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28 results found

  1. Metrics Dashboard Date Range

    It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  2. Organizational Summary - Amount Requested

    It would be helpful if you could customize (at least one column) on the Organizational Summary page. For example, "Type" is not useful to us, but "Amount Requested" would be. Our Trustees often award more or less than the organization requested and it would be helpful to see this information.

    2 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  3. GLM Metrics Dashboard Award Rate of Applications

    Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.

    2 votes

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  4. Running Total in Evalutation Form

    It would be beneficial if evaluators could track the approved grant amount per organization while they are evaluating the applications. Having an in-system ability to track the running total amount of funds being granted would decrease the chance of the evaluators going over or under the total budget allotted for the whole grant cycle.

    1 vote

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  5. inactive

    Currently when you pull in a CSuite custom field pull into a form in GLM form, it pulls in both active and inactive one (but doesn't note which ones are inactive). It would be nice if it only pulled in the active fields.

    1 vote

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  6. sue.sneeringer@dca.nm.gov

    We would like to be able to create custom columns any time we want to look at a particular aspect of a process. For example, when looking at Follow Ups, we would like to add the column, "Funding Category". We can't at this time because Funding Category is tied to the initial application, not the follow ups.

    1 vote

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  7. GLM Application "Packet"

    We would like to see an option that allows us to obtain a .pdf "packet" of all requests when bulk selecting organization's in GLM. From anywhere in GLM, when you select multiple grants, you should be able to bulk produce one singular pdf with all of the selected applications in on document.

    4 votes

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  8. Suggestions for Custom Columns

    It would be helpful to see the amount awarded from the All Open Approvals screen.

    From the Organization Summary page on the Request History tab, is there a way to change the column header "Date" to say "Decision Date", since that is what that column is showing us?

    Finally, it would be helpful if the primary user column were visible on the Organizations page.

    11 votes

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  9. Individual Contact on Request History tab

    It would be very helpful to have a column that listed the individual contacts who submitted the request on the Request History tab in the Organization Summary page. When we have large organizations like schools with several different applicants, it would be nice to see who did the individual applications in the request history.
    Is this something we can make customizable?

    3 votes

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  10. If batch functionality isn't possible... bring onto one page for quicker access

    One of the pain points around not having batch functionality (beyond having to do the same action over and over again) is having to open every single organization or request and navigate to the right section, then do whatever the action is. I am not sure if this is even possible, but I would love to have the ability to bring a section from each of a group of organizations or requests or applications and have them show up on one screen.

    Example: Charity Check. If I could search for a group of organizations and select that I would like…

    5 votes

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  11. Ability to view additional fields on the Request Summary

    It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.

    20 votes

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    5 comments  ·  Custom Data  ·  Admin →
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  12. Add county to the organization info

    It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.

    6 votes

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  13. Add additional "Document Types" under Request Documents

    Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.

    16 votes

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    3 comments  ·  Custom Data  ·  Admin →
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  14. Customization of the Organizational Information Form

    It would be incredibly useful if we could customize the Organizational Information form that organizations fill out when first registering with Foundant. By this I mean not just removing fields, but adding new fields, changing character counts, adding instructions, and changing the layout/order of the fields. For example, it would be very helpful to have organizations include their full legal name/fiscal sponsor's legal name in the organizational information page, rather than having to include that as a question on the LOI/Application each time an organization applies.

    5 votes

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    3 comments  ·  Custom Data  ·  Admin →
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  15. "Flag" an Organization

    Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.

    With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.

    An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.

    If there…

    86 votes

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  16. foundation assigned grant numbers

    We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…

    17 votes

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  17. Doing Business As or AKA searches

    Many times a non-profit changes its organization's name or does business under another name other than their legal name. It would be very helpful if the GLM system had a field called "DBA or AKA" in which you could enter other names by which the organization is known. In GLM, our foundation lists an organization according to their legal name and we try to stick to that for consistency for entering organizations names in their GLM record. The legal name may be longer or cumbersome and the organization ends up going by a shorter name or acronym which people know…

    9 votes

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  18. 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 votes

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  19. 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,
    Mark

    posted August 13, 2013 by Mark Petersen, Bridgeway Foundation

    2 votes

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    4 comments  ·  Custom Data  ·  Admin →
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  20. In Follow-Ups Draft list - Please include Process Name

    Could we please see the name of the Process in the Draft Follow-Ups table? It would make reviewing the status of numerous upcoming Follow-Ups much easier. Might it be listed instead of the Form Name? Thanks for your help.

    Kathryn

    6 votes

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