180 results found
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Fund Advisor Grant Recommendation Search For Other Grantees
(09:10:00) Faith Krueger
When a donor logs onto the portal to make a grant recommendation and opts to use the search for other grantee function, if the fund advisor types in New York, an error message appears. If the fund advisor types NY, a search will be initiated. Is there any way to adjust the setting so that if you type New York rather than NY, the search will not be interrupted. I assume the same is for any state, e.g., NJ, SC, NC, etc.1 vote -
grant letter template
There should be a way to include all funds a grant came from (multiple funds). We can set the total grant amount; but if it's coming from multiple funds, it will only pull one fund name. Currently, we have to edit it in Word. We have many grants that come from multiple funds, so this is very time consuming. If we can do this on a check voucher, it should be able to be done in the letter.
8 votesYou can currently do this using an advanced grant letter template. Here is the help article for templates or feel free to reach out to suuport@foundant.com with additional questions. https://support.foundant.com/hc/en-us/articles/4421436106903-Templates-Overview
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Why can you only create a recurring grant from a fund page?
There's a create grant button on the grantee page, but not from the fund page...odd isn't it?
2 votesThere is an option to create a recurring grant from the left side menu in a Fund record. It is in the Action sub menu.
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Bulk Grant Coding Table that includes Grant ID and Org IDs
We now use NTEE coding for our grants. We would like to go back and bulk update historical grants with the same coding. We know the NTEE code of particular grantee organizations, so it would be efficient to be able to bring Grant ID and Org ID into the table for more efficient bulk updates.
Example: YMCA always has the same NTEE coding for their grants. I would like to update all of the YMCA grants with the NTEE code in bulk.
8 votesThis can be accomplished with bulk actions in custom reporting
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Please allow grant letters in .doc by batch in new documents function please!
Looking forward to the new functionalities in December! However, PLEASE allow batches of grant letters in .doc format and not just .pdf. We have to tailor letters regularly and doing them piecemeal would be terribly inefficient, especially with this being new and at the busiest time of the year.
Thanks!
MicheleMichele Jeican
Northern New York Community Foundation
Watertown, NY5 votes -
Sending Grant Letters in Bulk from Foundant System
Currently, you have to go one-by-one to send grant letters out. It would be helpful to be able to choose a handful of ones you would like to send out automatically via the Foundant email system and bulk send.
1 voteYou can currently print grant letters in batch from the check batch. From checks, find the grant batch and select check run. You will see an option to print grant letters for the batch. We are releasing a new enhancement to the sandbox this week, then live on December 7th, 2022 that will move the production of grant letters to a bucket in the grant area. Keep an eye on release notes.
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Grant Letter Tracking
It would be incredibly helpful to have a grant letter tracking "section" within the grant itself that shows a timestamp of when the grant letter was sent and to whom.
A bonus would be to have the actual grant letter attached to that timestamp to see EXACTLY what the letter sent (with the actual date, not the automatic date that shows up when you go to see/download the grant letter at a later date).1 voteTemplates for Grant & Scholarship Letters: Moved the processing of Grant & Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients, recreate a check both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the p
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grant catalog
When sending grants to CSuite for a Grant Cycle Catalog, there is no way to send the "Long Description" field, so that it appears on the Donate page for the grant. All that appears on the Donate page is the "short" Description. Perhaps the Summary field could be used instead, if there is no long description?
1 voteFor GLM clients, there is an option to send grants from GLM to the Grant Catalog in CSuite. Here is a link to the integrated grant catalog article in Foundant's support hub. https://support.foundant.com/hc/en-us/articles/18529814954135-Integrated-Grant-Catalog
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Create Spendable Grants with Primary Fund Advisor Auto Populated
Creating Spendable Grants leaves the Advisor field empty. When processing hundreds of grants at a time, this means that we have to go into each grant and assign an advisor so that the advisor name will show up in the grant letter. We would like to see this field auto populated with the Primary Fund Advisor. This will save a huge amount of time and energy!
6 votesThis was added on 6/2/2023:
Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
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Create Spendable Grants with Primary Fund Advisor Auto Populated
Creating Spendable Grants leaves the Advisor field empty. When processing hundreds of grants at a time, this means that we have to go into each grant and assign an advisor so that the advisor name will show up in the grant letter. We would like to see this field auto populated with the Primary Fund Advisor. This will save a huge amount of time and energy!
1 voteRelease Note: Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
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Please add Apply Spendable ALL/NONE checkbox solution for internal grants
For internal granting between funds, where the beneficiary fund will then be granted out immediately, please provide a Bulk Edit or an All/None checkbox situation for the resultant grants. Yes, it's very useful to be able to Create Spendable for all unrestricted funds, for example, but then the efficiency this provides is immediately negated by having to open each grant, one by one by one, to click the Apply Spendable box.
3 votes03/08/2024: Grants: Enhanced Spendable Grants to have checkboxes to all users to select which grants to create. This will allow users a more flexible workflow with spendable grants. (IDEA LAB LIVE)
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recurring grants using percentages
We have several funds that award grants annually, but are based upon a percentage available from a fund rather than a specific recurring dollar amount. It would be helpful to have the option to choose a percentage and have it pre-set; otherwise I have to enter in a new grant every year. This idea was submitted previously but it looks like it was inadvertently marked as implemented and so I am submitting again.
3 votes -
Check Run hides items needing to be posted - please make more visible!
Hi - I was just notified by a grantee that they had not received their ACH grant payment. I went back into CS and found that one of my checkrun batches was not posted through and it was super hard to find! Can you please make unposted checkruns easy to spot? Especially when it gets busy, its hard to remember to go back and look through each check run to see if it was posted (especially electronic payments) - Thank you!!
4 votes -
Ability to Send to GLM from a custom grants report
It would be really useful to us to be able to Send to GLM from a custom report. This would allow us to filter by a custom field so that we could easily do a bulk Send to GLM and be assured that all of the intended grants get pushed to GLM and no unintended grants do.
6 votesThere is already an option in a grant custom report to send a grant(s) to GLM. After creating the report, selec the >Grant Actions drop down on left side menu.
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1 vote
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email grant letters in a merge
We send a different award letters for checks and ACH payments, It would be amazing to be able to batch grants from different managers and send the letters in a merge instead of one by one.
We process a large amount every week and going back to each record is time consuming. thank you!2 votes -
to be able to produce grant letters at time of preparing the grant, not at time of processing cheques
to be able to produce grant letters at time of preparing the grant, not at time of processing cheques
13 votes -
Option to bulk set Grant Types, for previous grants that are inconsistent or incomplete.
Option to bulk set Grant Types, for previous grants that are inconsistent or incomplete.
7 votesReleased 6/2/23:
Grant Type: Added the ability to Set Grant Type in bulk from the left side menu in Grants and Grant Reports. In Grants, there is a new Set Grant Type options in Grant Actions. This is available in the New, Approval and Voucher Buckets. In Reports, this option is available for any Grant Report that includes a Grant ID. Selecting this option will open a list to select or update the grant type for each grant in the list.
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REMOVE CHANGES on user interface made 05/04/2022 to colors, fonts, overall page look and feel. This change worsens readability
Please reverse changes on screen. The highlighted red is gone..which we used as prompts for next steps. WE will be calling/chatting with support just to write grant checks needing to go out today. VERY Frustrating as a new user. PLEASE change back
1 vote -
Cancelling a historical grant (payment line)
We'd like to be able to cancel historical grants and their scheduled payments. We have scholarships that transferred over from our old system into Csuite as grants and we'd like to clean up our lists. They have installments that haven't been paid because the student quit attending school, and currently, when we click "cancel" next to the installment we receive a message that states "Can not cancel a historical payment line (maybe in the future)...."
7 votesYou should be able to cancel the historical scholarship payment lines. Reach out to support for steps top cancel these. Success@foundant.com
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