1367 results found
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Supporting documents per application/form
I would love it if we could add supporting documents to an applicant's specific application or form.
Currently, the supporting documents follow the applicant through the follow up forms and other applications, which is not helpful because we currently upload confidential recommendations for specific applications.
posted May 31, 2013 by Nastassja Garcia, The Philanthropic Initiative
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If possible, allow Open in New Tab
If it's possible, it would be great to be able to right click on an organization or project name in a list and open it in a new tab so as not to have to click the back button (which doesn't always work) or go to the Dashboard in order to get back to your list. You could run Charity Check, for example, in the new tab, close it, and be back at the list you were working on.
Idea posted June 21, 2011 by Mary Nicosia, GMA Foundations
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Make how to complete follow up reports more clear
I have constituents calling asking how to complete their final report online.
For some reason it is not obvious to them that they need to click "complete" to complete the follow up report.
Idea posted June 6, 2011 by Angie Boecker, Central Minnesota Arts Board
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Make it easier to add a user
I've had to add a couple of users this week and noticed that, when on an organization page, I click "Add User" only to be brought to the general page for adding a user, which means choosing the organization despite the fact that I just came from the organization page. Given the large number of organizations that have registered in our system, this makes the process a bit more cumbersome than it needs to be, especially since I can no longer delete a good number of duplicates from the list (because they've had Charity Check clicked).
Can we have a…
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New User Account - automatically populate duplicate organization contact info (Updated in 3.1.0)
I am manually entering grants from 2011 that were submitted via email. Most of these applicants are new users. This has given me the opportunity to experience being an applicant and using GLM to apply for a grant. I think it be helpful to have a box that you could check when setting up a new user accoutn that populates the organization information using the contact info previously entered. In many of cases, the applicant and head of the organization are the same person and I am entering this info twice.
Idea posted January 27, 2012 by Erin Baird, Allegany…
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Organization's website in the Application view
We would like to see an organization's website in the Application view. Currently, when evaluating or reading applications, one needs to go back to the Summary to click on an organization's website.
Thanks
Idea posted February 13, 2013 by Rossana Martinez, Lily Auchincloss Foundation
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Put Process Name in Organization Application and Grant History
We work with a number of different clients and each has at least one process. When looking at an organization's age, I have to click through the listings in the Organization Application and Grant History to see the processes to which they've applied. A Process column would make searching an applicant's history much easier.
Idea posted July 24, 2012 by Mary Nicosia, GMA Foundations
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Reports Beta!: Follow Up Reports?
I would like to see "Follow Ups" as an available data source within Reports Beta.
Idea posted May 1, 2012 by Karen Wallace, First Fruit Incorporated
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Sort decisions by process (Updated in 3.1.0)
It would be helpful to be able to sort decisions by process. At each board meeting we approve 3-4 different types of grants. With the current setting, I can not identify grants by process. I am currently looking for a quick snap shot of the money spent this year in a particular grant process.
Idea posted September 24, 2012 by Erin Baird, Allegany Franciscan Ministries
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Submission Confirmation for Applicants
It would be wonderful if the Foundant system would generate an automatic email to applicants confirming that their application or follow up has been submitted through the system!
Idea posted September 25, 2012 by Kristy Ladd, Arts Council of Metropolitan Kansas City
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Sync the Organization Sort Name
The Sort Name should automatically sync with the Organization Name any time the Administrator makes a change to the Organization Name. An Administrator should still be able to override the Sort Name by entering something different into the Sort Name field, but the default should be to sync with the wording shown in the Organization Name field.
Idea posted February 25, 2013 by Bob Coakley, Thomas J. Long Foundation
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tracking email correspondence sent to organizations
I would like to be able to open an organization's record and see what email correspondence I have sent them and when.
Idea posted June 27, 2011 by Angie Boecker, Central Minnesota Arts Board
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E-Mail Copies
It seems to be that I've heard some discussion about being able to save copies of e-mails within the GLM system, but I'm having no luck in finding that dicussion, under discussions, ideas or the blog....So, in case it hasn't already been suggested, I would like the system to be able to save outgoing e-mails under the inquirer's or applicant's name.
Now that I think about this, it may be an issue of how many e-mails the system would have to store if this function was added, but I figure it's worth putting out there (again, if that's the case).
…
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Add Follow-Up Due or Created Date on Grants Page
Hi - Looking down the list of grants made for a specific process, I can see all of the organizations and the project names, but, if an organization owes more than one follow-up, I can't see which one might be the one that's overdue unless I open. Would it be possible to have another column with the due date listed so that we can more easily keep rack.
Another option might be separate follow-ups by year (a link for each year) so that we can easily see which year's follow-ups have not been completed.
Thanks
Idea posted February 22, 2012…
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-The Foundant Team
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Address Block and Full Name Export Fields
Hi,
It would be great to have both an address block and a full name export field. Currently, we have to manipulate the data to get the information into one cell in excel once we've done the export. Not a huge deal until it's (in the case of a vote sheet we're working on right now) sixty requests.
Thanks
Idea posted March 25, 2013 by Mary Nicosia, GMA Foundations
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Lift Requirement Restriction when Entering a Grant Internally
When a trustee makes a discretionary grant, we have the non-profit register in Foundant so that we can make the grant in Foundant. We do not, make the nonprofit submit a full application as this was not a request made by them. When we click Enter Grant, however, we get the same application as the nonprofit would, so the fields marked required are still required, which means we have to go in and fill every field with something (usually just N/A) so that we have something to approve and grant. Can the requirement restriction be lifted for discretionary grants?
Thanks,
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Allow a Tech Support request to be marked Urgent
I realize that "Urgent" can be subjective, but it would be great if we could let you know when a tech support issue was "urgent" (from our perspective, of course). Case in point: I've been unable to export all day and haven't had a response to the email I sent this morning (other than the automated response). At that point, I needed to run an export for a colleague who needed it for a meeting. Now, I need to run an export because I am creating a template for a client, but I don't have the merge fields, so I…
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App for ipad
I know I am kinda dreaming here but an app for GLM would be great. The url address is not easy to remember and although there is a link from our web site, it would be nice to have quick access to GLM. I now primarily use my ipad while traveling instead of a laptop.
Idea posted September 21, 2012 by Erin Baird, Allegany Franciscan Ministries
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Cross populate from reports back to database
Would be useful if we could cross-populate from reports back to database. I.E. if a field in the database that is filled in the approval process is missing, it would be much easier to fill in a spreadsheet environment (reports) and then populate the database versus having to open every single grant approval to enter the missing information.
Idea posted February 24, 2013 by Diana Rode, Judy Family Foundation
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Customizable Email Sender Alias
Please use your magic to allow foundations/grantors to customize the email sender address when sending email via Foundant.
As I send email messages via Foundant, the sender of each appears to be " http://foundant-community.custhelp.com/posts/administrator@grantinterface.com" rel="nofollow">administrator@grantinterface.com." Again this week I have heard from grantees that they found messages from "Linda Tracy, Steele-Reese Foundation
0 votes
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