1224 results found

1. Legislative Districting

   This recently came across a list serv. I'm wondering if there is a solution in GLM??

   Hey all --- I assume all of us track grantees’ state House and Senate district numbers for various purposes, and have to deal with how to keep those numbers updated during redistricting processes when many numbers change. Ohio has various online sites that allow users to manually plug in their address and then return the corresponding district numbers; that’s what folks are directed to use now in completing our materials and identifying what districts they come from. But we’d love to cut out the middleman and just pre-populate their district info (which they often don’t know) when they put in their address (which they do). We’re also concerned that this may become a more frequent issue than every ten years, for various political reasons not worth getting into. We hate to have perpetually out-of-date numbers!

   Does anyone have a grants system, a state government portal, or some other trick or workaround that simplifies this process? An API or data source or something? Any great ideas you’ve employed for making this easier or faster or more accurate for users?

   This recently came across a list serv. I'm wondering if there is a solution in GLM??

   Hey all --- I assume all of us track grantees’ state House and Senate district numbers for various purposes, and have to deal with how to keep those numbers updated during redistricting processes when many numbers change. Ohio has various online sites that allow users to manually plug in their address and then return the corresponding district numbers; that’s what folks are directed to use now in completing our materials and identifying what districts they come from. But we’d love to cut out the… more

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

2. show grant period from request tab

   currently in the request tab no dates are shown

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

3. Editing/Saving an email template

   When we save an email, post save sends us back to the whole list of email templates. Could we please stay on the email we were working on? I want to see the edits I've made and confirm I'm good with them. As it stands, I end up back on my getting longer list of emails and have to search again for the one I was working on...

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

4. Disable evaluator downloads

   It would be nice to be able to turn off evaluator downloads. Letting everyone have the ability to download sensitive data seems risky.

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

5. email status

   Email Statuses.

   I was not able to find definitions for email statuses in the Support Hub. Client Services were helpful in showing me to go to Communications>Email History and hover over the question mark beside each status

   Would it be possible to have the question mark/definition functional wherever an email status icon is found?

   And perhaps post the definitions in the Support Hub?

   It might also help to tell a bit more (see quotes):

   Sent: The email was sent from the system to the email provider. "The green check mark will indicate it has been received by the email provider (although perhaps not placed into the recipient’s inbox)."
   Processed: Received and handled at the email delivery provider. "The green check mark will indicate it has been received by the email provider (although perhaps not placed into the recipient’s inbox)."
   Dropped: No delivery attempt was made. Several reasons can contribute to this, such as spam content or an unsubscribed recipient.
   Deferred: A delivery attempt was made but was not successful. Our provider will retry for 72 hours.
   Delivered: The email was accepted by the recipients email server. This does not guarantee that it was placed into the recipient’s inbox.
   "Open: The email was received and opened by someone with access to the recipient’s inbox."
   Error: A system error occurred while sending the email. "Please resend."

   Email Statuses.

   I was not able to find definitions for email statuses in the Support Hub. Client Services were helpful in showing me to go to Communications>Email History and hover over the question mark beside each status

   Would it be possible to have the question mark/definition functional wherever an email status icon is found?

   And perhaps post the definitions in the Support Hub?

   It might also help to tell a bit more (see quotes):

   Sent: The email was sent from the system to the email provider. "The green check mark will indicate it has been received by the email provider… more

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

6. Make idea lab text box larger

   The describe your idea box is quite small and can only accommodate a few sentences. This text box makes it difficult when trying to think through larger more complex ideas to have to scroll up and down. It often results in mistakes and unclear thoughts.

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

7. Group Process Application History

   It would be beneficial to have a place to go and see a history of applications for every process, live and archived with applications that were awarded or denied. It occurs to me to accomplish this it might also be helpful to be able to group processes to gather this history to be able to see all history for say example Family Fund Grant 2022 and Family Fund Grant 2023. Perhaps this could be accomplished through a report of some kind while an integration into the system would be easier and more accessible. We would use this when meeting with committees to update them on the status of previous grantees without having to dig through everything to come up with a list of them and where they're each at. This means the form status column will be important.

   It would be beneficial to have a place to go and see a history of applications for every process, live and archived with applications that were awarded or denied. It occurs to me to accomplish this it might also be helpful to be able to group processes to gather this history to be able to see all history for say example Family Fund Grant 2022 and Family Fund Grant 2023. Perhaps this could be accomplished through a report of some kind while an integration into the system would be easier and more accessible. We would use this when meeting with… more

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

8. Sort the Administrator dashboard by universe.

   Our SLM currently runs 2 universes and multiple independent processes simultaneously (and that number is only going to grow). The main administrator dashboard mixes all of those statuses (draft, submitted, assigned, etc.) together. In order to find the information I am looking for, I have to filter the processes, but with multiple universes and processes, that can get very time-consuming. Can there be a button/dropdown on the dashboard that allows me to only see the applicants for the universe that I choose?

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

9. Add more characters to BCC within email templates- Currently only 200 characters is about 5 addresses

   I wanted to email a lot of addresses outside of Foundant.
   Using an email template i have created.
   As I manually entered all the addresses I was told the limit is only 200 characters which isn't many email addresses!

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   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   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

   -The Foundant Team

10. Send email notification to users when they are added as users in Foundant

    When users are added to Foundant, an email notification should be generated and sent to the users email address.

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

11. Move processes turned off to another collapsible menu

    We have many processes while only 5 or so are toggled on at a time. The others are either not ready to be archived, or not ready to be toggled on. It would clean up the page to have a third collapsable menu with all the processes that are inactive.

    3 votes

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

12. Applicant using same email for Executive Officer

    Users are able to create a GLM account using the same email address for their account and their executive officer. For example, ABC Org created an account with abcorg@gmail.com as their username. They then answered ‘No’ to the Executive Officer question and entered the same email address for the Executive Officer. Now when attempting to update any information for either of the contacts, it isn’t allowed because the system is seeing it as a duplicate.

    A user should be restricted from using the same email address for their username and the executive officer when they are creating a new account. A handful of organizations have managed to circumvent providing an email address for the executive officer by using their own a second time.

    Users are able to create a GLM account using the same email address for their account and their executive officer. For example, ABC Org created an account with abcorg@gmail.com as their username. They then answered ‘No’ to the Executive Officer question and entered the same email address for the Executive Officer. Now when attempting to update any information for either of the contacts, it isn’t allowed because the system is seeing it as a duplicate.

    A user should be restricted from using the same email address for their username and the executive officer when they are creating a new account.… more

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

13. Request ID be searchable and visible on request summary page (and directly clickable from reports)

    Currently Request ID is only visible in reports. However, this means that while all requests have a unique identifier, there is no way to quickly navigate to that request based on the navigator, or even see what that identifier is while in the request. Would be great to have the functionality to search by request id as well as having it added to the columns visible on the request history page. Even nicer would be the ability to navigate directly from the request id listed on the report to the request record in Foundant.

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

14. Close Submission Rather Than Deny or Abandon

    Our foundation uses a process as a "general inquiry", for folks to complete and we then have a staff member determine if they are a good fit for certain grant rounds. It would be amazing if there was an option aside from "abandon" or "deny" in which we could close a complete application, after it has been copied to a new process for further development.

    This eliminates any confusion for our applications when they look at the dashboard. As of right now, we're denying them as they are being copied, but they can see the denial in the dashboard.

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

15. SAM UEI (Unique Entity Identifier) as a standard field

    Add SAM UEI field to organization info page as a standard field so it can be added to the waffle grid to view in "open approvals."

    SAM UEI replaces DUNS as a required reporting field for all federal grants.

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

16. Scholarship LoR form submission tweaks

    This might be two ideas - but both are about the LoR submission page.

    1) It is often the case where LoR writers write many LoRs for students. The SLM experience for these writers is generally good. The writers like that all the names are on one list. But when they start on that list, they click off to the LoR form and (because they have so many to write) they forget whose they are writing in that very instance. So - idea - please include the name of the LoR requester at the top of the LoR page. I build the rest of that LoR form page with the questions I want, but there seems to be no way to include the name of the student. Please fix.

    2) Slightly more complex, but if you're working on 1), this might come easier to think of in combo... Lots of times counselors write LoRs AND get requested for Transcripts too - two different processes that are handled very similarly in SLM. But they all get 'dumped' into the same list of student requests. I don't know if the solution is to have two lists or to more clearly call out on the list what the request is - but it's caused some confusion for some counselors.

    This might be two ideas - but both are about the LoR submission page.

    1) It is often the case where LoR writers write many LoRs for students. The SLM experience for these writers is generally good. The writers like that all the names are on one list. But when they start on that list, they click off to the LoR form and (because they have so many to write) they forget whose they are writing in that very instance. So - idea - please include the name of the LoR requester at the top of the LoR page. I… more

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

17. Allow for .pdf of questions to be translated

    There should be a way to preview the question list in a different language. I know you can google translate the actual page as it's being filled out. But it would be even better if, when I create the .pdf of the question list, it could be created in whatever language the application was already being translated in. This would help applicants have a reference of what the application might ask them so that they can be prepared without a language barrier.

    1 vote

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thanks for your time in the idea lab. 

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    -The Foundant Team

18. Include Form Name on print packet

    In the print packets, it would be terrific if Foundant could pull in Form Name instead of (or in addition to) Form Type on the cover page. So instead of FollowUP, it could say, for example, AFF Grant Covenant.

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

19. evaluator dashboard filter

    I would love an easy way for evaluators to differentiate or even hide their evaluation 1 or evaluation 2 responses. I have a board committee that does an initial review (evaluation 1) before sending recommendations to the full board for review (evaluation 2). The committee members struggle to keep track of what they've done when they're working on the evaluation 2 round. It would be great if they could click a button to filter out the eval 1 responses! (giving them the ability is important because that group refers back to their original responses.

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team

20. Edit Award Details Page

    It would be fantastic if we could edit the Award Details tab within the request summary to show information most relevent to us and to our grantees. I would love to be able to pull in the most high-level information from our approval page to show a better picture of the award.

    For example, Grant Period, Focus of Funds, etc. This is high-level info that would be great for us and our applicants to see without needing to go into a grant agreement. Just as the award details page currently shows high-level installment/payment info, It should show other high-level grant info.

    It would be fantastic if we could edit the Award Details tab within the request summary to show information most relevent to us and to our grantees. I would love to be able to pull in the most high-level information from our approval page to show a better picture of the award.

    For example, Grant Period, Focus of Funds, etc. This is high-level info that would be great for us and our applicants to see without needing to go into a grant agreement. Just as the award details page currently shows high-level installment/payment info, It should show other high-level grant… more

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    Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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

    -The Foundant Team