214 results found
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grant catalog needs website field added to the import template
Website is not a field in the grant (catalog) import. When creating a grant request from the grant catalog request link, website is one of the fields and therefore shows on the grant catalog for donors to see/click on. However, if we export GLM grant applications and use the csuite grant import template, website is not available. We do not want to send the link to nonprofits to fill out when they have already filled out GLM grant applications. Please add website to the csuite grant import template.
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. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant Advisor default to Null or chosen Default
Currently, when creating a new grant, the Grant Advisor defaults to the advisor name lowest in the alphabet, who is often not the person advising the grant. It would make more sense to default the field to Null, or to be able to designate a specific Default Advisor in the Fund (different from Primary Advisor), if that's the person who most often (or only) advises grants.
1 voteHello,
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Add comment to Batch Deactivate and Activate Users
When batch deactivating and activating users in GLM from the user search page, add a Comment field that will populate within each user's record. This will allow Admin to reference the note or comment that explains why the user was deactivated or activated.
1 voteHello,
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reply address
Customize Reply to Address
Foundant added a new feature to be able to have one real email address for all emails sent by CSuite. See - System Data: Streamlined the Default Email Reply To functionality in System Data. There is a new setting, Use Default Email Reply To For All. Released on 5/4/2022.
I'd like to be able to customize the reply to email based on the type of email sent. My grants team should get emails from donors on grant questions and philanthropy team about fund statements and donations.
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1 vote
Hello,
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To please enable the "Fund Public Name" Field on the Interfund-letter when merging the recipient fund
For the inter-grant letter. The merging field for the recipient fund does not accept the fund- public name.
1 voteHello,
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grants administrator its a custom field, but selection should be restricted to the person that entered the grant.
When someone enters a grant. This person should not have access to selecting another person's name other than their own.
1 voteHello,
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1 vote
Hello,
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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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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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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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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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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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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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Grant Card status sort list
I am hoping to have a solution to be able to sort or categorize the list of grant cards by it’s Status. Our list is pretty long, and I’m wanting to be able to quickly see the posted cards to be able to check status.
Either a sort option in the column, or possibly two sections, one for canceled, and one for posted?
Mary Conley
Community Foundation of North Central Washington
(509) 663-7716
mary@cfncw.org1 voteHello,
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1 vote
Hello,
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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Filter grant reports by grant letter template
It would be very useful to be able to pull a report of all grants that were assigned a grant letter template. For example, we occasionally receive requests from grant advisors asking for the grant to be mailed to a different address from the grantee's main payment address. We have a letter template that includes a receipt form that grantees are asked to complete and return to us. The Grant Letter Template filter would allow me to quickly look up any grant that we need to track for this receipt.
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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stop auto assigning service area to new profiles
Not sure if this already exists but I would like to stop profiles from being auto assigned to service areas. We only use service areas for grants/grantees so I have to change it back to blank for donors or non-grantee profiles. Is there a good reason the service area auto-assigns that I am missing?
1 voteHello,
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Profile log to include grant type interest code changes
We love the log on profiles! However, we noticed that when we update grant type interest codes, those changes do not populate on the log. Please include updates to the Grant Type Interest codes in the log.
1 voteHello,
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