931 results found
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Annual Tax Receipt Email Text
We are trying to email our annual tax receipts automatically through CSuite this year, BUT there is currently no option in CSuite to edit the email content. You can edit the receipt template easily, but the content (email subject line and body) is the first time the donor sees. It would be great to be able to have a message that says something like "Greetings from the community Foundation! Thank you for gifts in 20XX! Please see attached document for your annual giving summary for 20XX. Reach out to me with questions at email@address.org".
1 vote -
Ability to Create Own "View More" folder in Organization Documents
Similar to the Form 990 on the Organization > Documents -- it would be great to have the option to create one for other types of documents that Organizations submit annually. My personal example of this would be Financial Audits; where the Folder would be called 'Financial Audits' and when you click "View More" you would be able to see each year uploaded. Currently, each document is it's own file and it can become very cluttered.
BONUS points if a question from the application/end of grant form could push to this folder
2 votes -
Add "Reply to" email as a searchable/viewable field on email templates
The longer an organization is in the system, the more likely they are to have many admins and many email templates. Whether it's a large team that needs to find their own email templates among a larger team or a new admin that needs to update "reply to" fields from their predecessor, there's not a fast way to see the "reply to" for email templates. Adding it to the email template list would be VERY helpful.
2 votes -
Notify applicants when they enter their EIN that they are not eligible?
We have a handful of organizations that are in default for completing final reports (follow-ups) from previous years' grant cycles (some before we started in GLM). Our policy is that they are ineligible to apply for another grant if they have not completed their previous requirements. Is there a way to automatically notify them when they enter their EIN that they are not eligible and need to contact us to discuss?
1 vote -
Applicant vs Evaluator Role error
Trying for this idea again.
We have many users that act as both applicants and evaluators, at different times. We frequently have users contact us because they’re not able to submit forms related to their requests as applicants. Even though they’ve been told they need to be under the applicant role, they log in, see their applicant forms right there on the evaluator dashboard, fill them out, and then can’t submit. Unhelpfully, the error message they get is that there is a prior form that they haven’t submitted, which isn’t the case.
Possible solutions:
1) Upon login, default to the…1 vote -
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.
1 vote -
Intergrate CSuite Grant # into GLM/SLM Email Templates
We recently moved from Word document letter templates to email award notifications, and would love the ability to include CSuite Grant ID# in our GLM email correspondence. Currently, the selection of fields that can be merged into an email template is very limited, and there is no way to include a unique identifier that grantees can use to reference a specific grant.
4 votes -
merge fields
- Allow admins to create additional merge fields for their specific documents. Currently Foundant only has select merge fields without the ability to create new ones.
- Update Follow Ups so that admins can insert merge fields into follow up documents. This feature would be very helpful when we are creating grantee agreements as some fields are available in shared questions.
5 votes -
New Org. Summary Print Packet download button
On the new organization summary, the Print Packet download button always downloads the same pdf of all the org. requests no matter which tab you click on in left-side menu. Makes sense if you're on the Requests tab but would be more helpful to be able to download the info. from the tab/screen you're currently on when clicking the button (e.g. Contacts or Comments).
2 votes -
If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin
Once we create a report in Reporting Data Sets, we should be able to set it to run automatically at designated intervals (every week, every other week, once per month, etc.), and then have the system email it to administrators when it runs. We relied on this feature in our previous software and our work is impacted by this missing feature in Foundant GLM.
6 votes -
automatic emails
Automatic email sent to applicant when application is marked as complete. Similar to the automatic email that is sent when an application is submitted.
2 votes -
Evaluators able to view follow-ups
Would like to be able to have evaluators review/access last year's follow-up reports for a process. Right now we download them all and put them in a drobox for review.
5 votes -
Ability to Bulk Update RSVP and attendance in Campaigns
Hi, Currently there is the ability to import profiles to a campaign. It would be extremely helpful if we could also bulk import RSVP and attendance also instead of updating each profile 1 by 1. We currently use a 3rd party app for invites to an event. We build the list in CSuites through campaigns.
6 votes -
evaluator submission time and date
I'd like to be able to pull a report based on the time and date when an evaluator submitted an evaluation form. That data exists - it can be found under a request's submission history - but I want to be able to know when the evaluator submitted the form, not when it was marked as complete.
2 votes -
Branching logic rule groups
I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.
23 votes -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
2 votes -
Insert an image into emails
Someone may have posted this somewhere, but it would be really nice to be able to put images in an email without having to use a link! Thanks.
2 votes -
Additional Custom Columns
We really need more than 2 custom columns to be able to accurately sort and filter Applications both for Evaluator assignment by the administrators, and for our Evaluators doing the rating. Even just one more custom column would make a big difference. I've requested elsewhere, but in case there is a connection, we would also appreciate the reverse, which is to hide the default columns we don't need - or at least the Score column, which is just very confusing given the way our process works, so we do the best we can to hide it, but it is very…
21 votes -
brandy.thrower@arkansas.gov
The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.
2 votes -
Repeater Group
It would be great to be able to build a group of questions that would repeat based on the numerical answer to a prior question. (i.e. How many outside organizations will you be collaborating with? 1-5 and the group would be organization name, First Name, Last Name, e-mail, phone.)
1 vote
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