328 results found
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Uploaded documents viewable by applicant
It would be great to be able to share uploaded documents with applicants. I am talking about documents not part of a form but still related to a specific application. Specifically, I would love for grant partners to be able to see a copy of their signed grant agreement. These agreements are the only paper documents we still keep and we often receive requests for information in these documents. Agreements have original signatures of both our President and the grant partner's leadership and include reporting dates, grant restrictions, program budget and goals. These agreements are uploaded to individual applications in…
1 vote -
Setting Permissions for Report Fields
Our Foundation just started using electronic grant agreements for our Winter funding cycle. We came to the realization that grantees can edit several important report fields such as amount funded. We think it would be wonderful it Foundant would be able to make it so that only administrators of grant agreements can edit these important boxes or possibly set permissions so that if a grantee did try to change the amount in the box they would need a special password. We realize that the odds of someone changing the amount funded is slim, but we would not like to tempt…
3 votes -
Internally-Facing Follow Up Items
It would be great to use follow-up forms/items internally, too. This is helpful especially for clients like us who still do a s substantial amount of manual data entry. It would be great if we had the option to "Assign To" an administrator, and then reports tracking, electronic signature agreements, etc could be better managed. Plus, this would make our dashboard far more effective. [this idea was born out of the Grants Management session at the Foundant Conference]
posted September 6, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
15 votes -
Print Packet!!!
The change in Print Packet to include EVERY LITTLE BIT OF INFORMATION including the Question Number, the Questions, Instructions for the question, all items on the drop downs of a questions, an Answer headline, has made the size of the applications too large, unwieldly and ridiculous! The size of the applications have tripled making it much more difficult to quickly get to the information you are looking for.
This was an idea that was good in theory and HORRENDOUS in practice.
I will not ad an application to this issue, because it is probably too big and will crash the…
1 vote -
Mail Merge Parameters
The ability to generate mail merge letters connected to grants -- decisions, transmittals, payments etc. -- is critical to us. At the current time there are only two mail merge capabilities: a blank "letter" to a contact at the organizational level and mail merge connected to a decision.
For a one time grant, that is just fine. But, I would suggest that a mail merge capabiity be connected to a payment. For example, if we award a grant with five annual payments, in order to generate a merge document, such as a letter to accompany say the 5th payment, we…
1 vote -
Grantee organization able to see all of their grants submitted
At the current time there is no one person in a grantee organization that can see all the grants submitted from that organization since the system is based on each user rather than an organization. We have grantees, though, with multiple programs and departments (e.g., a university) that want to (a) manage the overall relationship with our foundation and (b) see all the grants they have submitted to us. Is it possible to provide a means for the primary contact to see everything submitted, approved, etc. for that organization?
Idea posted June 1, 2012 by Skip Moore, Weaver Foundation
2 votes -
Consistent Place to Log In As A User
It would be nice to have the "Log In As User" button appear consistently when looking at a user's details.
Right now, when you choose "Edit Contact" from the page summarizing an application, you can edit contact details but not log in as that user. However, when you choose "Edit" from the organization summary page you can edit contact details and log in as that user.
My suggestion would be to put the "Log In As User" botton any place you can edit a user's details.
Aaron
Idea posted August 10, 2011 by Aaron Spevacek, Foundant Technologies
1 vote -
Batch Processing Capabilities in Various Areas of GLM
Batch processing allows administrators to select a group of requests and perform an action against those selected requests.
Proposed batch processing options:
Denying grant requestsAssigning evaluators to grant requestsAssigning follow-ups to grantsClosing (archiving) grants
Rate and comment on this idea. Let us know if any one of these is more important or if you'd like to add to this list.Idea posted April 28, 2011 by Raymond Burket, Foundant Technologies
1 vote -
Form Fields - Could they be pulled into Reports Beta?
I know it's not built to, but there needs to be some place where you can pull form data and SAVE that to pull again. If SAVE functionality could be added to Export Data, that could work too. This would make certain lists much easier to look at. THANKS CORY MIKE AND GRANT!
posted September 6, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
2 votes -
Archive Orgs
I would like to archive organizations that we will most likely not grant to in the future. I know I can archive older processes, and would like to do something similar with organizations.. It would be helpful to be able to click on Organizations and get a full list of only current/active orgs. Perhaps if there where another search criterion to select any organization assocated with a certain process - at least I could get the list narrowed down some.
Idea posted May 29, 2013 by Pat Davis, Wyss Foundation
2 votes -
Organization Application and Grant History column headings (Updated in 3.2.0)
Currently when I look at an organization’s “Organization Application and Grant History “ section this is generally what I see:
Date Project Name Type of Grant Status Grant Amount Paid Amount
3/24/2011 Local Roots Summer Concert Series One Time Follow Up Draft $2,700.00 $2,700.00
6/2/2011 Minnesota Sinfonia N/A Evaluations Assigned $0.00 $0.00
3/24/2011 Raku Firing with James Loso N/A Denied $0.00 $0.00
As we start getting more and more grants per organization it is getting harder to keep the applications a part. It would be nice if maybe there was a heading in this section that said “Process Name” At…
1 vote -
Adding Follow ups from Decision\Approval page
It would be helpful to be able to add follow ups from the decision\approval page.
1 vote -
(Updated in 2.4.0) "Return to Application Submitted"
It would be helpful if the link to Return to Application Submitted appeared at the top of a propoal as well as the very end. Sometimes we don't want to scroll to the bottom to return there, such as when we are looking up something that is at the beginning of the proposal. This would save time.
On a minor note, should the Dashboard say "Applications Submitted;" that is a plural of application?
Idea posted October 5, 2011 by Judith Bardes, The Douty Foundation
2 votes -
Getting rid of duplicate contacts (Updated in 3.1.0)
I like clean data and so having many organization records with duplicate contacts drives me nuts. Deactivating a user doesn't delete them from the contacts, unfortunately. I would like to see a holding tank where we could move the duplicates so they don't clutter user information. In lieu of that, I'll have to create a dummy organization where I can store all the dupes.
Idea posted June 16, 2011 by Leslie Wozniak, Five Bridges Foundation
1 vote -
(Updated in 2.3.0) "Enter" no longer works to launch search or on logon page
When I am searching requests in GLM, I used to type in the organization's name (or partial name), and hit "enter" to launch the search process. Recently when I do this (maybe just the last few weeks?), I get a little error noise ("ding!"). To launch the search I have to click "search" with the mouse.
Similarly, when I login on our main logon page, I enter in my username and password. I used to be able to then just hit "enter" to logon -- but again, now have to manually mouse-click the "logon" button.
I recognize this is a…
1 vote -
Denial Decision date and comments (Updated in 3.1.0)
Currently, when you look at the snapshop of an organization's application and grant history it is organized by date. For approved grants, it's the decision date that's listed. For denied applications, it seems to be the date the denial is entered in the database.
Could denials also have a "decision date" field? That way they would also be organized by the decision date and not the date it was keyed into the system. We've run into some problems with the chronology when we haven't been able to get the denial decisions into the system in a timely manner. For example--when…
1 vote -
Chronological Log of Communications with Grantees
We would love to have a log of our communications with our Grantee Organizations. This could be a list with clickable entries that would take us to a description field. If it could have a date field & a field for the name of the person we communicated with - that would be stellar. Keeping the emails would also be great. Thanks for asking.
Idea posted June 27, 2011 by Kathryn Treanor, Dietel Partners, LLC
3 votes -
Copying an application from one process to another
It would be wonderful to have the ability to copy an application from one process to another. At times we have a process that will pick up some of the funding for another process. It would save a lot of time to be able to copy this instead of having to copy each answer to a new application.
0 votes -
Make "Organization Information Updated" email more clear
Excited about the chance for applicants to edit their organization info!
I realize that the release notes say the standard email to the applicant "Organization Information Updated" cannot be
edited by individual foundations. But it's so tech-speak and doesn't include any instructions for what to do next.
From: "United Arts Grants" administrator@grantinterface.comDate: November 18, 2015 at 6:25:17 PM EST
Subject: Organization Information UpdatedReply-To: noreply@grantinterface.com
Changes for United Arts-TW TEST made by Mary G :
/ Old Values /
State : FL
/ New Values /
State : FloridaCan Foundant make the standard email a
little more clear? Something…1 vote -
Pull request docs into reports
It would be helpful if a report could include uploaded request documents. We have to upload a source document to every grant request, so we want to be able to run a report to identify any requests missing a document.
1 vote
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