Lynnette Donaldson
My feedback
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2 votes0 comments · GLM & SLM Idea Lab » Foundant Product Integrations · Flag idea as inappropriate… · Admin →
Lynnette Donaldson shared this idea ·
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57 votes
Hi All,
Would you want this be an option from the applicant preview or something you can generate as needed?
best
sammie
Lynnette Donaldson supported this idea ·
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127 votesProposed Idea · 19 comments · GLM & SLM Idea Lab » Applicant Experience · Flag idea as inappropriate… · Admin →
Lynnette Donaldson supported this idea ·
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53 votesProposed Idea · 3 comments · GLM & SLM Idea Lab » Applicant Experience · Flag idea as inappropriate… · Admin →
Lynnette Donaldson supported this idea ·
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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
SammieLynnette Donaldson supported this idea ·
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3 votes
Lynnette Donaldson shared this idea ·
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22 votes
Lynnette Donaldson supported this idea ·
An error occurred while saving the comment -
3 votes
Lynnette Donaldson shared this idea ·
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117 votesPlanned · 22 comments · GLM & SLM Idea Lab » External Integration · Flag idea as inappropriate… · Admin →
Lynnette Donaldson supported this idea ·
An error occurred while saving the comment Lynnette Donaldson commented
The ability to have a DocuSign assigned follow-up would be so incredibly helpful!
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5 votes
Lynnette Donaldson supported this idea ·
An error occurred while saving the comment Lynnette Donaldson commented
Absolutely agree with Mariah. We are transferring all grants via ACH transfer due to COVID-19 and I have spent the morning trying to find a way to do exactly this - pull the Installment Amount from the installment Form into my Acknowledgement of Funds Received form so the grantee can acknowledge receipt of the installment. As it stands now, the Acknowledgement of Funds Received form can only include the Total Amount Awarded. This is confusing for grantees because they may see a total amount awarded of $30,000 but we are only asking them to acknowledge receipt of an installment of say $10,000 at a time. On this form, I would love it if they could see "Total Amount Awarded" then "Installment Amount".
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2 votes
Lynnette Donaldson shared this idea ·
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19 votes
Lynnette Donaldson supported this idea ·
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105 votes
Lynnette Donaldson supported this idea ·
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124 votes
Hi Everyone,
I am have recently merged many ideas related to status naming and additional needs to this one idea.
Please added any additional status you would like to see or flexibility in this area.
best
sammie
Lynnette Donaldson supported this idea ·
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6 votes
HI All,
Follow up visibility is on the radar to edit in 2019. This will include viewing in Org History, and assigning to multiple owners.
An error occurred while saving the comment Lynnette Donaldson commented
Yes! Organization contacts can view all previously submitted applications, but they can only view grant agreements and grant reports they have submitted personally. While this may be necessary for certain GLM users, it would be very helpful for us if this feature could be toggled on, so that every person connected to an organization could view applications and follow-ups. For us, limiting this information to one individual does not help us serve the organizations we grant to.
Lynnette Donaldson supported this idea ·
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17 votes
Lynnette Donaldson supported this idea ·
An error occurred while saving the comment Lynnette Donaldson commented
It would be really helpful if all the contacts in an organization could access previously submitted Grant Reports and Grant Agreements, the same way they can view all the applications previously submitted by others in their organization. This would enable new contacts to access historical information to complete follow-ups assigned to them and print these documents without having to contact me to do this for them. Thanks!
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48 votes
Lynnette Donaldson supported this idea ·
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56 votes
HI All,
A couple of questions:
would you want the coloring visible to applicant?
what about board or staff?
Are these highlights set with you configure the form, therefore they are same for all OR do you do the highlighting as you view review the application. Feels as though there may be 2 separate use cases:
1. for quick finding where you need to go in the application
2. for calling something out that was provided by the applicant.
-sammie
Lynnette Donaldson supported this idea ·
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73 votes
Hi All,
Thank you for your thoughts and comments on this idea. When I read delete it does make me nervous as we want to GLM/SLM to be the full history of the solution.
I would love to dig in more and understand the real root cause which sounds to me is that we need more statuses that are not just inactive what other scenarions are there?
best
sammie
Lynnette Donaldson supported this idea ·
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84 votes
HI All,
thank you for the feedback. We are continuing to investigate how to resolve this request but the root of the complexity is that the field "Grant Request Amount" a custom field are not start fields.
best
same
Lynnette Donaldson supported this idea ·
I was searching for information about weighting evaluation questions and just found this very helpful stream. We absolutely need to improve our evaluation process and it has become obvious weighting questions is imperative, even if we have to move outside of Foundant to complete our evaluations (which would be a huge pain). If anyone sees this and would be willing to share a rubric, I would be grateful to hear from you!