1072 results found
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stabron@cacfonline.org
A way to customize fields on the display menus. For example, under Money In/Donations, being able to add the check number and description on the main display. Where ID, Created, Date, Donor, Fund, Type, Amount, be able to see the check number and description fields and perhaps who entered the donation.
1 vote -
kaylind@cfgb.org
Scholarship Coordinator here: looking for ideas and/or potential solutions for calculating “unmet need” more efficiently. We are currently downloading a report for each scholarship fund. We receive about 600 applications each year, so it is very tedious. Currently we use “tables” in Foundant application that calculate applicant’s total financial support. However, then we take the applicant’s SAI number, add/sub to get “updated unmet need” calculation. This is very time-consuming. Does anybody have ideas automation? Or simpler process?
1 vote -
clwiller@emplifyhealth.org
I have many applicants that are continuously requesting their balances and want to see what was paid out. It would be most helpful if they could see that from their dashboard. It would be a time savor for all.
1 vote -
Fund Balance Public
We have some fund holders that are working to grow their funds and would like to have their fund balance public.
1 vote -
Organization Summary page
Why not add Amount Requested to the new Organization Summary page along with the the Closed (previous) commitments.
1 vote -
Support Hub
Support Hub needs better documentation re: Print Packets
https://support.foundant.com/hc/en-us/articles/4404567826071-Print-Packets
Please detail the logic about question view-ability and how they are reflected in different print packets. Nothing is mentioned on this page about Print Packets for Follow-Ups. Apparently question view-ability is reflected differently in Application packets and Follow-Up print packets. at least according to a support chat that I had.1 vote -
Making the Additional Tab required
I think the Additional Notes section needs to be required so that when other information is needed people will put the information there and not be able to check out until it's there.
1 vote -
Comments in Shared Questions
Hello! On the left, I've integrated the applicant answers into the evaluation form, which is great, but I lose the comments! (Which are still in the application on the right.) Is there any way we can get those to go with the question? Thanks!
1 vote -
Timesheet Charset in Neo Report Builder
The Timesheet Charset feature is currently available only in the Classic Report Builder, which has now been deprecated.
Please reintroduce this functionality in the Neo Report Builder, as it is a vital component for tracking timings, costs, rates, and related metrics efficiently.
Justification / Use Cases:
Time Tracking: Enables detailed reporting of user activity, hours worked, and time allocation across projects.
Cost Management: Allows calculation and analysis of costs and billing rates based on recorded timesheets.
Performance Monitoring: Supports productivity and resource utilization tracking for project management.
Continuity: Maintains reporting parity with the Classic builder, ensuring a smooth transition for…
1 vote -
Ability to add a Campain to a Voucher that is already posted
We love that we are able to add a campaign to a voucher. This helps with tracking and reporting events. It would be great if we could add the campaign after the voucher is already posted and the check is already cut.
1 vote -
CC Email to Parent
Would it be possible to pull the parent’s email address (from the scholarship application) to cc them on an email to the student without going back to the application to find the email address?
1 vote -
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.
1 vote -
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.
1 vote -
print envelope
When printing envelopes from the profile screen it would be nice if inactive addresses did not show.
1 vote -
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 -
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.
1 vote -
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 -
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
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