GLM & SLM Idea Lab

  1. 1 vote

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  2. Payment Tracker Icon

    Would it be possible to change the payment tracker thumbs up/thumbs down to something else, maybe like the Sync Approved Toggle Button? Or change the color - green for approved, gray for unapproved? Right now scrolling through trying to find a few installments that haven't been approved is like looking for a needle in a haystack.

    1 vote

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  3. batch checkbox at bottom and top of page please

    Hi there!
    Please add a "select all" checkbox at the bottom of the application display list. There is currently only a "select all" box at the top of the list, but the button with Batch options is at the bottom of the list. So I always end up scrolling all the way down to do a batch operation only to remember that I needed to scroll all the way back up to the top to select all the applications before I scroll all the way back down to do the batch operation.

    I recognize that this is totally #firstworldproblems but…

    1 vote

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  4. State Abbreviations

    When syncing grantees from GLM in CSuite, we get an error when an organization spells out their State name in their organizational address instead of using the 2 letter abbreviation required in CSuite. The entries into the State should be limited to 2 characters, or add a note in the field description that indicates that they should use the abbreviation. This would save a lot of time and frustration when processing grants in CSuite.

    1 vote

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  5. dashboard

    It would be helpful if the Approval tab view on my SLM dashboard could be sorted by applicant last name instead of first name.

    2 votes

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  6. 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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  7. Include branch logic questions as part of a regular question group (not a separate group)

    It should be possible to use questions that utilize branching and access all of the branched options within a regular question group (very similar to qualtrix, where you can have a regular question mixed in with a question with branching in a single section).

    3 votes

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  8. Map of grantee locations

    We would love a feature that would allow us to plot our grantees on a map to present to our Board in the board book.

    6 votes

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  9. Allow option to not show the character limit

    In an effort to make our process as burdenless as possible for our applications, we have opted to use the maximum character limit of 10,000 for all of our narrative questions. That said, we want to encourage brevity as much as possible. We do include instructions to that effect, but when an applicant sees a limit of 10,000 characters, our hopes for brevity diminish. It would be helpful if we could opt to not show the character limit for certain questions.

    3 votes

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  10. Standard Starter Guide/SOP

    There should a simple beginner's guide to using FOUNDANT.

    Using Google Suite for instance. Customers are the people using the software and it should be user-friendly. We do not work for FOUNDANT it works for us. Customers should not have to create their own SOP's because the program is that complex.

    1 vote

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  11. add upload button to installment payment area

    It would be great to be able to upload a copy of the check (or other payment document) at the time of installment payment. Currently, the only area to upload payment copies is in the Documents section on the request.

    1 vote

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  12. 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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  13. New Managers Assigned to All Processes by Default

    In both SLM and GLM, this is the same. In setting up a new Manager account for one process, I have to go through EVERY process – ARCHIVED as well as current – in order to remove the new Manager user from each process view. As we archive processes annually and create new, this is VERY tedious to have to exclude all Managers.

    It would be SO much simpler if the default for a new Manager in Assign User would be NO PROCESSES rather than ALL PROCESSES.

    Having to touch every process for one new manager account is exhausting and…

    1 vote

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  14. 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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  15. Allow evaluations to be shared between a select number of evaluators in a given process

    This would not be between ALL evaluators in a process and would be automatic so that grant administrators would not have to download evaluations and reupload to shared documents.

    1 vote

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  16. Make the email templates list more readable

    We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.

    1 vote

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  17. Batch Create Merge Docs AND Attach to Request

    Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.

    2 votes

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  18. GLM/Foundant Accessibility for People Using Screen Readers

    We received some good feedback from an applicant: "Due to a small staff and the Director's use of screen reader technology, web forms are often inaccessible and paperwork is very slow-moving. The Opportunity Fund's application and website is more navigable than other foundations but still required many hours of oversight and coordination to receive assistance from board members and staff throughout the process."

    I would love to know how/if Foundant is working toward making sure it's products are incorporating web accessibility principles so that a person using screen reader technology could apply for a grant and take care of other…

    10 votes

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  19. follow up page

    On the Follow Up page it would be helpful if there was a column for "Form Submission Date". Currently their is a "Due Date" column but no indication what date the form was submitted. This would be helpful so we can see on one page an overall summary of how timely the Grantee is on submitting their Follow Up forms and which forms are past due.

    13 votes

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  20. 12 votes

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