1012 results found
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Abandon Option for Follow Ups
I would like to suggest an 'Abandoned' option for Follow-Ups, similar to that for Draft Applications. This way, incomplete overdue reports do not remain on the dashboard indefinitely. This would help with decluttering the dashboard, while also accurately marking the follow-up. As I understand, the only other option (apart from extending the deadline) would be to delete it, however we would want to keep them for record purposes. In the event that a grantee is able to fill out the report, we would then revert it back to Follow-Up Draft.
11 votes -
New Fund Portal Doesn't Show Purchased Tickets
Help! The updated fund portal "the portal" does not show ticket sales when using campaigns, if they are not true donations/contributions. This is a change and a negative one! I have sold the campaign function to fund advisors for things like events and or membership drives - but now they don't see ticket sales (non gift) in the portal! If you export a donation excel list, you can see the ticket sales USED to be in there. For some reason, they stopped showing up (unless it's the 3% donation add on). Big loss for function and customer service.
1 vote -
Increase Custom Message Visibility
Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.
8 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 -
Stop Applicant from Reapplying
Please add a toggle that admin can switch to Stop applicants from applying for the same process twice. This feels like it should be the default anyway. We had over 400 hundred applications this last round. Duplicates cause huge issues with some getting approved and awarded $ twice. A Warning Message isn't enough; if they can still click that Apply button, they will...
2 votes -
text boxes cut off
One of our evaluators brought to my attention that when she is completing evaluations – that the response to questions set up as text boxes are being cut off and it does not give her the ability to scroll. This seems to create a less than optimal experience for her and others. I realize to avoid this – I could create all questions as Text Area questions, but would prefer not to have to do this.
4 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 -
Shared Documents
I would love to be able to organize/rearrange the files I upload into the Shared Documents. A drag and drop feature like the e-mail templates would be fantastic.
1 vote -
Search all user log in activity
When can see when a user last logged in but it would be great to be able see their entire log in history. We often get applicants that say “I started the application a month ago”, but we can’t actually see if they logged in a month ago, we can only see they last logged in today!
3 votes -
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 -
download all
In the Application 'document viewer', i was wondering if it would be possible to request the additional of a 'download all' button.
I need to download all of the attachments as separate PDF files, which currently requires me to click the download icon up to 20 times per application.
This has been submitted by multiple users over the years. I don't think it would be difficult to implement. PLEASE consider it.
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 -
Internal Automatic Reminders
Hi! We would love to have the option to either (1) Have internal automatic reminders sent to administrators, or (2) Have an automatic email option in the Follow Ups sent to Administrators as a reminder. We need this because we have included a Membership Process in our GLM portal, where non-profits are given a free membership to coworking space. We don't want to automatically assign a follow-up report that asks if they'd like to renew their membership in case we don't want to renew their membership, but we would like some sort of automation to remind us that their membership…
1 vote -
Report Listing Profile Creators
Be able to run a report in Community Suite that returns all of the Profiles created within a set period of time and the name of the user that created each profile.
1 vote -
Administrator Comment Default to "Share with Applicant"
The administrator comments is a great feature- we use it to give applicants feedback during our draft phase review. We usually DON'T wish to share those administrator comments with evaluators. Customization around these comments would be incredibly helpful. For example, it is cumbersome for our Program Officers to click the "share with applicant" checkbox for each comment (and sometimes one gets forgotten and shared with evaluators-yikes!). It would be amazing if we could have access to that in a site setting to default that check box as checked (share with applicant). Or add a feature to share both might be…
1 vote -
3rd Party Email Resends by Admins in Email History
Recently in SLM, we've had multiple 3rd party persons reach out to us to have the Request Link email resent to them so they can complete a student's letter of recommendation. To keep track of and know that they were sent, opened, etc., would it be possible to include those emails sent from the administrator's side of the platform in the searchable Email History module in the Communications section? We had a few that we resent tell us that they didn't even receive the ones from the admin. We also told them to look for the administrator@grantinterface.com sender address. Something…
1 vote -
Allow Users to Upload Files to Organization Documents
Currently we request financial audits at the application and report stage in a grant cycle. This often means the same audit lives in two places.
I would be great if users could upload files (audits, in this case) to the Organization Documents tab to keep everything in one place.
4 votes -
Automatic Email to admin for late Follow-up Forms
Admins should have the feature to receive an automatic email when a grantee misses their follow-up deadline. This would help admins with follow-ups assigned at different times to keep track of grantees who don't turn in their reports on time.
11 votes
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