1561 results found
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question where answers total to 100%
Add ability to ask a question that involves series of answers that must total to 100%. ie: How does your revenue break down between: 1) foundation grants, 2) corporate donors, 3) individual donors, 4) government funding, etc Applicant must enter answers that total 100%.
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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email addressbook
When sending an email without a template, it would be very useful if the "To", "Cc", and "Bcc" fields were connected to the email addresses in the User records. If I need to send a one-time email to a group of applicants, I have to go look up each individual's email address in the Search Users function, copy it to a temporary location, then copy the collected emails to the pertinent address field, rather than simply start typing a name and have it populate automatically with suggested recipients from the GLM User records.
5 votes -
Allow Line Breaks as Separator
When combining fields in the Report builder, allow Line Breaks to be used as a separator, instead of only the comma, semicolon, or space. This would allow for the multiple fields that make up an address to be displayed as a formatted address in one cell. In the example below, each set of brackets contains one field of data, and all 3 lines would export to one cell:
[Address 1]
[Address 2]
[City], [ST], [Zip]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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Internal Applicant Visibility View (Show/Hide)
It would be great to see from the process manager dashboard if an applicant view is show/hide. Right now you can only see if it is Restricted, Public or Internal View. It would be grant to see Restricted(Applicant Show) or Internal (Applicant Hide) rather than clicking into the edit process summary of each process.
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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Application deadline setting default to days after creation
It would great to create a new type of deadline default on a process level per application: "Days after initial start date..."
Right now the applications deadlines are set to a calendar date, independent of the day created. My foundation accepts grants on an ongoing bases our deadlines are 60-90 days from the initial start date of the application, not a specific calendar day for all applicants.
I would love to setting to select 30, 60 or 90 days from the initial application date, uniquely per request. Right now I have to manually assign each deadline.
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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administrator comments in approval or denial
It would be nice to be able to make approval or denial comments visable to the applicant rather than having them scroll through the application for feedback.
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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Print email template summary
I use a lot of email templates in my workflow. I'd like to be able to print a summary of each email template so that I can review them side by side to make sure the language and format is consistent across the collection - I have noticed that I address the recipients in some emails as {Prefix} {Last Name}, and as {First Name} in others, that my signature line differs slightly between them, and other details that are just difficult to manage with the current set up. It would be even better if I could run this suggested summary…
5 votes -
More flexibility in the Eligibility Quiz
We would like to use this feature more as a screening vs. true eligibility quiz. Can you please remove the phrase "Start Eligibility Quiz" to simply "Start".
This would allow more flexibility for users.4 votes -
Active vs. Inactive Tabs
It can be difficult to differentiate the subtle shadow/shading of tabs. Might active tabs become taller, or text bolded, or exhibit some other obvious distinction?
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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Automated Emails
For LOI and application declination. Or just the ability to set up automated emails for each GLM user to integrate the best use for automated emails.
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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App for GLM Phones and Tablets?
It would be great to have an App that can be used on phones.
Thanks!7 votes -
Launch emails from C suite to inform Grantee of a forth coming grant.
We send an email to our grantees to inform them of a grant that is forth coming. We have created three templates that we download from C Suite and then paste into a gmail message. I would like to be able to launch that email from C Suite since our profile contains email address. In C Suite, I believe we can launch a thank you message email for donations. Would like to see something similar for grants/vouchers.
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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Copying text to question instruction field
When I copy text from a word file or pdf and paste it into the instructions field of a question after saving the changes the system adds a space after the text so that the answer box is not directly under the instructions. If I go back and edit the text and make ANY change to the text, the space disappears. Doesn't matter what source I am copying from and I checked to make sure there isn't a secret space I wasn't aware of when copying. It sounds minor, but it adds time, and if I don't fix it, it…
8 votes -
Customer Service Chat
Thank you for the customer service chat feature! It would be nice to be able to start typing my question as I am waiting for a representative.
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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Identify applicant/contact as the "PI" or "key Researcher" on the reports and dataset questions.
Identify applicant/contract as the PI or researcher on the reports and setup questions.
In reporting tool, the data set filters identify the PI/Researcher or grantee as "contact." This listing is somewhat confusing when trying to run a report based on the applicant. It would be great if the report said "applicant" or even "PI/researcher" vs contact which is so general that I am often unclear without investing time in running the report who "contact" is referring to.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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Bulk Upload of User Information (for grant reviewers)
We have over 120 grant reviewers this year, and only 40 of them were grant reviewers last year, which meant that we had to load 80 new users into the system by hand for this cycle. Because our grant review team changes each cycle and we have so many, it would be very helpful to be able to submit an agreed template spreadsheet to foundant support that would create all the users in one upload. Not only would this be faster, but we could use information from our Wild Apricot system and reduce the likelihood of errors from retyping data.
6 votes -
Don't default "payment date" to today
When adding a payment, if you type a date without a year (even if it's in the same calendar year), or enter other characters that aren't recognizable as dates, GLM defaults the field to today's date. When entering dates, this makes it easy to make a mistake (and hard to notice if a mistake has been made, especially if entering payments that were made, say, the day before). I'd prefer an error message or a blank field to the wrong date field.
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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See all grants on the dashboard, no matter what the status is
It would be very helpful if there was a way to see all grants for a particular process from the dashboard. I would like to see closed grants, in particular, but I would also like to see abandoned applications. Really, all statuses viewable from the dashboard would be ideal.
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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Include Form Name on Title Page
For each grant we process we have the application, grant agreement, grant report, and possibly other follow-ups. It would be so helpful if the title page included the name of the form somewhere on the page. As it is, you can't tell if you are looking at the application, agreement, or grant report unless you flip the title page over, and even then if the form is a follow-up it just says "follow-up form".
6 votes -
Primary Contact
Is it possible for the organization Primary Contact to see all non-closed applications (regardless of who in their organization is assigned as the "Applicant") from their dashboard rather than having to go to Organization History to see open requests?
5 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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