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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. My organization recently implemented Multi Factor Authentication for logging into GLM. Unfortunately, the only option available is to download an authentication app to verify logins. It would be helpful to have other options, such as receiving a code via text message or email, in addition to the authentication app for verification.

    2 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  2. It would be very helpful to have approval from GLM to CSuite reflected in the approval log for grants.

    1 vote

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  3. I would like to see a feature where the amount of time spent on on evaluating grant applications can be audited/collected. This would help us measure the amount of time spent reviewing grant applications. It would be super cool if it could be filtered per person (grant evaluator) and per process. Going deeper, even if as an administrator, I could see the total amount of time spent in Foundant would be wonderful.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  4. For the screen in which SLM users input their contact information, please add a drop-down menu for the prefix. Additionally, include instructions reminding users to use proper case when entering their name and address. This will help reduce the amount of cleanup work required by the Foundation.

    1 vote

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  5. Is there a way in GLM when sending an email to have the reply come back into the system so that it is recorded? Currently, I input my outlook email address in the "Reply To" but that does not pull into the GLM. I would like to be able to keep track of responses in a more seamless manner.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  6. It would be helpful to increase the character count limit on the Evaluator Description of Opportunities in SLM so that we can include more information on required and preferred criteria for evaluators to consider as they are reviewing.

    1 vote

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  7. being able to be alerted when an applicant makes a change to their profile/account.

    6 votes

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  8. Someone else has already asked to add batch printing to the Evaluations stage, but we really need it to go one further, and to allow Evaluators to batch print for themselves. This is the number one thing all our Evaluators, many of whom are reading over a 100 applications at a time, have been asking for for the last several years, and when we switched to Foundant, we had thought we were giving them that, only to find out after the fact that we misunderstood, and they still have to download one pdf at a time. Adding batch printing to…

    6 votes

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    0 comments  ·  Batch  ·  Admin →
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  9. I would like the ability to override which auto email templates to use at the Request record level. I have a follow up form, "Interim report", that I assign primarily for multi-year grants, but also for the occasional expenditure responsibility (ER) grant and maybe in a few other circumstances. For ER grants, the IRS requires the grantee to submit a report to us as of the end of their fiscal year, and to do so every year until all funds are expended. When we make an ER grant near the end of a grantee's fiscal year, I know they won't…

    2 votes

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  10. We are looking for a way to document in Foundant which organizations have been impacted by the uncertainty/withdrawal of federal funds and the extent to which they have indicated to us that they have been impacted.
    Organization comments on the "Organization Summary" page seem to be an appropriate place to document the information, but there doesn't seem to be a way to pull these comments into reports.
    Would it be possible to add this data field to the reporting dataset for the organization?

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  11. Provide the option to select 'Request Amount' once applications move to the Evaluations Assigned Dashboard. It would be helpful for both our staff and evaluators to continue viewing the total dollar amounts requested across all Dashboards. However, there currently doesn’t appear to be an option to select that field once applications reach the evaluation step.

    2 votes

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  12. Create an option to suppress funds, profiles, etc. that have been marked inactive from search results.

    1 vote

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    0 comments  ·  CRM  ·  Admin →
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  13. It would be great if there was a way to customize how the Positive Pay and Check Register reports are generated. I have never had two banks that require the same import file, leaving an individual to manually create this upload based on frequency of check runs, which for some people is weekly. This results in time lost weekly to alter a report that could easily be customizable.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  14. As a new author, you might also have faced the rejection issues from the publishers; that's because you probably don't follow their guidelines properly. However, if you want to publish without facing the nightmare of the rejection, you might seek professional help from https://www.britishbookpublishers.co.uk/kindle-direct-publishing because when I was just starting out, I also had faced many issues like those. Trust me, it's a headache.

    1 vote

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  15. When choosing .doc or .pdf for a merge doc, it would be helpful if that choice was available at the top of the list of templates, instead of having to scroll to the bottom.

    7 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  16. Can GLM have the Outlook email syncing to notes feature like C-Suite has? Thanks!

    1 vote

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  17. It would be great if we could save a list of Uploads in the "Document" tab of the Request Summary that we could simply click to upload to that account...instead of uploading it for every request. Similar to email attachments -- they are saved in the system and can automatically be attached. But we want to be sure a particular document shows on every students dashboard, we have to upload it with every approval.

    1 vote

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  18. the ability to upload deposits and ACH from your bank statement and then the ability to match records to your bank statements. A similar function as the check upload and match but on the deposit side.

    1 vote

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  19. It would be really great to have access to similar features in both SLM & GLM when you have the same license level. For example we have standard license for both but only have access to Third Party References in SLM, whereas in order to access that in GLM, you have to upgrade to the Advanced License.

    1 vote

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    0 comments  ·  Form Building  ·  Admin →
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  20. Would love to be able to adjust size of field for budget amount. It seems to be limited to budgets up to $99,999,999.00. Our budget for 1 process is currently over 100 million so I can't track the budget because the field won't allow it.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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