983 results found
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"Click to Drill In" on Amount Awarded on the Dashboard
It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.
5 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
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UA Opportunity Printing
In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.
5 votes -
Document viewer hyperlinks
Hyperlinks are not clickable in the document viewer. Which means I would need to download the file to access links (defeating the purpose of the document viewer). Being able to click to links right from the document viewer would help streamline our work.
5 votes -
Preset individual assignment dates for follow up forms
We would like to be able to preset the dates that each follow-up form will be assigned. We have forms that we only want to be completed within a certain period of time but would like to be able to set up the assignments when the Application is approved so we don't have to go back and assign the follow ups at a later date. This should also send the notification email when the form is therefore assigned and available and not at the time that we preset it up.
5 votes -
evaluator
Maybe this exists already....it would be so helpful to be able to filter evaluators by process - we have a committee for each grant and clicking through each time while referring to the original committee list is cumbersome. If I could filter evaluators to only show the ones who would score a particular grant program, I could get through assignments much quicker.
5 votes -
Board/Community Member Permissions in GLM
People with Board Member/Community Member designations who are in the system only to evaluate grants should only have access to the processes they are assigned to. Right now, they can use the "request and decision" tool and see org history for everything in GLM- this is concerning to us for a variety of privacy reasons.
5 votes -
Collapse branching logic rule groups
I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.
5 votes -
Merge Templates and Charity Check
I would love to see the ability to merge charity check data fields into merge templates. You can do it in reporting, but not merge templates. This would be very helpful for me.
5 votes -
Dear Foundant:
Can we add to the Greeting page language to add “Administrator administrator@grantinterface.com” to their address book so that our emails will be sure to land in their inbox! Put it in a different color font so that it will be noticed when they open this software.
We continue to have problems delivering emails to our grantees and creates duplicate work for us. Thank you.
5 votes -
Changing the 'show applicant' a document.
We delay our grantees' ability to see the decision on their application by 14 days. This was set up for us by Foundant. We upload their approval/denial letters into their request documents at the time of the decision, but do not want the grantees to see the letters until after the 14 day period when both the decision and the letter should become simultaneously visible to them. At this point in time, we have only two choices - to never allow the applicant to see their approval/denial letters in their Request Documents, or to wait before posting the letters to…
5 votes -
Allow more characters in the phone number extension field
Hello! The ability to add telephone number extensions is great, but it assumes all extensions are three digits. Perhaps you could make this more flexible to accommodate all extension lengths.
5 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…
5 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 -
sum format
Sum Formatting in Tables
When a table sums a column of amounts i.e. a currency (£), the format of the sum is simply numbers ######. Can the Sum function for the table be formatted to match the formatting of the cells it is adding up e.g. £###,###.##?
4 votes -
Ability to add Foundation logo/branding for LOIs and Grant Applications
A way to incorporate private foundation logos or branding colors with LOIs and Applications.
4 votes -
Vetting new organizations
As a community foundation, we fund mainly around one county in NJ. We often see folks starting a profile in GLM that are clearly way outside of our region. We've had one organization that started a profile with fake information (e.g., 555-5555 phone number, and a fake website etc). Was wondering if there is a way of limiting who is able to start a profile in our system? More specifically, we'd want to give the ability for anyone with a NJ address to start a profile, but anyone outside NJ would need to be approved before they could start a…
4 votes -
eligibility center slm
In the SLM Eligibility Center, I would like to request a "What Changed" update screen after rerunning eligibility on an applicant. Currently the process just re-runs, and it is up to the user to determine what changes to the application's eligibility occurred. This is particularly problematic if the changes include removing/being un-matched with an opportunity, because the user must then go abandon that opportunity for the student if we do not want them to have the ability to apply without being actually eligible. So it would be helpful if there was a list of changed that popped up after the…
4 votes -
Report-able comments
It would be great to be able to run reports on comments!
4 votes -
New Header Search Bar
The new header search bar is currently only available to Administrators and not the Grants Manager role. We would like to see it available to both rolls as it's almost more critical/useful for the Grants Manager roll than the top Admins.
Additionally, my testing of the search bar has shown it to be inconsistent so far. Once I type a word into the search bar, often times nothing happens. I have gotten it to work, but it's been hit or miss. It might be helpful to have the magnifier icon clickable so that we can manually click it or hit…
4 votesHi All,
We wanted to let you know that over the weekend, we made performance enhancements to the header search. You should now be seeing better search speeds. If not, please reach out to our support team.
-The Foundant Team
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Filter option when looking at organization history.
It would be very helpful to have a filter function when applicants (in our case, organization primary contacts) are viewing their organization history. Right now, they have to sort / scroll past all abandoned applications, cannot filter by date, etc.
4 votes
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