17 results found
-
Get spell check for email templates
Get spell check for email templates
1 voteHi Patty,
Within GLM/SLM we ask people to use their in browser spell check or an additional plug that way you can set your own individual preferences.
-sammie
-
GIS Map of Organizations
We would like the capability to map organizations that are registered through our database using their address. This would give us the ability to see the regional reach and coverage of our grants.
1 vote -
PDF Files
Hello:
I would ike to recommend that applications conversion into PDF should be in the order of the questions. For example, if the first qustions requires the applicatnt to upload a file, that uploaded file should be the first page in the PDF and not at th eend of the file under "Attachments".
posted October 18, 2012 by Gloria Dillard, American Osteopathic Association
1 vote -
Notification of an action taken within a file
From a time managment viewpoint, it would be helpful if there were some way to be alerted that any action had taken place within a file - perhaps a bolded font or an email alert of some kind? Any kind of notice would be helpful.
As it stands now, if an action is taken or a comment left within a file by one of our Board members, the only way I know to see it is to dig into each file every day. We currently have 66 files "in the works" on our dashboard and expect that number to grow....so…
1 vote -
PopUp or Exclamation Point for important notes on organization page
On the organization information page, would it be possible to have a popup or an exclamation point option for notes that everyone should read? Maybe a checkbox if the popup or exclamation point is needed, so that it can be left without if it's just generic notes.
For example, I came across an organization that's now closed. I want to make sure people know this and put a note, but there's no way to stress the importance of the note.
Thanks,
Mary
posted April 25, 2013 by Mary Nicosia, GMA Foundations
1 vote -
Last Accessed Date in Draft Applications
Is there a way to put a date field in the applications draft view that shows the last time the application was accessed? We have a lot of draft apps and I'd like to delete any that haven't been accessed in, oh, a year or so.
I tried sending an email to everyone with a draft application but they were either confused or assured me they were "getting right back to it." That was a year ago.... the draft apps are still sitting there.
posted April 24, 2012 by Kristin Han Burgoyne, Montana Arts Council
1 vote -
A User to Rule Them All
I know I have heard of this idea before (was it you, Chris) and couldn't find anything in an Idea Lab search so here it goes-
It would be nice if we had the option to set one organizational contact (probably the primary contact) to be able to see all of the grants, report, etc. submitted on behalf of that organization.
I guess there could be situations where you would want to be able to keep things in separate boxes, like with affiliate organizations, universities, etc. but if the option was there, that would be really nice for those of…
0 votes -
For marketing purposes....
your twitter account should be active!
posted January 23, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
0 votes -
Reports Beta Shortcut: Cheating the "Un-Check"
How to shorten the time it takes to build a report in Report Bets:
Usually when I need to create a report in Reports Beta, it is to evaluate a set of records using only a few fields. It is cumbersome to go to the "Layout" tab, and have to "un-check" 50 or so fields.
SOLUTION: I built a "Blank" Report for each of the five different report types (Decisions, Pending Requests, etc).
In Reports Home, click on the "Build Reports" tab.
Choose the type of report you want to create your blank template for (i.e. "Decisions").
Select the "Layout"…
0 votes -
Online Conflict of Interest Form
We would like to see the capability to do an online conflict of interest form. If there could be another type of form we could build and then assign to committee members as needed. Then if there was a way to look by a specific grouping to see if the individuals have completed their conflict of interest or not. Something as simple as a check mark next to their name on a committee list.
0 votes -
Shared documents - assign to specific evaluators
This question was raised in yesterday's webinar on 3.7.0 - would it be possible to add a feature that allows shared documents to be assigned to specific reviewers/evaluators? As I understand it, currently sharing any uploaded document makes it visible to all users assigned as evaluators. Are either of these 2 options feasible?:
For each shared document uploaded, you have the option (drop-down box?) to choose a process that the document is attached to (much like forms). All evaluators assigned to that process would then be able to view that document. (Not sure how you'd allow assigning one doc to…
0 votes -
Pull over non-report field items
Have an option for forms to display certain fields that are automatically calculated and not report fields (or if they are report fields they do not require any input from the user). One way to do this is to list (possibly in a sub-section of the process report fields section) items that the software automatically calculates and allow them to be shown on forms. So if I wanted a follow-up form to show the total amount awarded (non-editable preferably) I could select this to show up on the follow-ups but it would not be a report field where I have…
0 votesWe have removed report fields from the system.
-
Numbering grant follow-up reports on dashboard
Our organization makes multiple grant reimburement payments to grantees. Each reimbursement request is submitted through use of a follow-up report.
We often have to go back and look up a specific follow-up report. When there are 20 follow-up reports on a grantee's follow up report dashboard, we can not locate a specific follow up report easily. Usually all the follow-up reports will have the same grant due date.
Having the date the follow-up report was submitted would be most helpful, or even numbering the submissions ( 1..2...3..4).
We end up having to open each follow-up report until we find the…
0 votes -
Fees or Grant Payments
We give a few direct international grants each year and we are charged a fee for the extra processing of these grants. These are organizations without US-based fiscal agents or affiliates. We would like to keep track of the fees that we pay within that grant file. Is there a way within Foundant Payments to do this that I've missed? Might it be helpful to others to be able to break out these fees? Thank you in advance for your suggestions.
Kathryn Treanor
0 votes -
Specific User Access
I have two ideas sort of rolled into one here: We have a gal who is doing contract work for our Foundation and she needs access to similar to an administrator so when the organizations she is working with have questions, she can see what they are looking at. However, she does not need, nor do we want her to have full administrator privileges. It would be great if there could be a user option where as administrators, we can assign her access only the the things we want her to have access to.This would also go for Board Members…
0 votes -
Suggestion - Customizeable Admin User Access/ Security Levels
It would be helpful to have a way to structure access/security
levels so that not all administrators have full
access to all processes.0 votes -
Contact info for Client Success Manager in Foundant
Maybe I'm the only one... Our Client Success Manager is great, but because I don't need to contact him often, I worry when I do that it might be the wrong person / there might have been a change. Probably a symptom of the wonderful fact that Foundant is growing so fast and I always see new names on the emails. This is a low priority item, but I thought it would be nice if there was a place in Foundant where you could check who your CSM is / see their contact info.
This becomes necessary when we have…
0 votes
- Don't see your idea?