Lynnette Donaldson

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  1. 2 votes

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  2. 57 votes

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

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  3. 127 votes

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

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  4. 53 votes

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    Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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

    Lynnette Donaldson supported this idea  · 
  6. 3 votes

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  7. 22 votes

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    11 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Flag idea as inappropriate…  ·  Admin →

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    Lynnette Donaldson supported this idea  · 
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    Lynnette Donaldson commented  · 

    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!

  8. 3 votes

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  9. 117 votes

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

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    Lynnette Donaldson supported this idea  · 
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    Lynnette Donaldson commented  · 

    The ability to have a DocuSign assigned follow-up would be so incredibly helpful!

  10. 5 votes

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    Lynnette Donaldson supported this idea  · 
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    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".

  11. 2 votes

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  12. 19 votes

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  13. 105 votes

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    Planned  ·  35 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 124 votes

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  15. 6 votes

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

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    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  · 
  16. 17 votes

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

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    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!

  17. 48 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 56 votes

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    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  · 
  19. 73 votes

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

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    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  · 
  20. 84 votes

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