1092 results found
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standard address format
It would be great if there was standard to the mailing addresses for users and organizations. Right now they can use any format they chose (e.g. MI, Mich, Michigan, 123-456-7890; (123) 456-7890) and it has to be formatted before it can be used for templates or imported into other software.
7 votes -
Change formatting for questions with internal visibility
I like the ability to add questions to a follow-up that are only visible to grants staff (visibility set to "internal"). For example, I have added a project description from an application to a follow-up so that I can compare the applicant's final report on the project to the original submission. I've also done this with projected number of attendees and final, projected cash expenses and final, etc. But when reading the follow-up later, it gets confusing as to what the applicant is submitting now and what was submitted at an earlier date. I would like to see a different…
7 votes -
automatically abandon applications at end date
We would like to be able to set the system so that it automatically converts any uncompleted application to "abandoned" when the end date is reached. It would save us from having to go in and do it manually, when we might miss one and inadvertently allow someone more time to complete their application.
7 votes -
Payment Address
Is there a place to enter the check payment address? If not how have others worked around it.
posted February 28, 2012 by Kyle Castronova, OMeGA
7 votes -
Grantee Failed to Complete Follow-up
Some of our grantees have failed to submit a Follow-Up /Report. Rather than erase them or having them stay perpetually in draft form, can Foundant add an option to mark as "Failed to Complete." Perhaps we could also add a "Waived" option. Many thanks!
7 votes -
Allow Evaluation Form Fields to Be Shared as Read‑Only Across Forms
Please allow evaluation fields to be shared as read-only fields across forms.
We use evaluation forms for internal review and coding, with one reviewer per request. Our first evaluation captures the initial review prior to the Grants Committee discussion, and a second evaluation is used to carry forward key information for the board docket and final decision. Having read only shared fields would prevent re-entry, reduce errors, and ensure consistency between evaluations.
While this may not apply to workflows with multiple evaluators per request, it would be extremely valuable for organizations using evaluation forms for sequential internal reviews.Thank you.…
6 votes -
Report-able comments
It would be great to be able to run reports on comments!
6 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…
6 votes -
2-Factor Authentication by Phone or Email
We want to require our GLM users to enable 2-factor authentication, but are concerned about asking them to download an app to do so. Most of them probably aren't using an authenticator app anywhere else. We would like to offer them the option to have a code sent to their phone or email to authenticate so they are not required to download an authenticator app.
6 votes -
show character count to applicant on text boxes
Reposting from
Unfortunately, the text boxes do not show a character count while the applicant is filling them in so they are forced to guess and test their content over and over. This becomes frustrating and causes headaches.
Consistency is key to ease.
6 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.
6 votes -
Budget Categories
It would be helpful if Foundant allowed budgets to be broken into user-defined categories. For instance, I would need categories such as Salaries & Benefits, Project Equipment, Project Supplies, etc. This would make it easier for grantors to view and track the budget. Otherwise, I have to manage these categories in Excel (or other software), which defeats part of the purpose of using Foundant.
6 votes -
Internal Grant flow from GLM to CSuite
We utilize several internal grant processes in GLM to account for monies flowing from one of our funds to another fund within our organization. We recently realized that syncing these grants from GLM to CSuite only allows for an external grant to be created in CSuite. It would be great to allow for creation of INTERNAL Grants when synced with CSuite so we can designate Source Fund and Destination Fund.
We want to use the sync functionality and originate ALL grants from GLM.
6 votes -
History for comments under org profile
We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.
6 votes -
Integrated Custom Fields in Universe Forms
We would like the ability to add integrated custom fields from CSuite into Universe Forms.
We capture data such as DOB on our application and would like that to integrate to a students CSUITE profile, instead of having to run a bulk update.
6 votes -
Intergrate CSuite Grant # into GLM/SLM Email Templates
We recently moved from Word document letter templates to email award notifications, and would love the ability to include CSuite Grant ID# in our GLM email correspondence. Currently, the selection of fields that can be merged into an email template is very limited, and there is no way to include a unique identifier that grantees can use to reference a specific grant.
6 votes -
Make organization profile questions shareable on to forms
Make organization profile questions shareable on to forms. We have agreements and other follow-up forms that reference the organization name and address. Instead of needed to retype them into the form or reference the mini profile that appears above but somewhat separate from the form, we would like to be able to pull in the organization profile answers as if they were shared questions. Since these are universal fields for the organization, it seems like they should be universally sharable on to forms.
6 votes -
AI
Integrate with learnings from ChatGPT i.e. have ChatGPT conduct a review of the 990; import its findings into an Evaluation
6 votes -
Custom PDF
When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color
6 votes -
Sync Emails to GLM
Can GLM have the Outlook email syncing to notes feature like C-Suite has? Thanks!
6 votes
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