Grant Catalog Request Fields - Make Optional
Please make grant catalog request fields OPTIONAL. Foundant subscribers should be able to customize the fields they want populated.
When creating a new grant catalog entry in CSuite, all fields in the request are required in order to submit. We have also tried using the Grant Catalog Fields within a GLM application in order to sync to a catalog in CSuite, and again ALL fields are required. The required fields add more information than we want to present to our donors. The current functionality creates a lot more work for our team to produce what our donors want to see.
Unless this is changed, we just won't use the grant catalog, which is so disappointing. The grant catalog feature was a huge selling point for our transition to CS, and it's basically useless at this point.
Kassidy Nygaard
shared this idea
9/3/2025:Feature: Grant Catalog Enhancements for Give Day
We have completely reimagined the Grant Catalog with comprehensive updates designed to support Give Day campaigns and provide greater flexibility in grant management.
Detail Tab Enhancements:Fund Integration: Added Fund field to Grant Catalog, enabling setup of dedicated catalog funds for streamlined grant organization.
Grant Type Categories: Redesigned functionality to use Grant Types as categories, allowing categories to display at the top of grant catalogs populated from Grantee or Fund records.
Request Form Customization: New Request Form Options provide complete control over required fields for grantees, including the ability to relabel input fields for a better user experience.
Fund Management Tools:Add/Remove Fund Menu: New left-side menu option simplifies fund filtering and catalog management.
Enhanced Fund Selection:
- View funds with Fund Summaries for informed selection.
- Use the Summary checkbox to include fund information in the grant catalog.
- Streamlined Add Fund process moves selected funds directly to the catalog.
Bulk Fund Removal: Remove multiple funds at once using checkboxes or select-all functionality.
Grantee Management:Add/Remove Grantees: New left-side menu options for efficient grantee catalog management with filtering capabilities.
Bulk Operations: Add or remove grantees individually or in bulk using checkbox selections.
Bulk Approval: Process multiple submitted requests simultaneously for faster grant management.
Request Management:Add/Remove Requests: Filter and manage grantee requests with new bulk operations.
Automated Grant Creation: Adding requests from filtered nonprofit lists automatically creates grants for each selected grantee.
Nonprofit Directory Integration: When adding requests, choose to use short or long descriptions from the Nonprofit Directory listing.
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Elizabeth Messerli
commented
In this same vane, please indicate required fields (*) on the Grant Catalog request form.