1409 results found
-
Columns in form builder
We like the columns in the registration forms and would like to have this functionality available when building out our process forms.
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
-
Give Staff Evaluator Access to Requests and Decisions Search Page
It would be amazing if the staff evaluator roles have access to the Requests and Decisions search page and view any requests on the site via that page.
Our foundation is invite-only, and most of our partners are returning, so it's important for program officers to review past requests.
Currently, our program officers are assigned as Grants Manager role on Foundant, so they can have access to past requests. However, I worry that it's too much access for them, and I don't want them to accidentally click on something (or delete) on the site especially if they're not fully trained…
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
-
Template to Sync Fields
I'd like to be able to sync fields in my database. A template or process to help me do this would be helpful. Keeping a clean database is creates efficiencies in reporting and creating merge templates.
7 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
-
Tabling Question Reporting
In the reporting section: On the tabling questions, since each field reports as its own data point, can we get a button in the table headers to select the full column or row of data so we don't have to select each field individually?
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
-
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
-
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…
-
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
-
copy request
I would like to see an option to rename a request in the process of copying it. Kind of like a 'save as' process, if I were able to add in a word or two to the end of the Project Name in the process of copying it, that would be very handy.
3 votesThis request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.
If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.
Thank you for your continued engagement with our product development process.
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
Ability to mark Ineligible Universe Requests in Eligibility Center as "reviewed/resolved."
The Ineligible Universe Request tab is helpful, but it would be improved if there could be a way to mark each one as reviewed/resolved. I periodically check this tab, but am having difficulty tracking which ones are new and yet to be reviewed.
4 votesThis request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.
If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.
Thank you for your continued engagement with our product development process.
-
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
-
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
-
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
- Don't see your idea?