422 results found
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(Updated in 2.10.0) Carol Barrett - CLMFF
Is there a reason why the street address is not on the Beta reports? If
I want to use it for mail merge I would need a street address – can that
be added please?Idea posted February 27, 2012 by Carol Barrett, C. Louis Meyer Family Foundation
1 vote -
(Updated in 2.3.0) Can we have a "Your search found no results" message?
Whether searching under Organizations or Users, there's no message that comes up letting you know that nothing was found with the keywords you used.
Idea posted June 28, 2011 by Mary Nicosia, GMA Foundations
1 vote -
Ability to save decision comments before finalizing LOI/App approval/declination
I love the ability to enter in decision comments, but if we don't finalize the decision (approve/decline) of an LOI or App., GLM doesn't save those comments. It would be valuable to me if comments could be saved in interim, because certain LOIs/Apps require further discussion with other Board members. Right now I resort to printing out the LOI/App and keeping written notes to bring to a meeting.
Idea posted July 3, 2012 by Meredith Huffman
2 votes -
Grant Status updates adding to administrative workload
I know this has come up before, but I wonder if there's been any progress on making the grant status not immediately available to applicants.
Recently, I updated grant decisions for one of our clients and within an hour or so an applicant had emailed the program officer to ask if the new "Final Report Due" status meant there had been news. The applicant hadn't even been checking on that particular application, but had logged in to apply to another of our clients and, reaching the Status page, noticed the change.
Had we been able to keep the status under…
1 vote -
Once a User is deactivated, have the system bring you back to Org Page
Hi - I don't know if others agree, but, one I deactivate a User, it would be great if the system would bring me back to the organization page. Once I've deactivated a User, there's no real need for me to be on their page anymore, but I have to click View Organization to get back out. It's just one more click, but I've been doing a lot of cleanup since the merge option went live, so it's quite a few clicks.
Thanks,
Mary
posted May 8, 2013 by Mary Nicosia, GMA Foundations
1 vote -
Business Titles in Reports Beta (Updated in 3.1.0)
Please add Business Titles to Reports Beta. All other contact/address info is available. Proper business letters include titles.
Titles are available in Data Export. Only problem is, as of today, Data Export is broken. Doesn't export the correct info for Organization contacts.
Idea posted November 8, 2012 by James Maguire, Merck Family Fund
1 vote -
(Update in 2.4.0) Make Paying a Grant Easier
After approving a grant you may want to make a payment and record the payment amount, check number and date of the payment. This is currently doable in the Payment Tracking area but it's been requested we come up with an easier work flow in addition to Payment Tracking.
One Idea: When you click on a requests Project Name you are taken to the page with all the request's information. At the bottom of that page is the Payment Information. In this section we add a button that says "Make a Payment" and that directs you to the page where…
1 vote -
Board Evaluation
We use Evaluation 2 as our board evalaution. Our board would like to be able to identify on their dashboard which applications they have read but not yet voted on. Is it possible to add another symbol such as a yellow dot - and a question on their evaluation form to put the application in this status? Thanks.
Idea posted August 31, 2012 by Jane Somers, The Hamilton Family Foundation
1 vote -
Email notification application details to applicant
In the training call yesterday we learned that we have the option to attach email notifications to processses and that in the emails to administrators regarding submitted applications we could choose the option of including application details.
It would be great to have that "details" option for the emails to applicants. Sometimes we have grant writers writing for multiple orgs and it would be good if the submission email they receive would have application details.
Angie Boecker
Central MN Arts Board
posted July 11, 2013 by Angie Boecker, Central Minnesota Arts Board
1 vote -
Is there a way for different groups of evaluators to have access to only certain applications?
For example, in the Shared Documents feature, our Grants Committee only has access to materials that I make available under "staff." We also have a Youth Leadership Committee made up of high school students that have a grant cycle and they evaluate a number of applications. We would love for them to have access to the applications in Foundant, but only want them to access to the applications they are reviewing.
1 vote -
Duplicate Organization profiles
While I am new to the organization that I am working with, I am in the process of merging duplicate organiztion profiles and would like to make a suggestion. Often times duplicate organizations profiles are formed because either the person applying does not know they already have a profile set up or simply the password has been lost in translation as different people take over grant applications, etc.
What I would like to see is if there is a way that when a potential grantee goes to apply, the system can recognize if their organization already has a profile in…
1 vote -
Restricting evaluator access to uploaded documents and reporting fields
When we implemented the 3rd party recommendation functionality in 4.0.0 (November 2013), some of the input we considered came from the Idea Lab item titled " https://community.foundant.com/foundant/topics/recommendation_letter_upload ."
Within that item were a couple other ideas, one of which can be summarized as "restricting evaluator access to uploaded documents and reporting fields". The specific comment from Felicia Roeser (Pedrozzi Scholarship Foundation) is:The Pedrozzi Scholarship Foundation could save a lot of time with reference letters that we receive from all of the emails we have to generate to request them for the applicant if you provided a feature like Don described.…
0 votes -
form builder page - "modified by" column is incorrect
I like being able to see which staff last modified a form... that is, I would like it if it were accurate. The "Modified By" column does update when you move questions, but not when you edit the question text within.
1 vote -
Excluding/ Selecting Multiple Processes
Is there a way to exclude or select multiple processes from
the drop down list menus? Instead of selecting one process at a time for say
"applications submitted" I would be elated to have either a “select
multiple processes" option (Shift click?), or an "exclude
process" option. Thank you!1 vote -
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
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