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Linking Foundant to other Databases

An area that has yet to be addressed is the ability to add other information to an organization's record other than the fields provided in Foundant. In order to do a proper import into another database you need to add the organization identifier from that other database or you will create another organization.

In my case I use FIMS. The record identifier is called the Profile Code. Currently I have to add a profile code to each application somewhere in the process if I want to import the data into my database (FIMS).

It would be more efficient to add that profile code once with the organization rather than for each application. How difficult would it be to add another data field to the organization information to be used for this purpose?

posted May 14, 2012 by Nevill Smythe, Community Foundations of the Hudson Valley

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  • Daniel Komansky commented  ·   ·  Report

    I agree that a way to have my GLM contacts sync or be exported to my Outlook contacts would be terrific. I could then have access to my GLM contacts on my iPhone while on the road, without having to log into GLM to get the contact information.

  • Ideas commented  ·   ·  Report

    This would be really neat. We were just talking about how we'd love to be able to export user information as vCards for use with outlook, since we don't always email through the foundant system. This would be useful when we have non-grant-related information that we want to share with them, like information about a foundation-related event/meeting or a connection to someone else we work with.

    posted September 28, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund

  • Daren nordhagen commented  ·   ·  Report

    Hi Nevill,

    We definitely have plans to make the software more "organization-centric" vs. "request-centric". Ideally it would be nice to have an organization complete a profile during the registration process and maybe prompt them to update their profile prior to each submission. We would also build in the ability for you to define internal fields that are related to the organizational profile. We probably have about 35 FIMS clients alone that would love to set the Profile Code at the organization level to help them with all future data transfers.

    I can't say for sure when this update will be moved to the top of our prioritiy list but we've had many talks on this subject and I hope we at least make some progress later this year. It would make life easier for many clients and lays groundwork for some other future functionality we'd like to add.

    -Daren

    posted May 24, 2012 by Daren Nordhagen, Foundant Technologies