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  1. It would be great to be given the control to determine when our organization sends automatic emails. I would like to send automatic emails when we deny a request and even approve a request but as a Foundant user I am restricted. Denial emails are possibly the biggest concern because you have to navigate in this backhanded way to even be able to send a bulk denial email. Once you deny a request it no longer shows up on your dashboard so it is out of sight, out of mind, and you are relying on an understaffed organization to remember…

    1 vote

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  2. I would like the ability to override which auto email templates to use at the Request record level. I have a follow up form, "Interim report", that I assign primarily for multi-year grants, but also for the occasional expenditure responsibility (ER) grant and maybe in a few other circumstances. For ER grants, the IRS requires the grantee to submit a report to us as of the end of their fiscal year, and to do so every year until all funds are expended. When we make an ER grant near the end of a grantee's fiscal year, I know they won't…

    1 vote

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  3. I have noticed in multiple template field lists that the use of the Fund Public Name is not an available option. To not have the Public Name available for all templates that have the Fund Name option defeats the purpose of the Public Name. It would be nice if the Public name was the default name used on templates or at least an option on all templates.

    5 votes

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  4. We are looking for a way to document in Foundant which organizations have been impacted by the uncertainty/withdrawal of federal funds and the extent to which they have indicated to us that they have been impacted.
    Organization comments on the "Organization Summary" page seem to be an appropriate place to document the information, but there doesn't seem to be a way to pull these comments into reports.
    Would it be possible to add this data field to the reporting dataset for the organization?

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  5. Provide the option to select 'Request Amount' once applications move to the Evaluations Assigned Dashboard. It would be helpful for both our staff and evaluators to continue viewing the total dollar amounts requested across all Dashboards. However, there currently doesn’t appear to be an option to select that field once applications reach the evaluation step.

    1 vote

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  6. Would love to be able to adjust size of field for budget amount. It seems to be limited to budgets up to $99,999,999.00. Our budget for 1 process is currently over 100 million so I can't track the budget because the field won't allow it.

    1 vote

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    0 comments  ·  Custom Data  ·  Admin →
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  7. In addition to bulk exporting a grantee's application and report, can we include the "Documents" tab where I (the administrator) might be uploading other documents like site visit notes in this download? It would be nice to have all associated documents for the application in the same PDF.

    2 votes

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  8. Since the DocuSign pdf is attached to each record is there a report that has which grantees has submitted their DocuSign doc and which ones are still missing would be great. I currently do this manually and it take a lot of time.

    1 vote

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  9. It would be great to have the ability to batch deny requests AND complete any of the prompts on the Denial Form that would apply to all.

    Currently, when we batch deny, the only fields available to apply to all are the decision date and the decision comment, but it would be so nice to have all of the prompts on the denial form for that process available. For example, we have an "eligible to return" question on our Denial Form, and I have to select that field for each request individually.

    1 vote

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  10. One of our evaluators brought to my attention that when she is completing evaluations – that the response to questions set up as text boxes are being cut off and it does not give her the ability to scroll. This seems to create a less than optimal experience for her and others. I realize to avoid this – I could create all questions as Text Area questions, but would prefer not to have to do this.

    3 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  11. In the GLM, I often use the Request History tab of an organization in my work. I would really like to be able to see a column with the amount of each grant request from that organization even if the grant was denied. Additionally, I believe this "Amount Requested" column would be helpful for both approved and denied grants because sometimes our board approves of only a portion of the requested funds.

    Thank you!

    1 vote

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    1 comment  ·  Reviewing  ·  Admin →
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  12. In light of increasing concerns around student privacy, we would like to be able to show student names to evaluators but not all of their personal contact information (mailing address, email address, phone, etc.).While we do not use a blind review process, it does not feel appropriate to share such sensitive contact details with the large number of volunteers and potential donors involved in the review process.

    10 votes

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  13. IT would be nice to have the option to select the comparative date in the balance sheet comparative presentation instead of only having the listed options (year over year, month over month). For instance, I would like to compare my current balance sheet to the prior year end, and then be able to prepare a cash flow that ties into it for the YTD. In that way, I can have a complete set of financial statements (balance sheet, income statement and cash flow) that all relate to each other for the same time period.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  14. Ability to pull a report by the date an evaluation was closed

    1 vote

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  15. 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

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  16. It would be nice to be able to format the “total” row as a currency field in a table question.

    2 votes

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  17. Currently we request financial audits at the application and report stage in a grant cycle. This often means the same audit lives in two places.

    I would be great if users could upload files (audits, in this case) to the Organization Documents tab to keep everything in one place.

    1 vote

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  18. 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

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    0 comments  ·  UI/UX  ·  Admin →
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  19. 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

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  20. Building review committees is time consuming and burdensome. Our list of 130+ volunteer committee participants changes annually. It takes MANY hours to select each existing committee in the universe, review and compare to an existing list for the changes and individually add new members, delete old ones, and build new profiles for net new participant. Building new profiles is also challenging since it can't be done on the committee building page so one needs to navigate to a separate window taking the steps to build a new profile and assign a password (yet another extra step).

    It would save many…

    5 votes

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