1224 results found
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search organization by sort name
We have several organizations whose legal name is different than the name they are known as (i.e doing business as). It would be nice to search by sort name and organization name simultaneously in case a person does not know the legal name or has forgotten it.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Delay Auto-Emails
This ties into the universal application and applicant experience!
In SLM I would love the ability to delay auto emails by x number of days. We are processing scholarship recipients through SLM right now as our standing committee has just come to a close. However, what we have found clunky is that we use applicant ID's for blind review to align with our DEI initiative, and in turn, need a smooth way to turn those back into names.
What we have done is build a report that pulls all students with names/IDs/other information once they are approved and their award…
8 votesThanks for your time in the idea lab.
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-The Foundant Team
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Tabling Question Reporting
In the reporting section: On the tabling questions, since each field reports as its own data point, can we get a button in the table headers to select the full column or row of data so we don't have to select each field individually?
3 votesThanks 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
-The Foundant Team
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reporting on reviewers and users
It would be nice to have more reporting functionality re: users and their contact information (to be able to pull committee lists of some sort) and what process they are assigned to. This would give better visibility for staff that are Grant Manager users (don't have administrator rights) to have better visibility of who is on their process as a reviewer.
1 voteThanks 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
-The Foundant Team
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I would like to be able to highlight text in a submitted grant for the other reviewers to key in on or to connect back to my comments.
Let reviewers highlight text in the application to refer back to comments and / or to call attention to particular passages.
3 votesThanks 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
-The Foundant Team
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Make Rich Text Editor available to all users
When reviewing applications within GLM and asking questions, it would be helpful to be able to highlight text. Currently Rich Text Editor is available only to Admins. We'd like to see this available to ALL users.
1 voteThanks 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
-The Foundant Team
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Internal Follow Up Assignments - form buttons for streamlining
We are using internal follow up assignments very frequently for staff to complete verbal reports with grant partners. When the report form is complete, they have to click "Submit Follow Up" then go back to their dashboard to access the submitted report, open it and mark it complete. If it's the final report assigned then they also close the grant. To help streamline better, it would be really helpful to have another button offered for internal follow up forms for "Submit Follow Up and Mark Report Complete". If doing that would make the same button appear on the external follow…
4 votesThanks 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
-The Foundant Team
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Character Count for Evaluators Viewing Application
Administrators and applicants are able to view the "character count" for applicants' text area questions. It shows below in green.
We would like the option for evaluators, in their side-by-side evaluation form, to see the character count underneath the question, as it is displayed for administrators and applicants.
We don't necessarily want to encourage our evaluators to only consider character count, as we say the quality of answers matter more than the number of words/length of response, but it may help evaluators when they are in between two scores.
1 voteThanks 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
-The Foundant Team
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Question Type for Numbers with Comma
Create a question type for numbers where commas are automatically added. I know this has been proposed before here, but it is very difficult for evaluators to read numbers past 999 without commas.
2 votesThanks 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
-The Foundant Team
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Print packets paragraph formatting
When Foundant implemented enhanced formatting (e.g., bold font, bullets) last year, the downside was that print packets became harder to read. Before the enhanced formatting change, the first line of paragraphs was automatically indented and there was a space between paragraphs. Now even if you copy and paste paragraphs from a word-processing program with the first line indented, the print packet doesn't indent that line and there's no space between paragraphs. That leaves multi-paragraph answers as one big blob of text.
I mentioned this problem to Support and their answer was that the applicant should just make sure to add…
2 votesThanks 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
-The Foundant Team
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Character count report
As grantmakers we are encouraged to provide generous character limits for applicants while trying to encourage clear and concise writing. I think it would be helpful in establishing character limits if Foundant could allow us to generate a report showing actual character counts for each question in a form vs. the character limit. Then we could easily know if applicants are bumping up on these limits. Together with our qualitative assessment as to the quality of answers, this quantitative data could guide more informed setting of character limits.
1 voteThanks 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
-The Foundant Team
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Highlight select dates in due date calendar pop-up
In addition to not assigning due dates that fall on a weekend, I also like to ensure they aren't falling a holiday, or other date that the Foundation's offices are closed. Right now I have to refer to an external calendar when assigning forms to ensure that the due dates I assign follow the rules. I'd like to be able to input dates (likely in the GLM site settings) that would be highlighted (i.e. font color = red) in the calendar pop-up, so I will have a visual indicator to not select those dates when assigning due dates.
1 voteThanks 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
-The Foundant Team
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deny application in glm
It would be nice to have a bucket on the dashboard in GLM for denied applications instead of having to go to Requests and Decisions.
5 votesThanks 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
-The Foundant Team
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dashboard
Is there any way to have a summery of all the processes open at the top when they go to the apply page instead of scrolling down to look at them all? That would be very helpful. Especially if you have grants for specific areas.
Thank you!1 voteThanks 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
-The Foundant Team
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Access to most recent 990s
It would be great for Foundant to disclose to users that more recent returns may be available at GuideStar or elsewhere. The IRS has a large digitizing backload, so as it stands right now, Foundant users could reasonably but erroneously conclude that more recent returns are not publicly available.
2 votesThanks 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
-The Foundant Team
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Three Similar Ideas
There are three very similar ideas posted that show a clear desire for this functionality. I couldn't find a way to email you, so I'm assuming you will catch this when you review the post. They are: https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/43084491-two-contacts-assigned-to-grant-applications, https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/40856323-allowing-a-user-to-be-a-contact-on-more-than-one-o, and https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/46201594-one-user-under-multiple-organizations
1 voteThanks 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
-The Foundant Team
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Only Show Custom Columns Options for Selected Process(es)
I noticed that when selecting custom columns available application, follow-up, etc. form shows up when selecting them, even if you only have one process selected. It would be more useful to only display the application, follow-ups, etc. that are associated with that particular process when selecting fields for custom columns.
Let's say, for example, that you want to review final reports from one process. I notice that when you use this feature and setup custom columns, every
2 votesThanks 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
-The Foundant Team
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Running reports with active and archived processes/forms
We need a way to run reports that include both active and archived processes.
1 voteThanks 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
-The Foundant Team
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Check Cancelation
We mail checks for smaller grant payments, and occasionally those checks are lost. We typically cancel the lost checks with our bank and then reissue a new check donation. How are others tracking canceled checks in the GLM? I'm seeing where you can cancel an installment, but that is only available if the installment hasn't yet been paid. Since we issued the check already, we marked it as paid, removing that option. How are others dealing with logging lost checks/reissues in the GLM?
1 voteThanks 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
-The Foundant Team
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Application preview mode improvements
Although it tells the applicant that it is a preview only when you switch cells, however, we still had an applicant not realize she was in preview mode for some reason. Would it be possible to somehow lock those answer blocks so that they couldn't be typed in? And/or a big red warning at the top of the form?
1 voteThanks 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
-The Foundant Team
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