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  1. It would be very helpful if I could print out sent emails from the GMS. My workaround is to copy myself on my email templates but I'd like the ability to go and print out any sent emails, as needed.

    12 votes

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    3 comments  ·  Email  ·  Admin →
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  2. 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.

    12 votes

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  3. There is no way to get one clear shot of engagement/touchpoints with organizations. Should there be unexpected turnover within an organization, their Foundant profile should have a feature to track the following:

    1) Site Visits (with notes and person in attendance)
    2) Phone Calls (with notes and person in attendance)
    3) Events (with notes and person in attendance)
    4) E-mails (with notes)

    Right now, we have to track this information on spreadsheets, which leaves a lot a room for human error. Without a feature like this, Foundant is very limited in its ability to manage the Grant Cycle process!

    12 votes

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    1 comment  ·  Admin →
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  4. It would be very helpful to be able to see the grant amount and grant start & end dates, preferable in both the organization Application and Grant History line, and (at a minimum) in the top box of the Request Summary. Too many clicks & scrolls to get that basic info. Thanks!

    12 votes

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  5. I love that we can allow all users to see the organization's request history - we just put this into place. However, they can't see who the follow ups are assigned to, and can't see the question list for the follow up - will that eventually be added? (I'm sure it's complex technologically.) It would be so helpful if they could see, "oh, Emily the CFO is currently set up to submit the follow up, and I can contact the funder to get it assigned to me now that Emily has left the organization." or even "oh, Emily has access…

    12 votes

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  6. searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.

    11 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  7. If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.

    11 votes

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  8. We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.

    11 votes

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  9. Currently, the only way to provide a form to be completed is through links. I'd like to attach an excel spreadsheet that needs to be completed and uploaded by applicants. We have run into issues where links to forms break and it would be much simpler to provide the attachment within the application question.

    11 votes

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  10. Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!

    11 votes

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  11. We repeatedly run into an issue with organization records in which one org (such as a university or community foundation) is the "parent" organization, and a department or sponsored program is a subsidiary or component fund. It would be helpful if GLM had the ability to show those relationships, have different addresses where needed for the subsidiary, and to segregate the subsidiary's contacts and grant history. For example, I am far more likely to need information about the McDonald Observatory (part of UT Austin) than the university overall.

    11 votes

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Admin →
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  12. Please separate the videos back out to different pages for SLM and GLM as well as the different roles. For example, if I send my scholarship evaluators the link that has GLM as well, it is going to be confusing.

    11 votes

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  13. We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.

    11 votes

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  14. There should be a way to indicate an organization is no longer in business. Especially when dealing with multiyear awards.
    organization may go out of business and when the multiyear award is due it appears on the report.

    11 votes

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  15. We have matching grants as part of a Foundant process, and we send the match payment after we receive the final report Follow-up. It would be nice to have the system automatically generate a notification to our grants manager when the Program Officers have marked the follow-up as complete.

    11 votes

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    5 comments  ·  Email  ·  Admin →
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  16. It would be great if sponsored entities (i.e., non-501c3s who use a fiscal sponsor) were able to login, create their own account, and then connect to their 501c3 fiscal sponsor's account. The fiscal sponsor would still have to sign off on any application submitted.

    11 votes

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  17. We always select an "alternate" for each scholarship and each year end up awarding an alternate or two because the original recipient changes their plans or no longer meets the scholarship criteria (changes schools, majors, etc.). Being an alternate is different than a straight out denial. There should be a way to transfer the payment (or remaining payments) from one awardee to the alternate as there is in Community Suite.

    11 votes

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  18. 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

    11 votes

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  19. this would be so Cool... the system already calculated that average evaluation score. Could this be a field that is generated so we can use it in reports so that we don't need to create "this fun formula" : thanks :)

    11 votes

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    3 comments  ·  Reporting  ·  Admin →
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  20. Hello! We recently moved a number of applications into "Denial Draft" and then, a few weeks later, into "Deny." It appears Foundant records their denial dates as the dates they were moved into "Denial Draft." Would it be possible to change that so that denial dates are the dates they are formally and finally denied? It would more accurately reflect our decision-making process.Thanks!Bob Hybben

    11 votes

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    Under Consideration  ·  1 comment  ·  Dates  ·  Admin →
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