388 results found
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Linking directly to applications
My organization uses Foundant for scholarships opportunities and we have a variety of different scholarship fund applications in the system. I'd like the ability to direct applicants right to the application they're interested in after they log on, yet still have the ability to go back to the Apply page and see all of the scholarship opportunities. I asked this question to my client rep and received this response as a work around, but it doesn't seem like it would work well for us:
"There is not a way to link directly to an application. The system must always
be…1 vote -
Customize the number of days used for the Follow-up Reminder. (Updated in 3.2.0)
I would like to be able to customize the number of days used for the Follow-up Reminder that is currently sent 2 weeks prior to the Due Date of the Follow-Up Form. Specifically, this would apply to using this form to receive Grant Agreements. We send the Grant Agreement in hardcopy form, and would like to have it signed, uploaded into GLM and submitted to us within 10 days of the grantee's receipt. Under the current protocol, the reminder email will be sent 2 weeks in advance of the Form Due Date. Since the Grantee can actually see the Due…
1 vote -
Expand access to the Contact Editor screen
The process for an applicant to edit contact information needs to be more obvious. As far as I can tell, the only way for an user to edit contact information is to click the Welcome button at the top of the screen. I think it would be helpful to add a button under the Tools section on the Dashboard labeled Edit Contact to take the user to the Contact Editor Screen. My Foundation has been using GLM for 18 months and many of our grantees are now applying for the second time; however, we are finding the person that initially…
1 vote -
Website Design
I would like it if the Foundant page could be designed to look more like our webpage.
posted February 13, 2012 by Grant Coates, The Miles Foundation
1 vote -
Payments Ideas
We have the following scenarios and it would be great to be able to track these so we can pull out better reports.
Track cancelled payment amounts at board meetings.
Track returned checks (unused amounts), where the amount will later be cancelled at board meeting
Track overpayment on a grant (Assume that 100k was granted and paid based on monthly invoices ... howver, at the end of the year, we have paid out $120k ... then the following year, we would would approve the overpayment of $20k)
I wish I could keep track of all these interesting scenarios.
posted January…
1 vote -
More search options in Payment Tracking
It would be great to do an actual search in Payment Tracking so that you could weed out any unnecessary information on that screen. For example:
allow it to search for just those requests that still have a balance
allow a search for a specific organization or project name
bring the process pull-down menu over so that I can look at one process at a time
Are any of these possibilities?
Thanks,
MaryIdea posted March 12, 2012 by Mary Nicosia, GMA Foundations
0 votes -
Canadian Tax IDs
I'm wondering if Foundant has considered standardizing the Canadian Tax ID field to a consistent format. Typically it is <123456789 RR1234>.
In new applications we are receiving, some applicants only enter in the first nine digits and leave off the suffix which is often but not always <RR0001>. Others insert hyphens or spaces. It is a suggestion that should benefit all your Canadian users.
0 votes -
Control for notifications in profiles
Email notifications for both administrators and evaluators should be controllable from the profile. Currently, you can control which notifications administrators receive from their profile, which is much easier and faster than clicking through all the forms and processes to turn them on or off. The same control (in the profile) should be possible in evaluators' profiles too.
1 vote -
(Update in 2.4.0) Add "due date" to Payments when viewing the grant screen
After I create a payment, you have to go to "Payment Tracking" to see when the payment is due.
It would be ideal to also have the DUE DATE in the list of payments located in the Grant Screen view.
Attachment:2011-09-02 13h29_35.png (44KB)
Idea posted September 2, 2011 by Karen Wallace, First Fruit Incorporated
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(Updated in 3.2.0) Ability to click on an organization when searching contacts
It would be great to be able to open the organiation page once you've searched for a contact. Currently, if I know a contact's name and search on that trying to find the organization, I have to then go to the organization search link and search again in order to get the organization's page.
Idea posted August 22, 2011 by Mary Nicosia, GMA Foundations
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Ability to change uploaded document description and type (Updated in 3.2.0)
It would be very helpful if these fields were changeable. It is a sortable field and thus having things that all start with a date makes it easy to place them in order. But, old documents were not named in that fashion so in order to accomplish this, I have to delete and upload again just to rename in the description field.
Idea posted February 27, 2012 by Diana Rode, Judy Family Foundation
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Ability to close a grant from the follow up screen
Here is an idea to add to your growing and shrinking (as ideas are incorporated in updates) list. It would be helpful to ahve the option to close a grant from the follow up screen. Once a grantee has submitted the grant report, and it has been accepted, we consider the grant closed. In order to mark it as such I click on the project name which takes me to another screen so I can close the grant. I wonder if there could be an option to close the grant once you indicate the follow up material they submitted is…
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Allow decimals/cents in Payment Tracking
Apologies if this has already been brought up, but I am entering payments in Payment Tracking for the first time today, and just realized that GLM will only accept whole numbers. Many of our grants are paid in installments, and dividing them up often results in payments ending with .50 cents. It would be great to be able to enter cents, rather than having to go through and adjust several payments manually up or down to account for the division.
Idea posted February 7, 2013 by Daniel Stone, Arts Council of Fort Worth & Tarrant County
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Decision screen, CSV file, and organization name (Updated in 3.1.0)
We would like to generate a CSV file from the decision area to create mailing lables, file labels, etc. but have found that when we generate this CSV file the organization name is not included in the download - which is a big piece of what we need on the labels. We get around this situation by doing a data export, but it would be nice if we could do the same from the decision screen.
Idea posted June 4, 2012 by Laura Duty, Carl B. & Florence E. King Foundation
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Easy data export for managing Organization profiles?
It would be helpful to be able to export a basic list of organizations that have registered in our system, along with fields from their profile such as address, Tax ID, and Organizational DUNS - this last field is key, as we use it to cross-reference the organization's profile # in our FIMS database.
The closest data export source seems to be "Contacts", but that source will pull duplicate records for each organization that has multiple contacts. I just want a basic report with the organization's profile data.
Also, an organization may register but then never start a draft application…
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EIN as an option for display in Reports Beta (Updated in 3.1.0)
I know I always think I have an easy one and then I get shot down, but I really think this is easy. I am doing my annual report and I like to give the EIN (Tax ID) with the Organization Name to my accountant in the list of grants we have made this FY. I am sorting/filtering data in Reports Beta and then exporting it to Excel so that I can put it into a "pretty" format. EIN is not one of the options for me to export. I know I can make it a report field, but you…
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Email Templates for Each Grant Process
It would be incredibly helpful for me to be able to have an email template set up to auto-send for each separate grant process. As a community foundation, our various grant processes are vastly different, and the applicants are too. So, it would be monumentally useful for me to be able to have a different email template set up to auto-send to applicants in each unique process.
Idea posted May 21, 2012 by Carolynn Sween, Community Foundation of Northeast Iowa
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Enable new tabs! (Updated in 3.2.0)
PLEASE enable right click to open pages in a new tab!!!!!!!!!!!!!!!!!
This would cut down on a tremendous amount of work!
Idea posted December 9, 2011 by Holli Kawadler, Uniting Against Lung Cancer
0 votes -
Expand all Batch Options to include a "Write Email" option
There have been several occasions when I’ve wanted to send a batch email. For example, when an application deadline is approaching, I like to remind all potential applicants about the deadline for submitting their applications. The only way I’ve been able to do so is in the “user” tab, where I “check” the box next the name of each user to whom I want to send the email. I’d like to be able to send emails directly from Application – Draft and from other tabs.
Idea posted April 3, 2013 by Jan Elston, East Tennessee Foundation
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Follow-Up Draft section (Updated in 3.2.0
It would be great to see a column in the Follow-Up Drafts section showing the name of the draft that has been assigned. Currently, I have to click into each project in order to see this information. It would make confirming that the appropriate follow-up was attached much easier.
Idea posted June 28, 2011 by Mary Nicosia, GMA Foundations
0 votes
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