1119 results found
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Search Organization By Status
Right now, finding an archived organization means either remembering its name and searching for it, or searching all organizations and scrolling down to the archived list at the bottom, which can take a long time to load. A simple active/archived filter, just like the one for users, would make this much quicker and easier!
1 vote -
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 -
Conact on summary page be larger font and bold
The contact information in the top left corner of the summary is so tiny compared to the rest of the page's font size. Zooming in on the browser is not a solution.
2 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 -
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 -
"Evaluation Submitted" Automated Email to Administrators
It would be helpful to have the option to set up automatic emails to selected administrators when an evaluation form is completed, or better yet when all evaluators have completed their required questions. I know most evaluations happen on set cycles and deadlines, but we have some that are considered on a rolling basis, so it would cut out some room for error/delay if we could receive a nudge when our evaluators are finished.
10 votes -
Create a reportable field that captures the date that an applicant starts a process.
I run a report called "Pipeline" that shows all applications in process (draft, submitted, evaluation assigned, etc). The report includes the submission history showing when the request is initially submitted, however, there is no way to capture in the report when the actual application was first started. To get that date I have to go into each application and click on the request history tab and then manually add that date into my report.
2 votes -
Key Interactions page: Organization Name
On the Key Interactions page (GLM), Organization Name appears only when the Source Type is "Organization." For interactions with Source Type "Request" or "User," the Organization is not displayed. The upshot is that when a note/Interaction is tied to a Request, we must try to determine the Organization based on the Project Title, which is very challenging.
Please consider offering some way to display Organization Name with a "Request" or "User" Source Type.
11 votes -
Batch Add/Remove Collaborator
It would be nice to be able to batch add/remove collaborator. We have an organization that we work with that submits over a dozen grants a year to us. When they have a staffing change, it is cumbersome for them to add the new team member to all those grants. We often end up doing it for them and would like to be able to do it in batch.
2 votes -
batch reassign applicant
Batch Reassign applicant - I would like to be able to select multiple applications and reassign them. We have a user that has over a dozen applications and another employee is taking over for that user. It is tedious to go into each application and reassign each one.
2 votes -
Would it be possible to make a change in the system so orgs can update their own descriptions?
I use the nonprofit descriptions in the nonprofit dashboard in the grant packets I pull for our Board members. I find that after many years, org descriptions need to be updated but nonprofits cannot do that themselves... they have to rely on me to do this. It would be super helpful if I could ask the nonprofits to take that step themselves.
2 votes -
Multiple Question Columns
Many times, a question will take up less than 10% of the width of the form. I would like to see a column functionality added to reduce the vertical length of the application.
1 vote -
Candid Charity Check relocation - WHY????
Why in the world has the Candid Charity Check been moved from the tab section above the Application to the left side of the Agency's profile? This is utterly inconvenient.
1 vote
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