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  1. The Request section of the SLM new user summary is difficult to navigate. When multiple scholarships are listed, it would be helpful if awarded scholarships appeared at the top.

    2 votes

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  2. It would be great to be able to build a group of questions that would repeat based on the numerical answer to a prior question. (i.e. How many outside organizations will you be collaborating with? 1-5 and the group would be organization name, First Name, Last Name, e-mail, phone.)

    1 vote

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    Proposed Idea  ·  0 comments  ·  Form Building  ·  Admin →
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  3. While we are shifting to the use of post by payment in CSuite and will now be entering the "full award" amount for our multi-year or semester scholarships, we understood that it would only display that semester's installment amount as tied to the follow-up form for the upcoming semester. Instead, it's still displaying the entire award amount to the student which causes confusion for them. I understand it's possible to now add other shared fields into the form to pull 'installment 1, 2, 3, etc.' but that is going to require me to build additional forms based on year or…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  4. Year-end receipts - When we print year-end receipts for donors in bulk, it would be very helpful to be able to export the file as a Word file, rather than only as a PDF. Word is so much easier for editing page ends, in the event the donor has a long list of donations. Thank you!

    1 vote

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  5. This could already be an option, but often grantees and applicants have to request that documents be deleted since they do not have the option to do so themselves.

    1 vote

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  6. The logo sizing on the mobile login pages for GLM/SLM seems to be synced to the sizing on a web browser. This can make the logo look overly large and not be uniform with the text fields and text on the login page. Custom sizing would be great!

    2 votes

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  7. I would like to be able to task where it would go into a pool system where staff could accept or take tasks.

    1 vote

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Admin →
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  8. Please bring back the ability to pop out the chat window from the webpage. The revision to the chat prohibits the ability to detach the chat window from the webpage and move it across the screen so its viewable while working in GLM. It now disappears when continuing to work or look at forms to answer support staff questions.

    3 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  9. It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  10. This was briefly touched on before https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/16809247-filterable-search-results-in-idea-lab

    after doing a search in idea lab it would be helpful to be able to narrow down the search instead of having to go through many pages of answers. Being able to filter by status at minimum.

    tagging and filtering by product would also be helpful

    1 vote

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  11. (submitting on behalf of a user)

    In the new organization summary view, users can view the cards for an org's users. On these cards, in addition to name, title, email, and phone number, there is a field for comments about that user. Currently, if there are no comments, it says "none" here. Feedback from a user would prefer this to be blank to indicate an absence of data, rather than showing "none" which implies an intentional lack of comment.

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  12. Hi. I think a good idea would be to add another automated email option after the evaluator does his/her evaluation. It would be nice for the administrator (me) to get notified that the evaluator has finished the evaluation. Thank you.

    3 votes

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  13. I don't know if there is another way to do this, but the last time this suggestion was posed, only one person voted and it got Archived. :(

    What I want to see, is; if an Organization has a name change, that we can still find the organization by the old name. We update the Org. name ourselves (it is in lock down from Applicants/Contacts) and we add into the Sort Name with the new name and then (Formely: Old Org Name). My imagination tells me that we use to be able to search by Sort Name as well, but…

    4 votes

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    Proposed Idea  ·  1 comment  ·  Search  ·  Admin →
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  14. We have some fund holders that are working to grow their funds and would like to have their fund balance public.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Admin →
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  15. Support Hub needs better documentation re: Print Packets
    https://support.foundant.com/hc/en-us/articles/4404567826071-Print-Packets
    Please detail the logic about question view-ability and how they are reflected in different print packets. Nothing is mentioned on this page about Print Packets for Follow-Ups. Apparently question view-ability is reflected differently in Application packets and Follow-Up print packets. at least according to a support chat that I had.

    1 vote

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  16. For the organizational summary page, it would be helpful to distinguish between open and closed grants. For example, when viewing a grantee with multiple grants, the summary currently shows all requests—even those that are closed. Displaying only open requests in the summary would make it easier to see active items at a glance. If users want to review closed requests, they can click the ‘View’ button.

    2 votes

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  17. Hello! On the left, I've integrated the applicant answers into the evaluation form, which is great, but I lose the comments! (Which are still in the application on the right.) Is there any way we can get those to go with the question? Thanks!

    1 vote

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  18. A phone app specifically for students applying to scholarships or for non-profits applying for grants.

    4 votes

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  19. Currently, there is no option to define a default Font Family, Font Size, or Line Height other than the system’s predefined defaults. Each time a user switches a lane or section, the text formatting automatically resets to the system default, requiring users to reapply their preferred settings manually.

    Proposed Enhancement:
    Allow users or administrators to configure and save default text formatting preferences (Font Family, Font Size, and Line Height) according to project or organizational requirements. These settings should persist across lanes, sections, and sessions.

    Use Cases:

    Brand Consistency: Teams can maintain a consistent visual identity across all documentation or workflow…

    4 votes

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  20. Would it be possible to pull the parent’s email address (from the scholarship application) to cc them on an email to the student without going back to the application to find the email address?

    1 vote

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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