1121 results found
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Budget Categories
It would be helpful if Foundant allowed budgets to be broken into user-defined categories. For instance, I would need categories such as Salaries & Benefits, Project Equipment, Project Supplies, etc. This would make it easier for grantors to view and track the budget. Otherwise, I have to manage these categories in Excel (or other software), which defeats part of the purpose of using Foundant.
6 votes -
samantha.rowbottom@state.mn.us
It looks like it may have been updated recently, but can it be added to the grant manager settings to allow them to see other requests in the organization profile? It used to be that the grant manager role could see other requests even if they couldn't click into them, that gave them a good idea of an organization's grant history with us, but without that available to view now, it's difficult for our team to collaborate and connect over shared grantees.
1 vote -
Export Requests & Decisions
Please add an export to an Excel sheet option to the Requests page. I cannot copy the requests, and I cannot export the information for my board members who wish to have the history of requests and decisions on the board agenda.
1 vote -
Primary Contact default for unassigned requests
For requests being sent from C-Suite to GLM, please can the follow-ups default to the organization's primary contact. Currently, it seems to assign them alphabetically, which is not helpful. For unassigned requests, the follow-ups should ideally always default to the primary contact in GLM.
1 vote -
Managing different GLM/SLM sites on different tabs
I would like the ability to manage different GLM/SLM sites on different tabs in the same browser without being logged off automatically. For example, earlier today I was almost done creating an new email template in SLM. I attempted to open up a new tab to assist an applicant and the system automatically logged me out of the other SLM tab. I lost everything that I was working on and this isn't the first time that this has happened. Thank you!
2 votes -
Allow Custom Fields in Search Criteria,
Allow for the use of Customized Fields in search criteria for organizations and users, not all current fields are useful. An example of this is TAX ID - This is not a useful search field
1 vote -
Email Address Copying Issues
I am having a very hard time working through the system and gathering email addresses to communicate. Since the new display was updated now your email addresses don’t show fully in the dashboard. In the past I was about to highlight and copy the email address, but now if they are too long, which most are, I cannot. This is a recommendation to display the email addresses where you can see the entire thing:
1 vote -
Add encryption for collecting ACH and other sensitive data
This is a placeholder for clients who: (1) want an easier and more secure way of collecting ACH data, other banking details, or other very sensitive data; and (2) Do not expect to process payments through CSuite.
13 votes -
GLM/SLM Phone App for Applicants
A phone app specifically for students applying to scholarships or for non-profits applying for grants.
5 votes -
Default Settings in Rich Text Editor
Currently, there is no option to define a default Font Family, Font Size, or Line Height other than the system’s predefined defaults. Each time a user switches a lane or section, the text formatting automatically resets to the system default, requiring users to reapply their preferred settings manually.
Proposed Enhancement:
Allow users or administrators to configure and save default text formatting preferences (Font Family, Font Size, and Line Height) according to project or organizational requirements. These settings should persist across lanes, sections, and sessions.Use Cases:
Brand Consistency: Teams can maintain a consistent visual identity across all documentation or workflow…
5 votes -
Make 'See More' in comment windows a different color
On the new dashboard, when comments are so long that they don't entirely fit in the preview box, the user must click on 'See More' to reveal the full message. I find that it blends in and would love for it to be a different color to stand out from the message itself. That's an easy fix, right?
3 votes -
Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to…
1 vote -
Customize Link Preview Cards for sharing url to portal
A Link Preview Card is that clickable photo that appears when you share a link on social media.
For SLM / GLM / Giving Portal, these cards don't have any pictures when you share their urls, which makes them look sketchy / broken.
I would like to be able to add metatags to the <head> of the HTML of our SLM/GLM/Giving Portal so that a nice picture shows up when we share links to these things.
1 vote -
Add a bar chart for "Total Submitted Applications" to the Metrics Dashboard.
Add a chart for "Total Submitted Applications" in addition to the existing "Unique Applicants" chart.
2 votes -
Should be able to "drill down" the data on all data shown on the dashboard
I should be able to "drill down" the data on all data shown on the dashboard. For example in the amount awarded chart on the metrics dashboard, I would like to click on the bar graph and have an spreadsheet of all the grants included in that bar graph.
3 votes -
New Organization Summary - Add Amount Paid to Amount Awarded
I am really enjoying the new organization summary page. I think it would be great if on the "Amount Awarded" table which goes by year, if we could also toggle to "Amount Paid" and look at how much we've actually paid per year to a grantee.
9 votes -
Allow Evaluators to turn off side-by-side evaluation view
I would appreciate the option to allow evaluators to turn off the side-by-side view. I have an evaluator with limited vision and the side-by-side makes it hard for him to view the applications and forms. I provided a workaround showing him how to download and open a pdf of the application, but this doesnt resize the evaluation form.
1 vote -
Award Details under Ribbon Icon. Suggest "award summary" or some term when hovering over the ribbon on the summary page.
Suggestion: Award Detail or Award Summary when hovering over the Ribbon on the summary page for users.
Can you create key words showing the link when hovering over the ribbon? Our users have not been able to locate their grant award easily.1 vote -
the new request summary update to allow custom questions to be added to the contact info box, and for the ability to share questions from re
Please consider for the new request summary update to allow custom questions to be added to the contact info box, and for the ability to share questions from registration forms to other forms.
1 vote -
applied button
The "applied (with check mark)" is confusing our grantees. Grantees can make multiple applications to the same process. They have no idea that "Applied" means they have the correct application submitted. Can you change "Applied" to "Apply". The following page warns them of duplicates anyway. Why confuse things.
5 votes
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