950 results found
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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.
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.
2 votes -
print envelope
When printing envelopes from the profile screen it would be nice if inactive addresses did not show.
2 votes -
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
2 votes -
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.
3 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.
2 votes -
New Org. Summary Print Packet download button
On the new organization summary, the Print Packet download button always downloads the same pdf of all the org. requests no matter which tab you click on in left-side menu. Makes sense if you're on the Requests tab but would be more helpful to be able to download the info. from the tab/screen you're currently on when clicking the button (e.g. Contacts or Comments).
2 votes -
Reapplying
The new process to reapply for a grant seems a bit redundant and confusing.
I used to direct non-profits to click on "Apply" and they're in to the new submission.Now they need to click on Apply, then the button says "Applied" - past tense makes it confusing to me and them, and then the button says "Apply Again."
I think to simplify, the 2nd screen should have the "Apply Again" button...and not Applied.
What I don't want, personally, is to have to walk every non-profit through these steps to reapply.
1 vote -
Enhancement: SSO and MFA
- Editing MFA text and emails. Eg. The page that prompts the user to set TOTP. Change naming convention when MFA is added to authenticator app. When a user scans the QR code to set their TOTP, change default text based on the SmartSimple environment.
- MFA batch reset functionality. Right now we manually have to reset MFA for each user.
- Enable automatic redirect to SSO link for users when they log in with username/password instead of showing them an error page asking them to login again using SSO link. This is a standard feature available for most apps that offer single…
1 vote -
Default answer and auto populate on applications
I would like to be able to set a default answer to questions on the application. Like for drop down or radial buttons, I want to choose a default and then have the option to change it if needed. It would also be useful for information to auto populate from one question to another. For example, the project title would autofill to another question that is a summary of the request.
1 vote -
automatic emails
Automatic email sent to applicant when application is marked as complete. Similar to the automatic email that is sent when an application is submitted.
2 votes -
bulk update fund advisor permissions
There should be an option in the bulk updates for funds to bulk update fund advisor permissions for the portal. Currently, if we want to update permissions for what is viewable/what actions are available for users to through the portal, we have to individually update each profile. For an org that has as many fund advisors as we do, this is very time consuming and inconvenient. An option to bulk update these permissions would be very helpful.
1 vote -
SLM UA Separate auto emails: One for submitting Eligibility Quiz & One for submitting completed Application
(Applicable to the UA) We need to have two separate automated emails: one for when students submit their eligibility quiz (to confirm the quiz has been submitted and to then share information on next steps) and one for when they complete a full application for each of their eligible scholarship opportunities. Is this in the works for the UA? Currently the same "thank you for submitting your application" email is being sent to students when they submit their eligibility quiz AND when they submit their complete applications. This is causing students confusion.
1 vote -
Remove the grey!
Can we default reports to export without formatting? The grey seems unnecessary. It would also be great if emails through the system weren't grey either. Thanks!
10 votesHello,
Over 2025, and into 2026 we will be implementing a new data visualization tool and additional export functionality. Please keep an eye out for release information.
-The Foundant Team
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universal application in GLM
It would be great to have a universal application in GLM like in SLM. Where you can enter the eligibility of each process in the universe and applicants only have to fill out 1 application and get matched to what they actually qualify for. This is crucial!
1 vote -
Pop-up message
It would be nice to have an option for an editable pop-up message that applicants would see once they are logged in (similar to the landing page message, but something they would have to notice and would see only once they log in). It could be used to notify applicants of any changes to the process or, really, anything that seems important.
14 votes -
evaluator submission time and date
I'd like to be able to pull a report based on the time and date when an evaluator submitted an evaluation form. That data exists - it can be found under a request's submission history - but I want to be able to know when the evaluator submitted the form, not when it was marked as complete.
2 votes -
emails
With the new organization view, email history is hard to find. I did find out you can get to them with multiple steps that seem time consuming and awkward. Please put email history link either on the left side of the front page or on the blocks of info. Right now, they are buried.
5 votes -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
2 votes
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