970 results found
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Admin-Triggered Third-Party Reminder Emails Within an Application
Would it be possible to add a feature that allows administrators to trigger a third-party reminder email or access point from within a students application?
We’ve found that third-party users (recommenders, principals, etc.) are struggling to locate their original request email. An admin-triggered reminder option within the application would allow administrators to quickly resend the request and help ensure third-party users can complete their requested information more easily.
1 vote -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
7 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.
6 votes -
Remove "none" from the user comments field in new org summary view
(submitting on behalf of a user)
In the new organization summary view, users can view the cards for an org's users. On these cards, in addition to name, title, email, and phone number, there is a field for comments about that user. Currently, if there are no comments, it says "none" here. Feedback from a user would prefer this to be blank to indicate an absence of data, rather than showing "none" which implies an intentional lack of comment.
2 votes -
Journal Entries
Eliminate separate journal entries from being produced when there are multiple funds attached to a single journal entry. The creation of multiple journal entries makes it more difficult to review.
1 vote -
Be able to create and assign a series of tasks to a profile.
Feature Suggestion: Task Set Automation with Relative Due Dates
I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:
Task: Send thank-you letter
Due: 1 month from task assignment
Task: Share copy of signed fund agreement
Due: Immediately or within 1 week
Task: First reporting update
Due: 6 months from fund establishment
This would be especially useful when a donor gives a gift or establishes a fund. I…4 votes -
Add a time-frame clause to this new option in Process Manager
GLM/SLM - Process Request Limit: Limit the number of requests submitted per applicant with the new 'Maximum Number of Requests per Applicant' option in Process Manager
For the above new option, we would like to have a time-frame added to it. We sometimes use the same process from year-to-year and our applicants are permitted to apply each year. We just do not want them to submit a duplicate request for multiple projects in the current grant cycle, so adding dates would be helpful.
1 vote -
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.
6 votes -
mgriffin@wildlifeflorida.org
When using the LOI process, there are buttons that say "Save LOI" and "LOI Complete." We use the LOI process for other things than just an LOI, including sponsorship requests. It's confusing to have these buttons when the request isn't an LOI. Would be wonderful if we can customize the language in those buttons. If not, changing those buttons to something more generic like "Save Request" and "Request Complete" would help them be relevant to most scenarios.
3 votes -
mgriffin@wildlifeflorida.org
When using the LOI process, there are buttons that say "Save LOI" and "LOI Complete." We use the LOI process for other things than just an LOI, including sponsorship requests. It's confusing to have these buttons when the request isn't an LOI. Would be wonderful if we can customize the language in those buttons. If not, changing those buttons to something more generic like "Save Request" and "Request Complete" would help them be relevant to most scenarios.
3 votes -
Organization Summary page
Why not add Amount Requested to the new Organization Summary page along with the the Closed (previous) commitments.
1 voteHi Mark, Thank you for the feedback. The one tricky part about requested amount is that it is a custom field and not a system field in 2026 we may be looking at how we can create more system fields, or creating coding that would help us know what fields are similar across clients to use in scenarios like this.
-The Foundant Team
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Make organization profile questions shareable on to forms
Make organization profile questions shareable on to forms. We have agreements and other follow-up forms that reference the organization name and address. Instead of needed to retype them into the form or reference the mini profile that appears above but somewhat separate from the form, we would like to be able to pull in the organization profile answers as if they were shared questions. Since these are universal fields for the organization, it seems like they should be universally sharable on to forms.
5 votes -
Abandon Follow Up
Abandon Follow Ups
It would be helpful to have the option to Abandon a Follow Up form. Right now, that is not an option and the only way to remove the Follow Up from the dashboard is to Delete it.
Our foundation assigned a Follow Up form for a survey after our giving day. The survey Follow Up is not required, so we are not chasing down nonprofits to complete the survey once we got past the due date. However, we now have a number of those incomplete Follow Ups on the dashboard, which I will have to Delete. The…
43 votes -
Timing of Automated Emails
This idea was posted back in 2019 and had 20+ upvotes. Our grantees receive their automatic email reminders for forms in the middle of the night - about 3am CST! Support says that emails begin sending automatically at 2am, and continue until they have all been sent. There needs to be an option to adjust this. Nonprofit employees shouldn't worry about their phones pinging in the middle of the night. "Hey, it's us! Just popping into your bedroom to remind you that your follow up form is due tomorrow!" LOL
17 votes -
Organizational Summary
For the organizational summary page, it would be helpful to distinguish between open and closed grants. For example, when viewing a grantee with multiple grants, the summary currently shows all requests—even those that are closed. Displaying only open requests in the summary would make it easier to see active items at a glance. If users want to review closed requests, they can click the ‘View’ button.
2 votes -
Non-Assigned Users to View Follow Up Forms (GLM)
I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.
18 votes -
aallieri@cfpbmc.org
Add a column 'Donation Advisor' to the donations page on the portal so fundholders can see who advised donations, where applicable.
7 votes -
vshingleton@lynchburgfoundation.org
Donation Only for Event Campaigns - Check Payments
Currently, donors can donate to an event campaign without having to purchase a ticket through the giving portal, but if a donor would like to donate to a campaign by check, there is no option to manually enter a donation only transaction using a check payment through c-suite. By allowing us to add an additional donation with manual ticket entry, this would create much more ease in allowing donors to have a variety of payment options when contributing to a campaign.
1 vote -
Enhance the group email feature to extend to consumer provider list views (list of applications within a Cycle)
Our grant managers need to be able to use the Group Message feature for the applications list view within the Program Manager > Cycle.
We have asked Support and Client Engagement multiple times to get this feature enabled, but we can currently only install workarounds.
The current Group Message setting, when enabled, appears to only be available when choosing the Cycle record (not while choosing the applications within the Cycle)
Current selection made: Program Manager > Settings > Security > Feature and Function Permissions > Cycle > Enable Group Email > Add roles here (Foundation Associate and System Admin)
Current…
1 vote -
Inhibit tax receipts if a event purchaser covers credit card fees
Simplify the email follow up event purchasers receive so all required documentation is in one email. Currently, if an event attendee pays via Stripe and covers the CC fee, they get an event email AND a tax receipt email if these are both turned on. The tax receipt email is clunky since it's not merged for event purchases. We had to turn off auto-emails for tax receipts through Stripe in order to keep this process smooth during our event sales.
1 vote
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