Budget Categories
It would be helpful if Foundant allowed budgets to be broken into user-defined categories. For instance, I would need categories such as Salaries & Benefits, Project Equipment, Project Supplies, etc. This would make it easier for grantors to view and track the budget. Otherwise, I have to manage these categories in Excel (or other software), which defeats part of the purpose of using Foundant.
1 vote -
Comments being transferred over to summary dashboard of organizations
Comments being transferred over to summary dashboard of organizations
1 vote -
Ability to edit dates for campaign income statements
Would like the ability to edit dates related to the income statement in campaign /have "campaign" available as a financial filter in Reports. I'd like to use the same campaign year after year.
1 vote -
Ability to add the number of RSVPs in a household in Campaigns
It would be helpful to be able to change the number of RSVPs in campaigns per profile, especially when you're adding household profiles. It makes sense for single profiles to have a single RSVP, but when a household is attending, that RSVP should be for 2 people (or however many are in that household).
1 vote -
Alphabetizing search in a different, better way
When typing a last name in the search bar, the list of all with the last name of, for example, "Smith" come up. It would be greatly helpful if the Smiths were listed in alphabetical order of their first name, NOT prefix ("Ms., Mr., Mr. and Mrs.). Could that please be changed?
1 vote -
Header Image on Eligibility Quizzes
We'd like the Header Image to be visible on Eligibility Quizzes.
The header becomes visible once the applicant completes and passes an eligibility quiz but not before.
Having our logos appear on the Apply page displaying the available Eligibility Quizzes would be a nice addition to the new updates.
1 vote -
Search all user log in activity
When can see when a user last logged in but it would be great to be able see their entire log in history. We often get applicants that say “I started the application a month ago”, but we can’t actually see if they logged in a month ago, we can only see they last logged in today!
4 votes -
Merge Template
When creating a merge document, it would be nice to be able to choose at the top of the screen, whether or not it is a .pdf or .doc. Scrolling to the bottom of the list of merge templates takes extra time, especially when creating many merge docs. It would also be very nice to be able to choose one type of document and all of your merge docs would be that type of document until you toggle it off.
Thank you.
3 votes -
Prevent Duplicate Applications in GLM
Please consider only allowing one application per process by each organization. I saw duplicate application from single applicant most of the time. I would be greatly appreciate if it is fixed soon.
1 vote -
Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
6 votes -
batch create voucher from custom reports
because in the grants module under the voucher bucket, you can't maintain custom filtering that can be used over and over, it would be great to be able to batch approve payments and batch create vouchers from the custom reports module.
1 vote
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