394 results found
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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
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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
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Putting helpful information about actual giving on the...
Wouldn't it be great to have topline information - ie giving YTD, largest grant, graph by program area, etc - right on the dashboard when you sign in? This improves strategic grantmaking and data management and makes use of ALREADY EXISTING data. It can be done on some level but is likely not a Foundant priority....unless you chime in! Curious for people to add in the comments what metrics / info would be most helpful to see, because there's certainly not a catch-all for every client. But, if we see certain trends, it might be easier for them to integrate.
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Save Prompt
Good Afternoon,
I was giving my board members an overview ofthe new database, and one of them mentioned that I ask if there was a way that when you are about to close out of an application, evaluation, etc...if there was a way a prompt could come up and ask if you would like to save your work.
I am not sure if this has been suggested before, but my board member thought it would be useful since the "save" button a lot of times can not be seen at the bottom of the screen
Thank you.
posted September 11,…
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Option for Board Evals to be viewed real-time
My board members do not like the "blind" eval system. They like to be more collaborative in their eval process, but it seems like making them complete two evals (staff and board) is unnecessary, especially when some are already intimidated by the system. What about an option to make the board eval viewable to all as they are completed by each user? This way they only have to complete one eval (we only do one scoring question with a comment section) and can get a read on the "temperature" of the evals as they go.
Idea posted November 8, 2011…
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Update to email Notification System
I have just set up email notifications on our foundation website. I think this is a wonderful tool, but am slightly disappointed with the notification of a submission to an administrator option. It is great that we are notified when a grantee has submitted a document, but we do not know what kind of document they have submitted (LOI, Follow-Up, etc.) To specify what kind of document they have submitted would help so we do not have to spend extra time on our site trying to figure out what was submitted.
Idea posted June 4, 2012 by Jessica Leuthold,
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Include email address on Organization Summary
One of our grantees noticed that the email address on their print packet was incorrect and asked our help to change it. When I pulled up the organization, I noticed that the email address didn't appear on the Summary. I would think that all fields that you are prompted for on the Organization page should appear on the summary - otherwise as our grantee pointed out, the data can get outdated. I was able to "edit" the summary without any problems.
Idea posted October 16, 2012 by Mara Yarp, Morgan Family Foundation
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Has anyone created a work around for evaluators in the LOI?
We assign evaluators to the LOI, so currently we are using the application process to accomplish this. The problem is reporting isn't correct - we end up with 100 grants for Zero amount if we do not exclude each of the LOI processes in each report.
Is anyone doing something different with LOIs that have evaluators assigned?
Thanks -
Idea posted December 23, 2011 by Sally Weldon, Community Foundation of Western North Carolina
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For applicants, make status more clear (Updated in 3.1.0)
Once a grant has been made, have the application's status be Granted or Denied on their status page at log-in. We still get calls from people asking what their status is, even though they have a follow-up scheduled. We do notify applicants, but sometimes they are checking before their checks arrive, or the Project Manager is checking and the actual check was sent to the Executive Director. Keeping that status as Complete doesn't tell the applicant anything.
Thanks
Idea posted June 6, 2011 by Mary Nicosia, GMA Foundations
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(Updated in 2.7.0) Email Attachments -- Save text before uploading doc
I've had a problem where I am editing an email template to be sent to a grantee, then I upload a document. When the email form reappears, the editing I did has disappeared. I just sent an email with an attachment that was supposed to have been edited, but I realized it was the unedited version after I had hit send.
Please help us not have to edit the email twice -- or worse, send an incorrect email!
Ideas that come to mind to avoid this problem:
Allow us to save the edited email before uploading a document;
Putting the…
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(Updated in 2.6.0) Allow Applicants to Delete an Attached Document
Currently, if applicants make a mistake when they attach a document to an application, LOI, etc. they can replace the document with another attachment. This works when they attach the wrong document. However if they attach a document in the wrong place, they can't delete or remove the attachment. The best they can do is attach a blank document in its place. It would be nice if applicants could remove something they attached without attaching a new document.
Idea posted July 20, 2011 by Aaron Spevacek, Foundant Technologies
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(Updated in 2.10.0) Missing password "characters"
I don't know if other Administrators have noticed that applicants' passwords are not indicated with characters, as before. The box next to password is now blank. I understand not having the passwords evident is for security purposes; however, there are contacts with multiple profiles. Being able to see which of their profiles has a password is very helpful when the occasion necessitates administrators' logging in as an applicant. If you need to log in as the applicant, and you choose an incorrect entry, you are completely logged out of GLM.
Idea posted June 6, 2012 by Nancy Bonenberger, Genuardi Family…
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(Updated in 2.10.0) Add Contact Phone or email to new Reports!
I tried the new Report Beta Format. Very nice! But it would be even better if the Contact's telephone or e-mail comes up on the report along with all of the other great data. Thanks!
Idea posted October 24, 2011 by Nancy DiNatale, Foundations Community Partnership
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(Updated 3.0.0) sort order of requests for a given organization
I'm not sure what the default soft order for the requests within an organization is, and it is of course helpful to click the column header to sort through that column, but it would be wonderful if the default was to sort by date, as that is how most organizations organize the giving histories. thanks!
Idea posted January 23, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
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(Updated 3.0.0) Hiding old processes and forms
After a few years of building multiple processes and forms, my Process Manager and Form Builder have become clutered with old items. I understand that these are necessary to keep for historical data purposes but I would like to hide them if possible. Steps could be as follows:
Archiving:
1) Click Form Manager
2) Click Configure Applications (LOI's, Evaluations or Follow Ups)
3) Click the check box next to the form(s) I wish to archive then scroll to the bottom and click a button that says "Archive."
…a) WARNING pops up confirming my decision, and then I confirm and the0 votes -
Ability to Search by Project Name
Currently we can search by organization and user. I am wondering if it would be possible to implement a search feature by project name. It would be even better if we wouldn't have to enter the exact name of the project. If we could enter key words of the project name that would great.
Idea posted June 24, 2011 by Angie Boecker, Central Minnesota Arts Board
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