1121 results found
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Personalize bulk yearly tax receipts
Currently tax receipts are just auto-generated and tend to get lost in a lot of donors' spam inboxes. We should be able to create a template/ email to send out with the yearly tax receipts.
1 vote -
Grant tribute
Currently I do not believe a tribute can be made on a grant. We would like to make a grant to an organization in honor of someone. We only see the capability to make a tribute to someone on a normal donation.
1 vote -
k.morris@mhjf.org
When creating a merge doc, it would be convenient to be able to access the choice box for .pdf or .doc at the top of the merge template list, rather than having to scroll to the bottom of the list to make that choice.
7 votes -
Campaigns and TicketID
On the profiles tab in a campaign, I can see the associated TicketID for each person so I know who has a ticket assigned to them but when I export the CSV the TicketID is not one of the columns in the exported file. This makes it difficult to determine who is an invited guest or the ticket purchaser and who is actually attending.
1 vote -
batch draft approvals and conditional approval status option
For our processes it would be helpful to have the option for a "conditionally approved" status that lies between regular "draft approved" and "approved". Also being able to make batch actions on any of these three levels of approval is also ideal.
2 votes -
AI
I would love an option to batch generate AI Summaries from the dashboard in SLM. We have hundreds of applicants that create thousands of applications, this would be a great asset so we do not have to open each application to select this. Great time saver.
3 votesHi, Would love more feedback, would be helpful to batch run or just have these auto-created on submit?
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Make Registration Fields Admin-Editable
Please allow admins the option to edit user fields. While Foundant Support is generally very responsive to requests, it seems unnecessary to have to bother the team every time we would like a change made to our registration page. thank you!
3 votes -
AI Summary Reporting
I love the new feature for the AI Summary on LOIs & applications. However, I would like to be able to pull the AI Summary into a report or search.
Thank you.
3 votes -
Applicants to See Third Party Request Complete When Admin Uploads Letter
When third parties are assigned letters of recommendations for scholarship applications, sometimes they are not able to upload the letter themselves. Instead, a member of the scholarship administration team will upload the letter (which was emailed to us) on their behalf. Even when we upload the letter for them, it is still marked as incomplete from the applicants view of the application. It would be helpful if it was marked as complete if the letter was uploaded, whether or not it was uploaded by a third party.
[Repost of an archived idea, hoping to get traction!]
3 votes -
Integration with Plooto
For processing electronic payments.
1 vote -
Integration with DEXT
Integration with Dext for receipt capture, employee expense claims and receipt storage.
1 vote -
Screenshots in Notes
Add capability to include screenshots/images within Notes. This allows you to fully capture what may be needed for reference in the future when accessing a given application.
7 votes -
Create a "file upload" option for table cells
We use the table feature for applicants to enter their budgets, which we often require quotes for. Right now we have to make a separate question for applicants to upload their quotes which can make it complicated in the grant review and approval process -- trying to figure out which quote goes with which line item. Creating a "file upload" option for table cells (right now options are text, integer, decimal, currency, date, and drop down list) would make this easier for administrators, reviewers, and applicants!
0 votes -
Salutation Field on GLM User Profile
It would be really helpful to include a salutation field in the user profile form in GLM that can also be an available merge field in the email templates. It's not always appropriate to address applicants by their first name or prefix and last name. Having that flexibility would be really useful.
1 vote -
Allow grant applicants to view evaluations in the portal
Allow grant applicants to view evaluations within the portal. This will be a great learning tool for them, and remove the step of having the admin or grant manager download the evaluations and email them by request.
1 vote -
default answers (multiple choice)
It would be awesome to be able to assign a default answer to a multiple-choice question (radio button or checkboxes). maybe a check box in the list for "Make this the default answer", if unchecked, there is no default answer. If checked, that selection is the default.
This would be helpful when we have an internal question that is required, but will not need to be answered unless a change is needed. For example, "Does the board require an amendment to consider this grant for approval? Y/N." The grant manager doesn't need to answer this question until after the board…
2 votes -
Batch Download Email History
For organizations subject to Right to Know laws, being able to batch export a request's or a contact's email history would be hugely helpful. As it is, you cannot print out emails, you have to copy them into a separate document.
3 votes -
Filter Organizations (Active vs Archived)
Suggestion: Having a preexisting field(s) that allows the user to filter active from archived organization in reports without the need for filtering out specific organizations using the "organization name" field.
5 votes -
Organize the follow ups
Please provide a way to remove completed electronic signature agreements and completed interim reports from the "follow ups complete" list without having to close the grant. either separate tabs for each or a way to remove them altogether.
2 votes -
follow up grant reports should be able to be assigned to all contacts of an org, or at least 2+ contacts
be able to assign grant reports to all contacts or multiple contacts of an org
11 votes
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