970 results found
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new layout mobile
New layout of website does not work well on mobile devices - especially iPhone. I used to be able to look up a grantee and get quick information (last grant, details, amount paid, etc) - now I can't even see the landing page to navigate to a specific grantee. And if I get to their grant history, I can't see the grants listed.
2 votes -
Download request history into excel
I would like the ability to download an organization's request history into an excel. I used to be able to copy / paste as a workaround, but cannot do that any longer with the new dashboard.
2 votes -
Add And/Or Search Options to Search Requests & Decisions
We'd love to have the option to use the "Search Requests & Decisions" function in GLM to quickly figure out how much we've granted to an organization. Unfortunately, some of our larger grantees have used different fiscal sponsors over the years, so we are unable to get an idea of the number of grants and their amounts through the "Search" and "Quick Export" tab. Can we have the option to have an "Add" and "Or" button so we could target multiple specific organizations or request titles? Thanks!
4 votes -
print envelope
When printing envelopes from the profile screen it would be nice if inactive addresses did not show.
2 votes -
Is there a way to allow evaluators to submit a committee decision?
I asked Barksley: Is there a way to allow evaluators to submit a committee decision? He said: Evaluators can be assigned to requests and add decision comments when approving or denying a request, but there isn’t a built-in feature for evaluators to submit a single committee decision as a group. Each evaluator enters their input individually during the decision process. I have to create a separate google form to capture the committee's decision as a collective.
1 vote -
Annual Tax Receipt Email Text
We are trying to email our annual tax receipts automatically through CSuite this year, BUT there is currently no option in CSuite to edit the email content. You can edit the receipt template easily, but the content (email subject line and body) is the first time the donor sees. It would be great to be able to have a message that says something like "Greetings from the community Foundation! Thank you for gifts in 20XX! Please see attached document for your annual giving summary for 20XX. Reach out to me with questions at email@address.org".
1 vote -
Ability to Create Own "View More" folder in Organization Documents
Similar to the Form 990 on the Organization > Documents -- it would be great to have the option to create one for other types of documents that Organizations submit annually. My personal example of this would be Financial Audits; where the Folder would be called 'Financial Audits' and when you click "View More" you would be able to see each year uploaded. Currently, each document is it's own file and it can become very cluttered.
BONUS points if a question from the application/end of grant form could push to this folder
2 votes -
Custom Column for Follow Up Assignment Popup
It would be nice for the follow up assignment popup to be able to include a column that notes if the contact is the primary contact for that organization and/or include contact title. This would help with removing extra workflow steps for ensuring that the correct person is being assigned grant agreements, etc.
2 votes -
Notify applicants when they enter their EIN that they are not eligible?
We have a handful of organizations that are in default for completing final reports (follow-ups) from previous years' grant cycles (some before we started in GLM). Our policy is that they are ineligible to apply for another grant if they have not completed their previous requirements. Is there a way to automatically notify them when they enter their EIN that they are not eligible and need to contact us to discuss?
1 vote -
Applicant vs Evaluator Role error
Trying for this idea again.
We have many users that act as both applicants and evaluators, at different times. We frequently have users contact us because they’re not able to submit forms related to their requests as applicants. Even though they’ve been told they need to be under the applicant role, they log in, see their applicant forms right there on the evaluator dashboard, fill them out, and then can’t submit. Unhelpfully, the error message they get is that there is a prior form that they haven’t submitted, which isn’t the case.
Possible solutions:
1) Upon login, default to the…1 vote -
New Org. Summary Print Packet download button
On the new organization summary, the Print Packet download button always downloads the same pdf of all the org. requests no matter which tab you click on in left-side menu. Makes sense if you're on the Requests tab but would be more helpful to be able to download the info. from the tab/screen you're currently on when clicking the button (e.g. Contacts or Comments).
2 votes -
If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin
Once we create a report in Reporting Data Sets, we should be able to set it to run automatically at designated intervals (every week, every other week, once per month, etc.), and then have the system email it to administrators when it runs. We relied on this feature in our previous software and our work is impacted by this missing feature in Foundant GLM.
6 votes -
automatic emails
Automatic email sent to applicant when application is marked as complete. Similar to the automatic email that is sent when an application is submitted.
2 votes -
Ability to Bulk Update RSVP and attendance in Campaigns
Hi, Currently there is the ability to import profiles to a campaign. It would be extremely helpful if we could also bulk import RSVP and attendance also instead of updating each profile 1 by 1. We currently use a 3rd party app for invites to an event. We build the list in CSuites through campaigns.
6 votes -
evaluator submission time and date
I'd like to be able to pull a report based on the time and date when an evaluator submitted an evaluation form. That data exists - it can be found under a request's submission history - but I want to be able to know when the evaluator submitted the form, not when it was marked as complete.
2 votes -
Branching logic rule groups
I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.
23 votes -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
2 votes -
Add Eligibility tab to Organization record
We would like to see the history of Eligibility Quizzes taken for an Organization within the Organization record, rather than having to do a search in the Eligibility Center (which we would have to do for all dates, then sort by Organization, since there's no search criteria for Organization). Our program folks believe this information would be useful in giving a an overall picture of an organization.
4 votes -
Customize the Organization Request Summary
I am loving the new organization request summary. Can it be customized? I would like to take an answer from a multiple choice internal question off the grantee's final report and have that show up on the request summary.
2 votes -
Decision Date
It would be helpful if on approvals, we could predetermine a future date and not have to enter it every time. For example, we issue ALL scholarship payment on 07/02/2025. However, this field auto-populates to the current date. If we could have a date set, but able to change it if the payment needs extended, that would be quite the time saver -- especially when processing 450+ scholarships!
5 votes
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