84 results found
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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 -
Alert Notes on Recurring Grants
It would be helpful if an alert option was available in notes on recurring grants so when you create a grant, the note can be visible.
4 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 -
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 -
Multiple Advisors on one grant
We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.
20 votes -
Grant Refunds
It would be great if the grant refunds could impact the grant total amount in the same manner as grant cancellations.
At a minimum, the grant coding from the orginal grant should carry over 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
1 vote -
Grantees reports - Add the grantee "EIN" option to the "choose export columns"
Grantees reports - Add the grantee "EIN" option to the "choose export columns"
Could help eliminate grant duplicates while analyzing the fund report due to org name/address discrepancies.
1 vote -
Clear Charity Status Check on Grant when Changing Grantee
When changing a grantee after having ran the Charity Check in C-suite, it would be great that the Charity Status Check gets cleared with the change as right now it keeps the date from the previous grantee and doesn't stop you from pushing the grant to GLM if using that function.
1 vote -
Allow option to update/not update synced profile fields between GLM and CSuite
Currently, when a profile is linked from GLM to CSuite, existing CSuite data is overwritten with GLM data if it differs. Since CSuite is our database of record, and since applicants often misspell, type all caps, put their home addresses instead of org address, use abbreviations, etc., we often find that bad data has replaced the good in CSuite. It would be nice to have either: 1. a checkbox option that offers a choice to update a profile at the time the GLM and Csuite profiles are linked; 2. a global setting to allow or not allow updates to flow…
3 votes -
grantee tab
Grant tab on Grantee page: I would love to see "Grant Award Summary" and "Grant Paid Summary" be separate tabs from "Grants" OR be able to collapse them. For certain grantees this is a VERY LONG list. We use the Grants section much more often and it is a lot to scroll through. It is easier for us to find a grant when we can see the description. Thank you!
1 vote -
unused "create grant request" button
When the user is on their main portal page, the "CREATE GRANT REQUEST" button appears on the upper right. Once they click on it, they're brought to a page that has three buttons (PREVIOUS GRANTEE, SEARCH GRANTEE, & MANUAL GRANTEE).
The page is .../portal/fundadvisor/grant_request
"CREATE GRANT REQUEST" still sits on the upper right. This button does at that point. That is, it brings the user to the same page. That button on the ".../grant_request" page should be deleted because it's confusing.
1 vote -
Bulk delete grants...please!
We see that this request has been archived in the past. Please reconsider it. If we import a large batch of grants or use the "Create Spendable Grants" to create hundreds of grants at one time, there is no way to bulk delete those grants once created if we find there is either an error or something that needs to be run differently. Individually opening and deleting each grant is extremely time consuming. Bulk actions can be found in other areas throughout the site. Can bulk delete of grants be implemented?
3 votes -
Fund Advisors Field for Grants
When you set up fund advisors for the portal, they are usually linked to the individual advisor's profile, not the household. This makes setting the household as the advisor when entering grants difficult because it populates the profiles with portal access. We then have to manually update this on the next page to the household profile, and this sometimes causes confusion if the individual profile is selected.
It would be nice to set up a profile as a fund advisor without having it linked to portal access. Often, households want separate portal access but make their grants together and want…
3 votesThere is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:
- Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
- This does not need to be selected to have more than one fund advisor setup on a fund.
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grant advisor
On grants related to the Grant Advisor field, the field prepopulates with an individual who has the Fund Advisor designation. It would be helpful for the field:
to default to blank or a Fund Founder instead and
contain the ability to list multiple people in the case of a fund with multiple founders.2 votes -
GLM Grant Status in CSuite
It would be nice if the GLM status showed in CSuite the same way the CSuite status shows in GLM. This would keep from bouncing back and forth between applications.
3 votes -
Charity Check Data should be updated daily
The charity check data (through Grant Connect) is only updated on a quarterly basis, which means that if a Charity looses their status, they won't fail the charity check until the next quarter. The data should be updated on a daily basis - not quarterly.
2 votesAt this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.
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Auto-input fund advisor contacts when sending documents that have been uploaded to a grant file (ie. grant report)
When uploading documents (ie. a report) to a grant file, there is now the option to 'email' the document, as well as sharing it with the donor in their fund portal.
The email option currently auto-fills the email address of the grantee organisation, however it would be ideal if the email template pulled the email addresses of the fund advisors of the grant for ease of sharing the report with the funder.
It would be great if the copy field were blank, or also pre-filled the fund advisor email contacts as options, as opposed to just the grantee contact.
1 vote -
Suggestion for Multi-Fund Grant Distribution in C-Suite
To enhance our grant funding process, I recommend implementing a feature that allows us to batch multiple funds for a cycle of grants. This would enable us to:
Select Multiple Funds: When bringing over a cycle of grants, we should have the option to select multiple funds for distribution.
Automated Fund Distribution: C-Suite should automatically calculate and distribute the correct amounts from each selected fund to the respective grants. This would streamline the process and reduce manual errors in fund allocation.
By enabling these features, we can improve efficiency and ensure accurate funding across multiple grants, making the overall process…
1 voteDo you utilize the fund beneficiary field on the fund? After setting these up, you can create grants in bulk once spendable is posted. Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405347700887-Create-and-Edit-Fund-Beneficiaries
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Post/Approve Grants Steps
When posting/approving grants, if there are no more grants to be reviewed, why do we have to then click to return to the grant you just approved? This extra step will really make a difference in Q4 when we're posting several hundred grants.
1 vote
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