839 results found
-
foundation assigned grant numbers
We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…
19 votes -
Read only reports for board members
I would like the board members to have read only access to reports. Standard reports and saved reports would be great. At this time board members are also administrators and the chance for them to accidentally blow something up is too risky.
5 votes -
Payment Screen Charity Check
Would it be possible to add a Guidestar Charity check button on the payment screen in the area by the payment amount? This would be helpful in making sure the charity check was done before making the payment. In the past I have forgotten to do this at the time of making payment, a button here would help if it is possible.
8 votes -
Payment Address
Is there a place to enter the check payment address? If not how have others worked around it.
posted February 28, 2012 by Kyle Castronova, OMeGA
7 votes -
Evaluation Summary - for staff evaluator role
(Suggested by fellow grants staff Trudy Wild)
Currently there is an attractive summary of all panelist scores and comments (Dashboard / Application Evaluation Open / Summary) - but only staff can access this (Our evaluations are anonymous and un-shared). This is available per application, with questions down the left hand side and staff evaluator names across the top.
We'd like for a single staff evaluator to be able to view his own summary. This should encompass all applications in one view - with questions down the left hand side and applicant organization names across the top.
posted September 16, 2013…
4 votes -
Evaluation Reports
We conduct two rounds of evaluations on every grant application. After the first round we provide the results to the second group of people evaluating. Finally, at our board meeting we provide the results from both rounds of evaluations.
We currently provide these to our evaluators through a fairly complicated merge document that we process after each evaluation. We were hoping that you all could create a report for all evaluations done, as well as a nicely laid out print packet of whichever evaluations were needed.
Additionally, we have our second round evaluators check a yes, no or maybe box…
8 votes -
Evaluating Follow-up submissions
The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.
Let the conversation begin! Thank you,
-raymond
Here is the original post:
I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for…
96 votes -
Doing Business As or AKA searches
Many times a non-profit changes its organization's name or does business under another name other than their legal name. It would be very helpful if the GLM system had a field called "DBA or AKA" in which you could enter other names by which the organization is known. In GLM, our foundation lists an organization according to their legal name and we try to stick to that for consistency for entering organizations names in their GLM record. The legal name may be longer or cumbersome and the organization ends up going by a shorter name or acronym which people know…
10 votes -
Tabbed sections in Applications
I would love to be able to break up long applications into tabbed sections or, better yet, separate pages. The ability to add section breaks and group questions that came with GLM 2.0 helps. But I still think it would be easier for grant seekers to navigate long applications if questions were organized on different pages.
Survey Moneky has a nice interface for organizing questions in multiple page surveys. Their interface doesn't allow users to select pages by clicking on a tab, which is what I would love to see, but it does allow users to flip between pages that…
4 votes -
Hyperlink to log-in page in email
It would be really handy if we could insert a hyperlink in an email to allow an applicant to be taken directly to their sign on page from the email. Example, if an automatic email goes out that an LOI has been approved and they can now go in to complete an application, it would be nice if they could access that link to the sign on page directly from the email.
Thanks.
Lynn Larson - Allegretti Foundation
posted February 1, 2012 by Lynn Larson, Fred and Jean Allegretti Foundation
10 votes -
Changing character count to word count
I searched and didn't see this in the idea archive. We receive a lot of compliants about character count. I am guessing character count gives you a better estimate of space needed but folks are accustomed to using word count for other applications. I think word count is the norm.
Idea posted June 20, 2013 by Erin Baird, Allegany Franciscan Ministries
3 votes -
Application Comments for Evaluators
Hi Chris,
We're enjoying the comment field enhancement within the application - great update! In fact, we're enjoying it so much, we're wondering if there's any talk of having this enhancement extended to the evaluators as well? We'd love it if our evaluators could make comments within the application while they're doing their review work. This would serve as a useful tool when we're on our committee conference calls and during site visits.
Thanks for your consideration.
Idea posted July 30, 2013 by Kristen Cullen, Carolyn Foundation
5 votes -
Allow applicants to delete old drafts
From what I can tell, applicants are unable to delete application drafts. I realize as admin we can delete drafts but I am wondering if applicants would delete drafts is they were able to. We have many draft applications that seem to be abandoned. I was going to make a practice of deleting draft applications once a year so they don't pile up. I wonder what other do
Idea posted April 18, 2012 by Erin Baird, Allegany Franciscan Ministries
5 votes -
Integrating Email & Phone Notes
Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.
Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section…
1 vote -
In Follow-Ups Draft list - Please include Process Name
Could we please see the name of the Process in the Draft Follow-Ups table? It would make reviewing the status of numerous upcoming Follow-Ups much easier. Might it be listed instead of the Form Name? Thanks for your help.
Kathryn
10 votes -
Print Packets - Form Title on Cover Page
It would be very helpful to have the form title on the cover page of the print packets. We compile copies of the application print packet, evaluation 1 print packet and evaluation 2 print packet and it would be very helpful to see which form it is on the first page of the packet.
posted September 11, 2013 by Julia Boerth, First Hospital Foundation
8 votes -
Organization Merge History
A merge history should be included in case an error is made or in case an organization changes its name. Information should include the date of the merge, the names of the organizations merged, and the name of the user who did the merge.
Thanks,
Mary
posted April 25, 2013 by Mary Nicosia, GMA Foundations
5 votes -
Would anyone else like to see Declined grants in the Dashboard?
I love the quick Dashboard view to see what has been submitted, granted, etc. but would also like the same info at a glance for the number grants which have been declined. There doesn't seem to a be a "one click" way to view this info.
posted August 5, 2011 by Alison King, The Ron Joyce Foundation
35 votes -
Email format in Organization View
We give grants to non-profits and international organizations. . . . .many of whom have email addresses ending in ".org", or other international designations.
PLEASE don't restrict my email address format to " mailto:name@domain.com "
Idea posted January 4, 2013 by Karen Wallace, First Fruit Incorporated
3 votes
- Don't see your idea?