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321 results found

  1. 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

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    Implemented  ·  13 comments  ·  Batch  ·  Admin →
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  2. I know it's not built to, but there needs to be some place where you can pull form data and SAVE that to pull again. If SAVE functionality could be added to Export Data, that could work too. This would make certain lists much easier to look at. THANKS CORY MIKE AND GRANT!

    posted September 6, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund

    2 votes

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  3. I would like to archive organizations that we will most likely not grant to in the future. I know I can archive older processes, and would like to do something similar with organizations.. It would be helpful to be able to click on Organizations and get a full list of only current/active orgs. Perhaps if there where another search criterion to select any organization assocated with a certain process - at least I could get the list narrowed down some.

    Idea posted May 29, 2013 by Pat Davis, Wyss Foundation

    2 votes

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  4. Currently when I look at an organization’s “Organization Application and Grant History “ section this is generally what I see:

    Date Project Name Type of Grant Status Grant Amount Paid Amount

    3/24/2011 Local Roots Summer Concert Series One Time Follow Up Draft $2,700.00 $2,700.00

    6/2/2011 Minnesota Sinfonia N/A Evaluations Assigned $0.00 $0.00

    3/24/2011 Raku Firing with James Loso N/A Denied $0.00 $0.00

    As we start getting more and more grants per organization it is getting harder to keep the applications a part. It would be nice if maybe there was a heading in this section that said “Process Name” At…

    1 vote

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  5. It would be helpful to be able to add follow ups from the decision\approval page.

    1 vote

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    Implemented  ·  9 comments  ·  Admin →
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  6. It would be helpful if the link to Return to Application Submitted appeared at the top of a propoal as well as the very end. Sometimes we don't want to scroll to the bottom to return there, such as when we are looking up something that is at the beginning of the proposal. This would save time.

    On a minor note, should the Dashboard say "Applications Submitted;" that is a plural of application?

    Idea posted October 5, 2011 by Judith Bardes, The Douty Foundation

    2 votes

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  7. I like clean data and so having many organization records with duplicate contacts drives me nuts. Deactivating a user doesn't delete them from the contacts, unfortunately. I would like to see a holding tank where we could move the duplicates so they don't clutter user information. In lieu of that, I'll have to create a dummy organization where I can store all the dupes.

    Idea posted June 16, 2011 by Leslie Wozniak, Five Bridges Foundation

    1 vote

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  8. When I am searching requests in GLM, I used to type in the organization's name (or partial name), and hit "enter" to launch the search process. Recently when I do this (maybe just the last few weeks?), I get a little error noise ("ding!"). To launch the search I have to click "search" with the mouse.

    Similarly, when I login on our main logon page, I enter in my username and password. I used to be able to then just hit "enter" to logon -- but again, now have to manually mouse-click the "logon" button.

    I recognize this is a…

    1 vote

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  9. 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

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  10. We would love to have a log of our communications with our Grantee Organizations. This could be a list with clickable entries that would take us to a description field. If it could have a date field & a field for the name of the person we communicated with - that would be stellar. Keeping the emails would also be great. Thanks for asking.

    Idea posted June 27, 2011 by Kathryn Treanor, Dietel Partners, LLC

    3 votes

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    4 comments  ·  Email  ·  Admin →
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  11. It would be wonderful to have the ability to copy an application from one process to another. At times we have a process that will pick up some of the funding for another process. It would save a lot of time to be able to copy this instead of having to copy each answer to a new application.

    0 votes

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    Implemented  ·  7 comments  ·  Admin →
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  12. Excited about the chance for applicants to edit their organization info!

    I realize that the release notes say the standard email to the applicant "Organization Information Updated" cannot be
    edited by individual foundations. But it's so tech-speak and doesn't include any instructions for what to do next.
    From: "United Arts Grants" administrator@grantinterface.com

    Date: November 18, 2015 at 6:25:17 PM EST
    Subject: Organization Information Updated

    Reply-To: noreply@grantinterface.com

    Changes for United Arts-TW TEST made by Mary G :

    / Old Values /

    State : FL

    / New Values /

    State : FloridaCan Foundant make the standard email a
    little more clear? Something…

    1 vote

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    6 comments  ·  Email  ·  Admin →
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  13. 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

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    6 comments  ·  Reporting  ·  Admin →
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  14. 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

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  15. 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

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  16. Most of us here have the Foundant login URL bookmarked for easy in and out of the system. But if we happen to not be on a computer with that, then we (or our grantees) are always scrambling to find the amazingly long and complicated URL to login to the system. It would be terrific if we could go with something shorter, redirect the URL from something more intuitive that would hopefully still provide the necessary security, ie: http://www.grantinterface.com/XYZorganization....Thanks !

    posted June 19, 2012 by Donna Gassie, Virginia Foundation for Healthy Youth

    1 vote

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  17. Unless I'm just not seeing it, the Process is not listed on the Installment Detail page. This would make things much easier for those dealing with multiple processes. As it stands, I have to click Project Name once on the Installment Detail page just to be sure I'm paying the right grant; in order to not have to worry about what hitting the "back" button will do, I right click and open in new tab.

    Idea posted May 23, 2011 by Mary Nicosia, GMA Foundations

    1 vote

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  18. Are you tired of unchecking ninety (yes 90!) export column boxes to narrow down your export to Excel?

    Wouldn't it be cool if the Foundant default had all of those boxes UNCHECKED?

    That way you would only have to zip through checking off a handful of columns to include in your export.

    It is faster to point and click what you want than to get carpal tunnel syndrome unclicking your way through persnickety exports.

    I understand that the web usability experts say that when your menu or variable fields are greater than 10, users are faster and more accurate when…

    1 vote

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    Implemented  ·  5 comments  ·  Admin →
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  19. 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

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  20. I am not sure if other Foundations are like us and have multiple administrators, but it would be helpful to have a text area available on the main dashboard where we could post a to-do list of open items. https://d2r1vs3d9006ap.cloudfront.net/s3_images/964918/Screen_Shot_2013-03-04_at_10.31.36_AM.png?1380567900

    3 votes

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