1561 results found
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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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Application Comments for Evaluators
Hi Chris,
We're enjoying the comment field enhancement within the application - great update! In fact, we're enjoying it so much, we're wondering if there's any talk of having this enhancement extended to the evaluators as well? We'd love it if our evaluators could make comments within the application while they're doing their review work. This would serve as a useful tool when we're on our committee conference calls and during site visits.
Thanks for your consideration.
Idea posted July 30, 2013 by Kristen Cullen, Carolyn Foundation
5 votesHello,
Thanks 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
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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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Move Enter Grant Tab to top of section
I really like the new feature where an organization's grants are listed chronologically (most recent on top). What I would find really helpful would be to move the tab for "Enter Grant" to the top of the section so I don't have to scroll down to the bottom to enter a new grant. I also think that perhaps the tab should be moved to the right of the page like the view, edit and delete buttons.
posted January 24, 2013 by Mara Yarp, Morgan Family Foundation
6 votesMoved to Archive during a clean up effort in April 2024.
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Batch Deactivate Users
I want to batch deactivate all invalid users which were moved over from my legacy data. Currently I have to deactivate them one at a time, which is very inefficient!
5 votesMoved to Archive during a clean up effort in April 2024.
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It would be helpful when sending batch emails to have a choice to send it to the primary contact, the applicant or both.
We want to send decision notifications to the primary contact for an organization, usually the organization top executive, but also want to notify the applicant, either by a copy of the email or by sending it to both. That is not currently possible with batch email because it defaults to the applicant, so in instances where the primary contact and applicant are different, batch emails cannot be used for these notifications.
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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Submission date/time not a report field?
Hello,
I am creating a report that I want to sort by the date/time of submission. We assign file numbers in the order grants were received. As staff begin to mark submissions as "complete," they are asked to assign a file number to a staff assigned field. I want to export a report of applicant names in the order they were received to an Excel document. There I can enter file numbers, and staff can reference the Excel document to look up file numbers.
Unfortunately, it does not appear that there is a report field for submission date. Can you…
2 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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Social media info as part of organization database?
Hi everyone,
I'm the new kid on the block, client #491. :)
I'm wondering if Foundant has given thought to including twitter and facebook IDs into the registration page for organizations?
I've found that interacting by social media has been a great way to get a handle on what's happening in a charity.
Many thanks,
Markposted August 13, 2013 by Mark Petersen, Bridgeway Foundation
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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Custom URLs
I'd love to be able to customize the URL to our grants portal.
Right now, I feel silly saying to our grantees: "You can access our grants portal here: https://www.grantinterface.com/Common /LogOn.aspx?eqs=ph_BjRFP96u-8PaY4j7weg2."
It would be nice if there was a way to change this to a nicer URL like " http://www.grantinterface.com/rihumanities. " We can do this with our facebook page and eventbrite events...why not our grants portal?
Carole Ann
Idea posted August 27, 2013 by Carole Ann Penney, Rhode Island Council for the Humanities
1 vote -
Comments or Notes Fields for Users
I would like to see a "Comments" or "Notes" field added to User records.
There are a number of interactions that we have with Users that we have no place to record information about, such as when a change in contact information has occurred (I can currently record the new information, but I would like to keep the history about the old information and when the change occurred), also notes about our interactions with this person, or their role in the organization (ie. they are an assistant to someone, etc.)
posted July 8, 2013 by Karen Wallace, First Fruit Incorporated
3 votesThank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving 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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Changing character count to word count
I searched and didn't see this in the idea archive. We receive a lot of compliants about character count. I am guessing character count gives you a better estimate of space needed but folks are accustomed to using word count for other applications. I think word count is the norm.
Idea posted June 20, 2013 by Erin Baird, Allegany Franciscan Ministries
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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