362 results found
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Use organization domain for email communications
Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from grantinterface.com.
Emails from grantinterface.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While…
8 votes -
Custom Content on New Applicant Dashboard
Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.
26 votes -
Tribute information fields should be added to Donation Notify Email Content
We need the fields for tribute information on a donation to be available to pull into the donation notify email body content. Right now, the tribute fields aren't available for this template.
We send agencies notifications about donations made to their agency endowment, and we need tribute information to be included. If it's not, the agency doesn't get the full context of the gift.
4 votes -
Activity log for follow-up forms
We would love a log for all activity on follow-up forms, so we can see which edits were made and when, and whether edits were made by the applicant or program officer.
3 votes -
Change name of Headings on Dashboard
It would be helpful to customize the names of the headings on the Dashboard - i.e. LOI becomes "Application Part 1" and Application becomes "Application Part 2"
2 votes -
Custom PDF
When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color
2 votes -
Batch Re-Assign Follow Ups to a New User (Program Officer Leaving)
We have a Program Officer who is leaving the foundation. She has over 150 follow ups assigned to her. Reassigning to the new Program Officer is going to require that we reassign each one individually. It would be great to have the ability to batch reassign.
2 votes -
merge fields
- Allow admins to create additional merge fields for their specific documents. Currently Foundant only has select merge fields without the ability to create new ones.
- Update Follow Ups so that admins can insert merge fields into follow up documents. This feature would be very helpful when we are creating grantee agreements as some fields are available in shared questions.
2 votes -
Inactive Users Should Not Require an Email Address
Currently if a user is inactive they are required to have an email address. This is not useful when the new user in their role uses the previous employees email address. ie) ceo@testcompany.ca
If the new user uses the previous employees email then you are required to come up with a dummy address for the inactive employee. This is not ideal.
Inactive employees should NOT require an email.
2 votes -
Fund Advisor Portal Reports
After talking to Foundant Support, I think it would be nice for fund advisors to be able to generate reports. Specifically, if fund advisors can pull a report with donor names, addresses, gift amounts, etc., rather than having to click into each donor's profile, would be helpful for the nonprofits and donors we serve.
2 votes -
GLM Initial Set-up of New Account
We've had many grant award checks returned for "no receptacle" or "insufficient address" due to the application in GLM auto filling with whatever address was put in when the organization's account was initially set up. Most people will put their physical address in this spot. It would be helpful if when setting up new accounts in GLM both the mailing address and the physical address of an organization were required, then for the mailing address to be the default for the grant application. Any way around this issue?
1 vote -
Allow us to customize Apply Page ourselves
It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.
I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.
2 votes -
Customize Data in Metrics Dashboard
The vast majority of the default Metrics Dashboard data is related to decisions and payments/disbursements. Our organization does not facilitate payment through SLM/CSuite, so these charts/datasets are blank/not useful to us at all.
It would be great to be able to customize this dashboard to reflect the data in real-time that is most important to our organization (largely applicant data, so for example, race/ethnicity data, geographic location, number of applicants per program, etc).
2 votes -
It would be nice to be able to edit the text in the Apply screen directly without having to request changes from the support team.
It would be nice to be able to edit the text in the Apply screen directly without having to request changes from the support team.
2 votes -
Melanie.Frazier@state.mn.us
For GLM under website settings, "Warn Applicant of an Existing Request," if this could be for applications submitted by organization. For example, a user from an organization submitted an application but then another user tries to apply for the same grant opportunity. The user trying to submit the 2nd application would be notified that an application was already submitted. There may be instances when there are multiple programs within one organization are applying for a grant, if that's the case, allow multiple programs to be identified under one umbrella organization.
2 votes -
Document Viewer for Documents tab and for all Request documents
We would love to have a Document Viewer function for the Documents tab, as well as for all documents connected to a given request. Having to download a document just to see it every time is hugely inconvenient, as is having to go through several forms to look for a given document. More Document Viewer functionality would save a lot of time.
2 votes -
SmartSimple - export advanced data fields
When you create a listview that includes advanced data table displays, they are nested into a single excel cell. It would be great if there was an easy way to export out data from advanced data tables so they are parsed into individual cells.
2 votes -
File upload as shared question to allow budget files to carry forward
We pay grantees on a reimbursement basis. With some programs, this is a quarterly request, with others it is a single installment at completion of project.
In either case, their budget will be collected in excel as part of the application. I would like that file to live with the specific project and be used to request reimbursements. Since file uploads are not shared questions, I don't have an easy way to help applicants do this.
I saw that others had requested this functionality previously and the request hasn't been implemented due to lack of support. I'm hoping that by…20 votes -
Remove follow up form/popup from process
I am training a colleague on entering grants into Foundant. Unfortunately, we're unable to remove a follow up form from a process once it has been used. And we're unable to remove the popup message for the follow up. So, while training I have to say "Oh just ignore that, we don't use it", which makes training clunky. Please give us the option to remove a follow up form (or at least the popup) we don't use.
1 vote -
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge.
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge of the Foundant SLM.
The new system - while beautiful - is just random by topic, and unable to walk a person with no experience through the process of learning how to use SLM efficiently.
1 vote
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