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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. It would be great if you could "customize" what pieces of the grant packets you could include in one PDF instead of only being able to create a separate PDF of the Application, Decision Form, Follow Up Form and never being able to include any of the uploaded documents in the "Documents" tab. It would be helpful to have a "Print" option that allows you to pick and choose all of the "printable" pieces for a single grant in one pdf.

    An example, our auditors wanted to see the Application, Decision Form and Follow Up Forms (some grants had up…

    7 votes

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    Implemented  ·  0 comments  ·  Admin →
  2. Grantees are frequently asking where do they enter their follow up reports. It's just not obvious on their Dashboard.

    92 votes

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    Hi Everyone!

    As of our Nov 2023 the Edit links for Follow Ups have been replaced with Buttons.

    The button with say, START, CONTINUE, VIEW or PREVIEW depending on the status up the follow up.  We hope this is more clear and easier for applicants to find. 

    If you have additional feedback be ask that you add that to a new idea!

    best

    sammie

  3. The authenticate screen has caused a few of our grantees issue. Primarily, the screen is so generic that you are unable to tell what funder you are authenticating into. In Montana, many of our grantees have other funders using Foundant and if the authenticate screen comes up they aren't able to tell what funder they are authenticating into, resulting in frustration. This morning, I had an individual who wasn't able to log in to our site on the authenticate screen using her username and password, and it turns out it was the authenticate screen for a different funder she was…

    1 vote

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    Implemented  ·  1 comment  ·  Admin →
  4. :) Hiding scholarship applicants name, address etc (from committees) would wonderful to make our system better and to make sure that we are doing our level best with 2 items: 1: protect the students that are applying. 2: minimizing the potential for bias and conflict of interests... we are in a small community where names can be too familiar or unfamiliar or sound different. Flexibility in sharing names and info would be great.

    3 votes

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    Implemented  ·  1 comment  ·  Admin →
  5. Since the GLM portal is used for the SLM, deciphering between the two tabs on top for each programs when both are open can become cumbersome. Since they say the same title on the tab, it would be nice to have a different color icon - blue for Scholarship & green for Grants. At times I have 10 tabs open and I find myself searching and clicking more then once to verify I'm using the correct program.

    The main concern is acknowledging each program on the tabs for convenience and quick access. Time is precisous. Thank you.

    4 votes

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    Implemented  ·  0 comments  ·  Admin →
  6. We have just launched our GLM site and asked our grantees to register in the system. I wish there was a way for the administrators to be notified when a new organization creates a new account in our system. I can see the benefits of this for our invitation-only foundation, but even more so with other foundations so they can learn who is interested in their foundation to help foster new relationships.

    8 votes

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  7. I just added a new contact to an organization and assigned their request to that person. I then checked the username and password for the new contact by logging in to her account. I noticed that all she could see was the current request (LOI, Application, and Follow-Ups). I think everyone who is an active contact for that organization should see all prior requests.

    11 votes

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    Implemented  ·  2 comments  ·  Admin →
  8. Make decision comments a merge field.
    We use the decision comments as a place to store language for the notification letters. I'm so over the copy and paste!

    7 votes

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    Implemented  ·  0 comments  ·  Admin →
  9. When an applicant has multiple follow ups they have an option of "edit" on the follow up they are working on, and the other follow up's options are blank. I get a lot of questions about why an applicant cant complete their follow up (when they have one due prior).

    I think it might be helpful to have that say something like "locked". Then perhaps have the info "i" icon to tell them why they cant access the follow up.

    10 votes

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    Implemented  ·  2 comments  ·  Admin →
  10. It would be great to be able to edit a single list item. We have new funds created throughout the year that we need to add to a drop down list on a decision form after that form and question has already been used. On occasion, we've had human error occur with a typo or having been assigned a duplicate fund ID by mistake. Have the opportunity to go in an correct the spelling error or edit the name of an item part way through the year on a drop down list would be helpful.

    15 votes

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    Implemented  ·  3 comments  ·  Admin →
  11. A large percentage of the time, when I log in, I'm doing so because I want to check something about a particular organization. I wish that there were a search box on the dashboard - this seems like a standard thing for most websites. Right now, there's an extra step in that I have to go to the organization search page. I don't know if you can do this with the current software architecture, but it would be great to have just one box that would search all fields for both organizations and contacts - and then if I need…

    25 votes

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    6 comments  ·  Search  ·  Admin →
  12. It would save several clicks if the search was retained, and could be accessed by clicking the back arrow after selecting an item from the search. It would be even better if you place in the list was retained and you were automatically returned to that position.

    16 votes

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    Implemented  ·  4 comments  ·  Search  ·  Admin →
  13. New applicants are seeking the apply option when they log in the first time. While the new format for the dashboard makes other navigation clearer, the Apply gets lost in the navigation bar at the top of the page. Suggest making the Apply option larger and bolded so it's more visible.

    16 votes

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    With our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.

    If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485

  14. I find "Undecided" to be a confusing status label for applicants. Might you consider "under review" instead?

    9 votes

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    2 comments  ·  Statuses  ·  Admin →

    With our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.

    If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485

  15. We have users who only have one email address that may serve as primary contact for one organization and an applicant for another. It used to be that duplicate emails were allowed in the system if no user roles were selected. I'd love to have that ability added back in. We keep track of primary contacts on every account and these people often do not have any user roles, we are just keeping track of their contact information.

    7 votes

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    Implemented  ·  1 comment  ·  Email  ·  Admin →
  16. It would help users who type in access codes incorrectly if the system gave an error message rather than just returning to the same screen. Without an error message, they don't know they have the code wrong.

    2 votes

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  17. Challenge: at most times of the year, we have between 3 and 5 processes "open" at 1 time. Some of our applicants do not realize we have several grant rounds open and do not scroll to find the correct process. They click the first apply button that they see and fill out the incorrect application! Idea: would it be possible to have the Available process have 1 line (like the dropdown in the application) so that 5 or 6 processes would show at 1 time; the applicant would click to open the drop-down description, and reveal the preview and apply…

    12 votes

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  18. We have had a few grantees shut down their organizations. I have deactivated most of the users, but the Primary user cannot be deactivated. I would prefer those names not show up when I search or run reports for Active Users.
    I would still want to be able to access the grant/funding histories of deactivated orgs. Thanks!

    1 vote

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    1 comment  ·  Admin →
  19. 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.

    3 votes

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    We’ll send you updates on this idea

    With our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.

    If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485

  20. Our due diligence process involves an external evaluation by program officers. We grant to many of the same organizations each year, so these evaluations are updated, but the base information remains the same. We don't want to use the evaluation tool as part of the process, because it isn't very accessible once the cycle is over,and our board shouldn't have to "dig" for information. It is also a lot of work to "re do" each year. We would love to be able to customize an "About" section in the organization profile that could be updated each year.

    4 votes

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