1409 results found
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Evaluator Wiki Page
Our board would like for Foundant GLM to include some type of decision wiki that we would use for sharing thoughts during the application evaluation / decision period. We find that that it takes a lot of digging to see what other evaluators comments in their evaluation forms. And since Foundant does not currently allow for real-time tallying of recommended grant amounts against a grant budget, our reviewers are doing a lot of work offline in Excel and then copying into the evaluation forms. If there was some sort of wiki message board that allowed evaluators to post ideas in…
2 votesMoved to Archive during a clean up effort in April 2024.
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Deleting a Request - direct back to Organization Summary
I'd like to request that after a request is deleted, that we not be directed back to the dashboard.
I have needed to delete several requests under an organization profile as the applicant has created more than one draft that they were not planning to use, and they wanted to clean up their history (which we encourage also). It is a little finicky to be directed back to the Dashboard if you are doing more than one deletion, or you planned to do some other clean up on the organization or make a note of the request to delete files…
2 votesMoved to Archive during a clean up effort in April 2024.
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Reports - Export to Excel
I have noticed that when you export a report to Excel, all the numbers are stored as text. Although it can be done, it's a pain to have to convert them to numbers if you want to work with them as numbers in Excel. So, I suggest in a future release that all numbers in a Report export to Excel as numbers.
3 votesThis request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.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.
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Make Installments Shareable across Forms
It would be useful for us to be able to share installment information from an approval form onto a follow-up form. We are using an electronic grant agreement this grant cycle and I had to create a separate question on the approval form (at Support's suggestion) to be able to share the installment information in the grant agreement. This means installment information will now need to be entered twice on the approval form: once in the payment summary and again in the new field I created "Installation Schedule."
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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Reporting Administrator
I would love to be able to establish an administrator who is not able to change any data but can set up data sets and reports.
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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"On Hold"
Occassionally, we have an applicant who has either applied too early in their need, or perhaps we need to put that applicatoin on hold for any number of reasons. So my question is this: Is there a status along those lines for applications we need to place "on hold"? Anyone else have this need?
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Could the upload size for attachments be given in MBs rather than MiBs
One of the questions I often get asked by applicants is "what is an MiB?" Thanks to Wikipedia I know it is a Mebibyte, but that is a very obscure term, especially in the non-Linux world. Would it be possible to change to the ubiquitous, near-synonym megabyte MB? It isn't a major thing, but anything that cuts down on an applicant's confusion level is probably good. Thanks.
3 votesThese are moved to archived during client up effort in 2024 April.
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Shared Documents
I'd like to see the "grants manager" and "auditor" roles added as options in the shared documents folder.
4 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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fiscal sponsor
I"ll echo what some have said about the Organizational Info. page. We have organizations who use of fiscal sponsor and it would be nice to have them enter that on the organization's page. Often the tax id they enter is that of the fiscal sponsor but we have no way of knowing that and no way of knowing the "send to" address unless we ask for that on the application or grant agreement. It would be a lot more convenient if it could be entered on the org. info. page. Thanks.
5 votesThese are moved to archived during client up effort in 2024 April.
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Add a Comment Summary feature so all comments on a form can be viewed at a glance
Hi all,
We use the "Add Comment" feature all the time to give our applicants feedback on their LOIs. We then have a box on our application form where we ask the applicants to reply to these comments and questions that we leave on their LOI.
While this has been convenient for us in general, a number of applicants have a tough time finding our comments (despite the fact that they are now blue).
It would be great if our applicants (and us) could see all comments on a form at a glance.
To that end, could you possibly add…
2 votesThese are moved to archived during client up effort in 2024 April.
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More than 25MB for Attachments
We would like to see more space allowed for attachments to one application. Currently it maxes out at 25 MB. We get to that size very quickly with our attachments (one example application listed below), and often applicants complain that they don't have enough space to upload their financials (too many pages; reducing the size makes it grainy and hard to read) or support materials (too many pictures; reducing the size makes it less of a "support" - less pretty).
Form A - Programs Chart*
[1 MiB allowed]
Form B-1 Max Request
Calculation*[1 MiB allowed]
Form B-2 - 3-Year…
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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Exporting GLM entered contacts to Outlook?
I think having a way to export GLM entered contacts to my Outlook contacts would be very useful and a time saver. My Outlook contacts are automatically synced with my iPhone, so having some sort of way to export GLM Organizations and Users to Outlook would make my travel and work life much easier, especially when I am doing site visits and need to make a phone call to a GLM entered contact.
7 votesThese are moved to archived during client up effort in 2024 April.
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Attachments on Follow-Ups
Currently, we have to go into each follow-up individually to open the attachments (example: grant budgets), but we can run a report of all the questions. It would be nice to have a way to run a report that downloaded all the attachments as well, instead of just the name of the attachment.
5 votesThese are moved to archived during client up effort in 2024 April.
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batch delete abandoned applications
I would like to have the option to batch delete abandoned
requests -- it’s tedious having to delete them one by one. Could this be an
option listed at the bottom of the “Search Requests & Decisions” page? I
can understand not wanting folks to accidentally delete other items on this
page. With this in mind, could it be built to only appear as an option when a
search is done for abandoned requests?
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.
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Return to Search Results Button
I mentioned this in the discussions with Development Session but wanted to officially submit this idea.
When I do a search for specific criteria I get a list of search results. I usually need to make an edit to each one of those records, but after I do the first one, I can't click the back button without an Document Expired message and click on Try Again and Resend. It would be helpful to have a Return to Search Results button in the record (in the same way you have Return to Application Submitted) to save the clicks back or…
11 votesThese are moved to archived during client up effort in 2024 April.
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drag and drop documents
It would be great if there was the ability to drag and drop documents into folders in shared documents.
7 votes -
Accounting/checkwriting software
It would be great if an accounting/checkwriting software could be incorporated or integrated with GLM. To be able to award a grant and then have the amount merged with something like Quickbooks so that checks can then be generated would be a real time saver. At the present time, this is the only part of our grant process which must be done outside of GLM.
Thanks!
Idea posted November 29, 2011 by Nancy Bonenberger, Genuardi Family Foundation
6 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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Mulitple Addresses under Org
We often give to organizations who in turn fund other individuals (actual grant recipient) in separate locations. It would be great if we could have both the general organization info as well as a place for contact info for individual recipient. Sometimes, we even give to one organization with multiple grants, each eventually funding different individuals around the world. I am somewhat new to this so I may be missing something...
Idea posted June 15, 2011 by Amity Wicks, Rivendell Stewards Trust
4 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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Print Reports to PDF - Format Options
It would be great to have a few customizable options before a report prints to PDF. Among those: 1) TITLE: currently prints with the root data set (ie COMMITMENTS): can it at least print with the REPORT NAME as the title, or, even better, with a customizable header? 2) LANDSCAPE v PORTRAIT 3) Color Scheme: Even a set of 8 different color schemes could be really helpful to not have to re-format before, for instance, a board meeting. The grey is ok, but being able to pick the foundation colors / more presentable gradients would be great. 4) Margins /…
4 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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viewing file uploads
Now that I've reviewed a few applications, I think it would be helpful to allow Administrators, Board Members, and evaluators to view uploaded pdfs in another window, rather than having to download them individually or download the entire application packet. That way an evaluator could immediately view the attachment and not have to worry about finding the file and opening it after downloading 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
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