1079 results found
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Change the "Submit" button to "Continue" for Event registrations
When people register for events, they first put in their contact information to create a profile/add their profile to an event. The button on that screen says "Submit" and then immediately sends a confirmation email, even though the guest has not put in any additional information or answered any specific questions (ie. dietary restrictions, donor preferences, etc.). Can we please change the "submit" button to a "continue" button? Or make this event registration process one-step instead of two-steps? The current set up makes it impossible to host event registration within C-Suite and get the information we need about event participants.
1 vote -
Due Diligence Financials & Compliance Tab: IRS Ruling Date
Is it possible to display the ruling date from the IRS Business Master File into the Financials & Compliance tab in the request summary? This information was easily accessed through charity check, but now it looks like we may have go to the organization summary page to access it. This will slow us down considerably when vetting applications for eligibility.
1 vote -
lynn@allegrettifoundation.org
Before the change in GLM UI, you could access the Charity Check tab within the LOI form of an organization. It made the work flow easier. With the new GLM UI you have to go to the organization summary page to access the left column of choices to access Charity Check. Is there a reason the Charity Check link couldn't be a part of the new Financials and Compliance tab that is now where the Charity Check tab was in the LOI Form? The way it is with the new UI, it causes several extra clicks to go between several…
1 vote -
interactions
It would be very helpful if Site Visits was added as a category of Interaction and to allow uploading of site visit reports within the Interactions feature. Right now, we upload site visit reports in Documents, and since a site visit is a type of interaction, it makes sense to include the visit and a link to the report within the interactions.
1 vote -
Reporting Filtering Permission
Add Additional permission to restrict a user from being able to filter custom reports. The current most restricted permissions for viewing custom reports retains the ability for the user to edit the existing filters on the report, then in part allow the user to view any information they desires to filter down into.
2 votes -
Compliance
I am LOVING the new product updates and so is my team. It would be so helpful for those of us that are pass-through funders for federal funds to include a way to manage SAM/UEI codes and audit requirements per 2CFR 200 through the compliance and financial features. Even if this required an administrator to annually or semiannually update the feature per the federal code, it would still be helpful to have this tied to the organization rather than the individual application per this feature.
1 vote -
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.
1 vote -
mhutto@invtrustco.com
It would be great if applicants could preview the apply page info for our restricted grant process either on the Public Apply Page or the actual Apply Page without having to enter an access code. We have applicants that forget how to reapply annually for this restricted process and finding info without entering the access code would be helpful. The access code would actually be needed to to apply.
1 vote -
Ability to upload emails/documents into new interactions feature
Some of our team members share an email or Word doc describing their recent site visit or virtual meeting with an organization. It would be great to have the option to upload those files as interactions in the new layout.
1 vote -
Grant Manager Access to Organization and User Information
It would be great to have the option to set permissions for Grant Managers as it relates to which user and organizational information they have access to. Right now, a Grant Manager that has been assigned certain processes (and follow ups etc related to those processes) still has access to the entire User and Organization Database. It would be great to reduce that, so that the Grant Manager is only able to see the Organizations and Users that relate to that process (such as any previous or current applicants etc). Or at the very least to be able to toggle…
1 vote -
Applicant Tutorial: Follow-up Form Collaboration
Please add information to https://support.foundant.com/hc/en-us/articles/4523887747223-Applicant-Tutorial-Collaboration to include documentation on collaboration for a follow-up form.
1 vote -
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.
1 vote -
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…
1 vote -
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 -
Custom filters for evaluators (to improve evaluator sorting)
It would be helpful to expand the existing filter options on the evaluator review page to include responses from application questions (at the discretion of the administrator). In addition to current filters (such as organization, project etc.), evaluators could benefit from being able to filter based on custom list-style questions from the application.
For example, enabling filters for a question such as “project’s area of impact” (e.g., housing, mental health, food security) would allow reviewers to group and assess similar applications more easily. This would make it much more efficient to navigate and compare applications, especially when reviewing across specific…
1 vote -
Integration of Impala
Please consider integration with Impala instead of integration with Candid.
1 vote -
Ability to allow Grant Managers to generate AI Summaries
I would love to give the Grant Manager role the ability to generate AI Summaries for applications. Currently, only the Administrator role has access to this feature, but it's the GMs that are reviewing the applications internally. It could be a feature that can be turned on/off per user or per role.
1 vote -
I would love to be able to bulk edit the Fund Fee Type
I would love to be able to bulk edit the Fund Fee Type
1 vote -
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 -
Personalize bulk yearly tax receipts
Currently tax receipts are just auto-generated and tend to get lost in a lot of donors' spam inboxes. We should be able to create a template/ email to send out with the yearly tax receipts.
1 vote
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