Heather Beffa
My feedback
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117 votesPlanned · 22 comments · GLM & SLM Idea Lab » External Integration · Flag idea as inappropriate… · Admin →Heather Beffa
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119 votes
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
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16 votesHeather Beffa
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An error occurred while saving the comment Heather Beffa
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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Old / outdated?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 DescriptionGood / keep
Organization Website
DBA
Incorporation Year
AKA
Formerly known as
Fiscal Year Start / End
Financial fieldsNeed
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. -
3 votesHeather Beffa
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2 votesHeather Beffa
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10 votesHeather Beffa
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30 votesHeather Beffa
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7 votes
Hi Heather,
Have you seen what is an MiB help in the form builder for admins? Are you thinking this same converse behind a ? or info icon for applicants?
Thanks for your feedback,
SammieHeather Beffa
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9 votesHeather Beffa
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16 votesHeather Beffa
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35 votesHeather Beffa
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79 votes
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
SammieHeather Beffa
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13 votesHeather Beffa
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Heather Beffa
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4 votesHeather Beffa
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3 votesHeather Beffa
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23 votesHeather Beffa
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6 votes
Hi All,
I assume if you want to close request with follow ups still in draft would you want those request to go to an incomplete status or any easy way to see when viewing the request that they were not completed?
best
sammie
Heather Beffa
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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!