642 results found
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Import / upload data from Excel to report fields, organization profiles...
Hi all,
Sorry if this has been addressed elsewhere. I am new to the community but did a couple of searches.
Anyway, one thing that would really help me out is if I could import data in bulk from Excel (either a .xls or .csv, doesn't really matter) to the GLM. Two specific things I would use this for:
-Adding or updating info within organization profiles (many of them didn't put in their websites, for ex)
-Inputting data when I'm approving a bunch of grants (the grant $ amount / installments, some report fields we use for internal coding, etc.)
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2 votes -
Board Member View of Grants - Add a Column for Requested Amount
When Board members view grants under Application Evaluation (Board Member), the grants come up in columns: Process, Organization, Applicant, Project, Score Status. Would it be possible to add a column for "Requested Amount?" Our Board members would like to be able to sort the grants by the amount of money being requested. In this way, they can quickly find the grants requesting larger amounts of money and review them first; giving them a higher priority. This would speed up their review process. Thank you.
Idea posted January 15, 2013 by Deb Engel, Siebert Lutheran Foundation
2 votes -
Changing character count to word count
I searched and didn't see this in the idea archive. We receive a lot of compliants about character count. I am guessing character count gives you a better estimate of space needed but folks are accustomed to using word count for other applications. I think word count is the norm.
Idea posted June 20, 2013 by Erin Baird, Allegany Franciscan Ministries
2 votes -
Tabbed sections in Applications
I would love to be able to break up long applications into tabbed sections or, better yet, separate pages. The ability to add section breaks and group questions that came with GLM 2.0 helps. But I still think it would be easier for grant seekers to navigate long applications if questions were organized on different pages.
Survey Moneky has a nice interface for organizing questions in multiple page surveys. Their interface doesn't allow users to select pages by clicking on a tab, which is what I would love to see, but it does allow users to flip between pages that…
3 votes -
Add progress bar
How about adding a progress bar to the top of the screen on the application forms so that applicants can see their progress? ...like in online surveys. I think this would be helpful. This could also be included when creating a new account. Personally, I feel more motivated to complete online forms when I see progress being made.
Idea posted May 3, 2013 by Erin Baird, Allegany Franciscan Ministries
1 vote -
"Save as Draft"
It would be helpful if there were also a "Save as Draft" button at the top, in addition to the one at the bottom, of grant applications, etc. Or at least a message somewhere near the Question Legend icon at the top informing users that they need to regularly save and the button to do this is at the bottom of the page.
Idea posted May 21, 2013 by Dee Ann Harris, Leightman Maxey Foundation
2 votes -
Email format in Organization View
We give grants to non-profits and international organizations. . . . .many of whom have email addresses ending in ".org", or other international designations.
PLEASE don't restrict my email address format to " mailto:name@domain.com "
Idea posted January 4, 2013 by Karen Wallace, First Fruit Incorporated
2 votes -
Board & Grants Calendar Feature
First, thank you for creating the Shared Documents feature. We are excited to post pertinent docs for Board sharing there.
As a compliment to that feature, it would be fantastic if you could create a calendar feature whereby we could post dates, times and call-in info for board meetings, and relevant internal Board and Staff dates that pertain to our grants processes (application deadlines, etc.).
Thanks
Idea posted July 1, 2013 by Carmen Wong, International Philanthropy
1 vote -
System Administrator Comments visibility checkbox
Currently, when an Administrator adds comments to the system Admin Comments fields there is a checkbox to show the comments to applicant. If the checkbox is checked for the applicant to view the comments, the Evaluators will not see the comment. If the box is not checked, evaluators will see the comment.
Ideally, there is another check box that prevents both evaluators and applicants from viewing the comments. It should be an "Admin only" checkbox.
6 votes -
"make payment"
Add a "fund source" field to the Make Payment form
2 votes -
Third request
Would like to have the installment payments not automatically divided in equal parts. Awkward to have to then go back and edit installments.
9 votes -
Client GLM Suggestions
"You guys are awesome, and the changes have mostly been positive. However,
there are a few items that changed away from better, so I just wanted to
provide some feedback about the latest release...Before, when reviewing an application, we could just scroll down. Now, we
have to click an extra time within the inner scroll bar to move the
screen. This is a time waster.[image: Inline image 2]
Also, when on the request summary page, there is now no indication of the
organization on the initial view. Perhaps adding the organization name
under the project name could solve…6 votes -
Administrator Dashboard Follow Ups Workload, Split Assigned and Draft Tab
We have five forms in our followup stage. We average about 200 applicants every year. When an applicant reaches the Follow Ups stage they are automatically assigned the five forms. This could potentially show as 1000 "Assigned/Draft" as a workload.
We see the organization five times on the list, once for each form, but cannot tell if they have started the form or not.
We would like to see the tab split into "Assigned" and "Draft" workload tabs. This would be very helpful to quickly see who has started what forms forms and who has not.
2 votes -
Add a link to Organization Summary from Request Summary
Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without…
2 votes -
Request ID Visible
We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…
3 votes -
Shift+click selection of items
When viewing a list of requests, it would be helpful to be able to select multiple requests by choosing the first one and shift+clicking on the last one (like the functionality in apps such as Gmail). This would be especially helpful when performing batch tasks such as closing evaluations on 100+ applications.
2 votes -
pull fields from past applications to new forms
I would like to be able to pull fields from a last years application follow up form onto a new years application.
4 votes -
Ability to change the landing page & customize without contacting support
Ability to customize the landing page without contacting support
2 votes -
Add an ability to check an organization on Guidestar that is asking for a discretionary grant but not creating a user account.
Just a thought: We have organizations to which our trustees give a discretionary grant, so there is no application process. Currently, I can't search their status in Guidestar when the organization has not set up an account in Foundant. It would be nice if I could!
2 votes -
Award Details/Payment Information
It would be extremely helpful if there were a way to incorporate key payment information into the main box under award details for each recipient. Since we use the program for scholarship administration and our payments are made directly to individual schools this would include name/address/account #. It would save a lot of time as we currently we have to maintain a separate spreadsheet or constantly switch between multiple screens to process payments. We've started trying to incorporate the information into the conditions field for each installment but this is also time consuming to set-up.
2 votes
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