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  1. Please make it very clear that characters include spaces. This is a basic definition of a character for Foundant that is different from other definitions. It took way to long for me to find that the character number limits include spaces, while the less useful information about the number of characters in a page was readily available.

    4 votes

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  2. Our general counsel has a question regarding the eligibility of one of our applicants. I need to provide the Charity Check (CC) report that I ran on the applicant a couple of months ago. When I access the CC log and click the "eye" icon to view the CC, a pop-up of the CC is provided, with its three tabs. I'd like a button in that pop-up (and all other places in GLM where a CC is displayed with the tabs) that will generate a summary .pdf report of that CC, that includes the date and time the CC was…

    4 votes

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  3. When I press the Question List button from a follow up form to create a pdf of the form's questions, the form name doesn't appear anywhere on the pdf. It's got the process name, and the word FollowUp, but not the actual name of the follow up form. It would be super helpful to have that included, so there's no question which document I'm looking at.

    6 votes

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    1 comment  ·  Admin →
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  4. Are there plans to add the evaluator as a merge field in email templates. We would like to send an email out to applicants who their evaluator is for the current request.

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  5. I want to be able to organize archived processes like I can available, active processes. We have so many different processes that are copied over from year to year that the list gets very long and it'd be nice to organize it by process rather than whatever random order in which the process gets archived.

    7 votes

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    1 comment  ·  Admin →
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  6. 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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  7. We have our evals set up to get management approval of submitted grants before we proceed with processing them. I'd love to get a notification that the evals were completed to serve as a prompt for me to log in and move the application forward.

    22 votes

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    15 comments  ·  Email  ·  Admin →
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  8. When applicants are in preview mode, the warning by each question when they enter data should make clear that it will not be saved. Some applicants do not understand that Preview mode does not link to actual application fields.

    7 votes

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  9. In the past few months, I've seen a high increase in applicants emailing and calling saying they cannot find the "Administrator Comment" when I revert back to draft, so I logged back in as the applicant to see what the sudden confusion is - it's incredibly hard to find in the applicant view! When I MAKE an administrator comment, there is a blue highlighted strip across the top. When I log in as the applicant, there is just a little vertical bar, with text smaller than regular instructions. A lot of our applicants are elderly, and it's been very time…

    3 votes

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    2 comments  ·  Email  ·  Admin →
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  10. Because our applications differ by grant type, we have set our processes up by foundation and then by grant type. So for one foundation, we may have five or six different processes. The Board will review all foundation requests at the same time. It would be nice to be able to run a merge document for multiple requests across multiple processes. This would save us a tremendous amount of time when generating award/declination letters.

    3 votes

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    1 comment  ·  Admin →
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  11. As it works now, we can upload documents to an organization or request and applicants upload documents into our letter of inquiry, application and follow-up forms. The downside is that when we go to look for a document, we have to know exactly where it was uploaded.

    It would be amazing to have one place on the Organization Summary page where we can see all uploaded documents for that organization in one place, with columns showing when the document was uploaded, which Project Name it is associated with, which form it is located in, etc. It would also be amazing…

    33 votes

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  12. In the Application Evaluations Closed list, the batch denial pop up (that has decision date and comments) should have a button/option for saving draft denials.

    3 votes

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    1 comment  ·  Admin →
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  13. Is there a plan to capture email replies from a system generated email in email history for an organization?

    10 votes

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    4 comments  ·  Email  ·  Admin →
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  14. It would be so very helpful if there could be a Google Search-like function across all applications. (Or, all "awarded" grants, all "denied" grants, etc.) For example, I might like to know if we've awarded any applications dealing with the opioid crisis. Ideally, I could search the word "opioid," and any application containing that word would show up.

    3 votes

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  15. Perhaps I am using reports incorrectly, but whenever I need to edit the fields included in a report, it wipes out all the settings for aggregation, sorting, paginating, charts, etc. Is there a way to keep those settings while Choosing Fields? Thanks!

    3 votes

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  16. It would be great if it was possible to have the option to share Evaluation comments with Applicants.

    6 votes

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  17. 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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  18. It would be great if there was a way to send the follow-up form reminders to multiple people within an organization. For example to the person assigned to the form plus the executive director.

    23 votes

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    1 comment  ·  Admin →
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  19. Is there a way to assign a follow up form without creating an application? We have several grants that are awarded out-of-cycle but do not have a way to assign a follow up form for these grants.

    8 votes

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  20. We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…

    4 votes

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