1224 results found
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Ability for Reviewers to Make Private Notes
We are just finishing up our first cycle of reading using GLM, and I received this feedback from a board member and I promised I would pass it on:
It would be great for reviewers to be able to make notes on the apps that only that reviewer could see - the equivalent of a note jotted down on a paper app. Meaning if Board Reviewer A signs in and reviews and app, makes a note in the Comments section, Board Reviewer B would not be able to see that note.
Also to note: our board members and readers are…
1 vote -
tracking email correspondence sent to organizations
I would like to be able to open an organization's record and see what email correspondence I have sent them and when.
Idea posted June 27, 2011 by Angie Boecker, Central Minnesota Arts Board
0 votes -
Sync the Organization Sort Name
The Sort Name should automatically sync with the Organization Name any time the Administrator makes a change to the Organization Name. An Administrator should still be able to override the Sort Name by entering something different into the Sort Name field, but the default should be to sync with the wording shown in the Organization Name field.
Idea posted February 25, 2013 by Bob Coakley, Thomas J. Long Foundation
0 votes -
Submission Confirmation for Applicants
It would be wonderful if the Foundant system would generate an automatic email to applicants confirming that their application or follow up has been submitted through the system!
Idea posted September 25, 2012 by Kristy Ladd, Arts Council of Metropolitan Kansas City
0 votes -
Sort decisions by process (Updated in 3.1.0)
It would be helpful to be able to sort decisions by process. At each board meeting we approve 3-4 different types of grants. With the current setting, I can not identify grants by process. I am currently looking for a quick snap shot of the money spent this year in a particular grant process.
Idea posted September 24, 2012 by Erin Baird, Allegany Franciscan Ministries
0 votes -
Reports Beta!: Follow Up Reports?
I would like to see "Follow Ups" as an available data source within Reports Beta.
Idea posted May 1, 2012 by Karen Wallace, First Fruit Incorporated
0 votes -
Put Process Name in Organization Application and Grant History
We work with a number of different clients and each has at least one process. When looking at an organization's age, I have to click through the listings in the Organization Application and Grant History to see the processes to which they've applied. A Process column would make searching an applicant's history much easier.
Idea posted July 24, 2012 by Mary Nicosia, GMA Foundations
0 votes -
Organization's website in the Application view
We would like to see an organization's website in the Application view. Currently, when evaluating or reading applications, one needs to go back to the Summary to click on an organization's website.
Thanks
Idea posted February 13, 2013 by Rossana Martinez, Lily Auchincloss Foundation
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New User Account - automatically populate duplicate organization contact info (Updated in 3.1.0)
I am manually entering grants from 2011 that were submitted via email. Most of these applicants are new users. This has given me the opportunity to experience being an applicant and using GLM to apply for a grant. I think it be helpful to have a box that you could check when setting up a new user accoutn that populates the organization information using the contact info previously entered. In many of cases, the applicant and head of the organization are the same person and I am entering this info twice.
Idea posted January 27, 2012 by Erin Baird, Allegany…
0 votes -
Make it easier to add a user
I've had to add a couple of users this week and noticed that, when on an organization page, I click "Add User" only to be brought to the general page for adding a user, which means choosing the organization despite the fact that I just came from the organization page. Given the large number of organizations that have registered in our system, this makes the process a bit more cumbersome than it needs to be, especially since I can no longer delete a good number of duplicates from the list (because they've had Charity Check clicked).
Can we have a…
0 votes -
Make how to complete follow up reports more clear
I have constituents calling asking how to complete their final report online.
For some reason it is not obvious to them that they need to click "complete" to complete the follow up report.
Idea posted June 6, 2011 by Angie Boecker, Central Minnesota Arts Board
0 votes -
If possible, allow Open in New Tab
If it's possible, it would be great to be able to right click on an organization or project name in a list and open it in a new tab so as not to have to click the back button (which doesn't always work) or go to the Dashboard in order to get back to your list. You could run Charity Check, for example, in the new tab, close it, and be back at the list you were working on.
Idea posted June 21, 2011 by Mary Nicosia, GMA Foundations
0 votes -
Supporting documents per application/form
I would love it if we could add supporting documents to an applicant's specific application or form.
Currently, the supporting documents follow the applicant through the follow up forms and other applications, which is not helpful because we currently upload confidential recommendations for specific applications.
posted May 31, 2013 by Nastassja Garcia, The Philanthropic Initiative
0 votes -
Sort By for organizations that use (The)
It would be helpful if organizations that use (The) in their names can be organized (Sort By) alphabetically throughout the entire software (Application Submitted, Complete, Open, Closed, Granted, etc). Currently, "Sort By" only works properly under the Contacts-Organizations' list.
Thanks!
Rossana
posted July 19, 2011 by Rossana Martinez, Lily Auchincloss Foundation
0 votes -
Uncheck option in layout section of Report Module
t would be very useful to have one "uncheck all" option in the layout portion of the report module for choosing what you want to be visible in your report.
posted February 6, 2013 by Diana Rode, Judy Family Foundation
0 votes -
User Alert!
With the latest versions of GLM, Foundant can provide sign-in alerts to their clients. It would be nice if that functionality could be extended to the clients for use with their applicants. I would like to be able to have a pop-up that could say that deadlines have been extended, etc.
jim
posted July 18, 2013 by Jim Beck, Parkinson's Disease Organization
1 vote -
Ratings side by side
Greetings,
As part of our review process we have two evaluators for the application.
It would have been immensely helpful to have evaluator ratings side by side. Currently, this doesn't occur anywhere (evaluation summary pages; application evaluation page) so we are doing exports to see this information. This affected how we facilitated our process and our Board meeting since it required an additional document external to Foundant.
It seems like this should be a feature within Foundant so we don't have to leave the site in order to have that comparison. I realize this might get messy for organizations that…
0 votes -
E-Mail Copies
It seems to be that I've heard some discussion about being able to save copies of e-mails within the GLM system, but I'm having no luck in finding that dicussion, under discussions, ideas or the blog....So, in case it hasn't already been suggested, I would like the system to be able to save outgoing e-mails under the inquirer's or applicant's name.
Now that I think about this, it may be an issue of how many e-mails the system would have to store if this function was added, but I figure it's worth putting out there (again, if that's the case).
…
0 votes -
Decision Comment Contents Should Stay When Send Back Application
When you review an application, you have various places to write comments. The "decision comment" at the bottom of the page currently is emptied out if you mark the application "incomplete" so that applicant can do some more work on it. The "decision comment" is a great place to write up issues you had, requests you've made, so when the applicant resubmits your earlier information about the problems are still there.
Idea posted July 25, 2011 by Anne Rogers, Mass Humanities
0 votes -
Change the name of the Logon Page
Would it be possible to change the name of the Logon Page to Log On Page?
Idea posted September 20, 2012 by Bob Coakley, Thomas J. Long Foundation
0 votes
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