970 results found
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"Select all fields" option.
When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.
14 votes -
Apply Page Process Customization
Hello!
I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.
Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.
I know a personal solution would be for us to create EQ's in the order we want the processes to…
14 votes -
Suggestions for Custom Columns
It would be helpful to see the amount awarded from the All Open Approvals screen.
From the Organization Summary page on the Request History tab, is there a way to change the column header "Date" to say "Decision Date", since that is what that column is showing us?
Finally, it would be helpful if the primary user column were visible on the Organizations page.
14 votes -
Shared Documents
In shared documents. I'd like there to be an option to choose all boxes to be check marked instead of doing them individually. Thank you
14 votes -
Automatic emails at Approval and Denial stage
We had a thought that the system should be able to automatically send emails at the approval and denial stages in granting. My thoughts are that we could setup a template that uses merged fields to email applicants whether they are approved or denied. Thoughts?
14 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.
13 votes -
Add encryption for collecting ACH and other sensitive data
This is a placeholder for clients who: (1) want an easier and more secure way of collecting ACH data, other banking details, or other very sensitive data; and (2) Do not expect to process payments through CSuite.
13 votes -
Organization Summary Feedback
As part of our June Monthly Release, we introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment. This was added to the Live environment in August.
This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback…
13 votesHi Everyone!
Thank you for the initial feedback.
With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:
-Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.
-Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.
Foundation Status:
There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.
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Application Data to Sandbox
Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!
13 votes -
Group by student for administrators
Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.
13 votes -
Applicant add rows/columns to table questions
It would be helpful to allow applicants to add rows/columns to tables in the event they need more space than we have built out. The function would need to be made so that the admin could lock rows and columns if needed so that the applicant cannot add fields outside of summary rows, for example.
13 votes -
Add Form Creation Date to Reporting field options
Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.
13 votes -
Allow Copy Previous Requests from Organization (Instead of User)
It would be really useful if the Copy Previous Answers function worked for all requests under an Organizational profile instead of just the specific User profile. This would be helpful for some of our organizations who experience high turnover or for folks who are applying when other colleagues are on leave.
13 votes -
list the actual payment date rather than the award due date in the award details of the request summary.
Seeing the due date instead of the actual payment date leads everyone to believe that was when the payment was made, especially since there is nothing that explains that date. In most cases, it is not and, unless they drill down to find the actual payment date, they assume that it is.
13 votes -
Remove the grey!
Can we default reports to export without formatting? The grey seems unnecessary. It would also be great if emails through the system weren't grey either. Thanks!
12 votesHello,
Over 2025, and into 2026 we will be implementing a new data visualization tool and additional export functionality. Please keep an eye out for release information.
-The Foundant Team
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Date idea lab entries
I would like to see how old an idea lab entry is. Can you please show the date it was created? TCF
12 votes -
Sync comments between GLM and C-Suite
Would be awesome if we could have nonprofit comments in GLM synced to the nonprofit profiles in C-Suite so my team and I are always on the same page. Thanks!
12 votes -
Sequential & Open Submission Logic
Follow Up Submission Logic setting:
Instead of the sitewide setting of every Process being set for Follow Ups to either be submitted in Open or Sequential order, can this setting be available on the Process level? This would allow us to have some processes that allow open submission and other processes to require sequential submission.
(#FoundantSummit2022 session group idea)
Resubmitted original idea by Lacey Matney Sortman12 votes -
Follow Up Reports available with past applications under Organization History tab
It would be great if follow up reports showed up along with the past applications under the Organization History tab so all the members of an organization could see this important part of an application. With the high rates of turn over at a lot of these organizations having the follow report tied to the person who submitted the report is very limiting.
12 votes -
Abandon Option for Follow Ups
I would like to suggest an 'Abandoned' option for Follow-Ups, similar to that for Draft Applications. This way, incomplete overdue reports do not remain on the dashboard indefinitely. This would help with decluttering the dashboard, while also accurately marking the follow-up. As I understand, the only other option (apart from extending the deadline) would be to delete it, however we would want to keep them for record purposes. In the event that a grantee is able to fill out the report, we would then revert it back to Follow-Up Draft.
12 votes
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