5 results found
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Applicant using same email for Executive Officer
Users are able to create a GLM account using the same email address for their account and their executive officer. For example, ABC Org created an account with abcorg@gmail.com as their username. They then answered ‘No’ to the Executive Officer question and entered the same email address for the Executive Officer. Now when attempting to update any information for either of the contacts, it isn’t allowed because the system is seeing it as a duplicate.
A user should be restricted from using the same email address for their username and the executive officer when they are creating a new account.…
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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linking organizations
I work with several Catholic charities, especially schools, that operate under a Diocese of a particular area. For various reasons, some grants need to fall under the Diocese EIN number and other times the school's EIN number. I would love to have a way to link organizations so we can see grant history for all involved. Example Cathedral Parish School and the Diocese of St. Augustine. Both receive grants for the school but we had to enter separately. For people coming behind us, there is no way for them to know/show all grants. We put in comments currently but that…
10 votes -
Adding vendors and partners to our grantee database
Teachers are the grantees. The arts and science venues and bus transportation companies are key vendors and partners. We'd like to communicate with all parties concerned to deliver an awesome experience when awarding our grants.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Organization Relationship Field
Add a field so that history between the non-profit and the foundation can be recorded for future generations of board members to the foundation. The field would be an internal field to be recorded by the foundation and not viewable by the non-profit. This relationship field could then be pulled into the printed/online proposals as a merge field for educational purposes. For example, we helped start this non-profit back in 1975!
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Exporting GLM entered contacts to Outlook?
I think having a way to export GLM entered contacts to my Outlook contacts would be very useful and a time saver. My Outlook contacts are automatically synced with my iPhone, so having some sort of way to export GLM Organizations and Users to Outlook would make my travel and work life much easier, especially when I am doing site visits and need to make a phone call to a GLM entered contact.
7 votesThese are moved to archived during client up effort in 2024 April.
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