Hello,

The grant funding details do not match on the org summary page. Grants amounts are not showing in the awarded total at the top of the page or in the summary box but are in the graph at the bottom of the page.

Posting these here for visibility (post on behalf of client)

https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/50745149-remove-none-from-the-user-comments-field-in-new

Like others have mentioned, the Organization Description is not that obvious, just a little menu item at the top. I would prefer to just have a box that shows the description (we use and update this for various reports so we want to see this section - even if it is an expanding section). It seems we have to update it from editing the Organization and looking for the tiny three dot at the top right of Update Organization page...that is obscure!

Also, we want to see the Organization Change Log! More obviously, since it's also buried in the Update Organization page three dot menu. That is not efficient (in my mind). Strangely enough, a lot of changes happen within our organizations and we like to see the "who touched this last" for such changes. Would love to see this more obviously in a one click option.
Thanks!

as a multi year funder, awarded isn't helpful to see, but installments certainly are. Can we bring a way to view all installments on the org profile in one place?

Woah organization description got buuuuried deep, y'all! :) I had no idea the three dot menu was even in existence on the edit organization page. that's a bit silly and should be a field that displays among the others on the edit organization page itself.

Could the "email history" for both orgs and individuals be accessible on the Contacts tab?

Contacts -> Table view
Please add the ability to click on the email address to either email the individual or to proxy in. For organizations that have a long list of contacts this is extremely helpful and time saving.

"Edit" button available on the Table View of Contacts is also very important.

Also coming to comment on the loss of the Organization Email History from the organization summary page. I had to go back to the old version this morning to find it.

Overall I the new layout is modern and more visually appealing. We did notice today that in the contacts we can no longer view which contact has not logged into the system. This information was helpful to us in determining if/why someone has not responded to any emails or let us know if we entered a contact BEFORE a grant was awarded. Maybe there is a feature I'm overlooking but I don't see the "last logged on" feature from before.

On the new Organization Summary page I'm not finding the Organization Change Log or the Organization Email History. Will those be added or is there someplace else we'll be able to access that information? It's not something that's used a lot, but is helpful when it's needed.

Having the comments transferred over to summary dashboard of organization.

Love the new look of this organization summary, I think it's clean and digestible.

I think this was discussed on a previous webinar for this feature, but some way to import emails or otherwise track communications would be helpful.

Looking at the Funders tab for a few of our grantees, it looks like there is a lack of recent data (I haven't seen anything beyond 2021 yet). I don't have access to the Foundation Center data, so I'm not sure whether their data is not up to date, or if there's an issue in pulling the data into Foundant. Does anyone on the Foundant team have more insight into this?

Is the Organization History feature not available on the new Organization Summary contact cards? Would be disappointed to lose this!

The experience on Mobile is a little clunky with most of the site very difficult to use or unable to navigate all together

https://drive.google.com/file/d/1WHP1dEeoOVUiNmDsnDJW1w47bSOxjtIY/view?usp=drivesdk

Hello! I'm encountering that there is no "Edit" button available on the Table View of Contacts or Documents. I have to click into Card View in order to access the "Edit" button. I would love to be able to edit from Table View without clicking over to Card View.

Similarly, in Contacts, none of my contact's emails are appearing in Table View (even once columns are adjusted for width) but are displaying in Card View.

Thanks!

Is it possible to have the Overdue Follow Ups drill down to which follow ups are overdue without going to the entire request list? Some grantees have multiple grants and multiple follow ups and can end way down the list.

I like the look of the new Organization Summary so far. One thing that I am missing is the ability to add an organization description. I've found that the Organizations that had the description on the old view did transfer over to the new summary page, but if they didn't already have a description there is no way to add one (or edit an existing one). Hopefully this feature isn't being phased out with the new Summary.

One minor issues I'm seeing is that using the new layout without the browser being maximized (e.g. having GLM in a separate window on the left half of the screen while using the other half for other tasks) leads to some UI elements either overlapping or being off the screen entirely. Specifically, the EIN in the top left gets cutoff and the "Follow Up Assigned" tag under requests overlaps with the decision date and project name.

One note I've heard is finding previous forms or follow ups from the applicant dashboard hasn't been as intuitive because they are currently under the "Documents" drop down. I wonder if changing the label to "Forms and Files" or something similar might help them know where to access those previously submitted forms?

We had a suggestion from a prospect to be able change the Amount Awarded tile (e.g. adjust it to a particular time frame or just see how much has been awarded this year). An alternative would be to be able to reposition it on the dashboard so it's not the first thing you see.