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11 results found

  1. Allow bulk updates via data imports (csv with unique IDs)

    Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.

    8 votes

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  2. Description field for all custom field lists

    Wherever we have custom lists for fields each item in that list should include a description field. This would include Profile Types, Profile Fund Categories, Engagement Strategies, Fund Groups, Fund Sub Groups, Fund Divisions, Fund Segments, etc.

    If we had description fields for these things we could eliminate the need to reference operations manuals all the time to figure out which list item to use.

    13 votes

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    1 comment  ·  System Data  ·  Admin →
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  3. Archive Templates

    Since it is not currently possible to see how many grants are associated to a template, and you cannot delete a template that has grants 'attached' to one, it would be super helpful to be able to archive old grant templates so they don't appear when assigning templates to a new fund.

    7 votes

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    3 comments  ·  System Data  ·  Admin →
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  4. Content: Enable html for Advisor_request_confirm_email_body

    Please make the new Advisorrequestconfirmemailbody template HTML compatible!

    We are very excited to have the option of sending a confirmation email to advisors when they make grant requests but would like some options to make that email look a bit more professional.

    It is especially true for multiple grants added in a cart. We would like more flexibility in how that displays.

    Also, are there any other merge fields other than amount, grantee name, and description? Specifically, we would like to have the fund public name available.

    8 votes

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    1 comment  ·  System Data  ·  Admin →
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  5. One Log In Across Foundant Platforms

    It's pretty frustrating for folks to have to remember all their passwords across C Suite / GLM / SLM / Compass and Idea Lab. Especially when they don't all update on the same schedule. Would be great to have some synching of the platforms.

    188 votes

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  6. Rich text in content please!!!

    No explanation needed. We really need this to look professional. I kill myself over looking good graphically and visually. I have an html/text transfer site open on my computer...for all your software does, this seems fairly high in importance.

    11 votes

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    0 comments  ·  System Data  ·  Admin →
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  7. Attachment Renames: Audit Trail

    We'd like like an audit trail for attachment renames. We had an incident where it looks like many were manually renamed, but we have no idea who might have done that. Can this be added to the audit trails? We'd also like other changes to attachments audited, like category modifications, but if not those, the renames would really help.

    5 votes

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    0 comments  ·  System Data  ·  Admin →
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  8. Color code outward facing fields

    In an effort to keep us from changing a field that is outward facing PLEASE color code them all a certain color. It is difficult for us to keep track of which fields have an effect on the portals. Having them all a certain color would keep us from changing them unintentionally.

    54 votes

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    0 comments  ·  System Data  ·  Admin →
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  9. Numbers Formatting

    Two recommendations: 1) when entering in a money amount greater than 3 digits, it would be great if a comma automatically appears. When I enter gifts with many zeros, it is difficult for me to know if it is correct without the thousands separator. 2) when entering dates and phone numbers, it would be great if the format was automated...automatically putting in "/" for date separators and advancing automatically...and "( )" for telephone numbers so that all phone numbers are formatted the same automatically.

    17 votes

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    2 comments  ·  System Data  ·  Admin →
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  10. Navigation - Add Save option to left side menu

    Save Button on left side menu

    It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.

    Thanks!

    47 votes

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    2 comments  ·  System Data  ·  Admin →
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  11. Back and Forward Button

    To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    56 votes

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    6 comments  ·  System Data  ·  Admin →
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