GLM & SLM Idea Lab

  1. email dashboard

    I wish there was a "date last notified" column on the dashboard. This way I can track which students I have emailed already without having to go to the communications page. We had that in our old system and it was very helpful.

    2 votes

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  2. archive abandoned and denied requests

    Allow us to archive abandoned and denied requests to keep our search results and dashboards clean

    7 votes

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  3. Applicant's dashboard - requests should be sorted by Date

    The sort order of requests that an applicant sees on their dashboard (under both the Active and Historical Requests tabs) should be by a useful date field, either the date the first form was submitted (either LOI or Application), or by the Decision date. It apparently (per Joe Spence on the Support desk) is currently sorted by the import date, which has no meaning to an applicant. When I as an admin look at requests for an Organization, they are sorted by decision date, which would work well for applicants as well. If you need an example of the currently…

    3 votes

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  4. User-selected organization list on registration

    On the registration page, could users select their organization from a dropdown list of existing orgs instead of creating a new organization each time? We are a University-related foundation, meaning that most of our organizations are schools or centers (a long, but mostly known list). However, we primarily track our grants by individual (faculty members, for example). Given the large number of individuals in each school, it isn't feasible for me to add each new user to existing organizations, so currently we have them type their organization name from a list we provide, and I do a lot of merging…

    2 votes

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  5. Exporting all contacts for organizations with option to filter the organizations

    I would like to be able to export/run a report all contacts associated with a group of organizations (e.g. active grantees). Currently you can only export the primary contact and contacts associated with a request, but we frequently have more than 2 contacts per org. It would be great to be able to run a report that includes all these contacts (name, email, and title). Then we only need to make sure contacts are up to date in Foundant and run reports when we want to send email merges.

    4 votes

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  6. Formatting Report Excel Export

    Is there a way to make the excel export column NOT the width of the text in them? This results in extremely wide columns and tedious reformatting to make them a workable size.

    5 votes

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  7. Assign Evaluators by Group

    It would be awesome if you could create an Evaluator Group that could be assigned to each application with one click instead of clicking each individual evaluator. Not only would it save time, it would minimize the risk of inadvertently leaving one off of an application.

    1 vote

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  8. Scroll through submitted applications

    Would love to be able to scroll through, as an admin, all submitted applications. We use CSuite to sync our donor advised funds to the GLM and use pre-approval/submitted in our sync, to allow us to keep the application private and assign to evaluators for approval.

    1 vote

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  9. Universal Application for GLM

    Would be nice if you could create a "universal" grant application as you can in scholarships. This would be easier for the nonprofits rather than the copy feature that is currently available. This would also make the review and follow-up process easier.

    2 votes

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  10. Allow the same email address listed as a contact in one organization to be included as a contact on other organizational records

    Hello! Please allow the same email address to be used across different organizations. The system shouldn't dictate that limitation. This is for someone who is president of an association with its own record and is also a contact for her organization, which has its own record. The association does not have its own email addresses - members use their own organization's email. And grant writers should be able to use their own email and login to different accounts - the collaborate function is an inconvenient workaround. Thank you for considering.

    2 votes

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  11. on demand forms

    Some of our awardees have gotten a lot of media attention. We need a way for them to be able to notify us (other than text or phone call) that also creates documentation in the system. I have a f/u form developed, but the only way to make it available is to assign it to someone. I would like it to be available at all times, so they can select it and fill it out immediately when they need it.

    2 votes

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  12. Email Contacts/Groups

    When sending an email it would be extremely helpful to have the user contacts and groups that are already in system to choose from from the TO button like you do in outlook rather than having to find and type them.

    1 vote

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  13. Merge Duplicate Report Fields

    It would be great if there were a button to automatically merge duplicate fields in a report. This would be particularly useful for identical fields for different reports that are not connected by coding on the back end.

    1 vote

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  14. List of all scholarship opportunities for Evaluators

    Our scholarship committee is reading for over 50 scholarships offered by our community foundation, and sometimes they need to look up what the eligibility/criteria are for those scholarships. Is there no way evaluators can access that on the GLM? Even just the short description that is listed on the Universe Opportunities tab?

    1 vote

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  15. 1/2 scores on evaluations?

    Is there any way the evaluations can be scored with a .5 after each number? 1.5, 2, 2.5, 3, 3.5, etc.? Our scholarship committee thinks it would help them when they are unsure of whether the student deserves say, a 4 or a 5.

    1 vote

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  16. Add Geographic area option when searching for organizations

    Rather than having to select a specific city when searching for organizations, could you instead implement some kind of geographic fencing option that would allow us to pull up organizations within an x-mile radius of a city or location? This would be very helpful when planning site visits.

    1 vote

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  17. Make Top/Bottom buttons on all views, regardless of how we get to the view.

    I love the Top/Bottom buttons when I am reviewing applications from the Submitted folder. It would be great go have these buttons even when I click into the application from the project itself.

    1 vote

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  18. Award Details Tab on Applicant Dasboard

    It would be a nice feature to have an "$ Award Details" tab on the applicant's dashboard so they can easily view their amount awarded. Additionally, it would be helpful that applicants can also see the breakout of payments on the same tab (i.e. payment 1 + payment 2 = total awarded amount). Our Finance Dept. does not call these "installments" but rather we process first payments (80% of the total award) after DocuSign agreements completed between our organization and the applicant.

    1 vote

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  19. linking organizations

    I work with several Catholic charities, especially schools, that operate under a Diocese of a particular area. For various reasons, some grants need to fall under the Diocese EIN number and other times the school's EIN number. I would love to have a way to link organizations so we can see grant history for all involved. Example Cathedral Parish School and the Diocese of St. Augustine. Both receive grants for the school but we had to enter separately. For people coming behind us, there is no way for them to know/show all grants. We put in comments currently but that…

    8 votes

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  20. Expand Email Template Merge Fields

    It would be great if we could add merge fields into an email template from forms in your process much as we can in the merge documents. There is grant/donor-specific information that would help them identify the grant and reinforce the donor who made the gift.

    4 votes

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