6 results found

1. Tax Class from GLM to CSuite

   I'm not sure if this is a CSuite or a GLM idea. Why isn't the tax class field a standard field in GLM so when you sync the grant you do not have to remember to edit the profile? We end up with a lot of agencies without a tax class when it is time to run the 990 reports. Very time consuming.

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   0 comments  ·  Foundant Product Integrations  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you again,

   The Foundant Team

   Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you… more

2. 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.

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   0 comments  ·  Foundant Product Integrations  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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

3. GLM/CSuite Salutations

   It would be helpful to have the salutation field available in GLM and synced with CSuite.

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   1 comment  ·  Foundant Product Integrations  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you again,

   The Foundant Team

   Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

   That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

   Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

   Thank you… more

4. 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.

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   2 votes

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   0 comments  ·  Foundant Product Integrations  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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

5. 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 when choosing the drop down for multi-year grant.

   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… more

   4 votes

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   0 comments  ·  Foundant Product Integrations  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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

6. 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?

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   0 comments  ·  Foundant Product Integrations  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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