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  1. Due Diligence Financials & Compliance Tab: IRS Ruling Date

    4 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    AdminCallie Hartmann (Admin, Foundant Technologies) commented  · 

    Thanks for this idea! We have added the IRS Ruling Date to the Financials & Compliance page in Organization Summary and we're actively working on updating the Request Summary page. The updated Request Summary page will include a display of Financials & Compliance that includes this data.

  2. Duplicate Search by Organization Name

    2 votes

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    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Search  ·  Admin →
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    AdminCallie Hartmann (Admin, Foundant Technologies) commented  · 

    Duplicate Search currently only looks at the EIN/Tax ID field, but we are actively evaluating additional duplicate search options. In the meantime, you could do an open search on the Organizations page and sort by Organization Name or you could select all and quick export the list and search for duplicates by name in Excel.