1561 results found
-
Applicant & Application Comments
I like the feature of being able to add comments to an application or to the applicant's account in SLM, but I wish I could see the comments from the individual applications (requests) directly from the User Summary page. I currently use the comments section to document communication with applicants that does not come out of the system or the reason why I made changes. It would be nice to see a complete history of communication or if there were any issues especially since I deal with a new batch of applicants each year.
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
-
Cancel installment cancel date
As-is, there is no way to run a report for everything that was cancelled in a period (ie, this month, this year, etc.) to be able to easily identify that information. I would think a little cancellation form (that is reportable) should pop up when you toggle it to cancelled that asks for a cancellation date, comments, etc.
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
-
Display due date and date submitted on form view
I can see due dates and dates submitted for follow up forms from the dashboard list, but lose that information once I click on any item in the list - I can see the form questions, but not the due date or the date submitted. I don't want to have go back to the list to get that information if I'm reviewing a form and need either of those dates.
8 votes -
time stamp
On the Follow Up Tab, please add a time stamp column after the "Due Date" column so we can easily see at a glance in one place when it was actually submitted and also add the time stamp submitted on the report itself when it's printed out as a hard copy. Viewing it in its current location in the status change log is not convenient or efficient. Thank you!
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
-
accreditation for governmental institutions
Instead of just having a guidestar check for grantees, include accreditation feature that shows when (date field) the accreditation was performed and who the the accrediting institution is. This would be extremely helpful when making scholarship payments to governmental institutions that are not a 501(c)(3).
5 votes -
Customize Applicant-Facing Organization History
It would be great to be able to customize the applicant-facing organization history. Perhaps this is an application of the custom columns feature. As is, the org history as seen by the applicant is jargony (process, status, type, etc.) and is not likely to be helpful to someone who isn't well-versed in Foundant-speak. Additionally, since different organizations use GLM differently the default display may actually cause confusion for applicants (e.g., we are a government agency and have an entirely separate accounting system so we do not use the payment/installment functions in GLM...so some closed projects are listed in GLM as…
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
-
Funder Communication in Collaboration
Funders should be able to communicate with all people working on a grant. We just upgraded our license to allow collaboration. However, while grantees may be able to communicate en masse, funders cannot communicate with collaborators. There needs to be some way for this to happen, whether the main contac/grantee sets it up or it happens automatically when collaboration begins.
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
-
Are there best practices or guidelines published for managing multi-year grants in GLM?
Are there best practices or guidelines published for managing multi-year grants in GLM?
5 votes -
sorting by third party response
There used to be a way to sort by third party responses (0/2, 1/2, 2/2) on the submitted application tab. It appears we can no longer do that, which results in a large amount of time having to scroll through all applications to find the ones that have met the requirement. Can this be added back in?
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
-
Numbering Requests
As the bookkeeper AND grants manager, it would be extremely helpful to have a unique grant number assigned to each request. This would make back end tracking, payments, and Foundant searches much easier as several of our requests have the SAME project titles.
3 votes -
Add another search tab to
add another search area under the Users search criteria so you could look up committee members from each process quickly.
Is there somewhere that I could attach my idea so you could see what I am talking about visually?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
-
Documents Tab - Upload
It would be helpful to be able to upload multiple documents into the documents tab at one time, rather than one at a time.
10 votes -
Can I export to Google Sheets?
My organization is transitioning from Microsoft Office to G Suite in December 2019. We will no longer have Excel and will be using Google Sheets for further data analysis. Can I export from GLM to Google Sheets?
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
-
Custom Columns-Allow Hide/Removal of Default Columns
Love the introduction of custom columns. However, in addition to allowing us two new fields, please allow us to remove/hide any columns that aren't relevant to our particular way of making grants. In particular, we could not care less what the first or last name of the "applicant" is, and it is very confusing to our grant reviewers for that to be so prominent on the dashboard in the new reviewer experience.
18 votes -
Evaluator Quick Export
Once my evaluators are done, it would be really helpful to allow them a "quick export" option to spit out their final recommendations. Many of our evaluators go through the list once but then they'd like the option to spit out their decisions and sort so they can slice and dice for further review and refinement.
5 votes -
Administrator Workflow
I think it would be much easier to have the administrator workflow similar to how the evaluator workflow is. I am coming from the SLM world so I review about 1500 applications at this time each year as this is a major deadline time, but then I also review another couple hundred by summer. It would be so much if I could assign those applications to myself or another administrator to review then we could look at the applications in a side by side format and make sure everything is there. We don't have to do a thorough review like…
1 vote -
stop accepting applications
I think it would be nice to implement a "soft deadline" or have a process not allow new applications to be started 3-4 days before the hard deadline date. I am using the universal application feature in SLM and we get so many applicants who start the application in that few days before the deadline. Most of the applications end up getting abandoned because students realize there is a lot more information that have to complete. I also get frantic emails from 3rd Parties asking if they have time to submit their letters of recommendation late. We have 45 scholarships…
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
-
Site Settings Color
It would be extremely helpful if you could set your foundation's color in site settings to keep everything more cohesive. I use a lot of color formatting to make things stand out and I want to be consistent with our organization's brand so I have to enter the color hex number every time I want to change it.
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
-
email notification for upcoming opportunities
It would be super cool if potential grantees and scholarship applicants had the ability to mark upcoming opportunities to get notifications when that specific opportunity opens. It would decrease the amount of promotion on the administers side.
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
-
enhancement: ability to set parameters to exclude an evaluator
enhancement: The ability to set parameters to exclude an evaluator with a conflict of interest from reading an application.
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
- Don't see your idea?