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New User Account - automatically populate duplicate organization contact info (Updated in 3.1.0)

I am manually entering grants from 2011 that were submitted via email. Most of these applicants are new users. This has given me the opportunity to experience being an applicant and using GLM to apply for a grant. I think it be helpful to have a box that you could check when setting up a new user accoutn that populates the organization information using the contact info previously entered. In many of cases, the applicant and head of the organization are the same person and I am entering this info twice.

Idea posted January 27, 2012 by Erin Baird, Allegany Franciscan Ministries

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  • Ideas commented  ·   ·  Report

    I believe the new work flow and one contact has addressed this issue. I haven't entered any requests manually so I haven't been able to experience myself. Thanks for addressing.

    posted February 12, 2013 by Erin Baird, Allegany Franciscan Ministries

  • Ideas commented  ·   ·  Report

    The changes are much appreciated. I was in the process of hand entering LOIs received via the old fashioned paper format when the upgrade went into effect - literally! There was a bit of angst, but once I realized what had happened all was well.

    We have a number of situations in which the person entering the grant is also the primary contact for the agency and it is nice that now, under contacts, there is just one name whereas in the past there had been two. It was hard to know which to make as the primary contact and which to deactivate.

    I also appreciate the work you are doing regarding the primary contacts and having that information show for data exports. There are often times we need to do a mailing specifically for the primary contacts and in the past we had to hunt and peck to be sure we had the correct information.

    Thank you for listening to our ideas and incorporating when appropriate.

    posted February 5, 2013 by Laura Duty, Carl B. & Florence E. King Foundation

  • Chris Dahl commented  ·   ·  Report

    Hi Erin and Laura,

    With the 3.1.0 release in December, this should have improved. If you get a chance, could you provide some feedback so we can know if we can close this out.

    Thanks!

    posted January 30, 2013 by Chris Dahl, Foundant Technologies

  • Chris Dahl commented  ·   ·  Report

    Hi Erin and Laura,

    The release we are currently working includes a significant re-working of the registration process. As Mark noted, we did have some problems in an earlier version of GLM, but the changes we are making for this release should both prevent the kinds of problems we were having earlier as well as address the issue you both describe.

    This should be in our DEMO environment in the next few weeks. I'll try to email you both when it's there so you can take a look.

    Thanks again for the feedback

    posted October 13, 2012 by Chris Dahl, Foundant Technologies

  • Mark commented  ·   ·  Report

    A past version of Foundant GLM actually allowed users to check a box to copy the information to the organization fields. Based on customer requests, we disabled this feature. The problem customers ran into was receiving incorrect data about the organizations.

    It is not uncommon for applicants to be in a hurry and they do not realize the importance of this data to be correct for the foundation and skip it (if not required) or take the fastest path through the system to get to the application. We are always looking for ideas on how to best balance our clients need for accurate data with ease of use for applicants.

    Any additional thoughts you may have are certainly appreciated.

    Foundant Client Team

    posted February 9, 2012 by Mark Larimer, Foundant Technologies

  • Ideas commented  ·   ·  Report

    I agree. I run int a similar situation in that we are giving the option of submitting online or by paper. As a result I do quite a bit of "hand entering" of information as an applicant. It gives me a good appreciation of what they are doing and think that check mark would be quite helpful. It would also help in eliminating typos when entering the address for the second time.

    posted February 9, 2012 by Laura Duty, Carl B. & Florence E. King Foundation