83 results found
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Send or print grant letters in bulk, not just by check batch
We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.
22 votes -
Reinstitute grant and voucher creation as one process
In the most recent release notes, the creation of grants have changed so that once approved, you receive a message saying "There are no more grants that need approval" and you are then taken back to the grant home page. It makes for a smoother work flow to be able to continue, like you used to be able, to the voucher approval and creation. I am not quite sure for the reasoning behind this change, but I think it would be beneficial to return to the previous way of posting grants and vouchers in one step.
1 vote -
Envelope in Grants
It would be helpful to have the envelope function in grants to add the full contact person name when printing envelopes. Also when exporting the grant data it would be helpful to have the full contact name to the export for merging envelopes to print not just salutation. In my export you can see Salutation and Label and the label on an org profile the label uses the org name. Every time I export I have to go research the persons full name for envelope.
4 votes -
list cart
Send an automatic email after unsubmitted grants have been in the list cart for 10 days. Or make this an option we can choose to implement.
9 votes -
Check Batch ID and Paid Grants
Include the Check Batch ID in the Paid Grant Summary
5 votes -
Same Beneficiary, Different Purpose
Ability to add a grantee as a beneficiary to a fund more for more than once would be helpful. We have several funds in which the same grantee is designated for two very different purposes and different percentages. The current text field isn't large enough to account for multiple purposes, and having two separate line items would create the individual spendable grants when creating them in bulk, which would be extremely helpful.
8 votes -
grant catalog - do not require all fields
When creating a new grant from an application, all fields in the application are required. We don't want to display website or contact information in the catalog - so we have to add fake data, create the grant, edit the grant and remove the information we do not want to display. In the future when synching with GLM, again ALL fields are required. We don't want to ask applicants for information we do not use and again we will need to create and edit.
2 votes -
Grant Documents
It would be nice for the Grant Document to be available to print prior to Approving and Posting the Grant...this would come in handy if the individual that typically signs the grant document will be out when the grant is actually paid. This way the document is signed and ready to be enclosed with the check payment
5 votes -
Grants Bucket - New Bucket - Additional Column
It would be extremely helpful to our workflow to have the Grant Administrator included as a column. If blank, this lets the team know the grant needs further work before it can be paid. Without this column there is no way to tell if an administrator has reviewed the grant.
7 votes -
Grant reporting - add deceased fund advisors and still be able to still see all grants made from a fund
When creating a grant report to see all grants made from DAFs, but to exclude deceased fund advisors, we learned that when we added that filter, it removed grants from the report. Chat support said the issue is the "Advisor Deceased" filter, if we remove this filter it will then give us all of the grants. The filter applies to grant advisors, and so it excludes any grant that doesn't have a grant advisor.
1 vote -
Grant Catalog Character Limit
We like having the option to have more text in the long description for grant catalog requests, but sometimes this leads to very lengthy descriptions (more than our donors likely want to view as they scroll through the catalog). It would be great if we had the ability to set a character limit.
8 votes -
Add/modify e-mail recipients for grant award letters
Often, the grant writer is not the primary contact for the grantee organization. It would be very helpful to be able modify the email recipients for grant award letters.
3 votes -
Last Grant Date
It would be helpful to have the Last Grant Date for a nonprofit show on a grant request. There is no way to confirm organizations' addresses for every grant that is processed (7,000+ annually); however, if the grant request could pull in the last grant date, it would prompt us to confirm the address if the last grant was older than/not within a certain timeframe.
3 votes -
total funded on grant catalog
Our grant catalog has over 60 applications at a time. It would be helpful to be able to see how much has been funded when you open the catalog. It would be great to have a "total funded" field at the top of the grant catalog page so we could see at a glance the total amount funded so far.
4 votes -
notification for future grant payments
Could we get notified when a future grant payment is due (new and open buckets) in CSuite and have the scheduled grant date turn red when the payment date has passed.
2 votes -
Optional Grant Letter: Proposed Idea
We realize there was an Idea Lab suggestion to have an Optional Grant Letter. It’s been marked as implemented, with the suggestion to separate check batches. That’s a bit unwieldy, so we’d like to propose a better idea.
We’d like the ability to have default settings for grant letter production, based on the fund. The idea would be that at the fund level, we could specify its grant letter default, either a grant letter or no grant letter. That new field added to funds should be included in bulk edit for funds, so that we can easily establish them. Once…
18 votes -
Grant Letters
While we appreciate the opportunity to attach certain grant letters to fund types under "Templates" in CSuite, we are running into an issue with CSuite mandating that a default letter be selected for different fund types. Because our Foundation creates so many manual grants, having a pre-selected default letter is creating extra work for our staff. Additionally, the grants that we synch over from GLM do not have a grant letter created through CSuite, and not being able to remove a default letter creates a layer of additional work for our staff.
Because we manage 20+ competitive grant processes in…
3 votes -
Require Primary Advisor Approval
When a fund advisor is the primary fund advisor but also marked as the one that MUST (Require Primary Advisor Approval) approve any grants from the fund and they submit a new grant in the portal, they must still approve their own grant.
The explanation in CSuite (?) says "If enabled, grant requests made by anyone other than the primary fund advisor must first be approved by the primary fund advisor before being converted to a grant". That sounds to me like the primary fund advisor should NOT have to approve their own submission.
The advisor doesn't even receive any…
3 votes -
Make Grant Service Area multiple choice instead of dropdown.
Currently Grant Service Area is a dropdown option and a user can only select one option. However, we currently use Grant Service Area as individual counties and a grantee may serve more than one county. it would be extremely helpful for reporting and tracking to have this field as a multiple choice instead of restricting to one option.
5 votes -
grant payment filter
It would be helpful if there were a filter option within the Approval buckets to list any grants where the payment in the Grant Payment Schedule still needs an approval. It's easy to miss in the process and there's no way to know if that first approval step has been made for all grants before moving onto the second round of review and approvers.
4 votes
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