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  1. 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…

    5 votes

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    2 comments  ·  UI/UX  ·  Admin →
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  2. 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

    9 votes

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    6 comments  ·  Email  ·  Admin →
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  3. 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

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  4. When Board members view grants under Application Evaluation (Board Member), the grants come up in columns: Process, Organization, Applicant, Project, Score Status. Would it be possible to add a column for "Requested Amount?" Our Board members would like to be able to sort the grants by the amount of money being requested. In this way, they can quickly find the grants requesting larger amounts of money and review them first; giving them a higher priority. This would speed up their review process. Thank you.

    Idea posted January 15, 2013 by Deb Engel, Siebert Lutheran Foundation

    2 votes

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    3 comments  ·  Custom Data  ·  Admin →
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  5. First, thank you for creating the Shared Documents feature. We are excited to post pertinent docs for Board sharing there.

    As a compliment to that feature, it would be fantastic if you could create a calendar feature whereby we could post dates, times and call-in info for board meetings, and relevant internal Board and Staff dates that pertain to our grants processes (application deadlines, etc.).

    Thanks

    Idea posted July 1, 2013 by Carmen Wong, International Philanthropy

    1 vote

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    1 comment  ·  Admin →
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  6. Hi all,

    Sorry if this has been addressed elsewhere. I am new to the community but did a couple of searches.

    Anyway, one thing that would really help me out is if I could import data in bulk from Excel (either a .xls or .csv, doesn't really matter) to the GLM. Two specific things I would use this for:

    -Adding or updating info within organization profiles (many of them didn't put in their websites, for ex)

    -Inputting data when I'm approving a bunch of grants (the grant $ amount / installments, some report fields we use for internal coding, etc.)

    2 votes

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  7. 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

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    9 comments  ·  Reviewing  ·  Admin →
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  8. 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

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  9. 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…

    0 votes

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    Feedback Needed  ·  3 comments  ·  Email  ·  Admin →
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  10. 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

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    1 comment  ·  Custom Data  ·  Admin →
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  11. How about adding a progress bar to the top of the screen on the application forms so that applicants can see their progress? ...like in online surveys. I think this would be helpful. This could also be included when creating a new account. Personally, I feel more motivated to complete online forms when I see progress being made.

    Idea posted May 3, 2013 by Erin Baird, Allegany Franciscan Ministries

    1 vote

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  12. It would be great if an accounting/checkwriting software could be incorporated or integrated with GLM. To be able to award a grant and then have the amount merged with something like Quickbooks so that checks can then be generated would be a real time saver. At the present time, this is the only part of our grant process which must be done outside of GLM.

    Thanks!

    Idea posted November 29, 2011 by Nancy Bonenberger, Genuardi Family Foundation

    6 votes

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  13. It would be helpful if there were also a "Save as Draft" button at the top, in addition to the one at the bottom, of grant applications, etc. Or at least a message somewhere near the Question Legend icon at the top informing users that they need to regularly save and the button to do this is at the bottom of the page.

    Idea posted May 21, 2013 by Dee Ann Harris, Leightman Maxey Foundation

    2 votes

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  14. It would be great to have a few customizable options before a report prints to PDF. Among those: 1) TITLE: currently prints with the root data set (ie COMMITMENTS): can it at least print with the REPORT NAME as the title, or, even better, with a customizable header? 2) LANDSCAPE v PORTRAIT 3) Color Scheme: Even a set of 8 different color schemes could be really helpful to not have to re-format before, for instance, a board meeting. The grey is ok, but being able to pick the foundation colors / more presentable gradients would be great. 4) Margins /…

    4 votes

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    7 comments  ·  Reporting  ·  Admin →
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  15. 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

    7 votes

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    3 comments  ·  Merge Docs  ·  Admin →
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  16. 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

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  17. I would like to see follow-up questions and attachments available in mail merge. I imagine this is not currently available because we're generating mail merge fields for a specific process (follow-up forms not being "connected" to a process, and thus not included in the mail merge). Is this something that could be added?

    posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida

    3 votes

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  18. 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

    33 votes

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    Feedback Needed  ·  24 comments  ·  UI/UX  ·  Admin →
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  19. 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

    2 votes

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    2 comments  ·  Email  ·  Admin →
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