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GLM & SLM Idea Lab

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  1. I would be nice if you could see if a request has been re-assigned by looking in the Request History, or Submission History.

    1 vote

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    0 comments  ·  Admin →
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  2. Hi,

    Our team would like to see the character count increase for the admin comment boxes (#4 in the article linked below).

    https://support.foundant.com/hc/en-us/articles/20154792908055-Administrator-Comments

    Thank you!

    2 votes

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  3. It would be very helpful to have approval from GLM to CSuite reflected in the approval log for grants.

    1 vote

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  4. I would like to see a feature where the amount of time spent on on evaluating grant applications can be audited/collected. This would help us measure the amount of time spent reviewing grant applications. It would be super cool if it could be filtered per person (grant evaluator) and per process. Going deeper, even if as an administrator, I could see the total amount of time spent in Foundant would be wonderful.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  5. For the screen in which SLM users input their contact information, please add a drop-down menu for the prefix. Additionally, include instructions reminding users to use proper case when entering their name and address. This will help reduce the amount of cleanup work required by the Foundation.

    1 vote

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  6. It would be helpful to increase the character count limit on the Evaluator Description of Opportunities in SLM so that we can include more information on required and preferred criteria for evaluators to consider as they are reviewing.

    1 vote

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    0 comments  ·  Admin →
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  7. Applicant Contact Information

    I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  8. We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(

    3 votes

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    0 comments  ·  CRM  ·  Admin →
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  9. Create an option to suppress funds, profiles, etc. that have been marked inactive from search results.

    1 vote

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    0 comments  ·  CRM  ·  Admin →
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  10. It would be great if there was a way to customize how the Positive Pay and Check Register reports are generated. I have never had two banks that require the same import file, leaving an individual to manually create this upload based on frequency of check runs, which for some people is weekly. This results in time lost weekly to alter a report that could easily be customizable.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  11. As a new author, you might also have faced the rejection issues from the publishers; that's because you probably don't follow their guidelines properly. However, if you want to publish without facing the nightmare of the rejection, you might seek professional help from https://www.britishbookpublishers.co.uk/kindle-direct-publishing because when I was just starting out, I also had faced many issues like those. Trust me, it's a headache.

    1 vote

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  12. Can GLM have the Outlook email syncing to notes feature like C-Suite has? Thanks!

    1 vote

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  13. It would be helpful if on approvals, we could predetermine a future date and not have to enter it every time. For example, we issue ALL scholarship payment on 07/02/2025. However, this field auto-populates to the current date. If we could have a date set, but able to change it if the payment needs extended, that would be quite the time saver -- especially when processing 450+ scholarships!

    2 votes

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    0 comments  ·  Dates  ·  Admin →
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  14. I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  15. It would be great if we could save a list of Uploads in the "Document" tab of the Request Summary that we could simply click to upload to that account...instead of uploading it for every request. Similar to email attachments -- they are saved in the system and can automatically be attached. But we want to be sure a particular document shows on every students dashboard, we have to upload it with every approval.

    1 vote

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    0 comments  ·  Admin →
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  16. It would be very helpful if collaborators or others in an organization could see any administrator comments made within an LOI or application. Currently, only the applicant can see the comments. If the applicant is asking for help from a collaborator, it is necessary that the collaborator see our comments.

    1 vote

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  17. When assigning follow up forms, add a warning that comes up if the person assigned is a collaborator, as they will not be able to edit the form. As it stands, the organization gets the assignment and can see the form but does not know why they cannot edit.

    3 votes

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    2 comments  ·  Follow Ups  ·  Admin →
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  18. I was wondering if anyone would find value in the ability to weight evaluation questions. We are exploring the idea of funding general operating requests and project-based requests, all from one process. If we were able to weight questions or make some scoring questions optional, this would prevent and help us with our evaluation of LOIs and Applications.

    3 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  19. the ability to upload deposits and ACH from your bank statement and then the ability to match records to your bank statements. A similar function as the check upload and match but on the deposit side.

    1 vote

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  20. It would be really great to have access to similar features in both SLM & GLM when you have the same license level. For example we have standard license for both but only have access to Third Party References in SLM, whereas in order to access that in GLM, you have to upgrade to the Advanced License.

    1 vote

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    0 comments  ·  Form Building  ·  Admin →
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