652 results found
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Stand-alone LOI
LOI - generally called a Letter of Intent - we call it a Letter of Introduction. It's kind of an 'elevator speech' for applicants where we get a snapshot of some financial needs (we ask for up to 3). We use is as a guide and have a phone conversation with the applicant once the LOI is submitted. depending on our yearly goals, we may pass on this applicant for the year, but want to keep them for the next year.
It would be great to have a 'stand-alone' LOI that can be branched to an application at another date…
2 votes -
Evaluation Option for Follow Up Forms
It would be very helpful to have the evaluation option available in the follow-up phase like the LOI and application phases. We use follow-up forms for reporting and having the option to add an evaluation to a follow-up form would be a great way for our team to save grantee report review notes within Foundant. (We currently save notes in Word and upload to the documents section, but having a built in feature to evaluate reports would be much better.)
11 votes -
font
It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.
5 votes -
calendar for GLM synced with outlook or google calendar
Having a calendar in GLM for grant renewal dates and reporting dates that can be synced to appear on outlook or google calendar. One could click on the calendar event which would link directly to the approved application for the grant.
8 votes -
allow us to enter the number of rows we want when cloning rows in tables
Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!
9 votes -
Telephone Number
It would be nice to have a 'phone number' question type to select when creating an application so that the applicant doesn't have to worry about how to format their phone number when entering it. Something like --xxxx would be great so that every phone number entry followed the same formating.
2 votes -
Make merging documents as easy as using merge for batch emails
Please make merging documents as easy as using merge for batch emails. It's ridiculous after all these years that the workflow for doing this is still so clunky.
1. download the field codes
2. make sure you no to answer "No" when the popup comes up
3. copy and paste the codes into the template in Word
4. upload the template
5. go to Requests and Decisions and search for the appropriate requests and decisions, and
6. create the documents.1 vote -
Award Details Grant Total Line
Add a Grant Total Line on Award Details Tab so that we don't have to go back to the Application or Follow-ups to figure out how much we have given and still owe.
3 votes -
GLM Metrics Dashboard Award Rate of Applications
Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.
2 votes -
Shared Documents for Applicants
We would to have a 'Shared Documents' folder specifically for our applicants/grantees to be able to access.
I.e. This way the Agreement to Grant Terms is available for them to access at any time through their profile.
11 votes -
Ability turn off automatic e-mails for individual requests
We often have to turn off automatic e-mails for short period of times when we work on individual requests and do not want the applicant to receive a notification.
Sometimes, we forget to turn the automatic e-mail back on in the tool manager and it creates confusion.
It would be great to be able to toggle off (an on) automatic e-mails for an individual request, directly in the request.
3 votes -
Ability to Export Organization Packet in Word
We use the organization packet a lot to share information with our committee members. We would like to be able to export it in Word, in order to edit some of the information we share.
3 votes -
Shared documents - Select committee to limit visibility
The client would like to see the ability to select a committee to show the visibility of a folder instead of just a role. Right now they have many different committees and it is not good that they can all see everything in that role in shared documents. This sometimes requires the client to use other systems to manage parts of their evaluator experience.
Client voice: I would like to use this system for the full evaluation experience but it creates privacy issues when I can't assign specific folders to specific committees. (Bank of Hawaii)
2 votes -
Evaluator Discussion Forum/Bulletin
currently have an evaluator bulletin where reviewers can post questions to foundation admin that they need to ask the applicants. Questions are linked to a project, other reviewers can see all the questions and the answer. Staff receive a notification when a question is posted, all evaluators get a notification when a response is submitted by staff.
2 votes -
Shared ANSWERS within an application
It would be helpful to have answers that were selected earlier from a drop down list be able to carry over to another part of the application.
Totals from tables carrying over to a budget summary table would also be useful.1 vote -
Tax Class from GLM to CSuite
I'm not sure if this is a CSuite or a GLM idea. Why isn't the tax class field a standard field in GLM so when you sync the grant you do not have to remember to edit the profile? We end up with a lot of agencies without a tax class when it is time to run the 990 reports. Very time consuming.
1 vote -
Batch Evaluator Packets
It would be helpful if you could create evaluator print packets after you have assigned your evaluators. Right now you can only batch create them BEFORE you've assigned them which isn't helpful. I want to be able to create application packets for evaluators if I need to (eg they are late or having trouble doing it themselves). It would also be helpful to be able to create packets of the top applications which you wouldn't know until after evaluations are done. You also can't create batch evaluation reports.
10 votes -
"Select all fields" option.
When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.
8 votes -
Option to turn off ability to create a print packet and download attachments for evaluators
Want the ability to remove the "Create Print Packet" button from the evaluator's screen and remove the ability to download documents that have been uploaded into an application. Concerned that evaluators can download sensitive information such as transcripts, FAFSA, etc.
4 votes -
Running Total in Evalutation Form
It would be beneficial if evaluators could track the approved grant amount per organization while they are evaluating the applications. Having an in-system ability to track the running total amount of funds being granted would decrease the chance of the evaluators going over or under the total budget allotted for the whole grant cycle.
1 vote
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