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  1. Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.

    With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.

    An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.

    If there…

    88 votes

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  2. It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.

    20 votes

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    5 comments  ·  Custom Data  ·  Admin →
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  3. 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…

    17 votes

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  4. Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.

    16 votes

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    3 comments  ·  Custom Data  ·  Admin →
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  5. It would be helpful to see the amount awarded from the All Open Approvals screen.

    From the Organization Summary page on the Request History tab, is there a way to change the column header "Date" to say "Decision Date", since that is what that column is showing us?

    Finally, it would be helpful if the primary user column were visible on the Organizations page.

    11 votes

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  6. 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…

    9 votes

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  7. It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.

    6 votes

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    2 comments  ·  Custom Data  ·  Admin →
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  8. 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

    6 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  9. It would be incredibly useful if we could customize the Organizational Information form that organizations fill out when first registering with Foundant. By this I mean not just removing fields, but adding new fields, changing character counts, adding instructions, and changing the layout/order of the fields. For example, it would be very helpful to have organizations include their full legal name/fiscal sponsor's legal name in the organizational information page, rather than having to include that as a question on the LOI/Application each time an organization applies.

    5 votes

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    3 comments  ·  Custom Data  ·  Admin →
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  10. We often give to organizations who in turn fund other individuals (actual grant recipient) in separate locations. It would be great if we could have both the general organization info as well as a place for contact info for individual recipient. Sometimes, we even give to one organization with multiple grants, each eventually funding different individuals around the world. I am somewhat new to this so I may be missing something...

    Idea posted June 15, 2011 by Amity Wicks, Rivendell Stewards Trust

    4 votes

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  11. If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.

    2 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  12. It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  13. It would be helpful if you could customize (at least one column) on the Organizational Summary page. For example, "Type" is not useful to us, but "Amount Requested" would be. Our Trustees often award more or less than the organization requested and it would be helpful to see this information.

    2 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  14. Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  15. 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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  16. Hi everyone,

    I'm the new kid on the block, client #491. :)

    I'm wondering if Foundant has given thought to including twitter and facebook IDs into the registration page for organizations?

    I've found that interacting by social media has been a great way to get a handle on what's happening in a charity.

    Many thanks,
    Mark

    posted August 13, 2013 by Mark Petersen, Bridgeway Foundation

    2 votes

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    4 comments  ·  Custom Data  ·  Admin →
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  17. Issue: Board members want to be able to view and export a grant application list that were referred by them.
    Provide ability to search for grant applications with "Referred by" search term with pull-down menu from the "Referred by" field.

    1 vote

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    0 comments  ·  Custom Data  ·  Admin →
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  18. It would be beneficial if evaluators could track the approved grant amount per organization while they are evaluating the applications. Having an in-system ability to track the running total amount of funds being granted would decrease the chance of the evaluators going over or under the total budget allotted for the whole grant cycle.

    1 vote

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    0 comments  ·  Custom Data  ·  Admin →
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