1561 results found
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Accepted file types
Accepted file types - I would prefer a drop-down list of file types I could choose from when creating a question, rather than needing to type in a list. Then have the file type(s) I chose automatically populate at the end of my question.
3 votes -
Sync Sandbox with Live
Wouldn't it be great to "Sync Dev" as we do in CSuite in order to test proc esses with up-to-date information, forms, reports, etc. ? This could be extremely helpful to those of us who are just getting used to GLM and all the nuances!
29 votesHello,
Thanks 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.
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Thank you
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Admin
I don't see an Idea Lab for Grant Hub specifically, so I'm hoping it's okay to post here. My ED and I are both very heavily involved in the grant writing process. It would be very helpful to be able to have multiple "administrator" accounts on Grant Hub, as one of us will always lack capabilities that are needed to complete tasks efficiently.
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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Dropdown Menu for State and City
Create dropdown question for locations (State, City) when organizations are creating their profiles on Foundant. As we run reports, I have noticed that organizations will misspell cities, write city names in ALL CAPS, abbreviate state names, or write state names in ALL CAPS. This presents a problem when generating reports and having to go back and clean all that. It would be great if organizations had the option to select the state where they are located from a drop down menu, then choose the city they are located in from a drop down menu as well. This would generate clean,…
38 votesHello,
Thanks 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
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opt out filter for glm communications
I send a lot of correspondence to organizations who have signed up in the GLM portal. ( i.e. notices when new opportunities are available, workshops, etc.) A couple of people have asked to be removed from the contact list and i realized there is no way to remove them or flag them so that those types of messages are no longer sent to them.
3 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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Alert Notes
Is it possible to add an alert note, much like CSuite, to the organization page? That way, something important is not missed as it is the first thing that you see when you go to their profile.
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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Dashboards
Customized Dashboards - It would be really nice if we could customize our own dashboard columns with info from the process instead of just allowing two. We need more information than what is on the canned dashboards and it is hard to choose which questions get added. The dashboard is a great quick glance at our work. As administrator, our team needs more info at a quick glance. Thanks for listening!!
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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Grantwriters provide the organization's name when they call with Eligibility Quiz questions. Please add an option to search by Organization
Grantwriters provide the organization's name when they call with Eligibility Quiz questions. Please add an option to search by Organization name on the Eligibility Center screens.
4 votes -
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.
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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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 -
Allow Adding Custom Columns to All Pages - Especially Organization Summary
The Organization Summary Page currently shows Status, Amount Grant, and Amount Paid. It does not allow us to readily see which of our Program Staff a grant is assigned to. As we award multiple grants to one specific organization and oftentimes, those grants are assigned to different Program Staff in our office, it would be wonderful to see at a glance, which PS person a grant is assigned to. Similar to the way we are able to add a few custom columns to the Follow Ups Submitted page, we should be able to do the same on ALL pages we…
22 votesHello,
Thanks 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
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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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