960 results found
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Inactive Users Should Not Require an Email Address
Currently if a user is inactive they are required to have an email address. This is not useful when the new user in their role uses the previous employees email address. ie) ceo@testcompany.ca
If the new user uses the previous employees email then you are required to come up with a dummy address for the inactive employee. This is not ideal.
Inactive employees should NOT require an email.
2 votes -
Fund Advisor Portal Reports
After talking to Foundant Support, I think it would be nice for fund advisors to be able to generate reports. Specifically, if fund advisors can pull a report with donor names, addresses, gift amounts, etc., rather than having to click into each donor's profile, would be helpful for the nonprofits and donors we serve.
2 votes -
GLM Initial Set-up of New Account
We've had many grant award checks returned for "no receptacle" or "insufficient address" due to the application in GLM auto filling with whatever address was put in when the organization's account was initially set up. Most people will put their physical address in this spot. It would be helpful if when setting up new accounts in GLM both the mailing address and the physical address of an organization were required, then for the mailing address to be the default for the grant application. Any way around this issue?
1 vote -
Allow us to customize Apply Page ourselves
It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.
I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.
2 votes -
data field labels
Create a "short name" option for fields that the user defines when designing a form so that data exports do not require manual manipulation of the column headings to create something functional for display purposes rather than having the entire question serve as the label for that column.
1 vote -
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 -
Hold or lock an application or organization
It would be helpful to add the option to put an application and/or an organization on hold. We often run into a problem where the applicant has submitted documents without signatures, or they did not submit follow-up forms from a previous grant. If this information isn't shared with managers payments can accidentally be processed or applications can be pushed through by the manager because they were unaware of the process hold done by the finance team. To add a feature that locks everything and shows a red alert of why the process can't proceed would be great.
1 vote -
Customize Data in Metrics Dashboard
The vast majority of the default Metrics Dashboard data is related to decisions and payments/disbursements. Our organization does not facilitate payment through SLM/CSuite, so these charts/datasets are blank/not useful to us at all.
It would be great to be able to customize this dashboard to reflect the data in real-time that is most important to our organization (largely applicant data, so for example, race/ethnicity data, geographic location, number of applicants per program, etc).
2 votes -
Customize Data in Metrics Dashboard
The vast majority of the Metrics Dashboard data is related to decisions and payments/disbursements. Our organization does not facilitate payment through SLM/CSuite, so these charts/datasets are blank/not useful to us at all.
Given the mission of our organization, it would be great to be able to customize this dashboard to reflect the data in real-time that is most important to our organization (largely applicant data, so for example, race/ethnicity data, geographic location, number of applicants per program, etc).
1 vote -
How to Design Magazine Cover from Scratch
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1 vote -
Can over character limits be formated to be red?
Ok, we all know red means alert. I have so many applicants who get confused about not being able to submit an LOI, Application, or Follow-up due to being over the character limit. There is no visual cue to direct them. Can that please be changed and save me the time of having to figure out what the problem is, having to increase the character count or explain it one more time?
1 vote -
Tax Receipt For Gift With Multiple Designations
Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.
However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…
1 vote -
Tax Receipt For Gift With Multiple Designations
Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.
However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…
1 vote -
Number of Documents for Organization Summary
The number of documents shows up at the request level but not at the organization level. Seeing the number icon on the Documents tab would be helpful because it would indicate that information has been uploaded. I believe the number of comments shows up at the organization level, so would the number of documents be able to be added?
1 vote -
It would be nice to be able to edit the text in the Apply screen directly without having to request changes from the support team.
It would be nice to be able to edit the text in the Apply screen directly without having to request changes from the support team.
2 votes -
Delete submitted follow-up without having to revert
It would be nice to be able to delete a submitted follow-up form without having to revert it back to Draft status.
1 vote -
Option to remove "See Opportunities" button
We would like to remove or deactivate the "See Opportunities" button on the left-hand To Do panel. All of our applicants can get to the apply page by clicking "Apply", and having more than one pathway creates confusion.
1 vote -
Accents / Insert symbol
It would be nice to be able to include accents in the response fields, without having to copy and paste from another document.
1 vote -
Activity log for follow-up forms
We would love a log for all activity on follow-up forms, so we can see which edits were made and when, and whether edits were made by the applicant or program officer.
3 votes -
2-factor authentication
We would love the option to turn on 2-factor authentication. Applicants often share credentials to work on application and follow-up forms, and 2FA would help eliminate confusion on their end, as well as greatly reduce the risk of fraudulent activity.
1 vote
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