1045 results found
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nmitchell@cfbroward.org
GLM - In the Eligibility Center it would be nice to have search options of First Name, Last Name, Eligibility Form, as well as Organization Name, to be able to see any submissions by anyone in the organization, (within a selected time frame).
2 votes -
Journal Entries
Eliminate separate journal entries from being produced when there are multiple funds attached to a single journal entry. The creation of multiple journal entries makes it more difficult to review.
1 vote -
Make Registration Fields Admin-Editable
Please allow admins the option to edit user fields. While Foundant Support is generally very responsive to requests, it seems unnecessary to have to bother the team every time we would like a change made to our registration page. thank you!
3 votes -
share instruction
Allow Instruction Question type to be shared. We use this to provide external links to guidance documents at the top of each form. It would be VERY HELPFUL to be able to update the link once, rather than in every form.
8 votes -
Import multi-fund grants and multi-fund vouchers
Whether this requires a new template or changes to the current template, ideally this would allow vouchers and grants to be uploaded that are being paid by multiple funds.
14 votes -
Duplicate the Donation Legal Terms checkbox - place a new checkbox in the Grant Portal.
The new, current checkbox was recently released as part of the Giving Hub updates. We would like to duplicate the checkbox into the Grant Portal, under Grant Requests, so that fundholders have to check a box to acknowledge Miami Foundation-specific terms.
16 votes -
charity check report
Export ALL GuideStar Charity Check Information
There is an archived idea with this same title that shows as "Implemented", but that's not actually accurate. Currently, the only Charity Check fields available in the reporting tool are:
Charity Check Verification Date
Charity Check Tax Id
Charity Check Publication 78 Date
Charity Check IRB Date
Charity Check BMF Date
Charity Check Deductibility Code(s)
Charity Check Non-private StatusThis leaves out a whole host of other fields that display in the Charity Check tabs. At the very least I would like to have access to the Charity Check organization name so I can…
5 votes -
AI Summary Reporting
I love the new feature for the AI Summary on LOIs & applications. However, I would like to be able to pull the AI Summary into a report or search.
Thank you.
2 votes -
Applicants to See Third Party Request Complete When Admin Uploads Letter
When third parties are assigned letters of recommendations for scholarship applications, sometimes they are not able to upload the letter themselves. Instead, a member of the scholarship administration team will upload the letter (which was emailed to us) on their behalf. Even when we upload the letter for them, it is still marked as incomplete from the applicants view of the application. It would be helpful if it was marked as complete if the letter was uploaded, whether or not it was uploaded by a third party.
[Repost of an archived idea, hoping to get traction!]
3 votes -
Assigning Follow-Ups to Multiple Users
It would be great if we could assign follow up reports to multiple users within an organization and they could sync. In our program, we typically have multiple people involved in the grant award and currently, we only have the ability to assign a follow up to one person, meaning that if another is to fill out and submit the report, I need to manually change who it is assigned to. For example, one of the groups awarded through our program uses a grant manager who is currently trying to access their report to add a new file but cannot…
25 votes -
Follow Up are Yellow even after submission and marked Complete
Follow Ups are showing up as Yellow - even though the Follow Up Report was submitted and marked complete by the administrator. Visually it looks like the charity owes a report, but once you go in and look, you will see it has been submitted and marked complete. It's confusing. How about making it a different color (i.e., purple), and then it might remind administrators to close it out. Or add a separate button to close out the grant, or as someone may have mentioned to date-stamp to show when it was marked complete. The Yellow makes you think the…
2 votes -
Add a time-frame clause to this new option in Process Manager
GLM/SLM - Process Request Limit: Limit the number of requests submitted per applicant with the new 'Maximum Number of Requests per Applicant' option in Process Manager
For the above new option, we would like to have a time-frame added to it. We sometimes use the same process from year-to-year and our applicants are permitted to apply each year. We just do not want them to submit a duplicate request for multiple projects in the current grant cycle, so adding dates would be helpful.
1 vote -
Records per page
Option to have more than 100 but not ALL in the items per page picker. Often the filer results are into the hundreds but an ALL selection would be too many on a page.
2 votes -
Funds from GLM to CSuite in Installments
Right now our process is that when a grant is approved, we add the installments and then when I sync to CSuite I have to manually select what funds the grants are coming out of.
It would save me a lot of time if I could select the funds in GLM and then when I sync the grants, they are automatically assigned to the funds I picked in GLM.
7 votes -
Filter option when looking at organization history.
It would be very helpful to have a filter function when applicants (in our case, organization primary contacts) are viewing their organization history. Right now, they have to sort / scroll past all abandoned applications, cannot filter by date, etc.
4 votes -
Add the ability to print Sent Emails from GLM
I would love to have the ability to print or download Sent Emails that were sent through the GLM system. Currently, the only option is to open the email, copy it, and paste it into a new document.
11 votes -
Batch Download Email History
For organizations subject to Right to Know laws, being able to batch export a request's or a contact's email history would be hugely helpful. As it is, you cannot print out emails, you have to copy them into a separate document.
3 votes -
Email History Button - New Applicant Dashboard
It would be super helpful to have a button that would take you to either the organization's email history or the contact email history on the new applicant dashboard. Right now there is no button that takes you there, so you have to go into a request, go to contact info, and pull the email history from there.
22 votes -
Eligibility Center Overhaul
We use an eligibility quiz on many of our processes and I think the Eligibility Center could use an update.
1. Add the ability to search by Organization Name rather than First and Last Name of the applicant.
2. The Eligibility Results and Eligibility Submissions tabs are similar enough that they should be one tab that allows the administrator to see whether the submission passed or failed, view the answers, and reset/reopen the quiz.
3. There should be a way for a failed submission to show the applicant what question(s) caused it to fail and why (conditional logic text box…4 votes -
vshingleton@lynchburgfoundation.org
Donation Only for Event Campaigns - Check Payments
Currently, donors can donate to an event campaign without having to purchase a ticket through the giving portal, but if a donor would like to donate to a campaign by check, there is no option to manually enter a donation only transaction using a check payment through c-suite. By allowing us to add an additional donation with manual ticket entry, this would create much more ease in allowing donors to have a variety of payment options when contributing to a campaign.
1 vote
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