1053 results found
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Number of Documents for Organization Summary
The number of documents shows up at the request level but not at the organization level. Seeing the number icon on the Documents tab would be helpful because it would indicate that information has been uploaded. I believe the number of comments shows up at the organization level, so would the number of documents be able to be added?
2 votes -
Limit Checkbox Selections
We would love the ability to limit the number of check marks applicants are able to select on certain checkbox questions. We ask folks to limit the number their choices, but often times they over select.
7 votes -
Allow Impact Maps to run for non-organization grants
Currently Impact Maps can only run off of Organization data. We need to run an Impact Map for awardees on grants only for individuals. This is not possible in the current configuration. Ideally it would be able to run off the Primary Contact or Owner of the record as well if we could toggle that in the Impact Map settings.
1 vote -
Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
5 votes -
You should be able to close requests even if follow ups are still outstanding
We have a process where we give grants out - the applicant has to complete the grant contract and then submit a grant evaluation at school year end. However, some never submit their evaluations. We do not let them be eligible to apply for another grant unless all their evaluations have been submitted, so we do not want to close or abandon any of the outstanding follow up forms that say "MSHE Grant evaluation". However, at the end of the cycle, I want to be able to close out all my grant contracts that have been completed, however, since a…
10 votes -
Option to remove "See Opportunities" button
We would like to remove or deactivate the "See Opportunities" button on the left-hand To Do panel. All of our applicants can get to the apply page by clicking "Apply", and having more than one pathway creates confusion.
2 votes -
run report on who modified a form
It would be helpful if we could run a report on who the last person was to modify a form. For example, if an admin prints follow ups and marks them complete, it would be great to see who marked it complete if we have multi staff working in the follow up stages.
5 votes -
Learning Center Admin Control
In the new Learning Center, we should be able to have an administrator-level account, so that we can create new users for our staff, assign them training courses, and view their progress in completing each of those. It's a missed opportunity to not have this.
2 votes -
Export Form Questions via Reports
Would like a way to export the questions that are asked in Application, Evaluation, Follow Up forms via the Reporting function. This would be used to compare questions that are asked across different processes.
7 votes -
Choose a specific date for a follow up form to be assigned
Please provide the option to allow us to manually key in a date for when the follow up form is to be assigned. Where the applicant cannot see the follow up form when they logon and to not allow the applicant to receive any emails regarding the follow up form until the date that the follow up form is assigned. It’s very rare to have down time but when there is any, we can begin to assign follow up forms with a future assignment date.
6 votes -
Adding a Language Translation Feature
It would be nice to add a language translation feature for our applicants. This would help us reach more people.
1 vote -
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
1 vote -
Report for Visibility by Question on Form
It would be extremely helpful to be able to run a report that gives the current visibility status for each individual question on a form. We change visibility on our LOI after our initial review is complete. In addition to needing to change the visibility setting on each question one by one, currently we can only validate that the setting have been correctly updated by manually reviewing each question again, one by one. Thank you for your consideration of this capability!
3 votes -
Opt Out Option for Automatic Emails
I would love to see the addition of an "opt out" checkbox function when an automatic email is going to be triggered. We use an automatic email that's attached to when a Final Report is assigned. The auto email sends out a grant award notification, but, if we ever need to adjust the Final Report due date, it will resend the grant award email.
1 vote -
If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin
Once we create a report in Reporting Data Sets, we should be able to set it to run automatically at designated intervals (every week, every other week, once per month, etc.), and then have the system email it to administrators when it runs. We relied on this feature in our previous software and our work is impacted by this missing feature in Foundant GLM.
2 votes -
New Column Idea for Grant History
In the GLM, I often use the Request History tab of an organization in my work. I would really like to be able to see a column with the amount of each grant request from that organization even if the grant was denied. Additionally, I believe this "Amount Requested" column would be helpful for both approved and denied grants because sometimes our board approves of only a portion of the requested funds.
Thank you!
3 votes -
Allow images without having to use a rich text only box
There used to be a feature where you could insert an image to the instructions box of a form even if the added question did not have the option for rich text. It would be great if we could get that back! The image that used to be in one of our forms is now broken and I haven't been able to get it back (it says the image cannot be loaded from the passed link.)
1 vote -
deidentified version of the evaluation summary
In Application Evaluation Closed, the PDF Evaluation Summary is wonderful. I was hoping that it might be possible to generate a deidentified version of the evaluation summary, with the evaluators names changed to ‘Evaluator 1, Evaluator 2, Evaluator 3, etc.’ Currently we have an assistant who manually edits each PDF, but this is tedious and prone to human error.
1 vote -
CSuite fields populate for GLM created grants
I would love to see more CSuite fields auto populate when the grant is STARTED in GLM.
Issue is we would like grant advisor field populated in CSuite and GLM. If the grant is started in GLM, this field does not auto populate. Since fund advisor is a fund field, I thought once the fund was assigned in CSuite, the field would populate and push to GLM. That does not happen. I must manually add the grant advisor in CSuite and refresh GLM.
1 vote -
Add And/Or Search Options to Search Requests & Decisions
We'd love to have the option to use the "Search Requests & Decisions" function in GLM to quickly figure out how much we've granted to an organization. Unfortunately, some of our larger grantees have used different fiscal sponsors over the years, so we are unable to get an idea of the number of grants and their amounts through the "Search" and "Quick Export" tab. Can we have the option to have an "Add" and "Or" button so we could target multiple specific organizations or request titles? Thanks!
1 vote
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