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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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24 results found

  1. Customization of the Organizational Information Form

    It would be incredibly useful if we could customize the Organizational Information form that organizations fill out when first registering with Foundant. By this I mean not just removing fields, but adding new fields, changing character counts, adding instructions, and changing the layout/order of the fields. For example, it would be very helpful to have organizations include their full legal name/fiscal sponsor's legal name in the organizational information page, rather than having to include that as a question on the LOI/Application each time an organization applies.

    10 votes
    4 comments  ·  Custom Data  ·  Admin →
    How important is this to you?

  2. foundation assigned grant numbers

    We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…

    19 votes
    Proposed Idea  ·  7 comments  ·  Custom Data  ·  Admin →
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  3. Doing Business As or AKA searches

    Many times a non-profit changes its organization's name or does business under another name other than their legal name. It would be very helpful if the GLM system had a field called "DBA or AKA" in which you could enter other names by which the organization is known. In GLM, our foundation lists an organization according to their legal name and we try to stick to that for consistency for entering organizations names in their GLM record. The legal name may be longer or cumbersome and the organization ends up going by a shorter name or acronym which people know…

    10 votes
    13 comments  ·  Custom Data  ·  Admin →
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  4. In Follow-Ups Draft list - Please include Process Name

    Could we please see the name of the Process in the Draft Follow-Ups table? It would make reviewing the status of numerous upcoming Follow-Ups much easier. Might it be listed instead of the Form Name? Thanks for your help.

    Kathryn

    10 votes
    1 comment  ·  Custom Data  ·  Admin →
    How important is this to you?
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