GLM & SLM Idea Lab

  1. Make internal follow ups assigned visible on applicant dashboard

    We just started using internal follow-up assignments for our staff to complete verbal reports with grant partners. I noticed that the internal assignment is not visible on the applicant dashboard, only those that are assigned externally to the org. contacts. It would be super helpful if ALL reports assigned for the grant regardless of internal or not were visible on the dashboard so there are no surprises for the grant partners and they have a true, full picture of all the reporting dates scheduled.

    1 vote

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  2. Evaluations within the LOI stage.

    Our organization would like to do two layers of evaluations within the LOI stage. This is currently the way the Application stage is set up.

    1 vote

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  3. Allow the same email address listed as a contact in one organization to be included as a contact on other organizational records

    Hello! Please allow the same email address to be used across different organizations. The system shouldn't dictate that limitation. This is for someone who is president of an association with its own record and is also a contact for her organization, which has its own record. The association does not have its own email addresses - members use their own organization's email. And grant writers should be able to use their own email and login to different accounts - the collaborate function is an inconvenient workaround. Thank you for considering.

    1 vote

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  4. Add encryption for fields to request banking info

    Can you add some banking fields to GLM forms that protect folks' banking info with an additional layer of encryption? We would like to start collecting ACH info via follow up forms, and this is our one hesitation.

    1 vote

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  5. GLM Integration with MailChimp

    Hi. I'm told that Community Suite integrates with MailChimp. Curious to know if Foundant plans to add that feature to GLM?

    1 vote

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  6. Close, Abandon, Delete Request - Addition Options

    It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.

    64 votes

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  7. Applicant Able to Have 2+ Accounts

    Many of our applicants are contracted grant writers and use one email address. As such, in order for them to do their job, they're needing to make up a new email address every time they apply on behalf of a new organization. Can we please allow applicants the ability to link to more than one account?

    1 vote

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  8. dashboard

    It would be helpful if the Approval tab view on my SLM dashboard could be sorted by applicant last name instead of first name.

    2 votes

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  9. Be able to see Grant Managers in dashboard columns

    Should be a customizable column so Foundation staff can see who is working on what grants without having to open.

    1 vote

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  10. rolling deadline

    In GrantHub, when you create an opportunity, there is the option to select "rolling deadline." However, even when you select this, you are still required to input a specific deadline. When rolling is selected, the deadline should not be required.

    1 vote

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  11. Date Filter by payment date

    It would be helpful for us to be able to search a request by payment date - we're doing more multi-year grants and a search by decision date brings up many more requests to sort through. Thanks!

    4 votes

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  12. Pass/Fail Eligibility Quizzes on Reports

    It would be extremely helpful if we could pull failed quizzes into reports.

    We have had situations where students (bless their hearts) answer questions incorrectly on the quiz and then give up on contacting us to reset these quizzes. Instead, they don't fill out the application.
    If we could pull this information into a report with contact information and responses, we could easily contact them and remind them that we are here to help.

    2 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    HI Jennifer,

    Is this information most helpful in reports OR would it be better to add additional functionality to the eligibility center? We are currently discussing add export to these pages as well as email. Would this help with your workflow, or do you want it in reporting so that you can see why they potentially failed more easily?

    -sammie

  13. Pop Up Notifications for Grant & Scholarship Reviewers

    You know how we get pop ups from Foundant regarding GLM updates or notices about updates or changes made? Is there a way we can provide a pop up to our grant evaluators so when they log in, for example, they would see “Don’t forget evaluations are due 01/22!” or "Our next meeting is on 03/15." We are trying to find a way to lessen our email communications and be a bit more strategic and streamlined in our messaging.

    6 votes

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  14. notification days

    I would like to have the ability set 2 follow-up Notification Days. One, for a 14-day reminder and another for a 7-day reminder

    1 vote

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  15. edit create date

    Please allow the ability to edit the "Create Date" when you upload a document. Sometimes this is not always done in a timely manner, and it would be helpful to be able to change the date

    3 votes

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  16. Include branch logic questions as part of a regular question group (not a separate group)

    It should be possible to use questions that utilize branching and access all of the branched options within a regular question group (very similar to qualtrix, where you can have a regular question mixed in with a question with branching in a single section).

    2 votes

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  17. Generate a number for each grant application that is submitted

    Hi. I handle the accounting for our foundation, and it would be nice to have numbers assigned for each application submitted. We have several organizations that submit applications every year or two for recurring things like scholarships, housing assistance, etc... Some of these grants are approved for a new period before the old grant is paid in full. It would help me to keep track of the grants as they are approved and paid by having an application number for each grant. We make our payments using QuickBooks, and so I reconcile our QB numbers to our GLM numbers regularly…

    3 votes

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  18. sort email templates

    It would would be very handy if we could have the sorting feature added to the header on the email templates list.

    26 votes

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  19. Late Application Submissions

    To allow a user to create and submit an application that wasn't drafted before the deadline, I have to turn the process back on, go in as the user and start a draft, turn the process back off, make sure the user still has a date due extension. Would it be possible to do this without turning the process on and off again? It's hard to remember to turn it back off again when we've got so many other demands of our time going on.

    In a nutshell, what we're trying to solve for is not turning a process on…

    1 vote

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  20. Folders for Reports

    It would be nice to create folders to organize all the reports created.

    56 votes

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