844 results found
-
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 -
Integrate bill pay to payment tracking
We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.
4 votesHey All,
If people are willing to share their Bill pay solutions that will help us investigate integrations.
-
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 -
Ability to group in new giving hub
The new giving hub does not permit grouping of funds. This is something useful that we will be losing. In addition, there be ability to default to "show additional funds" format. In addition, this "additional funds" is not sorted by priority, but only alphabetically.
1 vote -
amostue@carpenter-foundation.org
While chatting with support@foundant.com they suggested I submit a request to be able to customize the date when manually entering a historic application because unfortunately it shows today's date for the date of submission and I want it to show a date from years ago.
We have an applicant that last applied in the mid 90s and is applying again. We don't have their historical application in Foundant but we have the hard copy file. I added the historical application to the Request History tab and scanned in the old application but it doesn't give me the option to put…
1 vote -
Application Form Sections
Change the default for the settings to be CLOSED not open when an applicant first opens the form.
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 -
Document preview
It would be great if attachments in the "Documents" tab could be previewed (much like how documents can be previewed within an application by clicking the eye icon).
Currently, a user has to download a file from the Documents tab in order to view it. It would be amazing to keep the preview experience within the browser. As an added bonus, my downloads folder wouldn't get clogged up!
Thanks!
1 vote -
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 -
Program Officer Assigned Follow Up
When a Follow Up is submitted by a grantee, we would love for that Follow Up to show in the dashboard of the Program Officer who worked with that organization during the application stage so they can easily tell they have a report to review and approve. We have the Program Officer assigned at the LOI/Application/Evaluation stage, but then we aren't able to maintain that assignment through Follow Ups.
Currently, I, as the administrator, get an email when a follow up has been submitted, and then because there's no way to bring in the assigned Program Officer on the email…
1 vote -
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
-
Add a progress bar to applications
Can you please add a progress bar so the applicant can see how much they have to do to submit the application?
1 vote -
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 -
Branching logic in printable form for admins.
Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.
4 votesWhat information would be important for you to be able to easily see.
-
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 -
Closed Evaluation Custom Columns for Evaluators
Currently we can add two custom columns to the Your Evaluations tab for our evaluators, but when the evaluations are closed and we allow our evaluators to see all the closed evaluations prior to our Board meeting, there is no way to add custom columns on that page. We do not review the grant applications by alpa order of the organization or project name. We assign grant numbers and will review the grants in that order. When we get to our meeting, I have to export and create a spreadsheet for our evaluator trustees to use to follow along with…
1 vote
- Don't see your idea?