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  1. In addition to not assigning due dates that fall on a weekend, I also like to ensure they aren't falling a holiday, or other date that the Foundation's offices are closed. Right now I have to refer to an external calendar when assigning forms to ensure that the due dates I assign follow the rules. I'd like to be able to input dates (likely in the GLM site settings) that would be highlighted (i.e. font color = red) in the calendar pop-up, so I will have a visual indicator to not select those dates when assigning due dates.

    1 vote

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    0 comments  ·  Dates  ·  Admin →
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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

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  2. When documents are attached to a request (lives under the documents tab on the request summary), currently the only visibility options are internal or applicant-facing only. Greater functionality to have the option to also make these attached documents viewable by members of an organization (who have view organization history enabled) when viewing requests under organization history. Right now, other organization contacts cannot view these attached documents if they are not the applicant.

    2 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  3. Is there any way to have a summery of all the processes open at the top when they go to the apply page instead of scrolling down to look at them all? That would be very helpful. Especially if you have grants for specific areas.
    Thank you!

    1 vote

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  4. 1 vote

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  5. We need a way to run reports that include both active and archived processes.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  6. We mail checks for smaller grant payments, and occasionally those checks are lost. We typically cancel the lost checks with our bank and then reissue a new check donation. How are others tracking canceled checks in the GLM? I'm seeing where you can cancel an installment, but that is only available if the installment hasn't yet been paid. Since we issued the check already, we marked it as paid, removing that option. How are others dealing with logging lost checks/reissues in the GLM?

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  7. Although it tells the applicant that it is a preview only when you switch cells, however, we still had an applicant not realize she was in preview mode for some reason. Would it be possible to somehow lock those answer blocks so that they couldn't be typed in? And/or a big red warning at the top of the form?

    1 vote

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  8. currently in the request tab no dates are shown

    1 vote

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  9. I like the new table feature. It would be great to have an option to use radio buttons. For Yes/No questions, it would eliminate the need for applicants to click the dropdown arrow and then Yes or No. Half the clicks needed for each table that includes them.

    2 votes

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  10. I wanted to email a lot of addresses outside of Foundant.
    Using an email template i have created.
    As I manually entered all the addresses I was told the limit is only 200 characters which isn't many email addresses!

    1 vote

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  11. Have an option to insert/copy a single comment into every request from a single organization. I.e. when input a comment into the organization, have an option to "apply this comment to all requests with this organization." Often we have information that applies to all requests from a single org, but need the comment visible in the request (rather than putting in only as an org comment). Having to manually go into each request and copy/paste the same comment is tedious. Thank you!

    2 votes

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    0 comments  ·  Batch  ·  Admin →
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  12. When users are added to Foundant, an email notification should be generated and sent to the users email address.

    1 vote

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  13. When multiple applications are open, increase the space between the blocks of each application to help applicants better understand which application they are applying for.

    Especially with the "Apply" button at the top of each application section, our applicants are frequently hitting the "Apply" button for the next opportunity in the list thinking it applies to the opportunity they just read about. Increasing the space or adding a visible line to visually separate each application would go a long way to fixing this frequent issue.

    12 votes

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  14. Could we add the option to pull administrator comments into reports?

    23 votes

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  15. If I copy instructional text within SLM, I have a white background appear for text. Admin can view this in the "Edit" part of the App in the Process.

    Evaluators are now getting confused seeing a white background and then the white text area in a resume section for example. Can Foundant please adjust this on a major scale? I reached out to support and the answer was for me to change the text to plain text and edit from there. However, this is appearing across our site and would require a lot of manual work.

    Please refer to the…

    3 votes

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  16. When creating a new account, you're required to type in a password and then confirm the password in the next field. You cannot paste it into this password confirmation field though. This can dissuade applicants from creating long, secure passwords that have a variety of special characters, letters, and numbers.

    2 votes

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  17. Similar to this idea https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/43307628-google-docs MS Word is not always available. For example when working from home and using personal computers or for organizations that opt for Google Docs or a free open source solution like Libre Office. I did a test just now and editing an example template in Google Docs, exporting as a .docx, then creating a new Template with it seems to break all the formatting of even fields that were not edited.

    It would be great if having a ready copy of MS Word was not required to use this feature. Perhaps there could be another…

    3 votes

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  18. It would be helpful if all organization contacts could see reports that are due. They don't all need to be able to open the form, just see what report is due when. Grantees frequently contact us because they know a report is due soon, but they can't see it in GLM.

    6 votes

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  19. New here so I hope my suggestions are appropriate. I am completing the SLM training and working my way through courses. I have a hard time reading the white pop up boxes especially seeing the arrow off the bubble that points to where I need to click. I also think that audio of this would help me follow along better. I am not great at reading a screen and skim through more.

    2 votes

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  20. It would be great if on the back end of an application, we could feed a translation of the questions so that applicants could then toggle between the versions and submit an application in the language easiest to them. Right now, we have two separate processes built for each language and it's a bit clunky/makes pulling reports more difficult.

    5 votes

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