GLM & SLM Idea Lab

  1. Email not template Saved Signature

    While we can design an email template with an automatic signature, could we do the same for emails that are not a Template, maybe saving the complete signature in some other fashion

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Tickle list or reminder list in Comments

    I have some students that I am wanting to get back to me with certain documents etc. I make notes in Comments if they e.g. have a valid reason not to make the deadline etc. Is it possible to identify a future date where I will be triggered to go review this student. It would be lovely if it was a date maybe embedded in Comments area or indeed it could be a report - maybe there is already a report?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. notification days

    I would like to have the ability set 2 follow-up Notification Days. One, for a 14-day reminder and another for a 7-day reminder

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Applicant's dashboard - requests should be sorted by Date

    The sort order of requests that an applicant sees on their dashboard (under both the Active and Historical Requests tabs) should be by a useful date field, either the date the first form was submitted (either LOI or Application), or by the Decision date. It apparently (per Joe Spence on the Support desk) is currently sorted by the import date, which has no meaning to an applicant. When I as an admin look at requests for an Organization, they are sorted by decision date, which would work well for applicants as well. If you need an example of the currently…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Applicant's dashboard - requests should be supported by Date

    The sort order of requests that an applicant sees on their dashboard (under both the Active and Historical Requests tabs) should be by a date field, either the date the first form was submitted (either LOI or Application), or by the Decision date. It apparently (per Joe Spence on the Support desk) is currently sorted by the import date, which has no meaning to an applicant. When I as an admin look at requests for an Organization, they are sorted by decision date, which would work well for applicants as well. If you need an example of the currently wonky…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Late Application Submissions

    To allow a user to create and submit an application that wasn't drafted before the deadline, I have to turn the process back on, go in as the user and start a draft, turn the process back off, make sure the user still has a date due extension. Would it be possible to do this without turning the process on and off again? It's hard to remember to turn it back off again when we've got so many other demands of our time going on.

    In a nutshell, what we're trying to solve for is not turning a process on…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Forward emails from outside of Foundant into the System

    Allow "forwarding" emails to each organization file within Foundant. Our lives would be so much easier if we could forward emails from several places into an organization's "file" to keep the history all in one place.
    In Evernote, they give an email address, customized to me, that allows me to forward any email/file into Evernote and then tag it within Evernote. Years ago, in Basecamp, they had an email address for each "project" we would set up. If you all could figure this one out and add it as an option, we would truly be able to have EVERYTHING in…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Pending Deadlines

    It would be very helpful if, on the applicant side of the dashboard, that urgent items/impending due dates could be big/red/or listed at the top of each process.
    We consistently run into grantees not being able to find their final grant report/follow up forms that are due on their dashboard because it's listed at the bottom and not called to attention in any real way.

    Also, many grantees never see the edit button to the far right because there's a large white space after the text, so they assume there's no more information and don't realize that the full page…

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. State of California Franchise Tax Board

    I would love to see a subtab under the GuideStar Charity Check for the State of California Franchise Tax Board Revoked exempt organizations list.

    https://www.ftb.ca.gov/file/business/types/charities-nonprofits/revoked-entity-list.html

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Email HTML Code in Comment Fields

    Would it be possible to allow HTML code to be included in Comment Boxes as valid characters? When I save external email threads as copied and pasted email from outlook, it copies the HTML code < and > in front of and end of the email address. I always get the error HTML tags are not allowed and have to manually go in and remove at least one of the HTML symbols to save the comment. Not the end of the world, but slows me down.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Declined vs. Denied

    Language is important and we take great pride in using "Denied" and "Declined" in different ways. An application that is "Denied" is one that is ineligible, whereas a "Declined" application is one where the committee declined the opportunity to fund it. "Declined" is a much gentler/softer term, much less harsh than "Denied." It would be great if Foundant would allow us to both "Deny" and "Decline" an application. However, if that's not an option, we would love to be able to change "Denied" to "Declined" or make this designation customizable (like how we can customize the Evaluator role name). Thank…

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Draft save of GLM emails

    When the system times out when creating a GLM email you lose all the text you were working on. Just happened to me again lol! It would be fantastic if there was a draft save of the email so this work does not get lost.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Guidestar Data

    Is there any way we can upload the Guidestar Charity Check to the Organization Documents as easily as we do the Past Funders and General Information? This would be a nice feature. I'm always having to save it as a pdf and then upload it from my documents. One less step if we could do it like the others. Thanks.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Follow Up Due Dates - Past Due Notices

    Why are follow up forms showing Past Due on the due date? Foundant needs to change their Past Due notice to 11:59 p.m. the day of the due date. NOT 12 a.m. the day the follow up is due! Our grantees panic when they see Past Due on the very day that their follow up is due.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Restructure User/Organization Accounts

    The Collaborator tool is definitely a step in the right direction, so thank you for that. However, perhaps you should consider completely reconfiguring how you handle user accounts. A more user-friendly and versatile structure would be for an organization to create an account for the organization and then have users associated with that organization. Each organization would have an admin that would approve user roles within the organization. In this way, all users within an org could access the organization's account (subject to the permissions set by the admin) and work on or see other requests/grant/reports. The current structure presents…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Simplify Endowment Reporting

    It would be great if there would be a way that I can link the forms update everyone who is an endowment reportee for multiple processes all at once so that I don't have to mannually do it per process.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make internal follow ups assigned visible on applicant dashboard

    We just started using internal follow-up assignments for our staff to complete verbal reports with grant partners. I noticed that the internal assignment is not visible on the applicant dashboard, only those that are assigned externally to the org. contacts. It would be super helpful if ALL reports assigned for the grant regardless of internal or not were visible on the dashboard so there are no surprises for the grant partners and they have a true, full picture of all the reporting dates scheduled.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add how many evaluations have been completed by each evaluator under evaluation assignments.

    It would be nice to be able to see how many evaluations have been completed by each evaluator under the evaluation assignments section, so we can know which evaluators are still missing reviews. Currently you are able to see which applications are missing reviews, and you have to go into the individual application to see which evaluators are the ones that haven't completed their evaluation.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Batch option to email evaluators who are missing/have incomplete evaluations under the Application Evaluation Assigned section.

    It would be nice to have a batch option to email evaluators who are missing/ have incomplete evaluations under the Application Evaluation Assigned section. Currently this batch option is only available if you are looking at a specific applications evaluation. However, this is not very helpful when you have dozens or hundreds of applications with different evaluators.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Summary report for individual reviewers

    Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 33 34
  • Don't see your idea?

GLM & SLM Idea Lab

Categories

Feedback and Knowledge Base