GLM & SLM Idea Lab

  1. Button to retrieve attachments at the org level

    Similar to the button available at the application level, i would like to pull all available attachments at the org level - from all applications and other locations. Over the years we have stashed documents all over the place (org, application summary, in the actual application, etc.). Rather than "hunting" for a document that may or may not exists it would be nice to have an org level pull of available doc's.

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  2. alignment

    It would be amazing to have an alignment option in the text editing of forms. i.e. the ability to left, center or right align text! Seems like a standard editing tool but it isn't available. Only indenting.

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  3. Evaluation/form before approval

    We'd like to be able to assign and work on evaluations independent of whether an LOI/application is approved or not. This could alternatively be a function that allows you to add forms prior to application approval.

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  4. Batch turn on/off "Show Applicant this Comment"

    Can there be a button that lets you turn on/off all comments' visibility to an applicant/grantee in an application/form with the click of a button? For applications, we have multiple reviewers and the grant manager has to go through each comment one by one and make it visible after all are done reviewing.

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  5. Option to add Google Analytics to our Foundant account

    Gather analytics about how people engage with our account. For example if an applicant starts the process and doesn’t finish. Or where they came to our application from on the intrawebs.

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  6. Email alerts for assigned requests

    A system generated email alert sent to the assigned grant manager when a follow up form is submitted only for the requests they are assigned.

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  7. project titles

    Can we please add character count to Project Titles? The 250 limit right now is too small.

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  8. Show Follow Up Form Name when Follow Up is Open

    It would be great that when a Follow-up document is open in the database that the follow up form name shows up on the page. The form name shows up when viewing the list of follow ups, but once it's open there's nowhere to tell what follow up you're looking at (a lot of our follow ups contain similar information, so it's not obvious based upon content alone).

    I would suggest at the top of the page where it says "Follow up", "Project Name," and "Process," to add in a line for the "follow up form name field". Maybe add…

    1 vote

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  9. Deactivate User Option During Close Request Screen

    On the SLM side it would make it more efficient if there was an option to select to deactivate a user when closing a request. Ideally it would deactivate the user after a set period of time (eg 30 days) after closing the request if the option was selected. That would allow the applicant to access their info if needed. I know this wouldn't work for all organizations but I think having the option to select would be helpful. For our organization, most of our awards are for graduating seniors so if they are not awarded a scholarship they do…

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  10. Allow the primary contact of an organization to edit/submit all parts of an application

    Instead of going through and adding the primary contact to every form, it would be nice if they were already given the ability to edit/submit forms. That way they wouldn't have to use the collaboration feature every time.

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  11. primary

    I'd like to be able to deselect the primary contact without selecting anyone else. Currently, the only way to do this is by making the old contact's email invalid and deactivating them, adding them again, and leaving the primary button blank. This is time consuming since you then have to reassign all of the applications to the "new" contact.

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  12. Third party logic/tracking

    Third party logic/tracking
    The applicant view/count on required data is based on when the 3rd party submits their letters of support/recommendation. If this step is not completed by the third party but granting institute administrator that count does not change. It is therefore important to update the logic based on evidence of uploaded document vs. a response from the third party which is not always possible.

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  13. application deadline

    I love all the deadline features for applications, my issue is very simple, the window which shows the deadline is too small and cuts of the time and AM/PM. Anyway to make the box a bit bigger?

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  14. Evaluator Import

    It would be great to be able to import evaluators from our live site to the new common application.

    1 vote

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  15. Last Modified Date to Custom Columns

    Is there a way to add Last Modified Date to Custom Columns?

    This would be valuable when looking at applications in draft for ongoing programs to determine if they are current or should be abandoned/deleted.

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  16. Ability to search within the application

    It would be so helpful if we had the ability to search within an application; or, better yet, the ability to easily get to a particular section without having to scroll. For example, a way to easily find the Requested Amount or another field without having to go through the whole document. Either a search feature or some sort of drop-down menu or tabs to get to the different fields easily/quickly.

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  17. Ways to organize evaluators from different grant cycles

    It would be great if the lists of all Staff Evaluators, Board Members, etc. could be subdivided into folders. We have different evaluators for several different grant cycles all appearing alphabetically on the same list, and it's getting tricky to make sure the right people are assigned to the right applications. Having a separate folder for the evaluators from each grant cycle would do a lot to reduce staff time and eliminate the possibility of assigning grant applications to the wrong reviewers.

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  18. Change/replace Data Set within a report

    It would be great to have the option to run an old report and change the data set. Not edit the data set but change it to a new one. I have 8 old reports with complicated formulas, filters, etc. but would like to run them with a new data set without editing/losing the old data set or reports.

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  19. Add line breaks to Description Box on Organization Info Tab

    Please add line breaking capability to the Description Box on the Organization Info Tab. We capture a great deal of historical information here, and it is very frustrating to not have the capacity to make line breaks/have multiple paragraphs instead of one giant block of text.
    Thank you!!

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  20. scholarship

    Limit applicants to ONE application per process. They start multiple apps—submit one and leave one in draft making follow-up confusing when we reach out to those applicants still in draft to remind them to submit.

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