650 results found
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Read only reports for board members
I would like the board members to have read only access to reports. Standard reports and saved reports would be great. At this time board members are also administrators and the chance for them to accidentally blow something up is too risky.
4 votes -
Email records
http://null When using the email function / templates to contact applicants, is there any way the messages could be saved to the applicant's profile or tracked? It would be most helpful to have a log created of all communication sent to an applicant within their organization profile. Failing that, it would be useful to at least have a general "sent messages" folder. Does this exist now or is it possible in the future?
posted October 19, 2011 by Alison King, The Ron Joyce Foundation
0 votes -
Comments or Notes Fields for Users
I would like to see a "Comments" or "Notes" field added to User records.
There are a number of interactions that we have with Users that we have no place to record information about, such as when a change in contact information has occurred (I can currently record the new information, but I would like to keep the history about the old information and when the change occurred), also notes about our interactions with this person, or their role in the organization (ie. they are an assistant to someone, etc.)
posted July 8, 2013 by Karen Wallace, First Fruit Incorporated
3 votes -
Social media info as part of organization database?
Hi everyone,
I'm the new kid on the block, client #491. :)
I'm wondering if Foundant has given thought to including twitter and facebook IDs into the registration page for organizations?
I've found that interacting by social media has been a great way to get a handle on what's happening in a charity.
Many thanks,
Markposted August 13, 2013 by Mark Petersen, Bridgeway Foundation
2 votes -
Payment Screen Charity Check
Would it be possible to add a Guidestar Charity check button on the payment screen in the area by the payment amount? This would be helpful in making sure the charity check was done before making the payment. In the past I have forgotten to do this at the time of making payment, a button here would help if it is possible.
7 votes -
Payment Address
Is there a place to enter the check payment address? If not how have others worked around it.
posted February 28, 2012 by Kyle Castronova, OMeGA
4 votes -
Evaluation Summary - for staff evaluator role
(Suggested by fellow grants staff Trudy Wild)
Currently there is an attractive summary of all panelist scores and comments (Dashboard / Application Evaluation Open / Summary) - but only staff can access this (Our evaluations are anonymous and un-shared). This is available per application, with questions down the left hand side and staff evaluator names across the top.
We'd like for a single staff evaluator to be able to view his own summary. This should encompass all applications in one view - with questions down the left hand side and applicant organization names across the top.
posted September 16, 2013…
3 votes -
Evaluation Reports
We conduct two rounds of evaluations on every grant application. After the first round we provide the results to the second group of people evaluating. Finally, at our board meeting we provide the results from both rounds of evaluations.
We currently provide these to our evaluators through a fairly complicated merge document that we process after each evaluation. We were hoping that you all could create a report for all evaluations done, as well as a nicely laid out print packet of whichever evaluations were needed.
Additionally, we have our second round evaluators check a yes, no or maybe box…
6 votes -
Evaluating Follow-up submissions
The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.
Let the conversation begin! Thank you,
-raymond
Here is the original post:
I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for…
79 votes -
Doing Business As or AKA searches
Many times a non-profit changes its organization's name or does business under another name other than their legal name. It would be very helpful if the GLM system had a field called "DBA or AKA" in which you could enter other names by which the organization is known. In GLM, our foundation lists an organization according to their legal name and we try to stick to that for consistency for entering organizations names in their GLM record. The legal name may be longer or cumbersome and the organization ends up going by a shorter name or acronym which people know…
9 votes -
Mulitple Addresses under Org
We often give to organizations who in turn fund other individuals (actual grant recipient) in separate locations. It would be great if we could have both the general organization info as well as a place for contact info for individual recipient. Sometimes, we even give to one organization with multiple grants, each eventually funding different individuals around the world. I am somewhat new to this so I may be missing something...
Idea posted June 15, 2011 by Amity Wicks, Rivendell Stewards Trust
4 votes -
Tabbed sections in Applications
I would love to be able to break up long applications into tabbed sections or, better yet, separate pages. The ability to add section breaks and group questions that came with GLM 2.0 helps. But I still think it would be easier for grant seekers to navigate long applications if questions were organized on different pages.
Survey Moneky has a nice interface for organizing questions in multiple page surveys. Their interface doesn't allow users to select pages by clicking on a tab, which is what I would love to see, but it does allow users to flip between pages that…
3 votes -
Hyperlink to log-in page in email
It would be really handy if we could insert a hyperlink in an email to allow an applicant to be taken directly to their sign on page from the email. Example, if an automatic email goes out that an LOI has been approved and they can now go in to complete an application, it would be nice if they could access that link to the sign on page directly from the email.
Thanks.
Lynn Larson - Allegretti Foundation
posted February 1, 2012 by Lynn Larson, Fred and Jean Allegretti Foundation
9 votes -
Changing character count to word count
I searched and didn't see this in the idea archive. We receive a lot of compliants about character count. I am guessing character count gives you a better estimate of space needed but folks are accustomed to using word count for other applications. I think word count is the norm.
Idea posted June 20, 2013 by Erin Baird, Allegany Franciscan Ministries
2 votes -
Board Member View of Grants - Add a Column for Requested Amount
When Board members view grants under Application Evaluation (Board Member), the grants come up in columns: Process, Organization, Applicant, Project, Score Status. Would it be possible to add a column for "Requested Amount?" Our Board members would like to be able to sort the grants by the amount of money being requested. In this way, they can quickly find the grants requesting larger amounts of money and review them first; giving them a higher priority. This would speed up their review process. Thank you.
Idea posted January 15, 2013 by Deb Engel, Siebert Lutheran Foundation
2 votes -
Board & Grants Calendar Feature
First, thank you for creating the Shared Documents feature. We are excited to post pertinent docs for Board sharing there.
As a compliment to that feature, it would be fantastic if you could create a calendar feature whereby we could post dates, times and call-in info for board meetings, and relevant internal Board and Staff dates that pertain to our grants processes (application deadlines, etc.).
Thanks
Idea posted July 1, 2013 by Carmen Wong, International Philanthropy
1 vote -
Import / upload data from Excel to report fields, organization profiles...
Hi all,
Sorry if this has been addressed elsewhere. I am new to the community but did a couple of searches.
Anyway, one thing that would really help me out is if I could import data in bulk from Excel (either a .xls or .csv, doesn't really matter) to the GLM. Two specific things I would use this for:
-Adding or updating info within organization profiles (many of them didn't put in their websites, for ex)
-Inputting data when I'm approving a bunch of grants (the grant $ amount / installments, some report fields we use for internal coding, etc.)
…
2 votes -
Application Comments for Evaluators
Hi Chris,
We're enjoying the comment field enhancement within the application - great update! In fact, we're enjoying it so much, we're wondering if there's any talk of having this enhancement extended to the evaluators as well? We'd love it if our evaluators could make comments within the application while they're doing their review work. This would serve as a useful tool when we're on our committee conference calls and during site visits.
Thanks for your consideration.
Idea posted July 30, 2013 by Kristen Cullen, Carolyn Foundation
4 votes -
Allow applicants to delete old drafts
From what I can tell, applicants are unable to delete application drafts. I realize as admin we can delete drafts but I am wondering if applicants would delete drafts is they were able to. We have many draft applications that seem to be abandoned. I was going to make a practice of deleting draft applications once a year so they don't pile up. I wonder what other do
Idea posted April 18, 2012 by Erin Baird, Allegany Franciscan Ministries
4 votes -
Integrating Email & Phone Notes
Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.
Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section…
0 votes
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