1060 results found
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Search Organization by Sort Name
I don't know if there is another way to do this, but the last time this suggestion was posed, only one person voted and it got Archived. :(
What I want to see, is; if an Organization has a name change, that we can still find the organization by the old name. We update the Org. name ourselves (it is in lock down from Applicants/Contacts) and we add into the Sort Name with the new name and then (Formely: Old Org Name). My imagination tells me that we use to be able to search by Sort Name as well, but…
1 vote -
Fund Balance Public
We have some fund holders that are working to grow their funds and would like to have their fund balance public.
1 vote -
Organization Summary page
Why not add Amount Requested to the new Organization Summary page along with the the Closed (previous) commitments.
1 vote -
Support Hub
Support Hub needs better documentation re: Print Packets
https://support.foundant.com/hc/en-us/articles/4404567826071-Print-Packets
Please detail the logic about question view-ability and how they are reflected in different print packets. Nothing is mentioned on this page about Print Packets for Follow-Ups. Apparently question view-ability is reflected differently in Application packets and Follow-Up print packets. at least according to a support chat that I had.1 vote -
Organizational Summary
For the organizational summary page, it would be helpful to distinguish between open and closed grants. For example, when viewing a grantee with multiple grants, the summary currently shows all requests—even those that are closed. Displaying only open requests in the summary would make it easier to see active items at a glance. If users want to review closed requests, they can click the ‘View’ button.
1 vote -
Making the Additional Tab required
I think the Additional Notes section needs to be required so that when other information is needed people will put the information there and not be able to check out until it's there.
1 vote -
Comments in Shared Questions
Hello! On the left, I've integrated the applicant answers into the evaluation form, which is great, but I lose the comments! (Which are still in the application on the right.) Is there any way we can get those to go with the question? Thanks!
1 vote -
GLM/SLM Phone App for Applicants
A phone app specifically for students applying to scholarships or for non-profits applying for grants.
3 votes -
Timesheet Charset in Neo Report Builder
The Timesheet Charset feature is currently available only in the Classic Report Builder, which has now been deprecated.
Please reintroduce this functionality in the Neo Report Builder, as it is a vital component for tracking timings, costs, rates, and related metrics efficiently.
Justification / Use Cases:
Time Tracking: Enables detailed reporting of user activity, hours worked, and time allocation across projects.
Cost Management: Allows calculation and analysis of costs and billing rates based on recorded timesheets.
Performance Monitoring: Supports productivity and resource utilization tracking for project management.
Continuity: Maintains reporting parity with the Classic builder, ensuring a smooth transition for…
1 vote -
Default Settings in Rich Text Editor
Currently, there is no option to define a default Font Family, Font Size, or Line Height other than the system’s predefined defaults. Each time a user switches a lane or section, the text formatting automatically resets to the system default, requiring users to reapply their preferred settings manually.
Proposed Enhancement:
Allow users or administrators to configure and save default text formatting preferences (Font Family, Font Size, and Line Height) according to project or organizational requirements. These settings should persist across lanes, sections, and sessions.Use Cases:
Brand Consistency: Teams can maintain a consistent visual identity across all documentation or workflow…
3 votes -
Ability to add a Campain to a Voucher that is already posted
We love that we are able to add a campaign to a voucher. This helps with tracking and reporting events. It would be great if we could add the campaign after the voucher is already posted and the check is already cut.
1 vote -
CC Email to Parent
Would it be possible to pull the parent’s email address (from the scholarship application) to cc them on an email to the student without going back to the application to find the email address?
1 vote -
new layout mobile
New layout of website does not work well on mobile devices - especially iPhone. I used to be able to look up a grantee and get quick information (last grant, details, amount paid, etc) - now I can't even see the landing page to navigate to a specific grantee. And if I get to their grant history, I can't see the grants listed.
1 vote -
Field for Tax Receipt - Preferred Mode of Delivery
I have some donors who prefer their tax receipts to be send via mail (or email). There should be way to filter for this under "Donations Needing Receipts" other than using the "Do Not Email" field (because some donors wish to receive emails for other communications, but hard copies of tax receipts).
2 votes -
Download request history into excel
I would like the ability to download an organization's request history into an excel. I used to be able to copy / paste as a workaround, but cannot do that any longer with the new dashboard.
1 vote -
print envelope
When printing envelopes from the profile screen it would be nice if inactive addresses did not show.
1 vote -
Bulk save Fund Statements to PDF
When generating fund statements in bulk, there is no option to efficiently save each fund's statement as a separate PDF file - the only option is to save them all in one compiled PDF (via either "Generate All File" or "Create Print File"), or to save each fund's statement separately via a series of clicks.
I would like the ability to generate and save fund statements as individual PDFs with a customizable File Name (eg: %Fund_name Statement FY 2024-2025.pdf) with one (or two) simple clicks!
1 vote -
Ability to Create Own "View More" folder in Organization Documents
Similar to the Form 990 on the Organization > Documents -- it would be great to have the option to create one for other types of documents that Organizations submit annually. My personal example of this would be Financial Audits; where the Folder would be called 'Financial Audits' and when you click "View More" you would be able to see each year uploaded. Currently, each document is it's own file and it can become very cluttered.
BONUS points if a question from the application/end of grant form could push to this folder
1 vote -
Add "Reply to" email as a searchable/viewable field on email templates
The longer an organization is in the system, the more likely they are to have many admins and many email templates. Whether it's a large team that needs to find their own email templates among a larger team or a new admin that needs to update "reply to" fields from their predecessor, there's not a fast way to see the "reply to" for email templates. Adding it to the email template list would be VERY helpful.
2 votes -
Custom Column for Follow Up Assignment Popup
It would be nice for the follow up assignment popup to be able to include a column that notes if the contact is the primary contact for that organization and/or include contact title. This would help with removing extra workflow steps for ensuring that the correct person is being assigned grant agreements, etc.
1 vote
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