929 results found
-
Mail Merge for Follow-Ups
I would like to see follow-up questions and attachments available in mail merge. I imagine this is not currently available because we're generating mail merge fields for a specific process (follow-up forms not being "connected" to a process, and thus not included in the mail merge). Is this something that could be added?
posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida
3 votes -
Import / upload data from Excel to report fields, organization profiles...
Hi all,
Sorry if this has been addressed elsewhere. I am new to the community but did a couple of searches.
Anyway, one thing that would really help me out is if I could import data in bulk from Excel (either a .xls or .csv, doesn't really matter) to the GLM. Two specific things I would use this for:
-Adding or updating info within organization profiles (many of them didn't put in their websites, for ex)
-Inputting data when I'm approving a bunch of grants (the grant $ amount / installments, some report fields we use for internal coding, etc.)
…
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 -
Email format in Organization View
We give grants to non-profits and international organizations. . . . .many of whom have email addresses ending in ".org", or other international designations.
PLEASE don't restrict my email address format to " mailto:name@domain.com "
Idea posted January 4, 2013 by Karen Wallace, First Fruit Incorporated
3 votes -
Add progress bar
How about adding a progress bar to the top of the screen on the application forms so that applicants can see their progress? ...like in online surveys. I think this would be helpful. This could also be included when creating a new account. Personally, I feel more motivated to complete online forms when I see progress being made.
Idea posted May 3, 2013 by Erin Baird, Allegany Franciscan Ministries
1 vote -
Integrating Email & Phone Notes
Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.
Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section…
1 vote -
"Save as Draft"
It would be helpful if there were also a "Save as Draft" button at the top, in addition to the one at the bottom, of grant applications, etc. Or at least a message somewhere near the Question Legend icon at the top informing users that they need to regularly save and the button to do this is at the bottom of the page.
Idea posted May 21, 2013 by Dee Ann Harris, Leightman Maxey Foundation
2 votes -
Board & Grants Calendar Feature
First, thank you for creating the Shared Documents feature. We are excited to post pertinent docs for Board sharing there.
As a compliment to that feature, it would be fantastic if you could create a calendar feature whereby we could post dates, times and call-in info for board meetings, and relevant internal Board and Staff dates that pertain to our grants processes (application deadlines, etc.).
Thanks
Idea posted July 1, 2013 by Carmen Wong, International Philanthropy
1 vote -
Third request
Would like to have the installment payments not automatically divided in equal parts. Awkward to have to then go back and edit installments.
9 votes -
Client GLM Suggestions
"You guys are awesome, and the changes have mostly been positive. However,
there are a few items that changed away from better, so I just wanted to
provide some feedback about the latest release...Before, when reviewing an application, we could just scroll down. Now, we
have to click an extra time within the inner scroll bar to move the
screen. This is a time waster.[image: Inline image 2]
Also, when on the request summary page, there is now no indication of the
organization on the initial view. Perhaps adding the organization name
under the project name could solve…6 votes -
Administrator Dashboard Follow Ups Workload, Split Assigned and Draft Tab
We have five forms in our followup stage. We average about 200 applicants every year. When an applicant reaches the Follow Ups stage they are automatically assigned the five forms. This could potentially show as 1000 "Assigned/Draft" as a workload.
We see the organization five times on the list, once for each form, but cannot tell if they have started the form or not.
We would like to see the tab split into "Assigned" and "Draft" workload tabs. This would be very helpful to quickly see who has started what forms forms and who has not.
2 votes -
Add a link to Organization Summary from Request Summary
Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without…
2 votes -
Shift+click selection of items
When viewing a list of requests, it would be helpful to be able to select multiple requests by choosing the first one and shift+clicking on the last one (like the functionality in apps such as Gmail). This would be especially helpful when performing batch tasks such as closing evaluations on 100+ applications.
2 votes -
pull fields from past applications to new forms
I would like to be able to pull fields from a last years application follow up form onto a new years application.
4 votes -
Ability to change the landing page & customize without contacting support
Ability to customize the landing page without contacting support
2 votes -
Add an ability to check an organization on Guidestar that is asking for a discretionary grant but not creating a user account.
Just a thought: We have organizations to which our trustees give a discretionary grant, so there is no application process. Currently, I can't search their status in Guidestar when the organization has not set up an account in Foundant. It would be nice if I could!
2 votes -
Award Details/Payment Information
It would be extremely helpful if there were a way to incorporate key payment information into the main box under award details for each recipient. Since we use the program for scholarship administration and our payments are made directly to individual schools this would include name/address/account #. It would save a lot of time as we currently we have to maintain a separate spreadsheet or constantly switch between multiple screens to process payments. We've started trying to incorporate the information into the conditions field for each installment but this is also time consuming to set-up.
2 votes -
Blind evaluations by process instead of as a site attribute
We have only one process that requires true anonymous evaluations. It is very important those reviewers not see the organization information block. However, the evaluation period coincides with evaluations of other processes that need the organization information block. We would greatly appreciate being able to turn on this feature for only one process instead of the whole site to work for all of our committees! Thanks!
3 votes -
Amount Awarded, shared question comma
It would be very helpful if the comma would carryover from the Approval stage Amount Awarded when it is a shared question in a follow up. Without the comma it is very difficult for grant recipients to read the amount awarded, especially when there are multiple zeros in the dollar amount.
The dollar sign and comma appear in the Follow Up Packet and Approval Packet. This makes me wonder if it's a system glitch.
Thanks!
3 votes -
Checking in followups
Our staff have different responsibilities when checking in Quarterly follow up forms. The first step is a budget and expenditure review. It then goes to different staff person who reviews the narrative portions of the report. Right now, we keep an excel form and check off when the financial is reviewed and ready for narrative review. It would be nice to see online when the financial is done and the follow up is ready to move on for the narrative review.
2 votes
- Don't see your idea?