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  1. When an applicant returns to the application to resume work, the groups of questions could be collapsed and if all questions within the group are complete - the group could be flagged (with a check or a color change). Or, have an option to allow the admins to create the applications in pages, which can be flagged as complete when all questions are filled in on that page.

    18 votes

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  2. In SLM it would be nice to pull a report or print from screen a list of all the evaluation committees and the members on each committee.

    17 votes

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    1 comment  ·  Admin →
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  3. It would be helpful to be able to set a time/date for a process to toggle on.

    17 votes

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    1 comment  ·  Dates  ·  Admin →
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  4. The Organization Summary Page currently shows Status, Amount Grant, and Amount Paid. It does not allow us to readily see which of our Program Staff a grant is assigned to. As we award multiple grants to one specific organization and oftentimes, those grants are assigned to different Program Staff in our office, it would be wonderful to see at a glance, which PS person a grant is assigned to. Similar to the way we are able to add a few custom columns to the Follow Ups Submitted page, we should be able to do the same on ALL pages we…

    17 votes

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    8 comments  ·  UI/UX  ·  Admin →
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  5. It would be great if there was a way to give a report a title, so it is print-ready. Currently, I export it as a pdf and then add the title there. Without Adobe Acrobat Pro, I wouldn't be able to do that, so I would think this is a challenge for those who don't have it.

    17 votes

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  6. I would be helpful to see "Complete" Status on the Application Evaluation dashboard. How does an Administrator know that an evaluator has completed their review except to have to click in the Application Evaluation "Assigned" - which defeats the purpose of a dashboard? Thank you

    17 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  7. Would it be possible to add a sorting feature to merge templates? We use 45-50 different merge templates, and to keep things organized, we group them by kind: Announcement Letters, Award Letters, Quarterly payment letters, etc. Currently, when we need to upload an additional template it is just added at the bottom of the list. A sorting feature would help us move that last added new template to others like it in the list. A sorting feature would expedite finding the right letter template rather than scrolling up and down until the correct template is located. For instance, in “Follow-Up…

    17 votes

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    2 comments  ·  UI/UX  ·  Admin →
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  8. We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…

    17 votes

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  9. I've heard from several of our evaluators that they would like to be able to see the actual number of applications that they have left to score. For instance, under Pending it might say they have 50 left but if students qualify for multiple opportunities, they might only physically look at 15 (because the scores are automatically applied to the other opportunities of that student). They find it frustrating not knowing how much time they will need to carve out of their schedule for scoring.

    16 votes

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  10. The capability to delete a question within an active application.

    16 votes

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  11. Allow the grantees to add multiple attachments until the size limit has been met per attachment item. As it is only one attachment at a time. Any added after the first cancels out the first attachment.

    16 votes

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  12. Please consider adding the option in the Process Summary that allows us to limit the number of applications an applicant can begin within that process. We only accept one application for most of our grant programs and would like to be able to set a limit to the number of applications one can start. Currently, applicants can start multiple drafts of an application. This creates lots of abandoned applications.

    The Apply button could be deactivated and greyed out once an applicant has reached the limit of applications that can be drafted and submitted within the process.

    16 votes

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  13. Rather than uploading one file at a time, enable batch uploads. Thanks!

    16 votes

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  14. Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.

    16 votes

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    3 comments  ·  Custom Data  ·  Admin →
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  15. Would it be possible to build in the functionality to to export Organization Comments? (Ideally, I'd find it really helpful if both the Comments & the Organization description could be included in the pdf produced by "Print Organization Packet", but failing that any kind of export functionality for comments would be great!)

    The same question also applies for project comments (we just happen to use the organization ones more).

    16 votes

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    Proposed Idea  ·  10 comments  ·  Reporting  ·  Admin →
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  16. We would like to be able to track applicant clicks through the system so we can see if changes made impact user abandon rates in certain parts of their online journey with us. For example, when/where in the process do they give up? This would allow us to identify where we might need better instructions or a change in the questions or flow.

    15 votes

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  17. I would like to be able to edit name/description of a template w/o having to re-upload it. Thanks

    15 votes

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    2 comments  ·  Merge Docs  ·  Admin →
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  18. Forward Final Grant Reports to Evaluators who approved the request w/o having to create a .pdf...much like we can assign evaluators. Maybe assign evaluators to view Final Grant Reports

    15 votes

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  19. 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…

    15 votes

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  20. Wouldn't it be great to "Sync Dev" as we do in CSuite in order to test proc esses with up-to-date information, forms, reports, etc. ? This could be extremely helpful to those of us who are just getting used to GLM and all the nuances!

    15 votes

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