935 results found
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customize grantee record
It would be excellent to have the ability to customize the columns listed within a grantee's record.
See image provided, we rarely use Sponsored Org or Beneficiary columns.1 vote -
New administrator comment notification to applicant
We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!
9 votes -
Add Drag/Drop Feature to Shared Documents
Bringing this idea back since it appears it has been archived. Would love the ability to clean up folders--especially after the start of a new year.
2 votes -
Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
10 votes -
Document Viewer in Documents Tab
I would like to see a document viewer in the documents tab similar to the application feature. Even with descriptive file names, it is time consuming to download each document to review it. We use GLM to store all documents connected to a grant so the number of files can get large.
2 votes -
Make CSuite Grant ID# visible to Applicants, and add to merge field options
We currently use the CSuite Grant ID# for any GLM-synced grants as an identifier for award agreements. Would be helpful to have that number appear in the Applicant portal for reference. Would also be helpful to have a merge field so that we can add the CSuite Grant ID to letter/email templates.
9 votes -
Report status of DocuSign PDF
Since the DocuSign pdf is attached to each record is there a report that has which grantees has submitted their DocuSign doc and which ones are still missing would be great. I currently do this manually and it take a lot of time.
1 vote -
Preview Button on New Applicant Dashboard
For the new applicant apply page, for the preview application button, is there a way to have it show as the application and not the PDF? We have several applications that use branching logic and the full load out in the PDF may confuse applicants.
3 votes -
Email Formatting
Emails generated through Foundant have grey boarder margins that cut off sentences on some email platforms. Can Foundant fix this formatting issue so email formatting will look the same on multiple email providers?
3 votes -
caroline@pccf.gives
I saw the idea below had been submitted but was archived. I would like to submit this same request again.
Staying logged in to GLM and SLM at the same time.: Please make it so you can be logged into SLM and GLM at the same time. Many of us work with both scholarships and grants and not being able to stay logged into both is very inconvenient.
2 votes -
User Email History
Could the user email history tab, for a user that is not admin, show up when they log in? Having it easier for them to locate would be wonderful.
2 votes -
Export charts from run report
It is possible to add a chart to your data set in "run report", however, this is not the most useful because you cannot export these charts in any way. The only way to use this data visualization would be to screenshot the chart and paste it elsewhere.
I suggest it be possible to download the chart the same way you can download a chart from the metrics dashboard in the run report function.
6 votes -
Export Images
We need a way to export the images in a report/as a batch for our annual reports. These images are uploaded in our final report form.
6 votes -
Hide Abandoned Applications
A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.
6 votes -
Ability to sort in the Documents folder
I see that someone else had suggested this but the idea was archived. In the documents folder, there is no way to reorder the documents. It puts them in order of the date they are uploaded. It gets a bit confusing when adding documents later into the process and they are out of sequence. The only way to rectify is to delete the documents and reupload them in the order desired. But then if something else is submitted that should be kept such as background information prior to the approval or denial of the request, they're out of sequence again.…
7 votes -
Allow more Recent Data in Portal Investment Reports
The new Investment Reports available to Fund Advisors through the Portal are great. But it is weird that they can only pull investment data through the end of our last fiscal year. Please allow investment data to be pulled from our last closed month.
1 vote -
API Integration of SAM-UEI Verification
API to integrate a UEI verification function: https://open.gsa.gov/api/entity-api/ [open.gsa.gov]
This would allow organizations that require a SAM-UEI to verify the number submitted.
Thanks Eric Ashby from the Indiana Arts Commission for the heads up on this one!
13 votes -
Batch follow ups to Org primary contact
Add functionality to chose who the follow up is assigned to when batching them. Currently, it goes to the applicant account. I’d like it to go to the organization’s primary contact, then they can add contributors. Applicants are often grant writers or development directors with higher rates of turnover than Executive Directors. Some orgs have overdue follow ups simply due to staff turnover.
3 votes -
Fiscal Year Customization for Reporting
The addition of a feature or setting that allows us to set and save our foundation's fiscal year within the company information settings. Specifically, the ability to define our fiscal year as starting on December 1 and ending on November 30. This adjustment would ensure that all reporting tools and templates automatically align with our fiscal year, streamlining our workflow and improving the accuracy of our reports.
1 vote -
Login Instructions auto-email
Why does the system 'Login Instructions" auto-email go to an Administrator? It really needs to go to the user that just created their account! I've just been on with chat and apparently there's no way to edit this, no event type to send directly to the user, and orgs are working around it by having to post all the login instructions on the Login page itself? This makes no sense. It really would be so much more useful if it went straight to the user who just created their org in the system. Thank you!
2 votes
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