67 results found
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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 -
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.
4 votes -
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 -
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 -
Allow Evaluators to turn off side-by-side evaluation view
I would appreciate the option to allow evaluators to turn off the side-by-side view. I have an evaluator with limited vision and the side-by-side makes it hard for him to view the applications and forms. I provided a workaround showing him how to download and open a pdf of the application, but this doesnt resize the evaluation form.
1 vote -
beth@cincinnatischolarshipfoundation.org
When an applicant submits multiple applications because they change their mind about which school they plan to attend (because they can't edit their submitted application) it would be really helpful to be able to add a column in the view of the profile summary to see the school so that we can abandon the UA and its associated opportunities that are no longer their chosen school.
1 vote -
Assignment grid - making it more user friendly
When assigning applications to reviewers in the Meeting Manager, there used to be a super helpful feature that allowed you to 'pin' a reviewer to the far left of the table to more easily assign them to applications. Now, if you even have more than 2 reviewers (which is always the case!), it's very hard to have to scroll all the way to the right and then all the way back to confirm you're assigning the right person to the right application!
2 votes -
Adding in a pop-up message/warning to users that are entering in pledge payments that are taken in before the pledge date.
Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring
1 vote -
Color Code Organizations - Concern Level
We want to implement a green, yellow, red system to indicate concern level with some aspect of an organization's operations. would be great to have it show up in reports and when looking at list of organizations by process on the dashboard. Would be extra great to have a place to indicate the concern. Right now we are using pinned comments for this.
1 vote -
Multiple Evaluations in GLM
When looking at the overall process, the user is only allowed two evaluations per process. We have a unique situation where we have areas of community need and are looking to divide up the applications. We were hoping to add more evaluations to four (4) so we can create separate evaluations for a better experience for our reviewers. We were also hoping to create unique evaluations that are more in line with each application that comes through our process.
I am suggesting being able to add more evaluations in each process in case two is NOT enough for the process.
3 votes -
Evaluators Can See Pinned Comments?
It came to our attention in the middle of a committee meeting that a pinned comment was viewable to all evaluators. We've been using this feature to flag orgs for a variety of reasons and this information shouldn't be shared with evaluators. It would be great if there was an option to toggle on/off which users can see these.
3 votes -
Anonymous Review Features
We would like the ability to choose which Contact Fields are visible to the evaluator, with an option to show a Unique Applicant ID (that is not the current system generated one). Having all fields [HIDDEN] and not providing a way to identify each application eliminates the reviewers ability to determine which applications they want to recommend to move forward in the process, as our Foundation does not abide by highest score practices.
We have to implement anonymous review practices based on applicant/evaluator conflict of interest (i.e. Foundation Staff Reviewing applications from Foundation Staff). In order to ensure this is…
10 votes -
Is there a way to allow evaluators to submit a committee decision?
I asked Barksley: Is there a way to allow evaluators to submit a committee decision? He said: Evaluators can be assigned to requests and add decision comments when approving or denying a request, but there isn’t a built-in feature for evaluators to submit a single committee decision as a group. Each evaluator enters their input individually during the decision process. I have to create a separate google form to capture the committee's decision as a collective.
5 votes -
Organization Summary page
Why not add Amount Requested to the new Organization Summary page along with the the Closed (previous) commitments.
3 votesHi Mark, Thank you for the feedback. The one tricky part about requested amount is that it is a custom field and not a system field in 2026 we may be looking at how we can create more system fields, or creating coding that would help us know what fields are similar across clients to use in scenarios like this.
-The Foundant Team
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Evaluations: Availability of "White Board" common space for evaluators
Our grant committee has multiple times requested the ability for evaluators to have a "white board" type space in the evaluation process that they each can communicate with each other and ask raise questions about the grantee being reviewed so that all evaluators viewing that grantee could see what questions/clarifications are needed for that particular grantee. Right now, they communicate through me as the program manager and cannot communicate with each other through the software.
1 vote -
Resizing tables in Evaluator side-by-side view
One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.
It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.
While the two panes of the application/evaluation can be resized, this is…
2 votes -
initial submission date for the LOI Evaluation/Closed buckets
This idea was submitted before by someone else and archived, bringing it back because this would be very useful for our processes. We tell our applicants that they should expect a response within 6 months, so knowing when that 6 month window is closing would be very useful.
1 vote -
Calculating Evaluator Score Column from Decimal Questions
Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!
3 votes -
Add the possibility to preview PDF or Excel files uploaded by clients (to avoid having to dowload all files)
Currently in single/multiple file upload fields: it is only possible to dowload the files that have been uploaded. The idea would be to have the possibility to only view/preview the file without downloading it.
1 vote
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