329 results found
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Pull request docs into reports
It would be helpful if a report could include uploaded request documents. We have to upload a source document to every grant request, so we want to be able to run a report to identify any requests missing a document.
1 vote -
Batch Processing Capabilities in Various Areas of GLM
Batch processing allows administrators to select a group of requests and perform an action against those selected requests.
Proposed batch processing options:
Denying grant requestsAssigning evaluators to grant requestsAssigning follow-ups to grantsClosing (archiving) grants
Rate and comment on this idea. Let us know if any one of these is more important or if you'd like to add to this list.Idea posted April 28, 2011 by Raymond Burket, Foundant Technologies
1 vote -
(Update in 2.4.0) Add "due date" to Payments when viewing the grant screen
After I create a payment, you have to go to "Payment Tracking" to see when the payment is due.
It would be ideal to also have the DUE DATE in the list of payments located in the Grant Screen view.
Attachment:2011-09-02 13h29_35.png (44KB)
Idea posted September 2, 2011 by Karen Wallace, First Fruit Incorporated
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Putting helpful information about actual giving on the...
Wouldn't it be great to have topline information - ie giving YTD, largest grant, graph by program area, etc - right on the dashboard when you sign in? This improves strategic grantmaking and data management and makes use of ALREADY EXISTING data. It can be done on some level but is likely not a Foundant priority....unless you chime in! Curious for people to add in the comments what metrics / info would be most helpful to see, because there's certainly not a catch-all for every client. But, if we see certain trends, it might be easier for them to integrate.
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0 votes -
Save Prompt
Good Afternoon,
I was giving my board members an overview ofthe new database, and one of them mentioned that I ask if there was a way that when you are about to close out of an application, evaluation, etc...if there was a way a prompt could come up and ask if you would like to save your work.
I am not sure if this has been suggested before, but my board member thought it would be useful since the "save" button a lot of times can not be seen at the bottom of the screen
Thank you.
posted September 11,…
0 votes -
Option for Board Evals to be viewed real-time
My board members do not like the "blind" eval system. They like to be more collaborative in their eval process, but it seems like making them complete two evals (staff and board) is unnecessary, especially when some are already intimidated by the system. What about an option to make the board eval viewable to all as they are completed by each user? This way they only have to complete one eval (we only do one scoring question with a comment section) and can get a read on the "temperature" of the evals as they go.
Idea posted November 8, 2011…
0 votes -
Update to email Notification System
I have just set up email notifications on our foundation website. I think this is a wonderful tool, but am slightly disappointed with the notification of a submission to an administrator option. It is great that we are notified when a grantee has submitted a document, but we do not know what kind of document they have submitted (LOI, Follow-Up, etc.) To specify what kind of document they have submitted would help so we do not have to spend extra time on our site trying to figure out what was submitted.
Idea posted June 4, 2012 by Jessica Leuthold,
0 votes -
Include email address on Organization Summary
One of our grantees noticed that the email address on their print packet was incorrect and asked our help to change it. When I pulled up the organization, I noticed that the email address didn't appear on the Summary. I would think that all fields that you are prompted for on the Organization page should appear on the summary - otherwise as our grantee pointed out, the data can get outdated. I was able to "edit" the summary without any problems.
Idea posted October 16, 2012 by Mara Yarp, Morgan Family Foundation
0 votes -
Has anyone created a work around for evaluators in the LOI?
We assign evaluators to the LOI, so currently we are using the application process to accomplish this. The problem is reporting isn't correct - we end up with 100 grants for Zero amount if we do not exclude each of the LOI processes in each report.
Is anyone doing something different with LOIs that have evaluators assigned?
Thanks -
Idea posted December 23, 2011 by Sally Weldon, Community Foundation of Western North Carolina
0 votes
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