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  1. Would there be a way to customize what is shown on an evaluator packet? We typically allow board members to view a folder of evaluator packets, but they get long and we want to make it easier for board members to quickly digest a grant. Is there a way to either customize what we include in the packets or easily batch download the executive summaries for all of our grants in a given cycle?

    2 votes

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    0 comments  ·  Batch  ·  Admin →
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  2. On the Applicant Opportunities tab on the UA - could we edit the order that the opportunities are listed? I know we can alphabetize the entire list, but I have two separate groupings of opportunities. I just added two new opportunities for 2025 and I want to put them each in a specific location on the list. Thank you.

    2 votes

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    1 comment  ·  Admin →
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  3. The new giving hub does not permit grouping of funds. This is something useful that we will be losing. In addition, there be ability to default to "show additional funds" format. In addition, this "additional funds" is not sorted by priority, but only alphabetically.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. Change the default for the settings to be CLOSED not open when an applicant first opens the form.

    2 votes

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  5. I would like an option to download a version of the online grants catalog. It could be as simple as a list of the non-profits featured or be more detailed and include the brief request, organization name and website. This would help us mail versions of the catalog to donors who prefer paper over digital and allow our Development team to have a paper document to show when meeting with prospective donors.

    2 votes

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  6. Can you please add a progress bar so the applicant can see how much they have to do to submit the application?

    2 votes

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  7. I'd like to be able to customize the Third Party Dashboard columns to indicate if the request is a transcript, a letter of recommendation, or something else. Currently, the requestee has to click on each request or remember each email to know what is waiting for them. It may be helpful to have a descriptor column of the nature of the request.

    2 votes

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  8. We really need the ability to close an LOI and NOT HAVE IT APPEAR on the Board Members' Dashboard. The only way to remove it is to - delete the LOI, Abandon it or Decline. Those options are confusing to the applicant, because we may be considering this grant for a future grant in a different process. There should be a way to keep it on the Admin Dashboard and remove it from the Board Members' Dashboard - because it confuses Board Members - who may not be very computer-savvy, but are doing their best in this digital world.

    2 votes

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    1 comment  ·  Admin →
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  9. Currently, exporting a batch of templates compiles all documents into a single file, which often requires them to be manually split at a later stage. It would be greatly appreciated if we could automatically export all selections to separate documents.

    2 votes

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  10. Hello,

    Our grantees are receiving automated reminder emails attached to their grants at 2am. This is leading to confusion and overlooked emails because folks assume they are not legitimate emails. Is it possible to adjust the time that automated email reminders are sent to during business hours? Thank you!

    2 votes

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  11. I would like the Reset Password feature reinstated. The new way is not a time saving enhancement.

    2 votes

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  12. Giving the permission to upload shared files/documents to Grants Managers.

    2 votes

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  13. We'd be grateful if there was a way for the admin to edit LOIs/applications from within the evaluation process (ie. the double-pane view), without having to back out into the org's overview and click in from there to edit the form (and then click back into evaluation mode to get to the next form). We have some internal review fields attached to the LOI, rather than to the LOI evaluation, so that we can carry those fields forward to subsequent parts of the process and have them copied into subsequent processes. We use these fields for tracking demographic and sector…

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  14. Adding a description field under the Vouchers tab in the new or old Fund Advisor Portal (similar to how it is listed under the Donations tab).

    2 votes

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    0 comments  ·  CRM  ·  Admin →
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  15. We have a number of pretty straightforward eligibility criteria that apply for all potential grantees. We would like for grantees to be able to take the eligibility quiz at any and all times. A quiz is a more dynamic option than asking people to read through a bunch of text which they often choose not to do.

    If their results lead them to a custom pass/fail message, according to their answers, and the road ends there, we will be thrilled.

    For our administrative process, the scenario where a potential applicant fails and still chooses to submit an application is easier…

    2 votes

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  16. We would like to prevent applicants from selecting the primary contact.

    We love that applicants can now invite their colleagues to join their org. If we can make a small tweak so that they cannot select who the primary contact is, that would be really helpful.

    Our specific usage example: We use the primary contact to indicate who is at the helm of the organization (ex: this allows us to use the primary contact as a merge field in documents that address the ED/CEO). The word "primary" is confusing to applicants - they think it indicates who is the primary…

    2 votes

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  17. Allow for merge fields to be used in Donation email body - currently only name & salutation are available, however more merge fields are allowed in Donation notify email body

    https://support.foundant.com/hc/en-us/articles/5626818564375-Donations-Content

    2 votes

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    1 comment  ·  Email  ·  Admin →
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  18. It would be very helpful to be able to sort by last name withing SLM. Being only able to sort by First name is a challenge.

    2 votes

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  19. What would really help us (and I'm not sure in which category to include this idea) would be a tab that allows for a project management view for administrators & reviewers. More specifically, to visualize where we are in the different steps of the process after approval of the proposal: recommendation sent to Board; Board approved; grant agreement prepared. This would really help our team to see where in the grant management process we are. Or is this already available and haven't I found it yet?

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  20. Include mergeable fields to be used in templates and reporting based on the staff member assigned to the request. Currently, there are only merged fields for the applicant assigned to the request, not the internal staff member.

    2 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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