1367 results found
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Reordering Reports
It would be helpful to be able to reorder Saved reports. I can sort alphabetically, but would like to be able to keep the reports that we use most frequently at the top.
3 votesMoved to Archive during a clean up effort in April 2024.
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Quick Entry of Historical Grants for new Customers
I really really wish there were an easier way to manually enter historical grants. The only information I really need to enter is the year, the project name and the amount. I don't need to have a due date for the payment or the payment date. I know I've made the payment.....
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 verification in registration process
We would like to suggest offering email verification on the registration page. In other words, requiring the applicant type their email in two separate boxes to ensure it matches. One of our testers had an unrecognized typo and then had trouble logging in.
2 votesThese are moved to archived during client up effort in 2024 April.
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Search Requests By City/State
We love the improvements for the Requests & Decisions search, but one thing that would absolutely make our work easier is to add City and State within the searchable fields.
Sure we can develop a saved Report for all the states across the US, but that won't offer a link to view the organizations we are funding.
Right now, we can search for City/State within Contacts -Organizations but this does not indicate whether organizations have been funded or they had applied and were not funded. We still then have to do more sorting, and we just want a quick look…1 vote -
Internal question edits...
With these wonderful improvements with the system, the editing of questions on a form is somewhat helpful, with the exception of some of the internal questions.
Having to click Edit and Save is a lot different than say, putting in the information in an evaluation. I like how the Evaluation forms allow you just to enter text into the text area and not have to click a few things, and it would be great if the Internal fields of an application can have those attributes. Is that possible? It might be asking for a miracle, but the extra clicks can…
2 votesMoved to Archive during a clean up effort in April 2024.
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Third Party Question Logic
I would like to suggest that there be some logic added to Third Party questions where the applicant could check "yes" and additional questions would be visible. I will have to create an entirely different process for when someone applies that has a "mentor" and then create the same process but without the Third Party "mentor" questions.
2 votes -
User Alert!
With the latest versions of GLM, Foundant can provide sign-in alerts to their clients. It would be nice if that functionality could be extended to the clients for use with their applicants. I would like to be able to have a pop-up that could say that deadlines have been extended, etc.
jim
posted July 18, 2013 by Jim Beck, Parkinson's Disease Organization
1 vote -
Back-Office Clean-Up
This is an issue that has been frustrating me since we began using Foundant in 2011 and it has gotten significantly worse with the upgrade. There is no way to remove things that have been created accidentally. I have one process that had forms that shouldn't be associated with it because somewhere along the line the incorrect form was assigned to an application associated with that process. Sure I can change the names to "Don't Use" etc. but it looks unprofessional and sloppy. While I fully respect not allowing users to delete these mistakes just in case it wasn't really…
1 vote -
Rich Text Editor, full function please
As I edit my process descriptions or form questions, I would like to use the GLM Rich Text Editor as, well, an editor. However, when I try to move blocks of text around, I get faced with the problem that pasting any content overwrites everything in the window. Plus, I lose my formatting in the process. I am then left with the difficult choice of saving a bit while losing the rest of my text or edit all in a separate editor and then tediously reapply my formatting.
Please enable full editing capabilities in the new Rich Text Editor 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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System Message Amnesia
I would like GLM to remember me!
I use multiple computers and devices (and also have a habit of clearing out tracking cookies). It seems that whenever I login to GLM, I am always presented with the same system message that I have just read on my tablet, or work computer, or phone. It would be great to not have this linked to ephemeral cookies or other client side mechanisms of remembering me. Perhaps a flag could be set on my user profile as a way of remembering me.
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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Additional Installment Time Period
When we add additional installments, it automatically makes the installment for a year later. We pay installments by the month. It would be great if there was an option that allows the system to automatically make the installments at different intervals and not just 1 year.
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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admins submit followups
How about giving admins the ability to submit and/or mark as complete followups for grantees without having to login as the grantee first? We get a number of grantees who send us a document that needs to be uploaded to their followup (even though we instruct them to upload it).
We can upload the document as an admin, but we have to log in as the grantee to submit it, then log in as admin to mark it complete.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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0 votes
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Add Comment Field and List on Overview Page
I'd like administrators to have the ability to leave comments on the overview page that shows the application process status, added documents and follow-ups etc. It's great to have all that info in one place. Being able to leave comments there that would be visible at the bottom of the page would be helpful in many respects. It would allow for explanations of due date changes, notes on follow ups needed, all sorts of heads-up type info and anything that might be helpful for someone looking for an overview of the project.
Idea posted August 16, 2011 by Melissa Wheaton,…
0 votes -
Adding documents and attachments to an application from the application page (not only the project page
There are many applications that we are adding documents to, especially confidential recommendations and transcripts. Right now, we need to go to the Project and add the documents from the user page -- you cannot add them to the application and/or user from their Submitted/Draft application. It would be very helpful if we could add documents directly from the application, whether it is in Draft, Submitted, or Completed. We notice that you are able to add documents directly from the application for a Completed application, but we would like this option to be available for Submitted and Draft applications, as…
0 votes -
Application Comment Box
We use the comment box for the organization, but I'd like to see a comment box added to each application. In an ideal world, the option to add comments would remain open even after a grant is closed.
Idea posted September 18, 2012 by Kristen Cullen, Carolyn Foundation
0 votes -
Decision Comment Contents Should Stay When Send Back Application
When you review an application, you have various places to write comments. The "decision comment" at the bottom of the page currently is emptied out if you mark the application "incomplete" so that applicant can do some more work on it. The "decision comment" is a great place to write up issues you had, requests you've made, so when the applicant resubmits your earlier information about the problems are still there.
Idea posted July 25, 2011 by Anne Rogers, Mass Humanities
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Change the name of the Logon Page
Would it be possible to change the name of the Logon Page to Log On Page?
Idea posted September 20, 2012 by Bob Coakley, Thomas J. Long Foundation
0 votes -
Change the instruction on the Set Password page
The current instruction reads: Set PasswordEnter your contact information below. While most users can probably figure out they need to enter a password, and then re-enter the password, the instruction does not seem appropriately worded. A suggestion for new wording might be: "Create a new password for the Primary Contact."
Idea posted September 20, 2012 by Bob Coakley, Thomas J. Long Foundation
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Sort By for organizations that use (The)
It would be helpful if organizations that use (The) in their names can be organized (Sort By) alphabetically throughout the entire software (Application Submitted, Complete, Open, Closed, Granted, etc). Currently, "Sort By" only works properly under the Contacts-Organizations' list.
Thanks!
Rossana
posted July 19, 2011 by Rossana Martinez, Lily Auchincloss Foundation
0 votes
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