99 results found
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Grant Catalog Request Page - need character limits
Grant Catalogs have request submission pages. The boxes for short and long descriptions need character limits. At this time, there is a stated character limit of 250 characters on the short description, and none on the long. We use 60 for the short, and 255 characters for the long, and have to edit down every request to fit these numbers. Either let us set the limits, or please set the limits for us.
11 votes -
Grant Catalog notification
It would be really helpful to have a way to receive a notification when someone submits a grant catalog request.
14 votes -
Grant request notification for staff - can they be targeted based on steward designation?
Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if…
7 votes -
Add filters to grant document bucket
It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.
9 votes -
Sponsored org
Can we add sponsored org to the profile of a organization. This would be helpful so if we create a check for an org, that sponsor automatically goes on the check and gets paid. This will also help with record keeping when we pay grantees.
8 votes -
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.
30 votes -
Annual grant letter for an organization - customized merge fields
We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.
We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.
Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would…
14 votes -
Grant deletion message
When deleting a grant, have a message appear about making sure you want to delete the grant. I've deleted numerous grants on accident and having an extra step would be helpful to prevent this.
1 vote -
anonymous grant record details from portal
When a grant request is submitted through the portal and requested to be anonymous, the record that it was requested to be anonymous should carry through all stages of the grant. Currently, the grant requests in the portal tab show whether the grant is anonymous, but once the grant is created, the Online Grant Request details do not show whether or not the grant was anonymous. It would be helpful to have this here for easy reference, especially for funds that do not always send grants anonymously.
1 vote -
Custom Sort Order for Checks & Letters
It would be very helpful if we we could customize the order in which checks and check letters were sorted. We would like to be able to sort by the Grant Letter template. We have eight difficult templates that involve multiple constituencies and a number of letters. If they were grouped, we could process each type all at once which would reduce the opportunity for errors when processing the mailing.
16 votes -
It would be helpful if anonymous grants were marked in red.
When a donor checks the anonymous box after submitting a grant request online from their DAF, it would be extremely helpful if this was emphasized somehow.
6 votes -
Recurring Grant Notifications
We would like to see CSuite generate notifications to grant approvers for recurring grants to help remind staff when the grant is due to go out. A generated email with general grant information would be extremely helpful.
2 votes -
Pending Grants in the "New" bucket
Pending Grants in the "New" bucket entered by an internal user are visible on the fund advisor portal. These amounts are still in draft form and have not been posted or approved. It would prevent issues if there was a separate tab for grants entered by internal users or when entering a grant to list the external users who will be able to see it or even a "publish to the portal" option for unposted grants.
3 votes -
Multifund grant filter
It would be beneficial to be able to filter on custom reports or in the grant buckets whether or not a grant is multifund. Currently only available in Home > Grants > Reports.
1 vote -
Batch Voucher Total in Grants Area
It would be great if there were a total when batch creating vouchers in the grants area. There are totals in each area of of the process such as posting, and approving, but not during the batch voucher.
3 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
1 vote -
Ability to Import Recurring Grants
There are times throughout the year where it is necessary to put several recurring grants into the system to set everything up for the next year or based upon requests from a fund holder. In order to do this it has to be done one by one in the system. It would be helpful to have a way to get several recurring grants into the system via a front-end import.
7 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
19 votes -
Internal Grant Decrease Spendable on Source Fund
Have the ability to decrease the spendable amount on an internal grant for the Source Fund. I've seen references to apply the amount to spendable to the Destination Fund, but I need to decrease the spendable on the Source Fund.
1 vote -
payment date
Bulk Payment date edit + ability to see payment date within NEW bucket
I would like to have a way to bulk change payment date similar to grant date, and/or see the payment date within the new screen so we can tell when a date was missing adjusting. The payment date is as important and drives a lot of the same functions that the grant date does.
2 votes
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