4 results found
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share information across collaborator accounts
Our organization is one of a small number making up a collaborative fund, all using the Foundant platform. It would be great to be able to share information (applications, reports, etc.) across our respective accounts.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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deactivate
GLM Deactivating a Contact - add a pop-up comment field to reference later in the User's Summary.
From the Contacts tab, when using the radio button "Deactivate User" create an auto pop-up allowing a comment field to type notes (when and why the user was deactivated). This comment field would be stored in the User Summary/Comments.
The attached upload file shows the location to store comments from the auto pop-up field when deactivating a user.2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Multi-year Grants: Syncing Installments to CSuite
Please consider adding a warning in GLM that all multi-year grants synced to CSuite will be accounted for in that calendar year regardless of the date the installment is due.
We just ran into a situation where we synced multiple annual installments and had to cancel them. Once we did this GLM would not let us add future installments.
The result is a messy situation in GLM where we had to manually create a request to accommodate additional installments that is not connected to the application, first installment or grant report.
This could have been avoided with a simple flag…
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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We are having issues with syncing grants and scholarships.
I wish syncing were not based on EXACT matches. For example, if an applicant puts Minnesota instead of MN it will NOT sync over. Couldn't a drop box listing states be created for applicants to eliminate this issue?
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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