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GLM & SLM Idea Lab

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  1. I'd like to confirm that table fields will sync when I copy forward my current process. I've added tables to several processes and need to combine the similar fields in reports today. When we copy our current process forward, I hope the table fields will automatically sync in reporting.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  2. Add the ability to send reminder emails to students who have open applications to submit them before the deadline. Ideally - include an option for a 2-week and 1-week reminder to be sent.

    3 votes

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    1 comment  ·  Email  ·  Admin →
  3. 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.

    79 votes

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    8 comments  ·  Email  ·  Admin →

    With our February 2024 Release we have implemented an admin workflow to associated users with multiple organization.  You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759

    In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.

    -The Foundant Team

  4. When an organization is created, it would be helpful if there is a way to set up a notification to specified administrators so we know to verify and check that the information entered matches what the IRS shows. This could be accomplished either by adding a BCC field on the system email templates or it could be accomplished by adding the option to the admin notification options.

    2 votes

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    Implemented  ·  0 comments  ·  Email  ·  Admin →
  5. It would be helpful to be able to see all applications and follow-up forms tied to a process.

    Right now when I'm looking up all applications for each process I have to remember who applied, then go to their organization's profile.

    If applications and follow-up forms were tied to a process, it would be easier to look up who applied for what "cycle."

    2 votes

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    Implemented  ·  0 comments  ·  UI/UX  ·  Admin →
  6. I would like to see a bigger space between multiple processes that are open on the "Apply" page. Currently, there is a tiny space between each process' "box", and our applicants frequently click the first blue "Apply" button they see.... which is often for the process below the one for which they actually want to apply. We have instructions saying to click the button at the top-right of the box but we all know people don't read well. If there was greater differentiation between the list of open grants then applicants may scroll back up to the correct Apply button.

    4 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

  7. It would be helpful to add the grant number and dollar amount to the applicant dashboard. Some organizations have multiple grants with similar descriptions. Being able to reference the grant number will minimize confusion for us and them.

    12 votes

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    1 comment  ·  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

  8. It would be very helpful if, on the applicant side of the dashboard, that urgent items/impending due dates could be big/red/or listed at the top of each process.
    We consistently run into grantees not being able to find their final grant report/follow up forms that are due on their dashboard because it's listed at the bottom and not called to attention in any real way.

    Also, many grantees never see the edit button to the far right because there's a large white space after the text, so they assume there's no more information and don't realize that the full page…

    69 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

  9. Please write an article that explains Administrator Comments.

    1 vote

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  10. We utilize the universe for the majority of our scholarship applications. We have an issue with scholarships that don't receive any applications and then have to build a stand-alone process to extend the deadline for those scholarships. It typically happens in the first year of a new scholarship. It would be nice if we could extend the deadline for specific opportunities. Also being able to delete or turn off an opportunity would be a great option.

    8 votes

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    Implemented  ·  1 comment  ·  Admin →
  11. We have a large UA with over 140 processes, some of those processes require a very specific type of student. We would like to be able to easily track which scholarships in our UA have 0 applicants at any moment. This way, we can reach out to school counselors, coaches and do targeting marketing for those scholarships. I am able to run a report showing which scholarships HAVE applicants, but of course that doesn't show the scholarships that may be falling through the cracks with no applicants. Thanks!

    13 votes

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    Implemented  ·  2 comments  ·  Reporting  ·  Admin →
  12. Add the ability to batch email all members of a particular committee.

    23 votes

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    2 comments  ·  Email  ·  Admin →
  13. I like to check and see how many applicants are currently active for a scholarship application. I go to users and the only way I see to find that number is to scroll down to the bottom of the page after doing a search for active applicants. Am I missing something? Can you put that count at the top of the list? Or on the dashboard?

    6 votes

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  14. On both our public and active apply pages, applicants have significant issues figuring out how to actually apply (a lot of times they try to send the application to Grant Hub when they don't have a Grant Hub account) and get frustrated. It would help us to have an administrator-editable instruction field at the top of both of these pages so that we can leave a message.

    For example, on the public apply page "You can only preview the application questions from this page. Click the blue button in the top right corner to create an account or log in…

    6 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

  15. There are a lot of staffing changes for organizations. Is there a way to allow the primary contact for an organization to see all request history for that organization regardless of who submitted the application? We get this question a lot when Directors / org leaders change. Right now, I just have to modify the user account for the old employee with the new employee contact info, but then we lose the history.

    2 votes

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  16. It would make the scholarship process go a lot more quickly and efficiently if the Student's ID and University synced to CSuite for payment.

    21 votes

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    Implemented  ·  0 comments  ·  Admin →
  17. Add a Dashboard Tab for "Pending" Applications. When you open scholarships in draft, submitted, or complete, would be nice to have a batch option (and folder tab) for scholarships that are in a "pending" status.

    Scholarships qualify for pending if they are awaiting a student update, such as an updated document request or application question clarification, etc. Since these applications are not yet marked as complete, they must sit in the submitted bucket and thus cluttering the list.

    This also makes it difficult to keep organized. Would be nice to drop those into a "pending" tab folder for ease of…

    4 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

  18. I have just bumped into GLM's limitation for increasing a grant amount after installments have been paid, even though follow-ups are pending and the grant isn't closed. I searched for other posts on this topic and fund several that had all be archived for lack of votes. Our Community Foundation needs the ability to increase award amounts because when we do not initially fund a proposal in full, we often talk to our donors about helping bridge the gap. For reporting on grant activity and outcomes, it's important that these "follow-on" grants are linked to the same request. There are…

    2 votes

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    Implemented  ·  Skye Weber responded

    10/4/2023: Grants: Enhanced the look of the Grant Catalog by adding tabs: Details, Grantees, Content.  This will allow for better organization of the fields within a grant Catalog.  The header box will be a quick reference point for the Catalog ID, Request Dates, Catalog Dates, and the Funding Goal.

    From the Details tab, users will find the detail options and settings, grant categories, and the reporting for the Grant Catalog.  Added the functionality for Grant Catalogs to allow for a Nonprofit to receive a donation amount over the Requested amount. This new option is a checkbox on the Grant Catalog Details tab, Allow Overfund Grants.    Once the grant has been fully funded, it will move from the Unfunded Bucket to the New Bucket.

    Grantees Tab will be house all of the Grantees information.  On the left hand menu, users will find a new options to Invite Grantees to the Grant…

  19. Hello!

    For resume sections, it would be helpful if applicants could also adjust the color, font select, or size of their type. Rich text is helpful, but there are certain limitations.

    I know there are downsides for color - such as a student selecting a hard to read color, but maybe offer darker colors that are easier to use, but still enhances the application.

    Perhaps in the future, admin can have the ability to choose what type of rich text features are allowed in a question/section? I do know that is more automatic type of functionality however.

    1 vote

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    Implemented  ·  0 comments  ·  Admin →
  20. Why are follow up forms showing Past Due on the due date? Foundant needs to change their Past Due notice to 11:59 p.m. the day of the due date. NOT 12 a.m. the day the follow up is due! Our grantees panic when they see Past Due on the very day that their follow up is due.

    14 votes

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    Implemented  ·  1 comment  ·  Admin →
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