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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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1409 results found

  1. Would like to have the option to customize the application/request close date. Currently, they are in 15 minute intervals. Would like the option to have 11:59 PM

    2 votes

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  2. Hello,

    Please allow "Assignee Last Logged In" for reporting. It would be helpful if we can see when an evaluator last logged in for a specific process in a report instead of looking up evaluators individually.

    1 vote

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  3. Hello!

    Please add a period at the end of each prefix example within a user account creation. The user carries over to CSuite and this will be ideal for sending correspondence to individuals.

    Thanks!

    1 vote

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  4. Currently the comparisons "equal to" and "contains" operate the same in branching rules when applied to multi-select lists. I would like for them to operate per their true meanings. To illustrate -

    I have a multi-select list, Geographic Area Served, with the following options:
    Houston area
    Austin area
    Southwestern Colorado
    State of Texas
    Other

    We will use two cases in this example
    1. The user selects only “Other”
    2. The user selects “Houston area” and “Other”

    When I run a report in GLM showing the two different cases’ values, it displays as
    Case 1. “Other”
    Case 2. “Houston area; Other”

    3 votes

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    -The Foundant Team

  5. Greetings!
    Can I suggest that in the GLM platform that grants be searchable by grant number? For instance, I can search for a grant by its number in CSuite. It would be great if I could search for a grant in GLM by number as well. I am referring to the CSuite ID that is in GLM when grants are linked between GLM and CSuite.
    Just a suggestion.
    Thank you,

    9 votes

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  6. It would be super great if the access to reset an applicant's eligibility quiz could be assigned to a Grant Manager role. This is a frequent request and only our Administrator can do this now. I don't want to give the keys to the kingdom to our grant managers so they can do this, but would love for them to have just this piece of eligibility quiz security.

    2 votes

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  7. It would be nice to be able to see how many evaluations have been completed by each evaluator under the evaluation assignments section, so we can know which evaluators are still missing reviews. Currently you are able to see which applications are missing reviews, and you have to go into the individual application to see which evaluators are the ones that haven't completed their evaluation.

    15 votes

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  8. It would be so helpful if the chat box could be moved around the screen (to reveal what's behind it, if needed). It would also be nice if it would remain open when working in the site, while on a chat. Currently, if the support person suggests "click..." the chat box disappears when I do that. Then I have to go back in and open it up to continue the chat.

    4 votes

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    1 comment  ·  Admin →
  9. I would love to see fields for social media handles (facebook, twitter, instagram) added to the "Organization Info" to GLM and Csuite. This information is very useful to our marketing and storytelling work.

    Currently, we have these fields in our Grant Agreement form in GLM, but unfortunately this means the grantees have to submit this duplicate information for each grant request. Since this information remains mostly static, it would be great if the organizations could simply submit this information once, and store this information with the organization's profile, instead of in each individual request.

    6 votes

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    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  10. Is there a way to create a central location for shared files, examples, templates, etc.? Sometimes, you can find what you are looking for by spending time going through all the Q&As. It would be helpful to have a "Resources" folder, with subfolders for GLM, SLM, CSuite, then further broken down into email templates, examples, follow-up forms. It would be a great place to share and compare!

    If this already exists please point me in the right direction.

    EDITED TO ADD...This would also be a great place for all of the Foundant staff to share all of their great templates,…

    2 votes

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  11. To decrease the burden on nonprofits, it would be great if we could add payments at both the LOI complete and Application complete stages. Then we can divert the NPOs who we don't need more information from straight to checks being cut and continue with those orgs we need more information from in the Application stage.

    6 votes

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  12. We've had a few instances where users are creating more than one account and submitting two applications. We then end up with duplicate requests from the same student within multiple opportunities. It would be great if we could batch delete the applications associated with the account the student doesn't wish to use rather than have to abandon and then delete thirty or more applications one by one.

    2 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  13. I'm happy that you implemented batch print, but why not from My Evaluations and the for reviewers? I assigned all the evaluations before I realized I couldn't do batch print in the Evaluation stage. Please add batch print to the Evaluation stage.

    1 vote

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    -The Foundant Team

  14. We have multiple processes for different applicants. A registration email option to address these groups would be helpful with instructions and information pertinent to their process/funding program.

    1 vote

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  15. While we can design an email template with an automatic signature, could we do the same for emails that are not a Template, maybe saving the complete signature in some other fashion

    11 votes

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    2 comments  ·  Email  ·  Admin →
  16. I would love to see the SLM eligibility rules listed alphabetical as well as the scholarship list after testing the eligibility rules. It would be so much easier to find and less time wasted searching.

    10 votes

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  17. allow for a bulk update to forms like applications within a process.

    1 vote

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  18. When adding a website address to a comment, it is not a clickable hyperlink, only plain text. (Currently to get to that website, it's a many step process (ie copy/paste search, or a right click-go, etc). A one-click hyperlink that opens to a new window would be very helpful.

    2 votes

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    1 comment  ·  Admin →
  19. Would be great to have at least a handful of oft used logos saved to insert rather than pulling up a url every time you send a non template email from the system.

    1 vote

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  20. The level of Guidestar is information you can see in GLM on the org profile- allow this criteria to be pulled into a report so we can verify multiple orgs without having to pull each individually.

    2 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

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