1065 results found
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Separate, non Follow-Up form to Collect Thank You Notes from Students
The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow up forms. The choice between having fewer common follow ups (general thank you) and a large number of opportunity-specific follow ups (to get a specific follow up) is not a great one. A dedicated way of exporting these or emailing a donor directly would also be…
4 votes -
Custom formula fields
To determine grantee payout, total the sum of several expense fields and multiply that number by the grantee's match percentage.
Currently, this is all done by hand because Foundant does not have the capability for custom formula fields. It would streamline our processes and eliminate much confusion for both us and our grantees if these calculations were done automatically and in real time.
2 votes -
Custom formula fields
To determine grantee payout, total the sum of several expense fields and multiply that number by the grantee's match percentage.
Currently, this is all done by hand because Foundant does not have the capability for custom formula fields. It would streamline our processes and eliminate much confusion for both us and our grantees if these calculations were done automatically and in real time.
2 votes -
Organization Contact - Delete PDF
This could already be an option, but often grantees and applicants have to request that documents be deleted since they do not have the option to do so themselves.
1 vote -
One Row Per Request AND One Column Per Form
For the most part, One Row Per Request gives us everything we want, but it squishes all the Forms (Approval, Agreements, Interim Reports, Final Reports) into one cell.
The system is capable of separating each Form into its own Row; I wish it could separate them into Columns.
Am I underestimating how computationally complex it would be for the system to do One Row Per Thing AND One Column Per Other Thing at the same time?
1 voteAs we look to implement our new Data Visualization tool so of this functionality will be changing. I encourage you to watch for our release communication, as we will be conducting another access phase in early 2026.
-The Foundant Team.
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Organizational Information Section - that is evergreen
We would really like to have information uploaded to an Organizational page/section. For example - one-time upload of 501(c)3 documents, board members, organizational chart, the reason for non-profit, D&O insurance ect. A place where they can change when needed, but not each grant cycle.
27 votes -
Eligibility Quiz - Failure Message
I'd like the ability to customize the failure message within an eligibility quiz to be able to show the applicant what question(s) caused them to fail and provide a bit more context to them regarding those specific items.
Currently, there is only one "Failure Message" option that shows no matter what questions caused them to fail, so it can't be specific and the applicants don't know why they failed.
Using conditional logic to say if Question 1 is answered "Yes," than show this custom failure message could help to provide more context and less back and forth after a failed…3 votes -
Sum total in Summary Table
Hey there! Regarding Summary section under any Profile, ex: Profile -> Donor -> Summary -> "Donation Summary (Direct and Advised) (Household and Members)" Section. For some reason, there's no values for the yearly totals for this section, as opposed to the "Donation Summary (Household and Members)" section, which does.
It's very convenient that the Donation Summary sums up the totals of each year, Fund, and all time giving, but I'd if the Advised AND Direct Summary Table also provided those values, as it can be time consuming calculating those values by hand when we need that information when meeting with…
2 votes -
training tutorials
In GLM and SLM, when onboarding new staff members who will be administrators to the environment, there is not really a clear way to lead them through training. The training used to be straight forward with Base Camp and the videos were sequential in logic to help build a true understanding of the software tools. Maybe I'm missing something, but I don't find anything like that now in the Learning Center. There's a catalog of videos and FAQs, but unless I go in and hand pick the ones I want my staff person to take, there's no great way to…
3 votes -
admin comment character count
Hi,
Our team would like to see the character count increase for the admin comment boxes (#4 in the article linked below).
https://support.foundant.com/hc/en-us/articles/20154792908055-Administrator-Comments
Thank you!
5 votes -
Add ability to edit Enforce SSO for Internal Staff pop-up message
Currently we can't edit the SSO enforcement message, but it would be helpful to be able to include the correct url that should be used by internal employees to access our company portal.
2 votes -
Mark tax receipts as sent when entering manually and post them to the donor profile
- Please create a workflow that allows receipts to be marked at sent automatically when entering donations manually.
- Please also automatically post all tax receipts to the donor portal when they are sent.
2 votes -
Add save button to top of profile types list
Add a save button to the top of the profile types list (and other areas where the potential for a long list exists, such as the Philanthropic Interest Type) instead of only at the bottom. In our case, we have a long list of profile types, so scrolling all the way to the bottom of the page each time to click save can be cumbersome.
2 votes -
No warning for required fields missing on UA questions
On any question type, if you miss a required field and click into the Applicant Opportunities tab to select opp specifics and try to save, there is no warning showing you have missed filling in a required space, the page goes nowhere, nothing occurs.
Please add a warning of some sort that a required field is missing.5 votes -
Link to User's Account in the Select User Window
Select User Window
It would be helpful to have the User Name link directly to their user accounts in the Select User Window to make deactivating or changing account roles quick and easy.2 votes -
queue tasks
I would like to be able to task where it would go into a pool system where staff could accept or take tasks.
1 vote -
timestamp
On the user logon history page, it would be very helpful to see timestamps associated with each login, not just the date and location.
3 votes -
Tracking in-kind donations
Having the ability to track in-kind donations i.e. non-monetary but like marketing support or gift cards or gift bags with a value
2 votes -
Make Alerts Function with Batch Grants
Currently, when processing grants as a batch from spendable in CSuite, alerts that would trigger when a grant is processed individually do not populate when those grants are processed as a batch.
Having a screen that pops up prior to creating grants from spendable as a batch listing all of the fund or other alerts that would come up individually all in one place for that batch would make the alert functionality integrate with batch functionality properly, ensuring those alerts are not missed due to which processing option a user chooses to use.
2 votes -
Sort and Filter Uploaded Documents
It would be nice for GLM to have the capability to store, search, and sort documents within the Organization's Documents tab. Our team would like to upload site visit reports and grantee impact reports, so it would be more streamlined to be able to filter and sort through the entire Documents tab, especially if there are 10+ documents stored there.
3 votes
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