649 results found
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Print Packets - Form Title on Cover Page
It would be very helpful to have the form title on the cover page of the print packets. We compile copies of the application print packet, evaluation 1 print packet and evaluation 2 print packet and it would be very helpful to see which form it is on the first page of the packet.
posted September 11, 2013 by Julia Boerth, First Hospital Foundation
5 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 -
Submission date/time not a report field?
Hello,
I am creating a report that I want to sort by the date/time of submission. We assign file numbers in the order grants were received. As staff begin to mark submissions as "complete," they are asked to assign a file number to a staff assigned field. I want to export a report of applicant names in the order they were received to an Excel document. There I can enter file numbers, and staff can reference the Excel document to look up file numbers.
Unfortunately, it does not appear that there is a report field for submission date. Can you…
1 vote -
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 -
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 -
Mail Merge for Follow-Ups
I would like to see follow-up questions and attachments available in mail merge. I imagine this is not currently available because we're generating mail merge fields for a specific process (follow-up forms not being "connected" to a process, and thus not included in the mail merge). Is this something that could be added?
posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida
3 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 -
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 -
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 -
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 -
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 -
Add progress bar
How about adding a progress bar to the top of the screen on the application forms so that applicants can see their progress? ...like in online surveys. I think this would be helpful. This could also be included when creating a new account. Personally, I feel more motivated to complete online forms when I see progress being made.
Idea posted May 3, 2013 by Erin Baird, Allegany Franciscan Ministries
1 vote -
"Save as Draft"
It would be helpful if there were also a "Save as Draft" button at the top, in addition to the one at the bottom, of grant applications, etc. Or at least a message somewhere near the Question Legend icon at the top informing users that they need to regularly save and the button to do this is at the bottom of the page.
Idea posted May 21, 2013 by Dee Ann Harris, Leightman Maxey Foundation
2 votes -
Email format in Organization View
We give grants to non-profits and international organizations. . . . .many of whom have email addresses ending in ".org", or other international designations.
PLEASE don't restrict my email address format to " mailto:name@domain.com "
Idea posted January 4, 2013 by Karen Wallace, First Fruit Incorporated
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 -
System Administrator Comments visibility checkbox
Currently, when an Administrator adds comments to the system Admin Comments fields there is a checkbox to show the comments to applicant. If the checkbox is checked for the applicant to view the comments, the Evaluators will not see the comment. If the box is not checked, evaluators will see the comment.
Ideally, there is another check box that prevents both evaluators and applicants from viewing the comments. It should be an "Admin only" checkbox.
6 votes -
"make payment"
Add a "fund source" field to the Make Payment form
2 votes -
Third request
Would like to have the installment payments not automatically divided in equal parts. Awkward to have to then go back and edit installments.
9 votes -
Client GLM Suggestions
"You guys are awesome, and the changes have mostly been positive. However,
there are a few items that changed away from better, so I just wanted to
provide some feedback about the latest release...Before, when reviewing an application, we could just scroll down. Now, we
have to click an extra time within the inner scroll bar to move the
screen. This is a time waster.[image: Inline image 2]
Also, when on the request summary page, there is now no indication of the
organization on the initial view. Perhaps adding the organization name
under the project name could solve…6 votes -
Administrator Dashboard Follow Ups Workload, Split Assigned and Draft Tab
We have five forms in our followup stage. We average about 200 applicants every year. When an applicant reaches the Follow Ups stage they are automatically assigned the five forms. This could potentially show as 1000 "Assigned/Draft" as a workload.
We see the organization five times on the list, once for each form, but cannot tell if they have started the form or not.
We would like to see the tab split into "Assigned" and "Draft" workload tabs. This would be very helpful to quickly see who has started what forms forms and who has not.
2 votes
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