GLM & SLM Idea Lab

  1. Search user profiles by date added

    And organizations too, we feel this would be very useful to have especially for applicant profiles. There have been times where we wanted to see if any new profiles were created within the past two weeks, or since we put out a specific communications piece about our grant program. If they make a profile but don't start a draft, it's hard to find.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add how many evaluations have been completed by each evaluator under evaluation assignments.

    It would be nice to be able to see how many evaluations have been completed by each evaluator under the evaluation assignments section, so we can know which evaluators are still missing reviews. Currently you are able to see which applications are missing reviews, and you have to go into the individual application to see which evaluators are the ones that haven't completed their evaluation.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. comment

    We use the Comments tab for Users & Organizations as a place to document site visits or discussions with an applicant. These notes are general to the user or organization, not specific to any one application cycle. Is it possible to make it so this data could be pulled into a report?

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Can the date submitted appear on the Follow Up when it is opened? It does appear on the list of submitted follow ups but not once opened.

    Can the 'date submitted' appear on the Follow Up when it is opened? It does appear on the list of submitted follow ups but not once opened. Could it appear on the same line as "due by" on the opened follow up?

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. On the Universal Application:

    On the Universal Application, a description of each opportunity is provided to the students on the Applicant Opportunities tab. It would be very helpful if these descriptions would also be communicated/shared with the evaluators during their evaluation process.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Email not template Saved Signature

    While we can design an email template with an automatic signature, could we do the same for emails that are not a Template, maybe saving the complete signature in some other fashion

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Tickle list or reminder list in Comments

    I have some students that I am wanting to get back to me with certain documents etc. I make notes in Comments if they e.g. have a valid reason not to make the deadline etc. Is it possible to identify a future date where I will be triggered to go review this student. It would be lovely if it was a date maybe embedded in Comments area or indeed it could be a report - maybe there is already a report?

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Batch document download

    We often need to pull request documents from applications in bulk. It would save time if this could be done in a batch, via Reports or other method (the template for the new batch process for payments comes to mind but exporting Request Documents is doubtless much more involved).

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Applicant's dashboard - requests should be supported 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 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 wonky…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Using a follow up more than once for the same grant (different years)

    It would be nice if individual follow ups could be assigned more than once to a given grant so that one doesn’t need to create dozens of copies of the same follow up for a multi-year grant. For example, I am processing a ten-year grant, and it would be great if I didn’t need to create 10 copies of each annual follow-up but instead could assign the same follow-ups 10 times.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow Grant Manager to be assigned to only one process

    Someone should be able to be assigned as Grant Manager for one process only. Currently, they get assigned to every process in Foundant, including ones in Archive and needing to be removed manually from each one.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Status Change Log items for specific followups

    I'm trying to see when i reverted the status of a specific followup from submitted back to draft. However, because that followup is not the most recent one, I see nothing about that status change in the log. I would like the status change log to show changes made to specific followups by the name of that followup.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. LoR request reminder - Fixed Date

    3rd Party Request Reminder on a Fixed Day Please

    Our scholarship deadline is January 15th. Some on-the-ball students will send out their LoR requests on November 10, but some will do it on January 15th. I can't send a reminder to a teacher on November 17th (too early), and January 22nd is too late. I'd like to send a reminder to everyone with an outstanding LoR on January 16th. The '7-day-after-request' might work for grants processes, but it's not as useful for scholarships. No X days later, type setting would be useful. Can you make it set-able for a fixed…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. email dashboard

    I wish there was a "date last notified" column on the dashboard. This way I can track which students I have emailed already without having to go to the communications page. We had that in our old system and it was very helpful.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. SLM - can we download an uploaded document in each applicant file together

    Each student uploads e.g. a photo and once a year I might like to extract said photo with regard to one specific process together i.e. download all student photos from a certain scholarship in one go. Also could be used for Thank You letters to become reports to donors. I think this is a brilliant idea and Christmas is coming!

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. slm

    For those of us asking for items on our wish list in SLM perhaps we can give it a title that starts with SLM - so that when we get our own ideas lab we can just move all our asks easily over to it. Also easier to search the ideas lab at present if all queries relating to SLM start with the letters SLM?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Adding the Approved Stage merge fields as an option for merge fields in email templates

    I'm working on Financial Followup Assignment Notifications and discovered that none of the Approved stage merge fields are available to insert in the email templates. Everything up to "Approved" is available. We use grant numbers as a key identifier with our grantees. I was going to add the grant number field as a merge field in an email template, but can't do so.

    This will be more time consuming for me, since I will now have to take an extra step in our assignment notifications. Hopefully Foundant will be able to add Approved fields as an option.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Email HTML Code in Comment Fields

    Would it be possible to allow HTML code to be included in Comment Boxes as valid characters? When I save external email threads as copied and pasted email from outlook, it copies the HTML code < and > in front of and end of the email address. I always get the error HTML tags are not allowed and have to manually go in and remove at least one of the HTML symbols to save the comment. Not the end of the world, but slows me down.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Guidestar Data

    Is there any way we can upload the Guidestar Charity Check to the Organization Documents as easily as we do the Past Funders and General Information? This would be a nice feature. I'm always having to save it as a pdf and then upload it from my documents. One less step if we could do it like the others. Thanks.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. User-selected organization list on registration

    On the registration page, could users select their organization from a dropdown list of existing orgs instead of creating a new organization each time? We are a University-related foundation, meaning that most of our organizations are schools or centers (a long, but mostly known list). However, we primarily track our grants by individual (faculty members, for example). Given the large number of individuals in each school, it isn't feasible for me to add each new user to existing organizations, so currently we have them type their organization name from a list we provide, and I do a lot of merging…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

GLM & SLM Idea Lab

Categories

Feedback and Knowledge Base