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GLM & SLM Idea Lab

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935 results found

  1. Would it be possible in the future for applicants to type in their EIN and it would prepopulate their Organization Name? It would help ensure that there aren't differences in spelling/format between organization names and would get rid of some steps for our merge template creation!

    2 votes

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    0 comments  ·  Search  ·  Admin →
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  2. View for students needs updating. We previously used a different software. Each section (family, academics, essays, etc.) had it's own customizable icon with a picture and a progress bar to show what % of that section was completed. SLM UA looks so daunting for students.

    20 votes

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  3. Remove the Rating system from Evaluations as a required field.
    Our Evaluations never show as Complete even when they are because we do not use a rating system to evaluate grants.

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  4. When sending documents through DocuSign via Foundant we want to let multiple people be able to do it. At the moment Foundant only allows it to be connected to one account so other people are not able to receive the documents that they sent out on DocuSign. If there was a way to have separate Foundant accounts connected to different DocuSign keys.

    2 votes

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  5. A donor questioned how AI might impact scholarship and grant applications, something I hadn't considered. I wonder if there's been any discussion about building in some check to ensure AI hasn't written answers.

    7 votes

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    3 comments  ·  Reviewing  ·  Admin →
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  6. We have a budget form with a table for Revenue and a table for Expenses. It would be great to be able to calculate the net (revenue minus expenses) without the applicant having to do math or cut-paste totals from the separate tables into a third table or field.

    28 votes

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  7. Hyperlinks are not clickable in the document viewer. Which means I would need to download the file to access links (defeating the purpose of the document viewer). Being able to click to links right from the document viewer would help streamline our work.

    3 votes

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  8. It would be very helpful to have the evaluation option available in the follow-up phase like the LOI and application phases. We use follow-up forms for reporting and having the option to add an evaluation to a follow-up form would be a great way for our team to save grantee report review notes within Foundant. (We currently save notes in Word and upload to the documents section, but having a built in feature to evaluate reports would be much better.)

    19 votes

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    2 comments  ·  Follow Ups  ·  Admin →
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  9. Having a calendar in GLM for grant renewal dates and reporting dates that can be synced to appear on outlook or google calendar. One could click on the calendar event which would link directly to the approved application for the grant.

    14 votes

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  10. It is as simple as, we would like to have the option to schedule send emails in SLM.

    8 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  11. UA- Assign evaluations for a reviewer across different processes. We have randomized reviews for our UA applicants (usually 500 applicants) and 70+ reviewers. It is so time consuming to assign each evaluator to their 20 applicants (which can be 200+ unique processes for each evaluator).

    This is similar to another idea, but I want to make sure it inlcdes UA too.

    3 votes

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  12. On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.

    2 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  13. Currently, you can only add one signature in the Word template in Foundant. It would be helpful if you could have at least two signatures. One for us (our President) and one for the Letter of Agreement recipient to agree to the terms of the grant.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  14. Maybe this exists already....it would be so helpful to be able to filter evaluators by process - we have a committee for each grant and clicking through each time while referring to the original committee list is cumbersome. If I could filter evaluators to only show the ones who would score a particular grant program, I could get through assignments much quicker.

    4 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  15. Currently the columns in tables are all the same width, but there are use cases where it would make sense for one column to be wider than another.

    For example, in our budget we have 5 columns - Expense, Request, Cash Match, In-Kind Match, and Calculation/Description. By my calculation if you have 5 columns only 33 characters are visible at one time. However, in our use case, 3 of the fields would not contain more than 7 characters (plus the characters for the column headings). Being able to resize those columns would free more real estate for fields where users…

    15 votes

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  16. It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.

    9 votes

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    2 comments  ·  Email  ·  Admin →
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  17. In SLM, I think it's good to make a telephone number a required field, but it would be nice to have a checkbox next to it to categorize it as "Mobile" or "Mobile #" since most students these days only have that anyway. Otherwise, they end up typing their mobile number in the second field needlessly.

    3 votes

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  18. Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    93 votes

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    Feedback Needed  ·  13 comments  ·  Email  ·  Admin →
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  19. We would to have a 'Shared Documents' folder specifically for our applicants/grantees to be able to access.

    I.e. This way the Agreement to Grant Terms is available for them to access at any time through their profile.

    16 votes

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  20. In SLM evaluations, you are only able to add two custom columns to the user dashboard and are required to keep applicant first and last name.

    Our foundation uses blind review to align with our DEI initiative. When following blind review, the applicant first and last name appear as [HIDDEN] (see screenshot) and are unable to be removed. Our reviewers have given feedback that they would like the opportunity to have those be optional columns so that they are able to pull in more relevant information like high school attended, major, GPA, etc.

    Removing the requirement to keep first and…

    12 votes

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    0 comments  ·  UI/UX  ·  Admin →
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