GLM Idea Lab

  1. Opened E-mail Tracking

    I love being able to see if a student has opened an e-mail! It would be even better if I could know exactly when they opened it. We have students who will claim that they opened it after the deadline so it would be nice to be able to see if that is true. Thanks!

    3 votes

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  2. Restricting or banning organizations based on EIN

    If a foundation has a terrible experience with an organization, to the point that they'd rather not have them be able to apply, it would be quicker, and probably less awkward, to be able to restrict or ban their ability to try to apply or create a secondary account based on EIN.

    If there's a leadership restructuring, they can contact the Foundation directly to discuss re-admittance.

    2 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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  3. Simplify mail merge for letters, etc.

    Please simplify mail merge for letters, etc. so that it is as easy an intuitive as mail merge for emails. I have been making mail merge letters for 5 years now and it's clunky and very prone to error. I was struggling with one letter, which was printing the dollar figure for the 1st installment twice. My customer support representative told me about toggling field codes on and off, which is how he found a hidden code. Such hidden codes are unacceptable. When we started with Foundant GLM in 2013, the clunky mail merge was a major downside to this…

    2 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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  4. Fiscal Due Diligence

    I'd like to see one more application stage and/or an extra evaluation stage to account for fiscal due diligence that is separate from the staff review and the board review.

    3 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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  5. shared documents rename

    Rename shared document titles

    2 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues, or concerns please let us know!

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  6. Draft Workload Pages - "Last Opened" Custom Column

    I appreciate seeing the due date on these pages, but it would be so helpful to see the last time the applicant opened or worked on their application or follow-ups. If I could see this at a glance it would prevent me from having to open every document to see if they are progressing with the form or need a nudge.

    2 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

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  7. Alphabetize Organization Contacts / Users in Assignment Dropdowns (by Last Name)

    It would be super-useful if you could sort the users by last name, especially in the user assignment drop-downs (e.g. for reassigning requests, assigning follow-ups, etc.). One of the organizations we work with currently has over 40 users, and I anticipate we'll be adding more as time goes on. With that long of a list, it gets very cumbersome to find the right person (or, in my case this morning, someone from the org who didn't have a login is taking over the request, and I spent about five minutes going through the user drop-down before I realized the person…

    2 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  8. Print Organization Packet

    Currently, when generating the Print Organization Packet, we can see a history of grants awarded that shows only the Total Amount of the grant awarded, and not how the installments were paid. Our program staff would like to be able to see a listing of grants awarded for a specific organization as well as a breakdown of each payment amount and payment dates. Hopefully you'll consider this because the alternative is to create a custom report, but that means sifting through all of our historical data before being able to narrow it down to one specific organization. This can take…

    2 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  9. hard deadline

    For those of us who use the follow-up due date function but don't need to set a hard deadline, it would be great not to have to set a "due time." Setting a specific "due time" adds an unnecessary extra step to our process as administrators, even if it doesn't affect our grantees.

    2 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  10. Make Administrative Comments Available for Merge Fields

    There is currently no easy way to export them as far as I can see. We have to use merge templates for most of our viewing needs, so exporting the application packet to use for admin comments is not a helpful option for us.

    1 vote

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  11. Organization closed or is not longer in business

    There should be a way to indicate an organization is no longer in business. Especially when dealing with multiyear awards.
    organization may go out of business and when the multiyear award is due it appears on the report.

    12 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  12. CC and BCC Emails; option to email to multiple addresses

    When emailing to students, it would be great to include all of the parents' emails in the BCC line so they receive the email too.

    Right now, it needs to be completed one at a time for each student to add the parent's email address.

    2 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  13. Duplicate Files for the Same Organization

    Is there some way to either prevent people from going in and just creating a new account without first getting either an access code from us, or some other failsafe way. If this cannot be done, can a notification be sent to us when someone does create a new account. We have instructions on the login page, but apparently not a lot of people read it or they think it doesn’t apply to them.

    6 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  14. Make follow-up forms available to applicant/awardee as an outward facing form that can be submitted multiple times for approval

    As an administrator we often get requests from the grantee/awardee on an adhoc basis(change in investigator, awardee or budget request change), I would love to have an outward facing form that the grantee/awardee can submit to us online instead of offline via email. This change would be an enhancement in the system that would be favorable for both us the administrator and the grantee. Currently the follow-up forms are 1 and done forms and not practical for non-route follow-up requested initiated from the applicant/grantee end.

    8 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  15. LOIs in Draft

    Consider adding some type of date column for all the LOIs in draft form so we can easily sort by date to see how long LOIs have been languishing in draft form. And it would be great if we could email the applicant directly from there - or that may already be an option but I can't recall. Thanks!

    3 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  16. Advanced - Test Branch Questions on Eligibility Quiz

    Hi all!

    On the advanced license, if you are utilizing branches on your eligibility quiz, you cannot test a rule that has a question that's in a branch. For example, we have eligibility question 1:
    Application Type*

    Please select the option below that most closely describes who you represent.
    Nonprofit Organization

    School or School District

    Individual Volunteer

    If they answer "Nonprofit" a new section comes up that has the question:
    Grant Type*

    Please indicate the type of funding your organization is seeking, where Impact Fund Grants are significant, multi-year allocations from United Way's Impact Fund(s) with more stringent eligibility requirements,…

    1 vote

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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  17. Merge templates automatically check downloads

    With the last update, File Uploads are automatically checked off when we select PDF as a file type in Merge Template. We would like to have a way to turn this default off.

    1 vote

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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  18. follow up option

    Hi there! We have a fund that allows a student to remain in the program (without payment) without submitted a follow up. It would be nice to "close" a follow up to allow the next one to be available instead of having to delete the incomplete follow up. Sometimes they don't submit the correct document and it would be nice to have that to look at still. Thanks!

    1 vote

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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  19. Log on Page

    Change verbiage from "Log on" to "Log in"

    1 vote

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  20. Payment tracking

    It would be a huge help to be able to change out search detail on Payment Tracker. Right now, it is set for Due on or after or Due on or before date, this gives a really good snap shot of yet to be paid - its a little harder if you want to do paid total because it uses installment due date only and that isn't really the true payment date and they don't always match. But would be really helpful is to see all my paid grants using date paid on or after/before so I can do two…

    5 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

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