928 results found
-
amostue@carpenter-foundation.org
Applicants aren't able to access their organization's basic info once the application period has ended. They should be able to go into their account at any time and update their organization's contact info - ie address, phone, website... as well as their organization's contacts. We, as admins, shouldn't have to manage this. Additionally, we have some applicants who have multiple EDs listed in their contacts. They should manage this and remove the outdated ones. Not us. It'd be helpful if they had a tab always available to them in which they can see their organization's contact info and the contacts…
1 vote -
Multiple Tributes for online gifts
When people make online gifts sometimes they are giving in memory of multiple people, but we can't connect more than one tribute to the gift so we have to manually keep track. It would be nice if there was a mechanism to help us track when this happens. Support said there is not and to post here instead
1 vote -
Email notification to multiple applicants
I had a partner organization reach out to ask if it was possible for their organization to receive email notification to multiple people from the system. From the sounds of it, in the GLM only the applicant of the request (or assignee of follow-ups) can receive the automatic emails generated from the system.
If it would be possible to have an option to select multiple recipients for an email to be sent from the system that would be great!
7 votes -
2 votes
-
SLM - Limited Eligibility Quiz Information using Reports
You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.
6 votes -
Permissions for Grants Managers to upload shared files
Giving the permission to upload shared files/documents to Grants Managers.
2 votes -
Dropdown Field in Organization and Contact profile
A customizable dropdown "category" field in the contact profile and the organization profile pages would allow for Foundations to create more specific reports. Assigning contacts to a specific "VIP" category or "ED" category could be a game changer for managing contacts in Foundant and pulling these in reports. Same scenario with organizations; having the capability to place them on a hold category, or inactive category would help a great deal in reports.
1 vote -
candid
Would love for Candid to automatically check/verify applicants 501c3 status prior to them submitting a Letter of Intent/Application or at least showing on their submitted application what the status of the organization is.
It would be nice to see all submitted applications and the status of their organization right there on the Dashboard all at one glance or at least within their application.
1 vote -
Customize Batch Evaluator Packets
Would there be a way to customize what is shown on an evaluator packet? We typically allow board members to view a folder of evaluator packets, but they get long and we want to make it easier for board members to quickly digest a grant. Is there a way to either customize what we include in the packets or easily batch download the executive summaries for all of our grants in a given cycle?
1 vote -
eligibility quiz
Ability to reassign an edibility quiz already submitted to a different person in the organization, just like other forms.
1 vote -
Universal Application
Create a way to export processes from a universe without having to individually create them in the process tab? Like, if you have a universe full of application opportunities, you would have the ability to move each application opportunity to an individual process by copying every process into its own. This would then move all eligibility requirements, application, evaluation, and follow ups to the new process. Then in each process, you are able to edit out the eligibility requirements that are no longer needed.
1 vote -
GLM/QBO Integration Chart of Accounts
Our GLM site is linked to QuickBooks Online through the new integration. In the Account drop down list on the Installment Form, the one Chart of Account account we charge grant payments to is not included in the list. There are 46 accounts that we can select from....just not the one expense account that we charge all grant payments to!
I would like to be able to have our grant account added to the list of available accounts and the other accounts deleted.1 vote -
applicant opportunities - ordering
On the Applicant Opportunities tab on the UA - could we edit the order that the opportunities are listed? I know we can alphabetize the entire list, but I have two separate groupings of opportunities. I just added two new opportunities for 2025 and I want to put them each in a specific location on the list. Thank you.
1 vote -
Allow "Committee Evaluators" to view all applications in a process- not just the ones they are assigned to evaluate
It is impossible for every committee member to evaluate every submitted application, yet all the committee members are making the decisions when it comes time to vote on grant approvals and declinations. Instead of creating and sharing a report with everyone, it would be great it they had access to "view only" or "read only" all the applications that were submitted but not assigned to them to evaluate so that they aren't hearing about an application for the first time at the grants meeting when it's time to make decisions.
1 vote -
Email template logic
It would be so useful to be able to incorporate logic into email templates. If I could have one sentence if a certain condition is true, and another if it's not, would save me from having to create (and maintain!) a multitude of templates.
3 votes -
Admin Editing of LOI/Application Form Fields During Evaluation Process
We'd be grateful if there was a way for the admin to edit LOIs/applications from within the evaluation process (ie. the double-pane view), without having to back out into the org's overview and click in from there to edit the form (and then click back into evaluation mode to get to the next form). We have some internal review fields attached to the LOI, rather than to the LOI evaluation, so that we can carry those fields forward to subsequent parts of the process and have them copied into subsequent processes. We use these fields for tracking demographic and sector…
2 votes -
downloadable copy of grants catalog
I would like an option to download a version of the online grants catalog. It could be as simple as a list of the non-profits featured or be more detailed and include the brief request, organization name and website. This would help us mail versions of the catalog to donors who prefer paper over digital and allow our Development team to have a paper document to show when meeting with prospective donors.
1 vote -
Allow evaluators to track the amount of money they have spent as they are going through applications
We have had several evaluators ask for there to be a way to see the amount of money they have recommended be allocated in total as they are going through all of the applications they have been assigned. As we give them a budget for each process, this would be helpful in seeing how close they are getting to that budget.
3 votesThis workflow can be accomplished today using custom columns with Aggregation. Contact support or success to learn more.
-sammie
-
charity check
There is a discrepancy between GLM and CSuite charity checks. When a private foundation applies it 'passes' the charity check unless you think to check in the Publication 78 box. When you run the same org in CSuite, a more obvious charity check message about their private foundation status displays. It would be helpful to have a more clear way of flagging private foundations within GLM before applicants get further in the process.
1 vote -
Branched question to be red when they have not been assigned rules.
Branched questions with incorrect question will be marked red. It would be for branched questions to be marked red if no rules have been assigned yet.
4 votes
- Don't see your idea?