329 results found
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Applicant History, Project Descriptions, and Reports
Right now, GLM relies on the administrator/reviewer to remember if a previous grant was funded. For example, if an organization received an earlier grant, when they reapply the administrator/reviewer must remember what the earlier project was and know to look at another page to read their final report.
On the page that comes up when the reviewer opens a proposal, it would be great if there was some indication that a previous grant to the applicant was funded. Preferably, the notation should include a one sentence description of the project that was funded. Then there should be a link to…
3 votes -
Chronological Log of Communications with Grantees
We would love to have a log of our communications with our Grantee Organizations. This could be a list with clickable entries that would take us to a description field. If it could have a date field & a field for the name of the person we communicated with - that would be stellar. Keeping the emails would also be great. Thanks for asking.
Idea posted June 27, 2011 by Kathryn Treanor, Dietel Partners, LLC
3 votes -
Setting Permissions for Report Fields
Our Foundation just started using electronic grant agreements for our Winter funding cycle. We came to the realization that grantees can edit several important report fields such as amount funded. We think it would be wonderful it Foundant would be able to make it so that only administrators of grant agreements can edit these important boxes or possibly set permissions so that if a grantee did try to change the amount in the box they would need a special password. We realize that the odds of someone changing the amount funded is slim, but we would not like to tempt…
3 votes -
Bulk download PDF print packets in Zip file of individually named documents
I would like to request additional functionality for the PDF Print Packet download feature for SLM applications. Currently, the PDF Prink Packet downloads creates one PDF file with all the applications included. This is not functional for my needs to be able to send out scholarship applications for reviews by outside committees who do not utilize the review portal. It is also super cumbersome to go through and individually download each application. It would be great if the PDF print packet action could create a Zip file of each individual application named with the applicant's name. This would save me…
2 votesHello,
This functionality is available in the system, please reach out to support to learn more.
-The Foundant Team
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Batch Email Availability in More Workload Pages
Batch email option on the Payment Tracking workload page. I'd to be able to notify grantees of upcoming payment.
2 votesHello,
As of 5/16/2024 you can now batch email from the payment tracking page and include the following merge fields in the email: Instalment Due Date, Installment Amount, Conditions.
-The Foundant Team
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Sandbox redesign (2)
The font of the header text on the workload pages is crazy-tiny, especially given that it's bolded. Please change this.
2 votesThank you for the feedback we have increased the font size in the following places:
table headers
question instructions
administrator comments
Best,
Sammie
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Batch Change the Due Date for a Follow Up Form
If we need to change the due date for a follow up form that is assigned to a cycle of grants in one process, it'd be convenient to make those changes in a batch instead of individually making the change with each applicant. When we are dealing with 50 applicants in a process, this can be tedious.
2 votesBatch changing deadlines can for a form can be done from clicking the pencil icon by the deadline through the process manager. Reach out to our support team to learn more about this process.
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Autosave In Progress Applications
Build a function where in-progress LOIs/applications and evaluations autosave regularly (perhaps every 30 seconds like in Google Drive/Forms)? I cannot tell you how many folks exit the page or forgot to hit save/submit, and lose all of their work, because they're used to autosave functions on so many other softwares they use. This would save so many headaches, and truly improve the experience for our applicants, grantess, and staff.
2 votesHello Annie,
Autosave is enabled in all Foundant forms. Questions save as you move from question to question, with every 100 characters in text responses, and any other click or take action the work will be saved. At a maximum with our autosave a user should only lose work of one questions. If you have seen this not be the case we ask the you please escalate to our support team.
-sammie
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Organization Information Fields
I would love for the text format requirements in the Organization Information section to be eliminated or more flexible! As an organization that works internationally, many of these fields do not allow us to input respective phone numbers or addresses accurately due to these restrictions.
2 votesHi Fiona,
Our support team can you modify these fields. If you reach out they can help you get this set up for your needs.
sammie
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Applicant New Account Creation - Phone Number
When a new grant applicant creates a new account in GLM, they get an error message if they don't enter the phone number in the correct form. If there's a required format - in this case ###-###-#### that example should be shown next to the label Phone Number like it is for the EIN field.
Having a error message pop up when you haven't told someone there's a required format is rude and not the welcoming experience we want for our grantees. This is a simple and quick fix.
2 votesHi Julie,
we will look at changing the default for all sites created, but as an existing user you can reach out to support@foundant.com and they can make this change for you today.
sammie
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Adding "Owner Country of Origin" as a data field in reporting.
Currently you can run a report based on the following: Owner race, ethnicity, DOB, gender...
We would love to be able to also add "owner country of origin" in the reportable data fields. It doesn't seem like this would be too difficult to do since the other fields are already there.
2 votesAny field you have added to the system will be available to report on. Reach out to support@foundant.com and they can help you with this process.
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Table fields sync when process is copied forward
I'd like to confirm that table fields will sync when I copy forward my current process. I've added tables to several processes and need to combine the similar fields in reports today. When we copy our current process forward, I hope the table fields will automatically sync in reporting.
2 votesYes the field codes will sync when copying the process.
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new organization
When an organization is created, it would be helpful if there is a way to set up a notification to specified administrators so we know to verify and check that the information entered matches what the IRS shows. This could be accomplished either by adding a BCC field on the system email templates or it could be accomplished by adding the option to the admin notification options.
2 votes -
Tie Applications and Follow Up Forms to Process
It would be helpful to be able to see all applications and follow-up forms tied to a process.
Right now when I'm looking up all applications for each process I have to remember who applied, then go to their organization's profile.
If applications and follow-up forms were tied to a process, it would be easier to look up who applied for what "cycle."
2 votes -
add installments
I have just bumped into GLM's limitation for increasing a grant amount after installments have been paid, even though follow-ups are pending and the grant isn't closed. I searched for other posts on this topic and fund several that had all be archived for lack of votes. Our Community Foundation needs the ability to increase award amounts because when we do not initially fund a proposal in full, we often talk to our donors about helping bridge the gap. For reporting on grant activity and outcomes, it's important that these "follow-on" grants are linked to the same request. There are…
2 votes10/4/2023: Grants: Enhanced the look of the Grant Catalog by adding tabs: Details, Grantees, Content. This will allow for better organization of the fields within a grant Catalog. The header box will be a quick reference point for the Catalog ID, Request Dates, Catalog Dates, and the Funding Goal.
From the Details tab, users will find the detail options and settings, grant categories, and the reporting for the Grant Catalog. Added the functionality for Grant Catalogs to allow for a Nonprofit to receive a donation amount over the Requested amount. This new option is a checkbox on the Grant Catalog Details tab, Allow Overfund Grants. Once the grant has been fully funded, it will move from the Unfunded Bucket to the New Bucket.
Grantees Tab will be house all of the Grantees information. On the left hand menu, users will find a new options to Invite Grantees to the Grant…
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Date of birth
Can the date of birth in SLM Sync across into CSuite onto the students profile, so a report can be ran through CSuite?
2 votes -
Automatically Submit Opportunity Requests With No Visible Questions
After submitting common applications, opportunities with internal visibility opportunity specific questions still must be manually submitted.
Expected result: When no opportunity specific questions are visible to applicants, automatically submit like an opportunity with no opportunity specific questions
2 votes -
Objectives reporting: pre-populate intended outcomes into follow up reports
We'd like to see the pre-population of stated outcomes listed on the interim and final reports so that the grantee (and the grantmaker) can see what the intentions of the grant were versus what the actual outcomes were. It is time consuming to review grants and have to look through the application and pull out the intended outcomes only to have to do the same for the follow up reports, then have to create a chart or other document that shows the information side by side. It will also help grantmaking staff understand the history of a grant if there…
2 votes -
Give users an error message when they enter access codes incorrectly
It would help users who type in access codes incorrectly if the system gave an error message rather than just returning to the same screen. Without an error message, they don't know they have the code wrong.
2 votes -
(Updated in 2.4.0) "Return to Application Submitted"
It would be helpful if the link to Return to Application Submitted appeared at the top of a propoal as well as the very end. Sometimes we don't want to scroll to the bottom to return there, such as when we are looking up something that is at the beginning of the proposal. This would save time.
On a minor note, should the Dashboard say "Applications Submitted;" that is a plural of application?
Idea posted October 5, 2011 by Judith Bardes, The Douty Foundation
2 votes
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