32 results found
-
files
In the Opportunities tracking, can we please have the ability to attach emails as a file? Right now, you support "Files uploaded to an opportunity can include: Images, PDFs, text files, and Word documents. Audio and video files cannot be uploaded. Files must be less than 25mb in order to be uploaded." It would be helpful for me to be able to upload an email as a saved file without turning it into a PDF first.
1 vote -
Make Opportunity Budgets reportable by Program Services
Currently, we create opportunity budgets using account numbers that have limited relationships to the budgets we submit to funders - for example, funders seldom want our Simple 401K account number and FICA number lines separated on our proposals.
We also need to see our expenses by Program service - not by accounts. For example - I have multiple consultants being paid under a grant - and for different services - but they are all paid under the same account code in our accounting department.
I have to create a shadow budget in Google to keep track of all of this,…2 votes -
Face-sheet/Checklist for each grant submission
Something available from draft application to post-award to keep track of what we have done in our process both internally and external from Foundant - with the goal of being able to pull a report like the attached. I made a form in evaluation - but the rules of evaluation make it useless in this scenario.
4 votes -
Make list of opportunities searchable
Allow to search for keywords in the list opportunities.
4 votesHi Everyone,
On the current Grants Opportunities page, there are filters or search options at the top of each column. If you try to search or filter with these fields, it should narrow down the list based on what you input. See the attached image as an example.
I'm hoping this solves for the request, but let me know if it doesn't, or if you're expecting the search to do something else.
Thanks,
Grant
-
1 vote
-
Add funders directly from external source (GrantStation) to GHP
Directly migrate/import funders and opportunities from GrantStation or similar service to GrantHub Pro. Ideally this would be something like a button that pushes data over, not a manual import. The searching in GrantStation is helpful but manual work to add the information to GrantHub Pro is not ideal.
3 votes -
Duplicate/Related profiles identifier
We need a way to quickly and easily identify duplicate or related profiles on a regular basis so that we know that ALL the data about our donors/funders is appear in one profile.
3 votes -
Customizable, relative sized boxes on individual Grants Opportunity pages
Make the boxes on the individual Grant Opportunity pages relative size to screen, arrangeable, and able to be hidden or removed. We aren't using the Financial side yet and don't plan to, but the Revenue Summary and Expense Summary are at or near the top of the page. I'd like to hide or at least move them to the bottom of the page. I'd also like the Tasks and Notes boxes at the top of the page, and for all of the boxes to be smaller. Currently I have to scroll down the screen to find the Tasks and Notes…
2 votes -
brooke@thereserfamilyfoundation.org
I would like a small number of users attached to a process to have limited visibility so that they cannot view the request history attached to an organization. This would require changing the 'Organization Viewable By Applicant' setting, but when you set it to User-by-User defaults, it will change all of the Users in our account to NOT see the History. Is there a way to update "Organization Viewable by Applicant" as a setting in each process? Thank you!
2 votes -
Send email from within GHP to users outside GHP
We need to be able to email from within GHP to people who are our current colleagues, partners, or even funders but are not GHP users. Emails related to tasks (such as reminders, notices) are one function that could be really useful; currently awarded opportunities; researching applications, application in progress, and/or application submitted would also be helpful if we could send email about them.
1 vote -
Assign tasks outside of GHP users
As grant professionals within a large school district, we are not going to require all of our colleagues to become GHPro users. However, we would love to be able to assign our grant Program and Fiscal Coordinator colleagues within the District grant-related tasks and send them reminders from GHPro for things like requests for funding; program or fiscal reports; year-end grant closeout; etc.
1 vote -
Create/Enhance CRM capabilities
We would like to pull reports based on the organization and the people who are listed as contacts - not just grant-associated. It is not useful to have a separate crm - especially one that does not integrate.
1 vote
- Don't see your idea?