1040 results found
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customize grantee record
It would be excellent to have the ability to customize the columns listed within a grantee's record.
See image provided, we rarely use Sponsored Org or Beneficiary columns.1 vote -
New administrator comment notification to applicant
We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!
9 votes -
Batch Create Merge letters from Approval Buckets
For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…
11 votesThis workflow today can be completed from Request and Decision.
-sammie
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Add Drag/Drop Feature to Shared Documents
Bringing this idea back since it appears it has been archived. Would love the ability to clean up folders--especially after the start of a new year.
2 votes -
Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
10 votes -
Document Viewer in Documents Tab
I would like to see a document viewer in the documents tab similar to the application feature. Even with descriptive file names, it is time consuming to download each document to review it. We use GLM to store all documents connected to a grant so the number of files can get large.
2 votes -
Email Formatting
Emails generated through Foundant have grey boarder margins that cut off sentences on some email platforms. Can Foundant fix this formatting issue so email formatting will look the same on multiple email providers?
3 votes -
caroline@pccf.gives
I saw the idea below had been submitted but was archived. I would like to submit this same request again.
Staying logged in to GLM and SLM at the same time.: Please make it so you can be logged into SLM and GLM at the same time. Many of us work with both scholarships and grants and not being able to stay logged into both is very inconvenient.
2 votes -
User Email History
Could the user email history tab, for a user that is not admin, show up when they log in? Having it easier for them to locate would be wonderful.
2 votes -
Export charts from run report
It is possible to add a chart to your data set in "run report", however, this is not the most useful because you cannot export these charts in any way. The only way to use this data visualization would be to screenshot the chart and paste it elsewhere.
I suggest it be possible to download the chart the same way you can download a chart from the metrics dashboard in the run report function.
6 votes -
Export Images
We need a way to export the images in a report/as a batch for our annual reports. These images are uploaded in our final report form.
6 votes -
applicant opportunities - ordering
On the Applicant Opportunities tab on the UA - could we edit the order that the opportunities are listed? I know we can alphabetize the entire list, but I have two separate groupings of opportunities. I just added two new opportunities for 2025 and I want to put them each in a specific location on the list. Thank you.
2 votes -
Evaluations
When evaluators are assigned to grant applications making sure the mandatory fields are completed, if not, giving them an alert before they can submit/finish.
6 votes -
Hide Abandoned Applications
A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.
6 votes -
Allow more Recent Data in Portal Investment Reports
The new Investment Reports available to Fund Advisors through the Portal are great. But it is weird that they can only pull investment data through the end of our last fiscal year. Please allow investment data to be pulled from our last closed month.
1 vote -
API Integration of SAM-UEI Verification
API to integrate a UEI verification function: https://open.gsa.gov/api/entity-api/ [open.gsa.gov]
This would allow organizations that require a SAM-UEI to verify the number submitted.
Thanks Eric Ashby from the Indiana Arts Commission for the heads up on this one!
13 votes -
Ineligible organization
We have recently had an issue with some partners not submitting reporting(like over a year overdue) and then cutting off all communication with us. Per our grant making policy this makes the organization ineligible for funding until the previous grant contract is fulfilled(meaning we get some type of report or account of grant monies.) We are looking at the idea of seeing if it was something that could be implemented to have a box or button that is able to be clicked on(toggle on and off so once they come back into good standing that goes away) an admin side…
2 votes -
Batch follow ups to Org primary contact
Add functionality to chose who the follow up is assigned to when batching them. Currently, it goes to the applicant account. I’d like it to go to the organization’s primary contact, then they can add contributors. Applicants are often grant writers or development directors with higher rates of turnover than Executive Directors. Some orgs have overdue follow ups simply due to staff turnover.
3 votes -
Fiscal Year Customization for Reporting
The addition of a feature or setting that allows us to set and save our foundation's fiscal year within the company information settings. Specifically, the ability to define our fiscal year as starting on December 1 and ending on November 30. This adjustment would ensure that all reporting tools and templates automatically align with our fiscal year, streamlining our workflow and improving the accuracy of our reports.
1 vote -
Login Instructions auto-email
Why does the system 'Login Instructions" auto-email go to an Administrator? It really needs to go to the user that just created their account! I've just been on with chat and apparently there's no way to edit this, no event type to send directly to the user, and orgs are working around it by having to post all the login instructions on the Login page itself? This makes no sense. It really would be so much more useful if it went straight to the user who just created their org in the system. Thank you!
2 votes
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