931 results found
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batch charity check
Batch Charity Check
I would love to be able to run a batch charity check. Ideally, I should be checking charity status at the time an application is received (prior to bringing to the board for recommendation) and again once payment is being processed. We have to board cycles a year with approx. 150-175 grants per each cycle. Does anyone have any workarounds they've put in place?45 votes -
Grant Request Amount on Application Packet
The cycle, organization name, project name, and applicant print on the cover page. Any way to add the amount requested? Seems like that would be helpful to many wanting that cover page to be a snapshot.
99 votes -
Grant Refund
Add grant refund to payment option or something to note that it has been refunded partially or entirely
56 votes -
Scholarship communication with applicants via text
Many students do not check their emails or voicemails on a regular basis. Some do not even set up their voicemail boxes. Texting is their primary mode of communication. Having the capability of texting messages to the applicant might speed up their response to our requests.
91 votes -
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.
10 votes -
Merge Templates and Charity Check
I would love to see the ability to merge charity check data fields into merge templates. You can do it in reporting, but not merge templates. This would be very helpful for me.
5 votes -
popup reminder to view print packet when submitting application
As mentioned previously by Angie in this suggestion (http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/12344550-print-packet-option-by-save-and-submit-buttons), applicants aren't really using the print packet option to check for file upload errors or for changes in the text (which sometimes occur after pasting in and saving the application). I like Angie's idea of a button, or possibly a popup reminder ("Are you ready to submit - have you looked at the print packet to see if there were any errors in text or uploads?"). Either way, maybe "Preview" or "Preview Application" would make more sense than "Print Packet" to the applicant.
18 votes -
Limit Applicant's Draft Applications within a Process
Please consider adding the option in the Process Summary that allows us to limit the number of applications an applicant can begin within that process. We only accept one application for most of our grant programs and would like to be able to set a limit to the number of applications one can start. Currently, applicants can start multiple drafts of an application. This creates lots of abandoned applications.
The Apply button could be deactivated and greyed out once an applicant has reached the limit of applications that can be drafted and submitted within the process.
21 votes -
Shared documents for applicants to use in applications
Now that Foundant GLM is used by so many foundations, perhaps it would be useful for applicants to be able to load documents in something like Shared Documents that they could insert into applications. Such documents could include Annual Reports, Board Members, Current Major Donors, Current Operating Budget, Audit, Letters of Support, Letters from Collaborators. It would be the applicant's responsibility to keep these Shared Documents up to date. Pulling these Shared Documents into an Application could be a time saver for applicants.
27 votes -
Allow for attachments to be added to email templates
Please add the ability to attach a document to an email template.
10 votes -
Adding Additional Contacts
Perhaps I'm missing something, but I would like to be able to add additional contacts to a request, without assigning them a password to log in. We use the cc/bc option a lot in our letters and the only way I can see to add these additional contacts requires me creating them, which them prompts the assignment of a password and them subsequently receiving an email about their account creation. Can there be a way to just add additional contacts that we can choose to merge with documents when we create them?
10 votes -
Administrator Comments vs Applicant Viewing Administrator comments
In the past few months, I've seen a high increase in applicants emailing and calling saying they cannot find the "Administrator Comment" when I revert back to draft, so I logged back in as the applicant to see what the sudden confusion is - it's incredibly hard to find in the applicant view! When I MAKE an administrator comment, there is a blue highlighted strip across the top. When I log in as the applicant, there is just a little vertical bar, with text smaller than regular instructions. A lot of our applicants are elderly, and it's been very time…
6 votes -
More than one "after Due Date" follow-up
It would be helpful to have the option to add another "after Due Date" automatic email to Follow-ups. Right now only "To Assignee 7 days after Due Date" is available and we'd like a "To Assignee 14 days after Due Date" as well.
11 votes -
Add titles to reports
It would be great if there was a way to give a report a title, so it is print-ready. Currently, I export it as a pdf and then add the title there. Without Adobe Acrobat Pro, I wouldn't be able to do that, so I would think this is a challenge for those who don't have it.
20 votes -
Invalidating data in a field
Prevent invalid data in a field with a stop alert. It would be great if you could invalidate an applicant's improper entry in a field. For instance, if a certain org. budget size is an eligibility criterion, It'd be great if non-confirming entries got a "stop" message to refer back to instructions, guidelines, contact staff with questions, etc. So if an award cycle is intended for orgs. with budgets less than say $200K, it would offer an alert or error message to the applicant for any figure above that amount.
3 votes -
Printing out emails
It would be very helpful if I could print out sent emails from the GMS. My workaround is to copy myself on my email templates but I'd like the ability to go and print out any sent emails, as needed.
18 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…
3 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…
6 votes -
Sharing Evaluation Comments
It would be great if it was possible to have the option to share Evaluation comments with Applicants.
6 votes -
email reply tracking
Is there a plan to capture email replies from a system generated email in email history for an organization?
11 votes
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