1138 results found
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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 -
I would love to be able to bulk edit the Fund Fee Type
I would love to be able to bulk edit the Fund Fee Type
1 vote -
Ability to Hide Future Installment and Follow-Up Forms or Configure Open and Close Dates
In SLM, we award many multi-year and renewable scholarships that require students to complete a new installment or follow-up form each year. Currently, all future forms are visible in the student portal, even though they are not intended to be completed until future years. This often creates confusion because students can begin filling out the forms, but cannot submit them until the appropriate year.
It would be helpful to have the ability to hide assigned forms until a specified date, or have them open during a selected timeframe instead of just a specific closed date. For example, a student receiving…
2 votes -
Personalize bulk yearly tax receipts
Currently tax receipts are just auto-generated and tend to get lost in a lot of donors' spam inboxes. We should be able to create a template/ email to send out with the yearly tax receipts.
1 vote -
Grant tribute
Currently I do not believe a tribute can be made on a grant. We would like to make a grant to an organization in honor of someone. We only see the capability to make a tribute to someone on a normal donation.
1 vote -
Campaigns and TicketID
On the profiles tab in a campaign, I can see the associated TicketID for each person so I know who has a ticket assigned to them but when I export the CSV the TicketID is not one of the columns in the exported file. This makes it difficult to determine who is an invited guest or the ticket purchaser and who is actually attending.
1 vote -
Organization Summary Page - Option to Display 990 Link Instead of Charity Check
On the Organization Summary page, there is currently a link to the organization's Charity Check. Previously, this displayed a link to the org's most recent 990 instead, and some foundations prefer that view for quick access to financial information during the review process.
Request: Add the ability to configure which link appears on the Org Summary page -- either the Charity Check or the most recent 990.
Why it matters: Quick access to a 990 directly from the Org Title page streamlines due diligence workflows, particularly for program officers and grants staff who rely on that data during the review…
3 votes -
Integrate Foundant with GiveSmart
Integrate the GiveSmart giving platform to merge data and ticket sales into Foundant.
2 votes -
Add a field "Grant Number" once the grant application or Scholarship application is approved
For SLM. We use this software to review and approve grants for a public school. If the software could assign a grant number when the request is approved then that number could follow the request all throughout the software and then through the school district. The number would be used from approval, through purchase, through, invoice and then it would all tie together. The automated grant number that would be assigned should then be able to be merged into the grant award email that is sent.
2 votes -
SMS Messaging
Allow for SMS Messaging as another means for contacting applicants. Today's high schools and college students are more apt to monitor and respond to text messages than they are to emails.
2 votes -
ACH payments
PLEASE add the option to a single ACH payment per grantee in the same way that we can check the "One Check Per Vendor" for paper checks. There must be many organizations who create scholarship and grant payments from multi funds.
8 votes -
Integration with Plooto
For processing electronic payments.
1 vote -
Integration with DEXT
Integration with Dext for receipt capture, employee expense claims and receipt storage.
1 vote -
Access Code box
When an applicant signs into their dashboard, is it possible to have the access code box appear right away rather than having to click "Apply" at the top of the page first? Our Open process LOI appears on that first page and applicants with an access code are getting confused when they don't see an access code box and they complete an LOI even if they have been given an access code for a particular application.
3 votes -
Return to Dashboard from Reports & Data Sets Pages
Can there be a button added to the Reports & Data Sets pages that allows us to return to the dashboard rather than relying on the separate home page window to stay open? Or add the banner with our company logo, Search button, Tools button, etc. at the top of Reports & Data Sets pages? Thanks!
2 votes -
Create a "file upload" option for table cells
We use the table feature for applicants to enter their budgets, which we often require quotes for. Right now we have to make a separate question for applicants to upload their quotes which can make it complicated in the grant review and approval process -- trying to figure out which quote goes with which line item. Creating a "file upload" option for table cells (right now options are text, integer, decimal, currency, date, and drop down list) would make this easier for administrators, reviewers, and applicants!
0 votes -
Historical grant information - highlight on dashboard
Can you please make the "Historical" menu option on the applicant dashboard more prominent or easier to identify? We have been fielding requests from a large number of organizations for documents they could easily find themselves, if they realized that the data was available under that menu. With "Historical" grayed out, they aren't even seeing it until we point it out to them. We are having to send them instructions (see attachment) to help them understand how much data is at their fingertips and how to access it.
5 votes -
Salutation Field on GLM User Profile
It would be really helpful to include a salutation field in the user profile form in GLM that can also be an available merge field in the email templates. It's not always appropriate to address applicants by their first name or prefix and last name. Having that flexibility would be really useful.
1 vote -
Introduce a new workflow task type to copy uploaded files
Add the ability to copy existing uploaded file(s) from one upload custom field to another anywhere in the system, with support for @triggerobject. syntax in multiple workflow triggers.
12 votes -
Allow grant applicants to view evaluations in the portal
Allow grant applicants to view evaluations within the portal. This will be a great learning tool for them, and remove the step of having the admin or grant manager download the evaluations and email them by request.
1 vote
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