8 results found

1. inactive

   Currently when you pull in a CSuite custom field pull into a form in GLM form, it pulls in both active and inactive one (but doesn't note which ones are inactive). It would be nice if it only pulled in the active fields.

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   0 comments  ·  Custom Data  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

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2. sue.sneeringer@dca.nm.gov

   We would like to be able to create custom columns any time we want to look at a particular aspect of a process. For example, when looking at Follow Ups, we would like to add the column, "Funding Category". We can't at this time because Funding Category is tied to the initial application, not the follow ups.

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   0 comments  ·  Custom Data  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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

3. GLM Application "Packet"

   We would like to see an option that allows us to obtain a .pdf "packet" of all requests when bulk selecting organization's in GLM. From anywhere in GLM, when you select multiple grants, you should be able to bulk produce one singular pdf with all of the selected applications in on document.

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   0 comments  ·  Custom Data  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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

4. Individual Contact on Request History tab

   It would be very helpful to have a column that listed the individual contacts who submitted the request on the Request History tab in the Organization Summary page. When we have large organizations like schools with several different applicants, it would be nice to see who did the individual applications in the request history.
   Is this something we can make customizable?

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   4 comments  ·  Custom Data  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   
   

5. If batch functionality isn't possible... bring onto one page for quicker access

   One of the pain points around not having batch functionality (beyond having to do the same action over and over again) is having to open every single organization or request and navigate to the right section, then do whatever the action is. I am not sure if this is even possible, but I would love to have the ability to bring a section from each of a group of organizations or requests or applications and have them show up on one screen.

   Example: Charity Check. If I could search for a group of organizations and select that I would like to see the Charity Check section for all of those organizations on one screen (scrolling of course), it would be much easier to press the Charity Check button for all of them... without worrying that I would miss one. It would save me from opening each organization and scrolling down to the Charity Check section.

   Example: budget forms. If I could search for a group of applications and select that I would like to see the budget 'question group' for all of those applications on one screen (scrolling of course), it would be much easier to open and review the budget form for all of them... It would save me from opening each application and scrolling down to the budget question group. Our applications are long, so it's a lot of scrolling. I personally prefer to review all budget forms, then all statistics forms, then all narratives - rather than review an application all in one piece. I also tend to print the budget forms so that I can make highlights and notes, and it is so tedious to have to open so many windows and do all that scrolling... in addition to having to download and print each one. Having the forms all on one page would save a lot of work.

   Maybe this idea isn't possible with the way the software is set up, but I thought I'd try.

   One of the pain points around not having batch functionality (beyond having to do the same action over and over again) is having to open every single organization or request and navigate to the right section, then do whatever the action is. I am not sure if this is even possible, but I would love to have the ability to bring a section from each of a group of organizations or requests or applications and have them show up on one screen.

   Example: Charity Check. If I could search for a group of organizations and select that I would like… more

   5 votes

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   1 comment  ·  Custom Data  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   
   

6. Re-Include "Form Name" as a column within the Follow Ups Workload section

   Under the Follow Ups Workload page, the option was recently removed to see what follow up form was submitted. We have multiple people who are responsible for different follow ups, so this update now requires everyone to click the project name, then go to the follow ups section within the organization's request to see what was submitted, taking up additional staff time. It would be great to see this option return, or make the view customizable.

   It would also be helpful to add a “Due Date” column to see what follow ups have due dates approaching or are past due.

   4 votes

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   0 comments  ·  Custom Data  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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

7. Customize Dashboard

   It would be nice to be able to customize the dashboard with maybe two columns? I would like to see the Amount Requested on the dashboard since most of our grants are renewals. I was thinking you could keep the standard columns but allow up to two additional customized columns for personalized fields. Thanks

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   2 comments  ·  Custom Data  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   
   

8. Add Follow-Up Due or Created Date on Grants Page

   Hi - Looking down the list of grants made for a specific process, I can see all of the organizations and the project names, but, if an organization owes more than one follow-up, I can't see which one might be the one that's overdue unless I open. Would it be possible to have another column with the due date listed so that we can more easily keep rack.

   Another option might be separate follow-ups by year (a link for each year) so that we can easily see which year's follow-ups have not been completed.

   Thanks

   Idea posted February 22, 2012 by Mary Nicosia, GMA Foundations

   Hi - Looking down the list of grants made for a specific process, I can see all of the organizations and the project names, but, if an organization owes more than one follow-up, I can't see which one might be the one that's overdue unless I open. Would it be possible to have another column with the due date listed so that we can more easily keep rack.

   Another option might be separate follow-ups by year (a link for each year) so that we can easily see which year's follow-ups have not been completed.

   Thanks

   Idea posted February 22, 2012… more

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   0 comments  ·  Custom Data  ·  Delete…  ·  Admin →
   Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thanks 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