GLM & SLM Idea Lab

  1. multiple reminder emails

    Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)

    25 votes

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  2. SLM - Listing of Evaluation Committees and Members.

    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.

    9 votes

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  3. Custom merge fields for email templates

    Custom merge fields for email templates: If possible, it would be great to customize which merge fields are able to be pulled into email templates (have more options than what is currently available).

    For example: I have a "special conditions" question in my Approval Form and Follow Up Form, that gives instructions for how a grant is to be used. I cannot have that "special conditions" questions used in an email template since it is not one of the merge fields available.

    7 votes

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  4. 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.

    5 votes

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  5. Limit the WalkMe training options to those tasks available to the user's assigned role

    The WalkMe training is great but it assumes full administrator access. Most of our trainees are grants managers. This causes a mismatch between what the training is walking them through and what the trainee sees on the screen.

    Current situation: Trainees see tasks in WalkMe that they are restricted from using based on role.

    Desired situation: WalkMe training only shows modules that correspond with the available activities based on role

    6 votes

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  6. Follow Up Forms - Make "Edit" more obvious

    Yes, I think this would help - making the Font Bigger or Making it a Button. I'm always having to send additional instructions on how to Edit this form. I actually thought this was already in the works..... It seems making it a larger font would be an easy fix for now.

    2 votes

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  7. 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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  8. 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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  9. SLM

    I would love to see the SLM eligibility rules listed alphabetical as well as the scholarship list after testing the eligibility rules. It would be so much easier to find and less time wasted searching.

    2 votes

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  10. 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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  11. 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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  12. add to calendar

    Create an "add to calendar?" option for any due date (app/follow up forms, etc) whether from the dashboard or within an automatic email. This would be really helpful for applicants who are managing multiple grant processes that are in several stages.

    6 votes

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  13. 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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  14. 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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  15. 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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  16. Mx option

    Wondering if you all have considered adding Mx. as an option along with Mr., Ms., Mrs. for individuals who may be gender-nonconforming?

    1 vote

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  17. 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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  18. 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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  19. 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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  20. Restructure User/Organization Accounts

    The Collaborator tool is definitely a step in the right direction, so thank you for that. However, perhaps you should consider completely reconfiguring how you handle user accounts. A more user-friendly and versatile structure would be for an organization to create an account for the organization and then have users associated with that organization. Each organization would have an admin that would approve user roles within the organization. In this way, all users within an org could access the organization's account (subject to the permissions set by the admin) and work on or see other requests/grant/reports. The current structure presents…

    2 votes

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