Heather Beffa

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  1. 44 votes

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    Proposed Idea  ·  22 comments  ·  GLM & SLM Idea Lab » Batch  ·  Flag idea as inappropriate…  ·  Admin →

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    Heather Beffa supported this idea  · 
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    Heather Beffa commented  · 

    I'm approving 47 grants today. I'd like there to be 1. a batch function for approvals and 2. a modifyable Approval form, with presets. For example, all of the approvals today have the same approval date, which is not today. Also, all will have 2 installments, with the same installment dates and contingencies. For now, I have to enter all of these things for each individual grant. Copy and paste doesn't cut it. Please help!

  2. 16 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 117 votes

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    Planned  ·  22 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 119 votes

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    18 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi Everyone,

    wanted to acknowledge that we heard the large need and value of this workflow. 


    We have long been talking about it for GLM and are starting to truly understand all of the dependencies and large effort this will be for our team.  


    At the core structure of GLM when it was create an applicant was set to be part of an organization as we heard and know this is not always true but it is core to the architecture of the system.  Over coming quarters we will be working internally to understand how to break this relationship in a way that allows better flexibility. 


    To do this the best way possible is likely a year out but we are committed to keep you up to date on this progress. 


    Thanks

    sammie

    Heather Beffa supported this idea  · 
  5. 16 votes

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  6. 7 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Heather Beffa shared this idea  · 
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    Heather Beffa commented  · 

    SOME GuideStar fields are available, please add all.
    Old / outdated? These don't drag anything into the application.
    Organization Blog
    Bridge ID
    Geographic Areas served (narrative)
    Payments to Affiliates
    Other Revenue Description

    Good / keep
    Organization Website
    DBA
    Incorporation Year
    AKA
    Formerly known as
    Fiscal Year Start / End
    Financial fields

    Need
    Programs and results
    What we aim to solve
    Our Sustainable Development Goals
    Organizational demographics
    Demographics Information for Board, Staff and Programs
    Goals and Strategy
    Financial fields – include the year the $#s refer to.
    Any other information available in GuideStar that isn't a Foundant GuideStar Question already.

  7. 3 votes

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  8. 2 votes

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  9. 10 votes

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  10. 30 votes

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    7 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 7 votes

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  12. 9 votes

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  13. 16 votes

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    7 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 35 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 79 votes

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    19 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi Michele and Pele,

    Thank you both for your thoughts full feedback. We have heard this request before, and are looking at how we can make the follow accessibility and editing easier for applicants.

    Do you believe increasing font size would be enough? Or do you have other thoughts on how to make this stand out to your applicants?

    Best
    Sammie

    Heather Beffa supported this idea  · 
  16. 13 votes

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    9 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 4 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 3 votes

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  19. 23 votes

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    8 comments  ·  GLM & SLM Idea Lab » Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 6 votes

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