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Settings and activity

69 results found

  1. Doing Business As or AKA searches

    10 votes

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    13 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    Conner Peckham commented  · 

    I'm a new admin to Foundant and am a little surprised that there isn't a second organization name field that is searchable within the system. Some funders will want to use the Organization Name field as the legal name and add a DBA field that is also searchable, while other funders would do the opposite and use the Organization Name field as the DBA and add a Legal Name field. The key is to make both fields searchable so that we can choose what option works best for communications and reporting through the system.

    Please add this to the roadmap or let us know what the challenges are and why it isn't doable at this time.

  2. Make collapsing groups optional/a setting

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Conner Peckham supported this idea  · 

  3. Program Officer Assigned Follow Up

    4 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham shared this idea  · 

  4. Additional contacts

    44 votes

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    4 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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  5. sort email templates

    49 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Conner Peckham supported this idea  · 

  6. multiple reminder emails

    51 votes

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    Planned  ·  3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Conner Peckham supported this idea  · 

  7. Grant Refund

    56 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Conner Peckham supported this idea  · 

  8. Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I

    78 votes

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    Under Consideration  ·  36 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Conner Peckham supported this idea  · 

  9. Folders for Reports

    100 votes

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    11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Conner Peckham supported this idea  · 

  10. Two contacts assigned to grant applications.

    161 votes

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    Feedback Needed  ·  22 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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  11. Use the merge fields in email templates

    38 votes

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    13 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Conner Peckham commented  · 

    Please allow for more merge fields in emails, or offer a way that we can manually do it with code. It would be so much more efficient to be able to pull in simple fields related to an upcoming installment or be able to add their assigned program officer's name and email.

    Right now the email feature is so heavily dependent on the administrator(s) to hunt and peck for information after an email is received.

    Conner Peckham supported this idea  · 

  12. Shared Question Across Forms

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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  13. Shared Question across processes

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Conner Peckham supported this idea  · 

  14. Show "date last modified" in workflow list for draft LOIs, applications, and followups

    43 votes

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    Proposed Idea  ·  16 comments  ·  GLM & SLM Idea Lab » Dates  ·  Admin →
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    Conner Peckham supported this idea  · 

  15. Assign Follow Up to Reviewer

    44 votes

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    8 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  16. Notification for Payment Installment

    48 votes

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    Under Consideration  ·  20 comments  ·  GLM & SLM Idea Lab » Payments  ·  Admin →
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    Conner Peckham supported this idea  · 

  17. Is there a way to give an organization a warning when they log in to apply for another grant cycle that they have an outstanding follow up f

    54 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Conner Peckham supported this idea  · 

  18. Batch Approval

    62 votes

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    Proposed Idea  ·  30 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Conner Peckham supported this idea  · 

  19. Highlight questions with different colors

    66 votes

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    Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Conner Peckham supported this idea  · 

  20. Make "Other" option on Checkbox questions fillable

    70 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Conner Peckham supported this idea  · 
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