Skip to content

GLM & SLM Idea Lab

GLM & SLM Idea Lab

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

13 results found

  1. searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. I would love to have a search option when evaluators are assigned. We have over 150 potential evaluators so it would be helpful to be able to search by name instead of scrolling to find the evaluator's name.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  1 comment  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Here is a common scenario. An org is fiscally sponsored by a church and then gets their own 501c3 status and changes their name. In foundant, we would update the org name to say (formerly XYZ Church). When evaluators see the church name - they often ask whether services are limited to members of that church even when the org has nothing to do with the church (e.g., a food bank). To remove any confusion for evaluators - I tried adding the church name to the Sort Name, but when I tried to do a search for the church -…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. I see that someone else had suggested this but the idea was archived. In the documents folder, there is no way to reorder the documents. It puts them in order of the date they are uploaded. It gets a bit confusing when adding documents later into the process and they are out of sequence. The only way to rectify is to delete the documents and reupload them in the order desired. But then if something else is submitted that should be kept such as background information prior to the approval or denial of the request, they're out of sequence again.…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. It would be helpful to be able to do a user search that pulls all users marked as primary contacts.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. It would be great to have quick access to recently searched or recently modified/accessed requests or organizations. I find myself in and out of a lot of requests in one day and it would be nice to have quicker access to recent ones without having to re-search each time. I saw someone posted this previously with 9 votes but it was archived. Thanks.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. On the organization search page, could there be a section at the bottom with recent searches, or perhaps your own personalized list of organizations you want to keep handy?

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Would it be possible in the future for applicants to type in their EIN and it would prepopulate their Organization Name? It would help ensure that there aren't differences in spelling/format between organization names and would get rid of some steps for our merge template creation!

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".

    Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Similar to a CRM, or email software.. Being able to add "tags" to an organization would be extremely helpful.

    Some grant opportunities are specific to certain organizations based on location, the cause they represent (arts, animals, economic development, etc.) or possibly the size of organization/if they are new.. and so on.

    Utilizing a tag system would allow us to search for these characteristics quickly and batch email vs. going through our entire organization list and hand-picking who is eligible every time we announce a new grant opportunity.

    One argument is to send each opportunity to everyone on our list, but…

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. I would like to be able to search for organizations that have registered but have not submitted or started an application.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Feedback Needed  ·  1 comment  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. A large percentage of the time, when I log in, I'm doing so because I want to check something about a particular organization. I wish that there were a search box on the dashboard - this seems like a standard thing for most websites. Right now, there's an extra step in that I have to go to the organization search page. I don't know if you can do this with the current software architecture, but it would be great to have just one box that would search all fields for both organizations and contacts - and then if I need…

    22 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    6 comments  ·  Search  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?