1069 results found
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Indicate Canceled Grants
There needs to be a straightforward way to indicate and run a report of canceled grants. A canceled installments report is not viable because it’s not uncommon for us to have grants that are awarded and then canceled or withdrawn before any payout occurs or for a payment to be canceled without the grant being canceled.
3 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 -
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.
20 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 -
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.
26 votes -
approval
I'd like to be able to view my approval form side by side with the application. This feature is available for evaluations but often times we do not engage in an evaluation stage and go straight to approve/decline phase.
4 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 -
Shared Documents
I would love to be able to organize/rearrange the files I upload into the Shared Documents. A drag and drop feature like the e-mail templates would be fantastic.
3 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 -
Minimum Character Count
We currently have the option of a maximum character count, but I would love to have the option of implementing a minimum as well. It would be very helpful on application questions, especially since there are a lot of varying expectations for the length of a "short answer/essay."
3 votes -
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 -
k.morris@mhjf.org
It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!
1 vote -
Sync Emails to GLM
Can GLM have the Outlook email syncing to notes feature like C-Suite has? Thanks!
4 votes -
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.
2 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
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