1367 results found
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Layers for Evaluation Purposes
My Trustees evaluate based on categories. It's important that I can have them look at categories first. We provide them the information alphabetically within category. That I can't do in the evaluation tool. So...under Policy Reform, for example, they might see Texas Public Policy Foundation, followed by Independent Institute, followed by American Promise. I'd like to be able to keep the category AND have it sort alphabetically under the categories. I talked with Mikayla Vale about it and I think she can explain if you have more questions or I'm happy to talk with someone myself. Thanks so much for…
2 votes -
Create evaluator groups or committees
The evaluation stage is very helpful, but once you select the evaluators in the application stage, you have to select the names again once you assign the evaluation. If there was a way to skip the second step or create evaluation groups so you can select a group instead of all the individuals.
10 votes -
collaborator
When assigning a grant to a first-stage evaluator, if that person has also been listed as a collaborator on the grant, they will not receive the email notification and instead the notification to evaluate the grant will be sent to the grant applicant. This is a bug in the system and causes confusion for the grant applicant.
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Generate Automatic email upon marking "followup return" or "followup complete"
It would be nice for an email to be automatically generated to go to the applicant letting them know that either the followup was returned or complete.
6 votes -
Adding ability to select a hard start time for a process
Because we limit the number of qualifications we accept, In the interest of fairness we would like to fix a start time for our processes to begin so that people in earlier time zones cannot get a jump on those in later time zones in qualification submissions. So, perhaps a feature can be added were in addition to picking a start date for a process we can also pick a starting time, similar to our ability to pick a deadline date and time for qualification and application hard deadlines.
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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Follow-ups in SLM
It would be great that when working on a specific follow-up form, that the name of the form would appear at the top of the page. The process name does, but once I open a follow-up, I'm not sure which form I'm in.
5 votes -
Batch Email Status
Is there a way to remove or keep a group from receiving an email from GLM besides deactivating their account. There are times I would like group(s) to access their GLM account but consider them INELIGIBLE (or they requested to Opt Out) and I would like the ability to place group(s) in a specific batch email status so they do not receive batch email communication from GLM.
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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GuideStar
Add GuideStar information to merge fields
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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Committees Ideas
Coming from the SLM World, I have a few suggestions regarding the functionality of managing committees. Overall I like how you can organize your committees, but I wish there were more features.
Be able to share documents to specific committees. We currently send "Applicant Reports" which is essentially a spreadsheet with the basic information of the applicants being reviewed. This would be much easier to be able to share this and other important documents such as past meeting minutes to specific committees.
Have the ability for our committee members complete a Conflict of Interest form directly through SLM. It would…
10 votes -
Flow Internal Grants from GLM to CommunitySuite
Allow for creation of INTERNAL Grants within GLM to sync these Imported GLM Grant Requests to CommunitySuite. Grantor is one of our Donor Advised Funds, Grantee is the Community Foundation. Need to be able to designate Source Fund (Grantor) and Destination Fund (one within the Community Foundation), while creating Grant in GLM and have it flow to Community Suite for proper (non-cash) transfer between Funds.
This is a frequent business need, 8-10 times annually for one fund alone. Current workaround requires the Community Fondation to delete the GLM-created Grant, then create a new Grant of the type "Internal". Then we…
6 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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I need to use check box options for priority areas on my application.
I am preparing an application template. I have three options to list as priorities on my application. Option 1, Option 1 and Option 3. Under each option is a description of the priority and some examples. I used the check box in formatting the option. Then the instruction under each check box. The check boxes and options show up on the application online, however when I try to print the packet for our reviewers it is unclear which priority area was chosen and which priority area was not chosen as the check boxes do not show up. It there any…
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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add notices to dashboards
It would be nice to have a small area to have custom notices that can be updated as necessary. For example: Welcome to our ePortal. Data Collection Tool Form assignments have been delayed. Please check back soon.
I've got grantees looking for a form that hasn't been sent yet. This would help with communication!
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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Data sets: converting blanks to zeros
It would be great to have the option to convert every blank in a column to zeros. Foundant datasets will not let me use formulas on a set of cells if one cell in that row is blank. Many of these cells will often be optional, and we don't require grantees or staff to fill it out of the answer is 0, but we would like the reporting system to register it as a 0.
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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Cumulative grants total by organization
It would be great to have an easy way to see the total amount and number of grants awarded to an organization. We would use this in our board ballot and for our evaluation process. At this point, it is a long process to either run a report or calculate by hand and we get asked about this fairly often during grant review.
3 votes -
Show Applicant Name on Third Party Response Form
It would be helpful to have the applicant's/student's name appear in the "third party response" form. Currently, it only shows the "school name" and the "process name". Having the applicant name would help third parties keep track of the response they are currently working on.
7 votes -
Add Project End Date to Request email merge fields (and maybe Project Start Date?)
I would like to see Project End Date added as a Merge Field - possibly under Request.
In GLM, we ask applicants to provide a Project Start Date and Project End Date to their application so we can see how long they expect their project to last (and that it begins after our award date.)
I would like to add Project End Date as a merge field in the Follow Up- Grant Report email template.such as : "project" was expected to end "project due date". Your grant report is due xx days following the end of your project.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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next due date / nearest due date
Our grants committee would like to be able to see when an organization's next report is due. Being able to include a merge field for next due date for follow-up reports would be really helpful.
I am currently running reports with Due Date (Follow Ups) as one of my data fields, then determining the next closest date, then manually adding to the summary. Am I missing an easier option? (GLM staff - see Focus Grant Summary merge template for an example.)
Thanks.
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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when an applicant complete a file upload question (and submits form) why does the document not end up in the Documents tab?
When we have applicants upload docs, they do not automatically appear in the Documents tab. Why is this? We now have to go back and open the form (LOI, application, f/u, etc) where the file upload question is to find the uploaded file. It should automatically get dumped into the documents tab for that request.
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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New Grants Managers Default to no Assigned Processes
Currently the default for assigning processes for new users designated as Grants Managers is for them to be assigned to every Available Process. The inverse would be preferable, where new Grants Managers are assigned to no processes just like all non-administrative accounts are.
2 votes -
Grant Manager Administrative Role to Specific Processes
I have grant managers who are in charge of certain processes. It would be nice to be able to only give them access to their specific process as a grant manager so that I don't have to make them an Administrator.
5 votes
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