1072 results found
-
queue tasks
I would like to be able to task where it would go into a pool system where staff could accept or take tasks.
1 vote -
Bring back the ability to "pop out" the support chat window.
Please bring back the ability to pop out the chat window from the webpage. The revision to the chat prohibits the ability to detach the chat window from the webpage and move it across the screen so its viewable while working in GLM. It now disappears when continuing to work or look at forms to answer support staff questions.
1 vote -
Score Field Improvements
Have 2 Score Fields in Reporting - one for LOI Evaluation Scores, and one for Grant Application Evaluation Scores. For Example, this would eliminate the need to filter out the scores when creating Reports for a process that has an LOI (because the current "Score" field combines the scores of the LOI and the Grant Application). Once the grant applications move onto the Evaluation stage, Board Members prefer scoring on the grant application because it's more current, and for Foundations like ours, we conduct in-person site visits, and Board Members are completing the Application Evaluations based on our site visit…
1 vote -
k.morris@mhjf.org
It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!
1 vote -
Customizable Administrator Dashboard
I would like to be able to add and remove buckets from the Open Requests section of the administrator dashboard. I have two different application processes, and I would like to quickly and easily see statuses for both of them on the dashboard, instead of having to click into application statuses, apply a filter to view one process, and then change the filter to view the other process.
2 votes -
filter in idea lab search
This was briefly touched on before https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/16809247-filterable-search-results-in-idea-lab
after doing a search in idea lab it would be helpful to be able to narrow down the search instead of having to go through many pages of answers. Being able to filter by status at minimum.
tagging and filtering by product would also be helpful
1 vote -
Remove "none" from the user comments field in new org summary view
(submitting on behalf of a user)
In the new organization summary view, users can view the cards for an org's users. On these cards, in addition to name, title, email, and phone number, there is a field for comments about that user. Currently, if there are no comments, it says "none" here. Feedback from a user would prefer this to be blank to indicate an absence of data, rather than showing "none" which implies an intentional lack of comment.
2 votes -
Pass a Javascript variable to a ReportProperty
Allow to pass a javascript variable to a ReportProperty syntax.
It will be very useful in a SmartCheckValidation.
Example (in SCV):
var sID;
var sResults = @ReportProperty(1234,exportdata,,sID)@;2 votes -
stabron@cacfonline.org
A way to customize fields on the display menus. For example, under Money In/Donations, being able to add the check number and description on the main display. Where ID, Created, Date, Donor, Fund, Type, Amount, be able to see the check number and description fields and perhaps who entered the donation.
1 vote -
kaylind@cfgb.org
Scholarship Coordinator here: looking for ideas and/or potential solutions for calculating “unmet need” more efficiently. We are currently downloading a report for each scholarship fund. We receive about 600 applications each year, so it is very tedious. Currently we use “tables” in Foundant application that calculate applicant’s total financial support. However, then we take the applicant’s SAI number, add/sub to get “updated unmet need” calculation. This is very time-consuming. Does anybody have ideas automation? Or simpler process?
1 vote -
clwiller@emplifyhealth.org
I have many applicants that are continuously requesting their balances and want to see what was paid out. It would be most helpful if they could see that from their dashboard. It would be a time savor for all.
1 vote -
bonnie@jewishcolumbus.org
Hi. I think a good idea would be to add another automated email option after the evaluator does his/her evaluation. It would be nice for the administrator (me) to get notified that the evaluator has finished the evaluation. Thank you.
3 votes -
Search Organization by Sort Name
I don't know if there is another way to do this, but the last time this suggestion was posed, only one person voted and it got Archived. :(
What I want to see, is; if an Organization has a name change, that we can still find the organization by the old name. We update the Org. name ourselves (it is in lock down from Applicants/Contacts) and we add into the Sort Name with the new name and then (Formely: Old Org Name). My imagination tells me that we use to be able to search by Sort Name as well, but…
3 votes -
Fund Balance Public
We have some fund holders that are working to grow their funds and would like to have their fund balance public.
1 vote -
Organization Summary page
Why not add Amount Requested to the new Organization Summary page along with the the Closed (previous) commitments.
1 vote -
Support Hub
Support Hub needs better documentation re: Print Packets
https://support.foundant.com/hc/en-us/articles/4404567826071-Print-Packets
Please detail the logic about question view-ability and how they are reflected in different print packets. Nothing is mentioned on this page about Print Packets for Follow-Ups. Apparently question view-ability is reflected differently in Application packets and Follow-Up print packets. at least according to a support chat that I had.1 vote -
Organizational Summary
For the organizational summary page, it would be helpful to distinguish between open and closed grants. For example, when viewing a grantee with multiple grants, the summary currently shows all requests—even those that are closed. Displaying only open requests in the summary would make it easier to see active items at a glance. If users want to review closed requests, they can click the ‘View’ button.
2 votes -
Making the Additional Tab required
I think the Additional Notes section needs to be required so that when other information is needed people will put the information there and not be able to check out until it's there.
1 vote -
Comments in Shared Questions
Hello! On the left, I've integrated the applicant answers into the evaluation form, which is great, but I lose the comments! (Which are still in the application on the right.) Is there any way we can get those to go with the question? Thanks!
1 vote -
GLM/SLM Phone App for Applicants
A phone app specifically for students applying to scholarships or for non-profits applying for grants.
4 votes
- Don't see your idea?