328 results found
-
Process Description Field
Could you add "process description" in addtion to the process name.
We are labeling revisions to our processes as v1, v2 etc. We would like to add comments to remind us/future users what & why the processes were changed. We prefer to keep the names of the procsses short so they don't wrap around on print-outs or monitors, but we would like to make notes on what the versions are.
posted July 30, 2013 by Mara Yarp, Morgan Family Foundation
1 vote -
Follow-Up Draft section (Updated in 3.2.0
It would be great to see a column in the Follow-Up Drafts section showing the name of the draft that has been assigned. Currently, I have to click into each project in order to see this information. It would make confirming that the appropriate follow-up was attached much easier.
Idea posted June 28, 2011 by Mary Nicosia, GMA Foundations
0 votes -
Expand all Batch Options to include a "Write Email" option
There have been several occasions when I’ve wanted to send a batch email. For example, when an application deadline is approaching, I like to remind all potential applicants about the deadline for submitting their applications. The only way I’ve been able to do so is in the “user” tab, where I “check” the box next the name of each user to whom I want to send the email. I’d like to be able to send emails directly from Application – Draft and from other tabs.
Idea posted April 3, 2013 by Jan Elston, East Tennessee Foundation
0 votes -
Expand access to the Contact Editor screen
The process for an applicant to edit contact information needs to be more obvious. As far as I can tell, the only way for an user to edit contact information is to click the Welcome button at the top of the screen. I think it would be helpful to add a button under the Tools section on the Dashboard labeled Edit Contact to take the user to the Contact Editor Screen. My Foundation has been using GLM for 18 months and many of our grantees are now applying for the second time; however, we are finding the person that initially…
1 vote -
Enable new tabs! (Updated in 3.2.0)
PLEASE enable right click to open pages in a new tab!!!!!!!!!!!!!!!!!
This would cut down on a tremendous amount of work!
Idea posted December 9, 2011 by Holli Kawadler, Uniting Against Lung Cancer
0 votes -
Email Templates for Each Grant Process
It would be incredibly helpful for me to be able to have an email template set up to auto-send for each separate grant process. As a community foundation, our various grant processes are vastly different, and the applicants are too. So, it would be monumentally useful for me to be able to have a different email template set up to auto-send to applicants in each unique process.
Idea posted May 21, 2012 by Carolynn Sween, Community Foundation of Northeast Iowa
0 votes -
EIN as an option for display in Reports Beta (Updated in 3.1.0)
I know I always think I have an easy one and then I get shot down, but I really think this is easy. I am doing my annual report and I like to give the EIN (Tax ID) with the Organization Name to my accountant in the list of grants we have made this FY. I am sorting/filtering data in Reports Beta and then exporting it to Excel so that I can put it into a "pretty" format. EIN is not one of the options for me to export. I know I can make it a report field, but you…
0 votes -
Editing Description for Applicant Follow Up Notifications To Match Reminder Days
It'd be great to be able to change (or Foundant to be able to change) the description for the Applicant Follow Up Reminder to match the actual set number of days/weeks for the reminder. For example, I had a Foundant staff member change my reminders to be sent 30 days prior to follow ups, but the description still says "2 weeks", which may cause confusion for others in my organization.
Thanks!
Idea posted July 22, 2013 by Thai Ha-Ngoc, Henry P. Kendall Foundation
1 vote -
Easy data export for managing Organization profiles?
It would be helpful to be able to export a basic list of organizations that have registered in our system, along with fields from their profile such as address, Tax ID, and Organizational DUNS - this last field is key, as we use it to cross-reference the organization's profile # in our FIMS database.
The closest data export source seems to be "Contacts", but that source will pull duplicate records for each organization that has multiple contacts. I just want a basic report with the organization's profile data.
Also, an organization may register but then never start a draft application…
0 votes -
Document Upload - 2
It would be wonderful if - when we click on the button for ADD DOCUMENT - the cursor would jump immediately to the Description Box - ready for typing. This happens when we click on Organization from the Dashboard and it would save time and clicks if it is possible.
Thanks
Idea posted May 30, 2013 by Kathryn Treanor, Dietel Partners, LLC
2 votes -
Denial Decision date and comments (Updated in 3.1.0)
Currently, when you look at the snapshop of an organization's application and grant history it is organized by date. For approved grants, it's the decision date that's listed. For denied applications, it seems to be the date the denial is entered in the database.
Could denials also have a "decision date" field? That way they would also be organized by the decision date and not the date it was keyed into the system. We've run into some problems with the chronology when we haven't been able to get the denial decisions into the system in a timely manner. For example--when…
1 vote -
Searching by date follow up is submitted and exporting
Please add "follow up submitted date" to export so that a list of follow up reports submitted during a certain time period can be created. We can use this feature, for example, to document the number of reports that were submitted and reviewed during FY 12.
posted May 3, 2012 by Claudia Baier, VNA Foundation
0 votes -
Decision screen, CSV file, and organization name (Updated in 3.1.0)
We would like to generate a CSV file from the decision area to create mailing lables, file labels, etc. but have found that when we generate this CSV file the organization name is not included in the download - which is a big piece of what we need on the labels. We get around this situation by doing a data export, but it would be nice if we could do the same from the decision screen.
Idea posted June 4, 2012 by Laura Duty, Carl B. & Florence E. King Foundation
0 votes -
Customize the number of days used for the Follow-up Reminder. (Updated in 3.2.0)
I would like to be able to customize the number of days used for the Follow-up Reminder that is currently sent 2 weeks prior to the Due Date of the Follow-Up Form. Specifically, this would apply to using this form to receive Grant Agreements. We send the Grant Agreement in hardcopy form, and would like to have it signed, uploaded into GLM and submitted to us within 10 days of the grantee's receipt. Under the current protocol, the reminder email will be sent 2 weeks in advance of the Form Due Date. Since the Grantee can actually see the Due…
1 vote -
Allow decimals/cents in Payment Tracking
Apologies if this has already been brought up, but I am entering payments in Payment Tracking for the first time today, and just realized that GLM will only accept whole numbers. Many of our grants are paid in installments, and dividing them up often results in payments ending with .50 cents. It would be great to be able to enter cents, rather than having to go through and adjust several payments manually up or down to account for the division.
Idea posted February 7, 2013 by Daniel Stone, Arts Council of Fort Worth & Tarrant County
0 votes -
After updating an applicant's information, show the organization's/user's information page
I've noticed that, after updating an applicant's information, the system brings me to a list of all of the users, rather than bringing me back to the user's or organization's page. I then have to do my search over again if I had any other information to be updated for that user or organization.
It would be great if the system put me back on the user's or organization's page, instead.
Thanks.
Idea posted April 23, 2012 by Mary Nicosia, GMA Foundations
2 votes -
Ability to save decision comments before finalizing LOI/App approval/declination
I love the ability to enter in decision comments, but if we don't finalize the decision (approve/decline) of an LOI or App., GLM doesn't save those comments. It would be valuable to me if comments could be saved in interim, because certain LOIs/Apps require further discussion with other Board members. Right now I resort to printing out the LOI/App and keeping written notes to bring to a meeting.
Idea posted July 3, 2012 by Meredith Huffman
2 votes -
Ability to close a grant from the follow up screen
Here is an idea to add to your growing and shrinking (as ideas are incorporated in updates) list. It would be helpful to ahve the option to close a grant from the follow up screen. Once a grantee has submitted the grant report, and it has been accepted, we consider the grant closed. In order to mark it as such I click on the project name which takes me to another screen so I can close the grant. I wonder if there could be an option to close the grant once you indicate the follow up material they submitted is…
0 votes -
Ability to change uploaded document description and type (Updated in 3.2.0)
It would be very helpful if these fields were changeable. It is a sortable field and thus having things that all start with a date makes it easy to place them in order. But, old documents were not named in that fashion so in order to accomplish this, I have to delete and upload again just to rename in the description field.
Idea posted February 27, 2012 by Diana Rode, Judy Family Foundation
0 votes -
(Updated in 3.2.0) Ability to click on an organization when searching contacts
It would be great to be able to open the organiation page once you've searched for a contact. Currently, if I know a contact's name and search on that trying to find the organization, I have to then go to the organization search link and search again in order to get the organization's page.
Idea posted August 22, 2011 by Mary Nicosia, GMA Foundations
0 votes
- Don't see your idea?