1065 results found
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Spendable Calculation
For our use with scholarships and our budgets it would be helpful to allow the user within foundant to designate the years we are calculating the three-year average. For example, our scholarship budget is due in the fall of one academic year, and it's created before the end of the FY. Therefore, we need to be able to calculate the average of the three years prior. So, for example, to calculate the FY26 Spending it was calculated off the EOFY 2025, 2024 and 2023. We need it to be calculated off of EOFY 2024, 2023, 2022. The ability to change…
1 vote -
Allow evaluation fields to be pulled into merge templates
As the evaluation fields cannot be pulled into merge templates, we have built our due diligence processes into an internal-only section of the application form. As a result, this means that the application is extremely long, and we are needing to continuously scroll up and down to review the required information. It would be much better if we could have a side-by-side view, such as you get with the evaluation stage.
We could build the due diligence into the evaluator 1 stage to do this, but none of the fields could then be included in our merge templates. If these…4 votes -
Add a company field for evaluators
It would be great if there could be a company field that is available for evaluators. I don't want to have to create an organization to attach the evaluator just to have the company name associated with the evaluator.
1 vote -
Make Fund IDs More Visible in Portal
It would be very helpful to make Fund ID numbers visible more easily on Fund Manager. At the Community Foundation of the Ozarks, we regularly urge agency partner fund advisors to use Fund Manager to initiate grant requests, but we still have several who email in their requests or simply reach out with questions about their funds. We have been encouraging them to use their fund ID numbers when emailing a grant request or questions, so we can ensure we look at the correct fund, but fund IDs are NOT currently easy to find in Fund Manager. They usually have…
2 votes -
Default Account Setting for QBO Integration
Being able to set a default account for QBO syncing would be really helpful if most (or all) payments are recorded in one account.
1 vote -
Sequential & Open Submission Logic
Follow Up Submission Logic setting:
Instead of the sitewide setting of every Process being set for Follow Ups to either be submitted in Open or Sequential order, can this setting be available on the Process level? This would allow us to have some processes that allow open submission and other processes to require sequential submission.
(#FoundantSummit2022 session group idea)
Resubmitted original idea by Lacey Matney Sortman12 votes -
Editing/Deleting a Comment
Currently, the ability for a user with a Grant Manager role to edit or delete a comment added to an organization or a request is tied to the Manage Requests permission (allowing them to approve, deny, close, and abandon a request).
I'd like to suggest that Grant Managers be able to edit and delete their own comments regardless of their ability to approve, deny, close, or abandon a request.2 votes -
Evaluators Can See Pinned Comments?
It came to our attention in the middle of a committee meeting that a pinned comment was viewable to all evaluators. We've been using this feature to flag orgs for a variety of reasons and this information shouldn't be shared with evaluators. It would be great if there was an option to toggle on/off which users can see these.
2 votes -
third party back to draft (reopen) / UI/UX for Save/Submit
During this UA cycle I have had an inordinate number of third party requests accidentally click Submit instead of Save, and then not be able to edit their request, they email me, they have to send me what they want to put in the form, and then I add it for them.
It would be great if we could address this in two ways: 1) allow administrators to "revert back to draft" or reopen the third party submissions. They would still need to communicate with me, but it would save their time of opening the request, copying/pasting questions to rewrite…
2 votes -
Date auto format
Please allow a date to auto format when entering without dashes. For example, entering 080225 will automatically change to 08/02/2025. This happens in CSuite but not in GLM.
Thank you. TCF
15 votes -
Be able to create and assign a series of tasks to a profile.
Feature Suggestion: Task Set Automation with Relative Due Dates
I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:
Task: Send thank-you letter
Due: 1 month from task assignment
Task: Share copy of signed fund agreement
Due: Immediately or within 1 week
Task: First reporting update
Due: 6 months from fund establishment
This would be especially useful when a donor gives a gift or establishes a fund. I…7 votes -
Make it easier to sort fields in reports
It is incredibly difficult to sort the selected fields for a report. Every time I am trying to change the order of combined fields around other combined fields, it only allows me to combine that field with the other field. It won't let me put the combined field next to the other combined field. This has made it almost impossible for me to order my columns. I've had to find a workaround by separating the combined field and then recombining.
One way that might help is being able to change the order of columns in the report itself. But in…
1 vote -
beth@cincinnatischolarshipfoundation.org
When an applicant submits multiple applications because they change their mind about which school they plan to attend (because they can't edit their submitted application) it would be really helpful to be able to add a column in the view of the profile summary to see the school so that we can abandon the UA and its associated opportunities that are no longer their chosen school.
1 vote -
Add ability to edit the subject line for email notification
Could we please add the ability to edit the subject line of the email notification? This would allow us to include a French translation where needed.
11 votes -
We would like the capabilities to delete organizations and users so we can clean up our GLM database.
We currently have an organization that we cannot delete due to a charity check that was conducted. Although this organization has no requests or contacts associated with it, the charity check issue prevents us from removing it. We also would like to have the ability to delete old users who are not tied to our grant applications, not just make them inactive. We currently do not use a CRM program and have used GLM as our main source for data.
5 votes -
admin attach additional documents to slm request
I would like to propose adding functionality to the SLM Admin role to allow admins to attach documents to SLM opportunity requests that are not part of the application itself. For example, sometimes we receive letters of recommendation for students which have already been submitted by another recommender, or I have to compile some details about the student/situation that are pertinent to my reviewers' understanding of the application. It would be great to be able to hit an "attach a document" button within the Document Viewer to add an additional upload on that particular student's opportunity.
2 votes -
sanela.radoievici@greatermelbournefoundation.org.au
Completing a CSuite sync from Live to Sandbox breaks the integration with GLM sandbox. It would be extremely beneficial to have this integration re-establish automatically where there is a connection in live.
This avoids having to contact support each time a sync has been completed from CSuite Live to CSuite Sandbox.
2 votes -
jmize@durrfoundation.com
Please add the ability to export the history of grants made on the Requests Page to an Excel sheet. Currently, you cannot copy nor export, so I end up retyping the history for my board which is tedious and allows for errors in the data.
2 votes -
Assignment grid - making it more user friendly
When assigning applications to reviewers in the Meeting Manager, there used to be a super helpful feature that allowed you to 'pin' a reviewer to the far left of the table to more easily assign them to applications. Now, if you even have more than 2 reviewers (which is always the case!), it's very hard to have to scroll all the way to the right and then all the way back to confirm you're assigning the right person to the right application!
1 vote -
Add Field Visibility in Reporting
I would like to be able to pull the visibility of a field into a report. I've come across a field that is on several of our processes and it's supposed to be an Internal visibility field, but on some processes it's visibility is set to Everyone. It would be so much easier if I could run a report to see which processes or forms that field has the incorrect visibility so I know which one's I need to correct versus having to manually click into each process and verify one-by-one.
It could be a great tool to confirm that…
1 vote
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