839 results found
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Would anyone else like to see Declined grants in the Dashboard?
I love the quick Dashboard view to see what has been submitted, granted, etc. but would also like the same info at a glance for the number grants which have been declined. There doesn't seem to a be a "one click" way to view this info.
posted August 5, 2011 by Alison King, The Ron Joyce Foundation
33 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 -
batch delete abandoned applications
I would like to have the option to batch delete abandoned
requests -- it’s tedious having to delete them one by one. Could this be an
option listed at the bottom of the “Search Requests & Decisions” page? I
can understand not wanting folks to accidentally delete other items on this
page. With this in mind, could it be built to only appear as an option when a
search is done for abandoned requests?
4 votes -
Saving all documents in one packet
I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.
For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.
This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.
Currently, we have to go to each separate proccess to create packets and save...very time consumming!
7 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 -
Accounting/checkwriting software
It would be great if an accounting/checkwriting software could be incorporated or integrated with GLM. To be able to award a grant and then have the amount merged with something like Quickbooks so that checks can then be generated would be a real time saver. At the present time, this is the only part of our grant process which must be done outside of GLM.
Thanks!
Idea posted November 29, 2011 by Nancy Bonenberger, Genuardi Family Foundation
6 votes -
Payment Address
Is there a place to enter the check payment address? If not how have others worked around it.
posted February 28, 2012 by Kyle Castronova, OMeGA
6 votes -
Date LOI or Application Last Updated
Right now the system only saves the first date an applicant saved an LOI or application draft. You have no idea if someone has abandoned the application or if they are slowly working on it. Is there a way to show when someone last saved an application or LOI? Furthermore, can you create a report that would show this information? Right now, quick export only shows the first date an application or LOI was saved so if you made the first change then maybe the date would be correct in quick export...?
9 votes -
Hyperlink to log-in page in email
It would be really handy if we could insert a hyperlink in an email to allow an applicant to be taken directly to their sign on page from the email. Example, if an automatic email goes out that an LOI has been approved and they can now go in to complete an application, it would be nice if they could access that link to the sign on page directly from the email.
Thanks.
Lynn Larson - Allegretti Foundation
posted February 1, 2012 by Lynn Larson, Fred and Jean Allegretti Foundation
9 votes -
Application Comments for Evaluators
Hi Chris,
We're enjoying the comment field enhancement within the application - great update! In fact, we're enjoying it so much, we're wondering if there's any talk of having this enhancement extended to the evaluators as well? We'd love it if our evaluators could make comments within the application while they're doing their review work. This would serve as a useful tool when we're on our committee conference calls and during site visits.
Thanks for your consideration.
Idea posted July 30, 2013 by Kristen Cullen, Carolyn Foundation
5 votes -
Mulitple Addresses under Org
We often give to organizations who in turn fund other individuals (actual grant recipient) in separate locations. It would be great if we could have both the general organization info as well as a place for contact info for individual recipient. Sometimes, we even give to one organization with multiple grants, each eventually funding different individuals around the world. I am somewhat new to this so I may be missing something...
Idea posted June 15, 2011 by Amity Wicks, Rivendell Stewards Trust
4 votes -
Read only reports for board members
I would like the board members to have read only access to reports. Standard reports and saved reports would be great. At this time board members are also administrators and the chance for them to accidentally blow something up is too risky.
5 votes -
Evaluation Reports
We conduct two rounds of evaluations on every grant application. After the first round we provide the results to the second group of people evaluating. Finally, at our board meeting we provide the results from both rounds of evaluations.
We currently provide these to our evaluators through a fairly complicated merge document that we process after each evaluation. We were hoping that you all could create a report for all evaluations done, as well as a nicely laid out print packet of whichever evaluations were needed.
Additionally, we have our second round evaluators check a yes, no or maybe box…
8 votes -
Payment Screen Charity Check
Would it be possible to add a Guidestar Charity check button on the payment screen in the area by the payment amount? This would be helpful in making sure the charity check was done before making the payment. In the past I have forgotten to do this at the time of making payment, a button here would help if it is possible.
8 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 -
Print Reports to PDF - Format Options
It would be great to have a few customizable options before a report prints to PDF. Among those: 1) TITLE: currently prints with the root data set (ie COMMITMENTS): can it at least print with the REPORT NAME as the title, or, even better, with a customizable header? 2) LANDSCAPE v PORTRAIT 3) Color Scheme: Even a set of 8 different color schemes could be really helpful to not have to re-format before, for instance, a board meeting. The grey is ok, but being able to pick the foundation colors / more presentable gradients would be great. 4) Margins /…
4 votes -
Print Packets - Form Title on Cover Page
It would be very helpful to have the form title on the cover page of the print packets. We compile copies of the application print packet, evaluation 1 print packet and evaluation 2 print packet and it would be very helpful to see which form it is on the first page of the packet.
posted September 11, 2013 by Julia Boerth, First Hospital Foundation
7 votes -
Organization Merge History
A merge history should be included in case an error is made or in case an organization changes its name. Information should include the date of the merge, the names of the organizations merged, and the name of the user who did the merge.
Thanks,
Mary
posted April 25, 2013 by Mary Nicosia, GMA Foundations
5 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 -
Tabbed sections in Applications
I would love to be able to break up long applications into tabbed sections or, better yet, separate pages. The ability to add section breaks and group questions that came with GLM 2.0 helps. But I still think it would be easier for grant seekers to navigate long applications if questions were organized on different pages.
Survey Moneky has a nice interface for organizing questions in multiple page surveys. Their interface doesn't allow users to select pages by clicking on a tab, which is what I would love to see, but it does allow users to flip between pages that…
5 votes
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