1367 results found
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Add a chime or sound to the chat function when a response comes in
Please add an alert (chime, bell, etc.) to the chat function. When using chat, I often will move back to doing work while I wait for the chat to begin or, a response that is taking a few minutes. I have to continually check back to be sure the response hasn't come in. An alert in the form of a sound would be helpful rather than having to check back every few minutes. Thanks.
39 votesHi All,
We have shared this feedback with our chat vendor. Thank you for the feedback
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Setting follow-up dates for mid-month
Add a setting for follow-up reports to be scheduled for mid-month, not just beginning and end of months.
2 votesThank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.
That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.
Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.
Thank you…
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Unsend a batch email
Please add the ability to unsend a batch email. This feature is much more common now and widely used. Thanks!
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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I would like to be able to highlight text in a submitted grant for the other reviewers to key in on or to connect back to my comments.
Let reviewers highlight text in the application to refer back to comments and / or to call attention to particular passages.
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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Multiple Review Stages
need to have multiple rounds with multiple groups reviewing in each round.
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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Recover lost merge templates
It is not currently possible to recover deleted merge templates. I had a coworker accidentally delete one that was difficult to recreate. It would be very helpful if there was a way to recover something like that. (Meanwhile, I saved the recreated merge template on my computer, just in case!)
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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multi factor
Hello! It would be really helpful and much easier if the MFA was an email or a computer-based app/browser authenticator even. Asking evaluators (and in our case, applicants) to download an app has proved cumbersome. It requires the assumption that folks feel comfortable using their cell phones for work, and that just doesn't feel right in the philanthropy culture we are trying to create.
Actually just had to reset my password in this very site and the MFA was an email/code combo - that would be a very easy way for folks to access GLM with enhanced security, that doesn't…
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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Email templates - I think we should be able to sort by date or name or subject
Email templates - I think we should be able to sort by date or name or subject
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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Different Confirmation for Applications and Follow up Forms
There is only one Confirmation that goes out to Applicants when application is submitted and when follow-up forms are submitted. The standard language for the application is great but does not apply to the follow up form. It would be nice to have 2 options, so we do not have to have Foundant change it for us.
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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Default documents sent through DocuSign integration to "Show Applicant this document"
I'm loving the DocuSign integration! One thing that would make it work even better is if it would default to show the document to the applicant in the Documents tab. Right now we must manually set that for every grant agreement in GLM.
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 numbers on Request Summary Tabs to show how many Follow Ups, Documents, Comments there are
Add parenthetical numbers to the tabs on the Request Summary Page to show how many Follow Ups, Documents, Comments, etc. Like how it is on the workflow pages.
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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Include custom fields from Installment form in generated merge fields document
I have a custom field that I added to our Installment form, "Source of funds", to indicate whether to pay the installment from our checking account or our DAF. All other forms that can be customized have the custom fields included when I Generate Merge Fields from the Merge Templates page, but not so for the Installment form. Can you add that to the merge fields document?
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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Allow copying for CSuite processes
We use GLM to code every donor advised grant using our extensive taxonomy. As we generate these grants in CSuite, it would be great to be able to Allow Copying for CSuite processes as this would cut down significant time the team is spending manually entering data.
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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Add Resources button to toolbar in Applicant view
We often get questions about what financials and other documentation will be expected of the applicant, and gathering these materials is often the most time-consuming part of the application process. We include this information on our website, but this makes our website less streamlined and requires applicants to leave GLM. Because of this, I think it would be helpful to add a Resources section alongside the Apply and Organization History buttons. Here, the applicant could preview and download requested attachments in advance of that stage in the application process. In speaking with Foundant, I understand this toolbar is hardcoded, but…
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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administrator comments
LOI / Part one of our application, we use the administrator comments section to ask further questions, it would be helpful if our grantees could go in and answer those questions within the comment box, so we don't have to put their part 1/ LOI back into draft mode for them to answer the questions. Is there a way to make this happen?
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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Customize process stage names and request statuses
Customize process stage names and request statuses – I want to be able to change the name of the process stages (like LOI) and the request statuses so that they align with our internal terminology.
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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Using Integers in the Label Column for Reporting Charts
I recently bumped into an issue where I could not use the field I wanted as a label column for a report chart. I wanted to create a chart that shows the amount we've given for each individual year, and I could not use the year as a label in the chart because it is an integer-specific field. I would love the ability for integer fields to be chosen as label columns in reporting graphs.
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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Legislative Districting
This recently came across a list serv. I'm wondering if there is a solution in GLM??
Hey all --- I assume all of us track grantees’ state House and Senate district numbers for various purposes, and have to deal with how to keep those numbers updated during redistricting processes when many numbers change. Ohio has various online sites that allow users to manually plug in their address and then return the corresponding district numbers; that’s what folks are directed to use now in completing our materials and identifying what districts they come from. But we’d love to cut out the…
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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More email merge field options
Allow for more merge fields in email templates. Or have a few generic fields that we can enter data into that are available for merge.
We communicate out a variety of factors that are applicant specific, i.e. the request amount the applicant should come in at, and we lose the ability to batch for most of our processes since we can't merge fields that are critical to our processes.
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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SLM- Sorting Drafted applications based on creation date
I have only a certain criteria of students part of the universal application that I want to extend their deadlines. I don't have their names and cannot obtain from schools under the school's policy. I planned on determining who these students were based on the date they started the application, but this data is nowhere on SLM. So now I have no idea who the extension was for and will not send an email to complete the application to 700+ students when I know there is less than 30.
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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