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  1. The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.

    1 vote

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  2. We would love to include grant catalog fields in all of our grant request processes so that if a grant would be something that would appeal to a donor advisor fund we could sync the request from GLM to CSuite to make it available online for them to consider (plus track the donations). The problem is, all grant catalog fields are required, so it's all or nothing. It would be very repetitive for the user to type this information twice or for us to copy information from the application to the grant catalog fields.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Form Building  ·  Admin →
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  3. Adding a label for Primary evaluator would also be a helpful benefit. We often assign a primary and secondary reviewer to each evaluation and Foundant currently does not seem to have a way to note this withing the system.

    2 votes

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  4. In the Application 'document viewer', i was wondering if it would be possible to request the additional of a 'download all' button.

    I need to download all of the attachments as separate PDF files, which currently requires me to click the download icon up to 20 times per application.

    This has been submitted by multiple users over the years. I don't think it would be difficult to implement. PLEASE consider it.

    2 votes

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  5. Ok, we all know red means alert. I have so many applicants who get confused about not being able to submit an LOI, Application, or Follow-up due to being over the character limit. There is no visual cue to direct them. Can that please be changed and save me the time of having to figure out what the problem is, having to increase the character count or explain it one more time?

    3 votes

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  6. We'd love to have the option to use the "Search Requests & Decisions" function in GLM to quickly figure out how much we've granted to an organization. Unfortunately, some of our larger grantees have used different fiscal sponsors over the years, so we are unable to get an idea of the number of grants and their amounts through the "Search" and "Quick Export" tab. Can we have the option to have an "Add" and "Or" button so we could target multiple specific organizations or request titles? Thanks!

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  7. The administrator comments is a great feature- we use it to give applicants feedback during our draft phase review. We usually DON'T wish to share those administrator comments with evaluators. Customization around these comments would be incredibly helpful. For example, it is cumbersome for our Program Officers to click the "share with applicant" checkbox for each comment (and sometimes one gets forgotten and shared with evaluators-yikes!). It would be amazing if we could have access to that in a site setting to default that check box as checked (share with applicant). Or add a feature to share both might be…

    2 votes

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  8. In addition to bulk exporting a grantee's application and report, can we include the "Documents" tab where I (the administrator) might be uploading other documents like site visit notes in this download? It would be nice to have all associated documents for the application in the same PDF.

    5 votes

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    1 comment  ·  Batch  ·  Admin →
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  9. It would be great if text boxes wrapped in the application like the tables do now.

    8 votes

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  10. Would love the ability to select multiple award types. We have a number of grants that are payment up front (when the grant is approved) + an added matching grant when an organization is able to fundraise a certain amount and we match their fundraising funds 1:1.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Payments  ·  Admin →
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  11. There should be a way for an admin to upload a follow up report without having to proxy as the applicant. Many of our reports are emailed to us rather than the applicant going into the system to upload a document.

    20 votes

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  12. It would be nice for GLM to have the capability to store, search, and sort documents within the Organization's Documents tab. Our team would like to upload site visit reports and grantee impact reports, so it would be more streamlined to be able to filter and sort through the entire Documents tab, especially if there are 10+ documents stored there.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  13. When a grant is awarded, in the Decision form, add a field that integrates with the "Grant Type" field from CSuite.

    2 votes

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  14. 3 votes

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  15. Previous similar requests have been archived. I am revising this request, hoping it will gain traction.

    It would be nice to be able to drag and drop, or place questions next to each other than have them just cascade down the page. If a question was short enough, it would be nice to save space and place it next to another short question. This would be beneficial for multiple radio button or drop down questions.

    4 votes

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  16. We use a scholarship scoring rubric that uses weighted scales for Income & GPA. In order to alleviate the workload for our evaluators, we don't ask them to score income or GPA since it is a fixed score based on the scale.

    We calculate these scores along with a total score using formulas within reporting. Currently, I am keeping the 9 lines of formula used to calculate the scores in a Word doc and copying and pasting each of the 9 lines into SLM Reporting for each Opportunity.

    It gets pretty time consuming, considering that we have 150+ reports to…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  17. Our scholarship scoring rubric uses weighted scales for income and GPA. To alleviate the workload for our scoring committees, we don't ask them to score income or GPA because it is a fixed score based on our scale, we use the formulas to calculate those scores and also a total score.

    There isn't a way to save formulas within reporting to where I could just copy and paste once or ideally, I would like to save the formula "set" and turn it on and off.

    It gets pretty time consuming to copy and paste each of the nine lines of…

    2 votes

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  18. We would love to have a Document Viewer function for the Documents tab, as well as for all documents connected to a given request. Having to download a document just to see it every time is hugely inconvenient, as is having to go through several forms to look for a given document. More Document Viewer functionality would save a lot of time.

    3 votes

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  19. Every process, we reuse one follow up form to collect sensitive ACH information. It would be a great to be able to batch delete those follow ups from that years process versus going into each organization's application for each year.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  20. When merging organizations, it would be nice to be able to see the information on the organizations selected without having to open up one to see its information and then having to go back to "Search - Organizations - Duplicate Search" to see the information on another one selected. When I try to use the back button it doesn't work. Perhaps I am doing something wrong.

    3 votes

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