1121 results found
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custom date on dashboard
Issue: Ability to permanently set date range in my dashboard
I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.
I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a…
1 vote -
Synced/Approved Grant Notification
Implementing an automated email or system notification in CSuite when grants are synced or approved from GLM would greatly reduce the risk of missed payments and improve workflow efficiency.
As Grants Manager, I primarily work in GLM while our CFO manages CSuite. Currently, we rely on long email threads to track requests and approvals, making it easy for information to be overlooked. Approved grants have gone unpaid on time simply because the approvals were buried in email.
An automatic email alert - similar to those sent to administrators when a form is submitted in GLM - or a visible CSuite…
1 vote -
Integrating with MonkeyPod nonprofit financial platform, CRM, fundraising, email marketing
MonkeyPod is a software for Nonprofits, including grant-makers like ArtsNow. It houses our financial platform (taking the place of Quickbooks which does not speak nonprofit), CRM, fundraising, email marketing, etc.
A connection with Foundant would allow a full integration with the financial platform for grant applications that are approved and automate the accounting in the same way they do for other platforms.
1 vote -
Integrate with SMU DataArts
SMU DataArts (https://culturaldata.org/about/) is widely recognized as the standard for data collection and analysis in the arts and culture sector. Many funders—including private foundations, municipal and regional agencies, and state-level public funding entities—already require applicants to complete the Cultural Data Profile (CDP) as part of the grant process.
This creates duplication and added costs. For example, the Ohio Arts Council
uses SMU DataArts through its Artie platform to collect and report statewide impact data. In Cleveland, Cuyahoga Arts & Culture relies on a costly customized SurveyMonkey system (https://apply.surveymonkey.com). In both cases, arts organizations are entering the…1 vote -
Number of Documents for Organization Summary
The number of documents shows up at the request level but not at the organization level. Seeing the number icon on the Documents tab would be helpful because it would indicate that information has been uploaded. I believe the number of comments shows up at the organization level, so would the number of documents be able to be added?
2 votes -
Limit Checkbox Selections
We would love the ability to limit the number of check marks applicants are able to select on certain checkbox questions. We ask folks to limit the number their choices, but often times they over select.
7 votes -
Allow us to determine when to send auto emails
It would be great to be given the control to determine when our organization sends automatic emails. I would like to send automatic emails when we deny a request and even approve a request but as a Foundant user I am restricted. Denial emails are possibly the biggest concern because you have to navigate in this backhanded way to even be able to send a bulk denial email. Once you deny a request it no longer shows up on your dashboard so it is out of sight, out of mind, and you are relying on an understaffed organization to remember…
4 votes -
Add Organization Comments to Reporting dataset
We are looking for a way to document in Foundant which organizations have been impacted by the uncertainty/withdrawal of federal funds and the extent to which they have indicated to us that they have been impacted.
Organization comments on the "Organization Summary" page seem to be an appropriate place to document the information, but there doesn't seem to be a way to pull these comments into reports.
Would it be possible to add this data field to the reporting dataset for the organization?4 votes -
Allow Impact Maps to run for non-organization grants
Currently Impact Maps can only run off of Organization data. We need to run an Impact Map for awardees on grants only for individuals. This is not possible in the current configuration. Ideally it would be able to run off the Primary Contact or Owner of the record as well if we could toggle that in the Impact Map settings.
1 vote -
Customizable Collaborator Invite Email
Please allow for the option to edit the invitation email that is sent to the collaborators.
Unlike many of the system emails, the collaborator email is not editable as the template is simply not available to edit. We are asking that you give us the option to edit this template to make it more personalized and seem less "phishy". It is currently unbranded, very simple, and makes some worried that it is an illegitimate email.
6 votes -
Option to remove "See Opportunities" button
We would like to remove or deactivate the "See Opportunities" button on the left-hand To Do panel. All of our applicants can get to the apply page by clicking "Apply", and having more than one pathway creates confusion.
2 votes -
Branching from Individual Table Cells
I'm aware we currently have the capability to branch questions off of aggregated table cells (thank you for implementing!). However, any plans in the near future to branch off of any individual cell responses? That would be so much more helpful for us.
For example, we currently ask on an application for org. leaders' demographic percentages to be entered in a table and one of the categories is "Other historically disenfranchised groups". If they indicate a % in that cell other than 0, a branched text area question appears asking them to name the specific group(s). Since it's required to…
6 votes -
Learning Center Admin Control
In the new Learning Center, we should be able to have an administrator-level account, so that we can create new users for our staff, assign them training courses, and view their progress in completing each of those. It's a missed opportunity to not have this.
2 votes -
Export Form Questions via Reports
Would like a way to export the questions that are asked in Application, Evaluation, Follow Up forms via the Reporting function. This would be used to compare questions that are asked across different processes.
7 votes -
Choose a specific date for a follow up form to be assigned
Please provide the option to allow us to manually key in a date for when the follow up form is to be assigned. Where the applicant cannot see the follow up form when they logon and to not allow the applicant to receive any emails regarding the follow up form until the date that the follow up form is assigned. It’s very rare to have down time but when there is any, we can begin to assign follow up forms with a future assignment date.
6 votes -
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
1 vote -
Grant History
We have had some notes that when in the "grants" subsection of the "Grant Details" tab of the donor portal, the grants do not maintain the same order after using the "copy" function. So, if a donor just wants to run through and copy all the grants they made in 2023 for 2024, it makes it difficult to go through and copy the donees in order
-TCF
11 votes -
Duplicating questions
Please can we have the ability to duplicate a question? It would make it so much faster!
11 votes -
reassigning requests
I would be nice if you could see if a request has been re-assigned by looking in the Request History, or Submission History.
2 votes -
Evaluation Closed Date
Ability to pull a report by the date an evaluation was closed
4 votes
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