329 results found
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Ability to save decision comments before finalizing LOI/App approval/declination
I love the ability to enter in decision comments, but if we don't finalize the decision (approve/decline) of an LOI or App., GLM doesn't save those comments. It would be valuable to me if comments could be saved in interim, because certain LOIs/Apps require further discussion with other Board members. Right now I resort to printing out the LOI/App and keeping written notes to bring to a meeting.
Idea posted July 3, 2012 by Meredith Huffman
2 votes -
After updating an applicant's information, show the organization's/user's information page
I've noticed that, after updating an applicant's information, the system brings me to a list of all of the users, rather than bringing me back to the user's or organization's page. I then have to do my search over again if I had any other information to be updated for that user or organization.
It would be great if the system put me back on the user's or organization's page, instead.
Thanks.
Idea posted April 23, 2012 by Mary Nicosia, GMA Foundations
2 votes -
Document Upload - 2
It would be wonderful if - when we click on the button for ADD DOCUMENT - the cursor would jump immediately to the Description Box - ready for typing. This happens when we click on Organization from the Dashboard and it would save time and clicks if it is possible.
Thanks
Idea posted May 30, 2013 by Kathryn Treanor, Dietel Partners, LLC
2 votes -
Remove "File Attachment Summary" from pdf when application has no upload fields
We no longer use an upload field in our LOIs -but when applicants submit the form, and create the request in the pdf format, they are concerned when they see:
I get frantic calls about not seeing where they were supposed to upload a file, when there simply was no file upload. If it is possible to have the File Attachment Summary drop off for applications without upload questions, it would save some panicking and dramatic phone calls!
posted September 6, 2013 by Dana Jeffery, Ben & Jerry's Foundation
https://d2r1vs3d9006ap.cloudfront.net/s3_images/964068/File_Attachment_Summary.png?1380418781
2 votes -
Grantee organization able to see all of their grants submitted
At the current time there is no one person in a grantee organization that can see all the grants submitted from that organization since the system is based on each user rather than an organization. We have grantees, though, with multiple programs and departments (e.g., a university) that want to (a) manage the overall relationship with our foundation and (b) see all the grants they have submitted to us. Is it possible to provide a means for the primary contact to see everything submitted, approved, etc. for that organization?
Idea posted June 1, 2012 by Skip Moore, Weaver Foundation
2 votes -
Include "Date Submitted" as a column when exporting data
When exporting data from a process, the date an application, LOI, etc was submitted is not included...though the date it was created is. I think the more relevant information is when an application was submitted.
I recognize that date submitted is available via the dashboard; however, it adds several steps of trying to harmonize the dashboard copy paste to the data exported from GLM to achieve the same result. I might add that the dashboard date does not include the actual time an application was submitted...useful for those who have 5 pm cut offs for grant applciations and want to…
2 votes -
No longer able to delete duplicates because there is Guidestar History
We have organizations that register multiple times without our realizing it until after we’ve started the review process for
their current request and run Charity Check. If we’re unable to delete these registrations, we’re going to end up with a huge number of duplicate organization registrations that are completely useless and just taking up space because all of the important information has been consolidated. It will also make looking up a grant/request by organization name a much more difficult process because we will have to go through however many empty registrations to find the one we are actually looking for.…
2 votes -
Ability to Highlight
As we were reviewing our grants for the first itme, we realized that the ability to highlight specific areas of the proposal for other evaluators to see would be very helpful.
Idea posted April 5, 2012 by Becky Andler, The Crowell Trust
2 votes -
Form Fields - Could they be pulled into Reports Beta?
I know it's not built to, but there needs to be some place where you can pull form data and SAVE that to pull again. If SAVE functionality could be added to Export Data, that could work too. This would make certain lists much easier to look at. THANKS CORY MIKE AND GRANT!
posted September 6, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
2 votes -
Archive Orgs
I would like to archive organizations that we will most likely not grant to in the future. I know I can archive older processes, and would like to do something similar with organizations.. It would be helpful to be able to click on Organizations and get a full list of only current/active orgs. Perhaps if there where another search criterion to select any organization assocated with a certain process - at least I could get the list narrowed down some.
Idea posted May 29, 2013 by Pat Davis, Wyss Foundation
2 votes -
EIN Population in Merge Template
Hello! It would be really useful for us to have the EIN / Tax ID data box as a merge field for merge templates. We want to add an organization's EIN to our Invoice merge template for verification purposes and were surprised it wasn't already an available merge field.
1 voteHello!
The EIN/Tax ID is available in merge templates today.
If download the template you will go to the Standard Merge Fields, in the Organization section and look for «Organization_TaxId»
This is also available in Email Merge titled TaxId.
If you have any issues our support team is happy to help!
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Applicant profile
Can the prefix in a profile not be a required field.
1 voteHi Maria,
If you reach out tosupport@foundant.com they can change the requirement for prefix for you.
-best
sammie
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Custom Columns in Follow Up Forms
I love the custom columns. It would be great to have this feature in the follow up forms buckets to see responses easily.
1 vote -
applicant registration-turn off
Having the ability to turn off the ability for applicants to register themselves would be useful. I have a closed set of eligible organizations, all already loaded as organizations in GLM. I have folks create accounts for ineligible organizations, or don't head the warning when the tax-id is a duplicate.
1 voteHello,
This functionality is available in the system our support team can help you turn of the registration if you reach out to them.
best
sammie
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Assign evaluations by student in the Evaluation Assigned bucket
Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student.
1 voteHello,
This functionality will be part of our March 2024 release on 6th. If you need this functionality prior please reach out to our support team and they can implement it for you early.
Best
sammie
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Mechanism to bulk download photos attached to follow up forms
Many of our reports include an option to upload a photo. Right now, the only way we know how to download them is by opening each individual follow up and saving each photo.
Much like there is a bulk PDF for submitted reports, a bulk download for photos would be tremendously helpful!
1 voteHi Sarah,
this workflow should be available through merge templates on the request and decision page. Reach out to support@foundant.com and then can help you through this process.
-sammie
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Option to Create Individual Files When Batch Creating Merge Documents
It would be extremely helpful to have the option of creating individual files when creating merge documents for multiple requests. Currently the only option is to select them one at a time or manually split the single file containing all the requests selected.
1 voteHi Mandy,
when doing batch create of documents you will see the option to do a zip file this will create individual documents in bulk instead of one large file.
If needed reach out to support to learn more.
Best
sammie
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Update answer choices once the question has been used
Update answer choices once the question has been used. Be able to update an answer choice once it has been used, so that when it pulls into subsequent forms it can show the updated wording. For example, on the intake form we used K12, but on the subsequent forms we received feedback that it would be better to say "Kindergarten - 12th grade"
1 voteHello,
The ability to edit choices with in lists is something our support team can give you access to do within the system. If you reach out to them at support@foundant.com they will help you with configuration.
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Show a list of processes that are using a specific eligibility quiz question
If I need to add an answer option to an eligibility quiz question, let's say for a new process, it would be helpful to know which other processes use that same quiz question so I can check to see they needs a revision because of the added option.
1 voteThis request can be accomplished by using the Eligibility Processes tab in the Eligibility Center.
Reach out to support@foundant.com to learn more.
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notification when there is a new log-in
Is there a way to receive notification when a new applicant creates an account?
1 voteThe introduction of the "Organization Added" email template should give you visibility into new log ins. If for some reason you still need additional functionality please create a new idea.
-The Foundant Team
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