983 results found
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Multiple Payment Types
Would love the ability to select multiple award types. We have a number of grants that are payment up front (when the grant is approved) + an added matching grant when an organization is able to fundraise a certain amount and we match their fundraising funds 1:1.
1 vote -
Batch Deleting Follow Ups
Every process, we reuse one follow up form to collect sensitive ACH information. It would be a great to be able to batch delete those follow ups from that years process versus going into each organization's application for each year.
1 vote -
Profile images included in campaign report to review list of attendees
If there was a report for campaigns that also pulled in the image data of the profiles, it would help donor services team members review large attendee event lists and learn donors/businesses/trustees' faces/logos and their names/titles while also recognizing easily who will be in attendance at the event. It would be a great philanthropic tool and overview.
1 vote -
Prim Date on profile
Hi, I would like to be able to add the Prim Date on the address section of a profile to a report. We have many donors who move for the winter or summer to different parts of the country. Being able to report on this would help us in building mailing lists.
1 vote -
Comments being transferred over to summary dashboard of organizations
Comments being transferred over to summary dashboard of organizations
1 vote -
Ability to edit dates for campaign income statements
Would like the ability to edit dates related to the income statement in campaign /have "campaign" available as a financial filter in Reports. I'd like to use the same campaign year after year.
1 vote -
Ability to add the number of RSVPs in a household in Campaigns
It would be helpful to be able to change the number of RSVPs in campaigns per profile, especially when you're adding household profiles. It makes sense for single profiles to have a single RSVP, but when a household is attending, that RSVP should be for 2 people (or however many are in that household).
1 vote -
batch create voucher from custom reports
because in the grants module under the voucher bucket, you can't maintain custom filtering that can be used over and over, it would be great to be able to batch approve payments and batch create vouchers from the custom reports module.
1 vote -
Ability to have customize Message when event is sold out
In the GivingHub event registration flow, it would be great to be able to customize the message when it is sold out. Or preventing registration on the main page by disabling the button so a message can say, contact us to get on the waitlist.
1 vote -
UA - administrator visibility of amount spendable per opportunity
I've heard more than one client that it would be helpful to have a space in SLM/UA to track the spendable amount of each opportunity (similar to the process budget). The clients would use this question to track amounts awarded against the spendable balance to know "where they are" in the balance. If this could integrate from CSuite, that would be even better, but non-integrated clients have also asked for this so ideally, it's something that needs either option.
1 vote -
Applicants should be able to receive a confirmation email once they have had to resubmit an application.
As of now, if an applicant has to resubmit an application due to it being deemed incomplete, they can not receive a second confirmation email. This is critical, especially for smaller organizations, as it saves time and reassures applicants that their resubmittal has been processed.
1 vote -
Flag application questions that still need completing
Applicant requested a navigation or flag for questions that still need to be completed.
1 vote -
Evaluations: Availability of "White Board" common space for evaluators
Our grant committee has multiple times requested the ability for evaluators to have a "white board" type space in the evaluation process that they each can communicate with each other and ask raise questions about the grantee being reviewed so that all evaluators viewing that grantee could see what questions/clarifications are needed for that particular grantee. Right now, they communicate through me as the program manager and cannot communicate with each other through the software.
1 vote -
applicant dashboard
On the applicant dashboard, it would be helpful in Historical to show by default (without needing to expand) the status of the request. From the applicant's perspective, it's key to know if a request was denied, approved and completed, or abandoned. It's nice to see immediately what was successful and what was not. The arrow to expand next to the category heading is not clear.
1 vote -
Committees for Evaluation in GLM
It would be nice to have a Committee option in GLM, like SLM, for evaluators. We utilize the portal for different processes throughout the year including accepting nominations for an awards event we host. It would be helpful to use a committee option when assigning evaluators.
1 vote -
Add New Custom Fields to ONLY Future Grants without using Versioning or Custom Visibility Conditions
Currently, when we want to add new custom fields to new records without adding them to existing/historical records, we either have to install SmartVersioning or utilize the Created Date in a custom visibility condition on the field.
SmartVersioning is a large investment of time and effort to install and utilize properly, so I often use custom visibility when this type of need is not a large one. However, recently, I learned that each custom visibility condition could impact system performance long-term, so it would be extremely useful to be able to add new fields to only new records without having…
1 vote -
Ability to permanently set date range in my dashboard
Issue: Ability to permanently set date range in my dashboard.
I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.
I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a…
1 vote -
custom date on dashboard
Issue: Ability to permanently set date range in my dashboard
I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.
I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a…
1 vote -
Synced/Approved Grant Notification
Implementing an automated email or system notification in CSuite when grants are synced or approved from GLM would greatly reduce the risk of missed payments and improve workflow efficiency.
As Grants Manager, I primarily work in GLM while our CFO manages CSuite. Currently, we rely on long email threads to track requests and approvals, making it easy for information to be overlooked. Approved grants have gone unpaid on time simply because the approvals were buried in email.
An automatic email alert - similar to those sent to administrators when a form is submitted in GLM - or a visible CSuite…
1 vote -
Integrating with MonkeyPod nonprofit financial platform, CRM, fundraising, email marketing
MonkeyPod is a software for Nonprofits, including grant-makers like ArtsNow. It houses our financial platform (taking the place of Quickbooks which does not speak nonprofit), CRM, fundraising, email marketing, etc.
A connection with Foundant would allow a full integration with the financial platform for grant applications that are approved and automate the accounting in the same way they do for other platforms.
1 vote
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