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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. Provide the option to either sync with google analytics and/or add google tags to both SLM/GLM and CSuite pages. We need to be able to track how people are accessing these sites in the same way we track how people access and use our websites.

    2 votes

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    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you…

  2. Applicants should be able to edit their own applications up until the deadline. SLM should add efficiency. Our 1-person scholarship staff does not have time to edit applicants for students or send them back to draft. O

    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

  3. It would be nice to be able to turn off evaluator downloads. Letting everyone have the ability to download sensitive data seems risky.

    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

  4. Email Statuses.

    I was not able to find definitions for email statuses in the Support Hub. Client Services were helpful in showing me to go to Communications>Email History and hover over the question mark beside each status

    Would it be possible to have the question mark/definition functional wherever an email status icon is found?

    And perhaps post the definitions in the Support Hub?

    It might also help to tell a bit more (see quotes):

    Sent: The email was sent from the system to the email provider. "The green check mark will indicate it has been received by the email provider…

    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

  5. In my workflow, as an administrator, after reviewing an LOI, I most often assign the LOI for evaluation. Now that the "Assign Next Form" button is at the bottom of the form right next to the assign evaluations button, I have accidentally clicked it on multiple occasions. I have thankfully caught it right away and been able to reverse everything without creating an issue with the applicant. It would be helpful to have a visual distinction between those two buttons. Maybe green for assign next form - like a green light to proceed? It is helpful to have both options…

    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

  6. So I'm working on YR 2 for our UA. Making edits and trying to get a better handle on it all. I'm in now as an applicant. We have sections of questions: shared by all of the scholarships, shared by some of them, and then ones that are only for one scholarship. Question groups are collapsible, right? Going on the scenario that a kid is eligible for several, wouldn't it be good for those shared question sections that they've already completed to be hidden or collapsed? Now I'm old, but it seems clunky and confusing to even have them there…

    6 votes

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    Thank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you…

  7. The describe your idea box is quite small and can only accommodate a few sentences. This text box makes it difficult when trying to think through larger more complex ideas to have to scroll up and down. It often results in mistakes and unclear thoughts.

    2 votes

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    0 comments  ·  UI/UX  ·  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

  8. It would be beneficial to have a place to go and see a history of applications for every process, live and archived with applications that were awarded or denied. It occurs to me to accomplish this it might also be helpful to be able to group processes to gather this history to be able to see all history for say example Family Fund Grant 2022 and Family Fund Grant 2023. Perhaps this could be accomplished through a report of some kind while an integration into the system would be easier and more accessible. We would use this when meeting with…

    2 votes

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    0 comments  ·  Statuses  ·  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

  9. Tables on the profile registration page – I want to be able to add tables to the registration pages so that I can collect demographic information at the organization and applicant level.

    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

  10. Currently Request ID is only visible in reports. However, this means that while all requests have a unique identifier, there is no way to quickly navigate to that request based on the navigator, or even see what that identifier is while in the request. Would be great to have the functionality to search by request id as well as having it added to the columns visible on the request history page. Even nicer would be the ability to navigate directly from the request id listed on the report to the request record in Foundant.

    2 votes

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    0 comments  ·  Search  ·  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. It would be wonderful to have a more streamlined version of the application preview to print out and share with people. The current "question list" is pages and pages long because it includes all of the answer options (i.e. lists of high schools scholarship applicants can select that they currently attend or colleges they hope to attend). I would like to see a streamlined version that allows those lists to be hidden if that is preferred so that the focus is more on the actual questions in the application.

    3 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

  12. We have several organizations whose legal name is different than the name they are known as (i.e doing business as). It would be nice to search by sort name and organization name simultaneously in case a person does not know the legal name or has forgotten it.

    1 vote

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    0 comments  ·  Search  ·  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

  13. Please make it so you can be logged into SLM and GLM at the same time. Many of us work with both scholarships and grants and not being able to stay logged into both is very inconvenient.

    21 votes

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  14. My suggestion would be to be able to send an automatic email to any grantee when a grant is closed from the admin side. This would function much like an auto-email goes out when a progress report is scheduled.

    3 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

  15. Our foundation uses a process as a "general inquiry", for folks to complete and we then have a staff member determine if they are a good fit for certain grant rounds. It would be amazing if there was an option aside from "abandon" or "deny" in which we could close a complete application, after it has been copied to a new process for further development.

    This eliminates any confusion for our applications when they look at the dashboard. As of right now, we're denying them as they are being copied, but they can see the denial in the dashboard.

    2 votes

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    0 comments  ·  Statuses  ·  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

  16. It would be nice to have more reporting functionality re: users and their contact information (to be able to pull committee lists of some sort) and what process they are assigned to. This would give better visibility for staff that are Grant Manager users (don't have administrator rights) to have better visibility of who is on their process as a reviewer.

    1 vote

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    0 comments  ·  Reporting  ·  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

  17. allow for requests that are submitted by applicants to be copied into a different process as "submitted" even though there are unanswered required internal questions. With our new process, we are trying to copy into the appropriate process requests that are submitted by the applicant, though because we are using internal fields and those are required, it can only be copied into draft, so we have to proxy in as the applicant in order to submit the request, which triggers the automated email and can cause some confusion.

    1 vote

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    Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

    That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

    Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

    Thank you…

  18. When reviewing applications within GLM and asking questions, it would be helpful to be able to highlight text. Currently Rich Text Editor is available only to Admins. We'd like to see this available to ALL users.

    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

  19. On the dashboard, it would be helpful to be able to see a separate line for overdue follow-up reports versus those that are not yet due. Right now, I believe the only way to do that is to download all and sort by due date.

    17 votes

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    1 comment  ·  Admin →
  20. See above. Dollar values (e.g. $50,000) generate into reports as text, not numerical values. This means you need to convert it to a number in excel to do numerical analysis on it (like summing or subtracting).

    22 votes

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