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18 results found

  1. 57 votes

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  2. Notification for Payment Installment

    I would like to have the ability to program a notification so I'm alerted when an installment payment is due. I see this working the same way as follow-up reminders work for grantees, but it would be an internal notification set up to remind an administrator that a payment is coming due on an installment grant.

    Thanks for your consideration.

    29 votes

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  3. Group collapsed on applications

    When an applicant returns to the application to resume work, the groups of questions could be collapsed and if all questions within the group are complete - the group could be flagged (with a check or a color change). Or, have an option to allow the admins to create the applications in pages, which can be flagged as complete when all questions are filled in on that page.

    17 votes

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  4. Export ALL GuideStar Charity Check Information

    This would include:
    The Summary, EIN, Group Exemption, OFAC Organization, IRS Pub 78 Verified, IRS BMF, and Run Date.
    IRS Publication 78
    Organization Name, EIN, Deductibility Status Description, Most Recent IRS Publication 78, Verified with Most Recent Internal Revenue Bulletin.
    IRS Business Master File
    Organization name, Most Recent IRS BMF, IRS Subsection: 501(c)(3) Public Charity, Reason for Non-Private Foundation Status, Ruling Date.
    990s list.
    Public Profile:
    GuideStar Exchange level (i.e. Silver, etc)
    Name, DBA, AKA, address, ED, etc.
    Fiscal Year Start:
    Fiscal Year End
    Total Assets
    Total Revenue:
    Total Liabilities
    Total Expenses
    Goverment Issued Ruling Year:
    All fields under Financial…

    14 votes

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  5. Suggestions for Custom Columns

    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.

    9 votes

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  6. Make all parts of the GuideStar profile available as "GuideStar Question" fields for application forms

    SOME GuideStar fields are available, please add all.
    Old / outdated? These don't drag anything into the application.
    Organization Blog
    Bridge ID
    Geographic Areas served (narrative)
    Payments to Affiliates
    Other Revenue Description

    Good / keep
    Organization Website
    DBA
    Incorporation Year
    AKA
    Formerly known as
    Fiscal Year Start / End
    Financial fields

    Need
    Programs and results
    What we aim to solve
    Our Sustainable Development Goals
    Organizational demographics
    Demographics Information for Board, Staff and Programs
    Goals and Strategy
    Financial fields – include the year the $#s refer to.
    Any other information available in GuideStar that isn't a Foundant GuideStar Question already.

    8 votes

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  7. Table-style questions: Allow calculations across more than one table question

    We have a budget form with a table for Revenue and a table for Expenses. It would be great to be able to calculate the net (revenue minus expenses) without the applicant having to do math or cut-paste totals from the separate tables into a third table or field.

    7 votes

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  8. Batch Create Merge Docs AND Attach to Request

    Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.

    6 votes

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  9. So many places to log in!

    The one complaint I have is that there are sooo many places to log into. Sandbox, live site, base camp, maybe smartsheets for traininings. It would be nice that if I got logged into one place I would then have all of my possible logins listed. If I need base camp, I can click "here." If I need my sandbox, I can click "here." Etc. Kind of like a hub of locations.

    6 votes

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  10. Saskatchewan Time Zone Added

    Have Saskatchewan Time Zone in GLM Settings

    Saskatchewan time never changes so the current site settings do not work for us here in Saskatchewan.

    ie. Our site reads 10am when it is 9am in SK.

    5 votes

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  11. Mark Applicant Opportunities by Question Group SLM

    Right now, when you create a new question in the universal application, you have go to each question and change what opportunities this question applies to. This can be very time consuming as there are over 45 opportunities linked to the universal application. It would make sense to be able to mark the applicant opportunities by question group as the default then if you need to make individual changes to some question, it would be much less time consuming. I set up my question groups to directly correlate with the the applicant eligibility and selection criteria for each scholarship.

    For…

    5 votes

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  12. Grant Evaluations

    When viewing applications in the Application Evaluation Assigned screen you are able to sort by Organization, Applicant, or Program (which we call Sector-Progam to group like applications by our giving pillars: Arts, Education, Health, Human Services, and Other. Our evaluators like to review in order of Sector-Progam. After completing and saving an evaluation you have two options: Return to Dashboard or Next Pending Evaluation. Returning to Dashboard results in multiple steps to get to the next evaluation, and Next Pending Evaluation defaults to an alpha order by Organization. It would be helpful if the Next Pending Evaluation would access the…

    5 votes

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  13. Table-Style Questions: Ability to apply regular expressions (REGEX) to a field in the table

    Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.

    Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.

    Example:

    * 20% -- A
    * 20% -- B
    * 20% -- C
    * 20% -- D
    * 20 % -- E
    * 20% -- F
    TOTAL: 120% <-- would be rejected because it is not 100%

    4 votes

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  14. Payment Screen Charity Check

    Would it be possible to add a Guidestar Charity check button on the payment screen in the area by the payment amount? This would be helpful in making sure the charity check was done before making the payment. In the past I have forgotten to do this at the time of making payment, a button here would help if it is possible.

    4 votes

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    Under Consideration  ·  1 comment  ·  UI/UX  ·  Admin →
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  15. 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.

    4 votes

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  16. Denial Date

    Hello! We recently moved a number of applications into "Denial Draft" and then, a few weeks later, into "Deny." It appears Foundant records their denial dates as the dates they were moved into "Denial Draft." Would it be possible to change that so that denial dates are the dates they are formally and finally denied? It would more accurately reflect our decision-making process.Thanks!Bob Hybben

    4 votes

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    Under Consideration  ·  1 comment  ·  Dates  ·  Admin →
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  17. Make the email templates list more readable

    We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.

    3 votes

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  18. Batch turn on/off "Show Applicant this Comment"

    Can there be a button that lets you turn on/off all comments' visibility to an applicant/grantee in an application/form with the click of a button? For applications, we have multiple reviewers and the grant manager has to go through each comment one by one and make it visible after all are done reviewing.

    1 vote

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