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Greenfield Indiana Regional Training
It was so nice getting to connect with those of you who attended our Greenfield, Indiana Regional Training. We hope to see you again soon!
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Unrestricted/Project Match Process
This is our process for the new match announced recently that we're not allowed to "name" yet!
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Unrestricted/Project Match Process
This is our process for the new match announced recently that we're not allowed to "name" yet!
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Indiana
Welcome to the Indiana discussion group.
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Who is using Foundant in Indiana?
They can't tell us specifically who is using Foundant in Indiana, but I can ask within the Compass Community. I would like to know who is using Foundant in our area so that I can reach out with questions. Thanks
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Indiana Regional Training CSuite slides
Sorry for the wait everyone! Here are the long awaited slides from Greenfield:
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CommunitySuite Networking & Chatting - Greenfield, IN Retreat
Welcome! Share takeaways, ideas and ask questions :)
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Greenfield Indiana Regional Training Slide Decks
Hi Everyone! Thank you so much for taking the time to participate and attend my sessions! I am including my slide decks below. Some contain resource links if you are interested in further information. Best, Marius
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Regional Training Greenfield, IN GLM: 8.11.23 Organize & Cleanup Site – perhaps once/year
Foundant support - please edit as needed Dashboard Submitted follow-ups might build up – look through & mark complete This shows 1 line per follow-up, so one grant request might be listed in each tab if one follow-up has been assigned, one submitted and one completed. Mark submitted forms complete, especially in…
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Regional Training Greenfield, IN GLM: 8.11.23 Settings & Custom Messaging
Objective #1: Key Settings you can change: Follow Up Visibility & Logic Public Apply Page Logon Page Message User Password Policy Objective #2: Key Settings We Can Change Custom Text on Pages – at your request, Foundant can instructions to evaluators or links to instructions Can add fields to organization registration page…
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Regional Training Greenfield, IN GLM: 8.11.23 Communications
Foundant Support - Please edit/update as needed Email Templates Can send using a template or without a template. Reply to: You must put an email here, or their reply gets lost. You can also Cc: and/or Bcc:; no restrictions here. Merge field - so many from which to choose (there were just a few in the beginning). Can upload…
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Regional Training GLM: 8.10.23 Reporting
Foundant Support Team: Please edit as needed Overview: 2 Common Types of Reports Create Data Set & HT Manipulate Data in GLM How Reporting can inform your Applications & Follow Ups Every report is like a recipe: data set = ingredients; formulas, charts = preparation to get final meal New Data Set: general Information here…
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Foundant Regional Training for GLM: 8.10.23 Session 1 Overview
Objectives: 1) Candid Integration Enhancements - new demographics fields are available for Candid integration in forms 2) 9-Dot On Demand Product Training Changes - On Demand Product Training content is now searchable on Foundant site!!! Can watch full video or look for snippet on your particular interest. 3) Table…
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Regional Training GLM: 8.10.23 Ques Branching & tables for Forms Overview: Standard Lic & above
Foundant Support Team - PLEASE edit any errors. Tables: Plan ahead. When starting to build a table, start with columns first. Max 5 columns, unlimited # of rows. Project Budget example: 1st column, text box "Expense 1." Max text length - recommend no more than 100 characters. Check visibility & required type. 2nd column,…
