GLM & SLM Idea Lab

  1. Send Batch Emails from Payments Tracking Page

    We send out confirmation emails with our grant payments each month. These emails vary based on the payment schedule of the grant, but not drastically so. It would be wonderful if I could select a group of payments from the tracking page and email them all the same template.

    5 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

    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Shared Documents

    In shared documents. I'd like there to be an option to choose all boxes to be check marked instead of doing them individually. Thank you

    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 →
  3. Deleting an organization entirely

    I'd like to request the ability to delete an organization entirely, even if the organization had an application previously. I am unable to permanently delete the organization, even though the request has been deleted because the system still thinks there is an application attached to that organization. We have several organizations that began requests but have either left them blank or partially filled in. I've deleted the requests but would like to delete the organizations altogether as they are not eligible for our grants and will not be able to apply.

    16 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

    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Grid for User Roles

    Could you please create a grid with check boxes for each type of role. I think it would be easier to compare the access visually.

    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 →
  5. Add the "Create Documents" link to the Payment Tracking page.

    It would be very helpful to add the "Create Documents" link to the Payment Tracking page. As it is, I have to back out of that page go do a new search on the Request and Decisions page - to create the same list I had on the payment tracking page - in order to do a group merge to a merge template.

    9 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

    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. tips

    I would love to see simple, in-screen instructions for questions we frequently get asked instead of having to create (or find) a tutorial for simple tasks, based on the screen a particular user role is currently on. For example, for applicants, a short set of instructions on their dashboard could tell them how to access a follow up form to complete it. For evaluators, a box to the right of their dashboard could tell them to click on "board member" to view the grant assigned to them.

    7 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. Easier path from Preview back to Apply

    If an applicant enters a code to apply, then decides to Preview an application first, when they are done previewing, they have to click on Apply and enter the code again. It would be be easier if there were a way for them to go back to the apply button without having to repeat the steps. Some of our applicants have gotten confused by this.

    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. Allow batch emails to be sent from the Organizations Search page

    It would be helpful to able send a batch email using the list of organizations that appear on the organizations search page by having a send email tab at the bottom of that page. Presently we can only Merge, Quick Export or Archive organizations that we select on the list.

    4 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

    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to view additional fields on the Request Summary

    It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.

    17 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

    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Application Packet: only print sections applicant filled out

    Currently, the application packet is super long. It would be so much better if the packet only printed out the sections for which the applicant provided an answer.

    13 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

    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Shared Documents

    Would it be possible to add a feature in Shared Documents to have the option of creating a folder within a folder to store old files that pertained to previous grant cycles? I'd like to be able to add new documents that are updated and pertain to the current cycle of grants but also leave the old documents there in a separate folder so that they can still be accessed. Not sure if this may already exist but it won't allow me to move a document to the "archived" folder I created.

    4 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 →
  12. 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. Add an import link so payments can be uploaded from a spreadsheet

    I would like to download payments from my accounting system to a spreadsheet or csv file and upload them into Foundant. Would eliminate errors and save lots of time!

    4 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 →
  14. Make follow ups/final reports available under organization history

    Right now it seems like there isn't a way for applicants to see their completed follow ups/final reports from previous grants by other users from their organization. Under Organization History, only the application is available. New grantwriters with an organization want to be able to see how previous final reports were filled out or how a project turned out.

    10 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

    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Group collapsed on applications

    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.

    13 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

    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add additional "Document Types" under Request Documents

    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.

    11 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

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. make the application packet (and similar reports) easier on the eyes

    When viewing the PDF of the application packet, it is not easy on the eyes. The text that accompanies each application question is not easily discernible from the answer. It is difficult to read through quickly. It would be great to see someone with an eye for clean design to edit the fonts and layout of the application packet and any other PDF reports.

    7 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 →
  18. "Withdrawn" option

    Hi- not sure if others have requested this but any possible
    way you guys can add a "withdrawn" option just like:
    "Denied", "Abandoned" and "Approved". Thank you!

    11 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

    Under Consideration  ·  20 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Any Administrator Read Only Questions needs to be hidden

    If any changes are made to questions in a form and those questions are made "Administrator Read Only", they are still visible when reviewing submitted follow ups. For example, our grant report follow ups were a copy of the previous year. Many of the questions had changed or were no longer applicable to grantees. However, some of the grantees had already submitted a report in that process. Once the report has been submitted the questions made "Administrator Read Only" still show up and make it very hard to evaluate a follow up form. It looks messy and makes the process…

    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 →
  20. Alerts/Reminders

    Alerts/reminders would be a helpful administrator tool. For example, I need to take an action on a grant in September 2018 and
    would like to record this in GLM. It would be very helpful if I could set reminders for specific dates and then have pop-ups when I log-in to notify me that my reminder deadline is approaching. Thank you for your consideration.
    Kelly

    5 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

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

GLM & SLM Idea Lab

Categories

Feedback and Knowledge Base