1561 results found
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fund name from installments as merge field
Allow us to pull in the "fund name" from installments into emails. This would allow us to inform the grantees of the funds funding their grants.
1 voteThanks 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
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Create reports by organization in addition to report creation by process
The report builder in GLM and SLM is driven by the grant/scholarship process. It would be helpful to be able to build reports outside of the process framework.
We want a central place to track non-profits and contacts in GLM who are also profiles in cSuite. For example, to figure out who is registered in GLM to submit an LOI or application or follow-ups so we can compare with the information on those profiles (org and contact) in cSuite. Bonus points if the Grant ID from GLM, and the Profile ID in cSuite, could be included in the report!
This…
4 votesThis request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.
If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.
Thank you for your continued engagement with our product development process.
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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 votesThanks 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
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Approval Draft and follow up forms
Can the approval draft allow funders to add payments and follow ups and then once approved officially by board it is just a one click and the grant goes forward?
1 voteThanks 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
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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.…
3 votesThanks 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
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announcements for applicant's dashboard page
Wish there was a little bit of space on the applicant's dashboard for announcements.
4 votesThanks 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
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Customize Visibility of Applicant Registration Fields
Currently, you can either share no applicant contact information with evaluators or evaluators can see (in the 'Contact Information' section of a request) the applicant's name, email, phone number, and mailing address (pulling from the User Information section that the applicant fills out during registration and can update via 'Edit My Profile').
It would be really useful to be able to customize the visibility of User Information fields - for example, showing the Applicant name and their Job Title/Role but not addresses and phone numbers.
4 votesThank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.
That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.
Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.
Thank you…
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select multiple rows/columns in tables
Add the ability to select multiple rows/columns when building tables, so that when you mess up for the 50th time, you can delete all your extra rows at once. :-)
2 votesThank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.
That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.
Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.
Thank you…
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Question Type for Numbers with Comma
Create a question type for numbers where commas are automatically added. I know this has been proposed before here, but it is very difficult for evaluators to read numbers past 999 without commas.
2 votesThanks 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
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Print packets paragraph formatting
When Foundant implemented enhanced formatting (e.g., bold font, bullets) last year, the downside was that print packets became harder to read. Before the enhanced formatting change, the first line of paragraphs was automatically indented and there was a space between paragraphs. Now even if you copy and paste paragraphs from a word-processing program with the first line indented, the print packet doesn't indent that line and there's no space between paragraphs. That leaves multi-paragraph answers as one big blob of text.
I mentioned this problem to Support and their answer was that the applicant should just make sure to add…
2 votesThanks 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
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inactive
Currently when you pull in a CSuite custom field pull into a form in GLM form, it pulls in both active and inactive one (but doesn't note which ones are inactive). It would be nice if it only pulled in the active fields.
1 voteThanks 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
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Printing Forms - more information on Cover Page
Please consider printing the following on the Cover Page of all forms:
1) form name
2) date submitted
3) award details (especially important with installment payments).Example - Annual report. Submitted 6:1/2023. $5000 awarded, payment 1 of 2 or 1st installment.
Suggested location- where the process name that currently prints under the grant name.
1 voteThanks 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
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Email Draft Outbox
It would be amazing if there was a draft email box, that you could stage emails in until sending. I.e. Save a draft of the preview of the email.
Our Director does a final approval of the notification letters prior to sending, which we send via Email Templates in GLM. Ideally, there would be a way for the draft to be created by one user then reviewed by another, so the first user can send the email.
5 votesThanks 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
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Include "Automatic" in rich text font color options
I have added color coding in my ad-hoc email templates (those that aren't assigned to a particular event) to alert me to those parts that I need to customize. Sometimes it's simply to alert me to either keep or delete a section of text, and I'll have that whole section's font set to red. If I want to keep the text for the particular email, I select the text and click on the Text Color option in the rich text formatting menu. I'd like to simply revert the text to the system default, but that's not an option. I must…
1 voteThanks 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
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Access to most recent 990s
It would be great for Foundant to disclose to users that more recent returns may be available at GuideStar or elsewhere. The IRS has a large digitizing backload, so as it stands right now, Foundant users could reasonably but erroneously conclude that more recent returns are not publicly available.
2 votesThanks 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
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Auto assign follow ups internally
I would love a way to auto assign an internal follow up to the same officer that reviewed the application. Currently I manually assign an internal follow up form to the officer. It gets overwhelming when 20 follow ups come in during the day.
7 votesHello,
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
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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.
3 votesThanks 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
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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…
3 votesThanks 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
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Only Show Custom Columns Options for Selected Process(es)
I noticed that when selecting custom columns available application, follow-up, etc. form shows up when selecting them, even if you only have one process selected. It would be more useful to only display the application, follow-ups, etc. that are associated with that particular process when selecting fields for custom columns.
Let's say, for example, that you want to review final reports from one process. I notice that when you use this feature and setup custom columns, every
2 votesThanks 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
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new user account
I’m probably not the first to express this idea, but it would create efficiencies both for applicant agency personnel as well as foundation personnel if a new staff person at a nonprofit agency already in our system (the agency already being in the system, not the new staffer) if they could create their own profile in the Foundant GLM system without having to create their agency over again and thus making a duplicate that the foundation would then need to merge. The foundation could then attach the new user to the appropriate agency. The only other option now is for…
1 voteThanks 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
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