12 results found
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Allow Custom Registration Fields for Custom Columns
If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.
11 votes -
Adding shared questions to installment forms to improve information in payment tracking table
The standard columns for the tables are not optimal for our program, so we've assigned project numbers to each funded application. I would like to be able to see this number in the payment tracking table, but can't add it to the installment form as a shared question. Woiuld this be valuable to others?
I would also like to be able to delete some of the standard columns--project titles take up a lot of space and are not that useful!
4 votes -
Grant applications searched for by using the "Referred by" field
Issue: Board members want to be able to view and export a grant application list that were referred by them.
Provide ability to search for grant applications with "Referred by" search term with pull-down menu from the "Referred by" field.1 vote -
Ability to view additional fields on the Request Summary
It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.
22 votes -
Add county to the organization info
It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.
7 votes -
Add additional "Document Types" under Request Documents
Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.
19 votes -
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 -
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 -
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…
9 votes -
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 -
Social media info as part of organization database?
Hi everyone,
I'm the new kid on the block, client #491. :)
I'm wondering if Foundant has given thought to including twitter and facebook IDs into the registration page for organizations?
I've found that interacting by social media has been a great way to get a handle on what's happening in a charity.
Many thanks,
Markposted August 13, 2013 by Mark Petersen, Bridgeway Foundation
2 votes -
Board Member View of Grants - Add a Column for Requested Amount
When Board members view grants under Application Evaluation (Board Member), the grants come up in columns: Process, Organization, Applicant, Project, Score Status. Would it be possible to add a column for "Requested Amount?" Our Board members would like to be able to sort the grants by the amount of money being requested. In this way, they can quickly find the grants requesting larger amounts of money and review them first; giving them a higher priority. This would speed up their review process. Thank you.
Idea posted January 15, 2013 by Deb Engel, Siebert Lutheran Foundation
2 votes
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