214 results found
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I would like have note alerts to generate an email to the user
I like to alerts that can be attached to a fund. I would like to have C-Suite generate an email to me that an action is required, like the notification I receive when someone has submitted a grant in our portal.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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1 vote
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Ability to Select Unfunded Grants to Void with Check boxes
In the approval screen, you can click Approve All and then manually check the boxes of the grants that you want to approve. This would be very helpful in the Unfunded Bucket as well when you click Void Unfunded.
1 voteHello,
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grant refund - grant type
The Fund Grant Type Name shoud carryover from the orginal grant into the grant refund or, at the very least, have a place to enter the Fund Grant Type Name in the grant refund record.
When running reports by Fund Grant Type Name, refunds are blank resulting in the need to manually code them in excel each time a report is run.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Donor Portal grants on home page
Remove list of grants from the home page in the Donor Portal. We have professional advisors who manage donor's funds and would like to give them access to fund balance info and maybe total donations and grants but not details to have more timely information than the quarterly statement we send. The donors don't always want their advisors to know what organizations they support. I can turn off the grants tab but all the grants are listed on the home page and I can't get rid of those. This would allow for greater flexibility in the use of the portal.
1 voteHello,
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Option to merge the fund public name only.
Under grants - content. Public notifications ie. Grants Post Notification.
To have the option to be able to merge the public name only. Right now this is the only merging option {{fund_name}}. This field includes the fund Id.1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Verify/Testing Templates
I'd like to be able to enter a grant/check/donation id number at the verify/test stage in templates, like you are able to do in the fields list area of templates. It would be really helpful. Moreso even than the other way, bc don't we want to see how our letters will look with the type of record we are trying to match them to??
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant Import - add Grant Letter Template ID to the grant import template
When doing a mass import of grants - it would be great if we could pull in the grant letter template ID number with that import so we don't have to manually change the template to use. Since each template gets an ID it seems like it would be easy to add as a field in the template.
1 voteHello,
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Ability to view the entire name of available fields in custom reports
Can we please have the ability to expand the column of available fields, so that we can actually see the entire name for those fields with long names. Right now, I have to guess at which field is the name field because all I can see is an entire list that says: "Grant Request Primary Adv...."
8 votesHello,
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GL description for a grant
Please allow the system automatically populate the grant description entered on the the transaction id description so that it is not blank when looking at a GL report.
1 voteHello,
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Nested Lists in Custom Fields
I am exploring various options in the Custom fields and thought that the Nested List option would work well. However, when I tested my results in a report it only shows the second nested choice, not the entire classification string.
For example - I have a main Grant category of Arts, Culture, and Heritage with several dropdowns including Education. But in the report I only see Education, but not that it's attached to the Arts category.
2 votesHello,
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Grant Tribute notification
We would like the ability to create a grant tribute notification letter to advise individuals when a tribute was created through a grant.
Could the field "Grant Beneficiary" be made available to use in an Internal Grant letter template?
5 votesHello,
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Grant Letter Templates in Custom Reports
For custom grant reports, it would be great to be able to pull in the type of Grant Letter Template into a custom report. We have several different types of letter templates. For some reason that field isn't included in custom reports.
3 votesHello,
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Readability of Font Colors of Hyperlinks
With the new update, the readability between purple and blue is more difficult because new font. Would love for there to be a more distinct color change once something has been clicked on.
Ex. When you first see a specific fund name, grant ID, etc. it will be blue. But once clicked on it will change to purple so you know what you have accessed previously.
4 votesHello,
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Thank you
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Grant wish list for Fund Advisors
It would be great if a Fund Advisor had a "wish list" part of the Fund Advisor portal where they could record organizations they may want to make a grant to in the future.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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It would be helpful to have for all GL entries a journal key code that would identify source of origination (such FIMS journal key code)..
Our auditors wanted a list of all manual journal entries. I checked with Foundant who said you can't. If there was a source code field for all GL entries, such as FIMS' 2 digit journal key code, you could run reports of entries hitting the GL by source (gifts, grants, APs, fees, manual, etc.)
3 votesHello,
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Thank you
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Default Grant Template - Visible on Grants Page
On the grant page for individual grants users are able to assign a specific grant letter template per grant. Alternatively, users can leave the field blank and use the default grant. However, after assigning certain funds to have default grant letter templates, the default template being used does not show on the grant page. Users must memorize all defaults or manually check for each fund for which a grant is being approved.
A simple solution is to simply show the name of the default template being used or show "No Default Template Selected".
NOTE: I am unable to upload a…
1 voteHello,
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Add the Grantee ID When Creating a Grant or Adding a Student Number
When adding a student number if there are grantees that have multiple profiles, it is impossible to be sure that you are selecting the correct one. This also applies when creating grants. If the Grantee ID were displayed in parenthesis next to grantee in the dropdown (example below), then it would eliminate the time spent finding the correct grantee and reduce errors.
"Grantee (1234)"
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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This is for reporting on multifund grants/scholarship. To be able to report the multifund grants and amount which now you can not do.
I need to pull a report with all the scholarships given out for a certain year with the amount and name of fund but if it is a multifund I have noticed that it will not pull the master or the funds attached to it.
1 voteHello,
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Ability to run System Stats by date (or at least by year)
The System Stats "snapshot" in system data is cool. It would be REALLY helpful if we could run it by custom dates...or at least have it by year or YTD....this would give us an easy way to quantify certain things (checks mailed, grants entered, donations entered) for our quarterly/annual board dashboards.
10 votesHello,
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Thank you
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