940 results found
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GLM/QBO Integration Chart of Accounts
Our GLM site is linked to QuickBooks Online through the new integration. In the Account drop down list on the Installment Form, the one Chart of Account account we charge grant payments to is not included in the list. There are 46 accounts that we can select from....just not the one expense account that we charge all grant payments to!
I would like to be able to have our grant account added to the list of available accounts and the other accounts deleted.1 vote -
applicant opportunities - ordering
On the Applicant Opportunities tab on the UA - could we edit the order that the opportunities are listed? I know we can alphabetize the entire list, but I have two separate groupings of opportunities. I just added two new opportunities for 2025 and I want to put them each in a specific location on the list. Thank you.
1 vote -
Org Profiles
Automated Data Synchronization:
Establish automatic syncing of relevant data between GLM and our main systems. This would ensure that updates in GLM reflect in real-time, reducing manual data entry and minimizing errors.
Identical Profiles:Ensure that the profiles in C-Suite and GLM Org are identical, containing all the same required information. This uniformity will simplify data management and ensure consistency across both platforms.
User Suggestions for Profile Changes:Allow organizations, grantees, and other stakeholders to suggest changes to their main profiles through their portal accounts. This feature will enable them to keep their information up to date and ensure accuracy.…
1 vote -
drop the 2 factor verification for the scholarship application process
I am having a hard time getting Latino scholarship applicants because it takes 2 factor verification to get into the system. Most of our Latino students do not have cell phones or computers at home so it is difficult for them to apply
1 vote -
Reverting documents
On a couple of occasions, I have accidentally reverted an application from application draft to LOI draft. Unfortunately, this erases all entries that were made to the application. I would like to see if this can be altered to allow all information that is entered in application draft to be retained. Otherwise, the applicant must re-enter all information and upload associated documentation again. I understand this is my mistake, but this is not a user friendly feature. Thank you.
1 vote -
cherie.good@dawnfoods.com
We have expanded to use this application to our Europe locations. As of right now, the Amount Requested is hard coded to ONLY dollars. Is there any interest in expanding this to other currencies?
1 vote -
Star Grant Reports for Sharing
I would love a way to flag or star specific grant reports with high-quality content/photos for sharing out. We are working on sharing more of our grantee success stories and it would be great to save specific reports we want to share later on, potentially with the ability to create a report of these follow ups so we can find them easily.
1 vote -
GLM Linkage to QuickBooks for Grantee Organizations
There needs to be a way to link GLM Organizations to QB Online or Desktop via Other rather than Vendor. Vendor linkage is fine for true vendors who have provided a good or service, but the IRS requires that grantors receive no goods or services from their grantees. This is a legal definition. Thus, you are mixing two distinct groups whom a grantor pays.
1 vote -
Make Advance Option tab always visible for Applicant Visibility changes
Ability to view the "Advanced Options" tab at any stages in SLM. Currently only when there are no follow ups assigned can you make changes to the visibility of the request which has been an issue for us.
1 vote -
Allow Grant Managers to add/remove users to Multiple Organizations
With the new feature of Adding and Removing Applicants to Multiple Organizations, the grant managers need to be able to have this feature, too!! PLEASE PLEASE PLEASE
1 vote -
Hide Score Column on the Evaluator Dashboard
We definitely need the ability to add at least three custom columns - 2 is just too few. But while we are limited in the number of columns we can add, it is heartbreaking to have a precious Evaluator column wasted on a system column we don't use. Additionally, because this particular column is there we can't use the Scoring question type, because it will populate this columns with numbers that won't mean anything to our Evaluators and will confuse them. We rank on a 1 through 4 scale with 1 the highest and 4 the lowest - only the…
1 vote -
We are part of a Regional Association of Grant Makers. Most of us use Foundant. one master login would be ideal.
One master login and password for any applicant. We are part of a RAG. Most use Foundant. It would be great if the applicants could log in once to get to all grant makers. One more step to a single application.
1 vote -
Printing application & Returning to saved application
From one of our grantees:
When saving application DRAFTS, it would be easier and save us time if the application returned to the question that we were last writing rather than to a separate page where we then need to return to the top of the application page and find the question where we left off.
Also, if we could print the DRAFT applications directly, rather than downloading a PDF first, that would again be a timesaver.
1 vote -
Allow "Committee Evaluators" to view all applications in a process- not just the ones they are assigned to evaluate
It is impossible for every committee member to evaluate every submitted application, yet all the committee members are making the decisions when it comes time to vote on grant approvals and declinations. Instead of creating and sharing a report with everyone, it would be great it they had access to "view only" or "read only" all the applications that were submitted but not assigned to them to evaluate so that they aren't hearing about an application for the first time at the grants meeting when it's time to make decisions.
1 vote -
operations account aggregator
We would like an account aggregator that feeds directly from our main bank account into our general ledger (or someplace). We have missed transactions (due to human error) and this would prevent us from missing transactions that occur in our checking account.
1 vote -
reneamuellerleile@rosenaufoundation.org
Enable administration of a "blinded" review without having to update Application form multiple times (i.e., visibility of questions for Applicant, visibility for Evaluation 1 blinded review, visibility for Evaluation 2 unblinded). Since there is one Application form ("master") this is very challenging and presents potential for errors.
1 vote -
Set CSuite Service Area and Grant Type in GLM approval form
Our grant approval workflow include setting the value for custom fields in the grant approval form (grant subtype, type of support, etc.). Then the Service Area and Grant Type need to be added after the grant is synced with CSuite. It would be SO helpful to be able to set the CSte Service Area and Grant Type field here as well so that coding does not have to be done in two places. In other words, change from a read-only field in GLM to an editable field like the custom field are.
1 vote -
SLM: Adding Upload Responses to Quick Grid Views
We would like to request that Upload Responses, such as transcripts, be added to the Submitted and Complete bucket Quick Grid Views. Often, we need to pull transcripts or other uploads quickly, and it's difficult to go into each student's application to search, view, and download transcripts. If the uploads appeared in the Quick Grid View, we would be able to view these uploads more efficiently.
1 vote -
Approve all payment installments through UA Related Opportunities tab
It would be more efficient if UA scholarship installments could be approved from the Related Opportunities tab rather than having to click into each opportunity separately and navigate to the award details tab.
1 voteHello,
Thank you for your feedback! I also want to make sure you know you can batch approve installments from the payment tracking page today.
-sammie
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Custom navigation
I am suggesting that the header area be made editable. It would be worthwhile if we could truly mimic our website header (logo and navigation) so the user thinks they never truly leave our website since there is no option to embed Foundant forms.
1 vote
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