GLM & SLM Idea Lab

  1. Assign follow-ups and notify grantees later

    Could there be a way to assign follow-ups to grantees and notify them at a later date? Right now, when assigning follow-ups, the grantee is notified on their dashboard right away that they have a follow-up and therefore they will know that they have a grant. I would like to assign follow-ups during our Foundation's approval process time in November; however, the grantees are not notified of their grant until December with an award letter and payment then.Therefore, the surprise of being awarded a grant would be ruined if the grantees received notification of a follow-up prior to their award…

    9 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. sort by approval date

    It would be nice to be able to sort in open approval by approval date. Currently it's time consuming to find what you want on that bucket.

    3 votes

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  3. Add an import link so payments can be uploaded from a spreadsheet

    I would like to download payments from my accounting system to a spreadsheet or csv file and upload them into Foundant. Would eliminate errors and save lots of time!

    5 votes

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  4. 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

    3 votes

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  5. 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.

    18 votes

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    Planned  ·  17 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Batch Approval

    I know we can currently batch DECLINE applications- would it be possible to batch APPROVE applications as well?

    Idea posted May 2, 2012 by Emily Bronson, Berkshire Taconic Community Foundation

    35 votes

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    19 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    3 votes

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    Planned  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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