GLM & SLM Idea Lab

  1. Declined vs. Denied

    Language is important and we take great pride in using "Denied" and "Declined" in different ways. An application that is "Denied" is one that is ineligible, whereas a "Declined" application is one where the committee declined the opportunity to fund it. "Declined" is a much gentler/softer term, much less harsh than "Denied." It would be great if Foundant would allow us to both "Deny" and "Decline" an application. However, if that's not an option, we would love to be able to change "Denied" to "Declined" or make this designation customizable (like how we can customize the Evaluator role name). Thank…

    36 votes

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  2. Summary report for individual reviewers

    Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."

    40 votes

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  3. Pending Deadlines

    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…

    29 votes

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  4. Follow Up Forms - Make "Edit" more obvious

    Yes, I think this would help - making the Font Bigger or Making it a Button. I'm always having to send additional instructions on how to Edit this form. I actually thought this was already in the works..... It seems making it a larger font would be an easy fix for now.

    19 votes

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  5. Two contacts assigned to grant applications.

    Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.

    45 votes

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  6. Duplicate Org Search/Merge Help

    When doing a duplicate organization search/merge, it would be extremely helpful to have the last login date with the other basic info on the list of organizations. Right now you are just seeing two identical listings for the same organization with no way to tell which one is the newer/more up to date one without completely interrupting the process of what you are doing when you are choosing which organization is primary.

    7 votes

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  7. Student ID from SLM to CSuite

    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.

    12 votes

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  8. Fund at the LOI stage and Application stage

    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.

    4 votes

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    27 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Forms for Committee Members

    We would like the ability to assign forms to users that review applications, such as Conflict of Interest and Confidentiality agreement forms. Ideally, they would have to sign those forms once and before they begin reviewing applications (even if they are reviewing for multiple opportunities).
    We also ask our committee members to submit a recommendation form listing their top choices of applicants (we don't often go by scores). It would be great to have that form be something that committee members could fill out within the system.

    7 votes

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  10. Same email address associated with different organizations

    I am hoping that we can create a solve for a continuing issue that applicants face, especially those with contracted grant writers. Grant writers typically only have one email address and are often not given an organizational email address. If they write for more than one organization that submits to our foundation, it creates profile problems and confusion. Users often take it upon themselves to start overriding information in existing profiles and then reach out when they hit a deadend. It would be awesome to figure out a way that users can utilize the same email address for different organizations…

    9 votes

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  11. budget tables

    It would really help to be able to create a standard budget grid, i.e.one that looks like what Excel does for any kind of budget. Having to export to Excel to create such a document and then upload each document is a real problem.

    14 votes

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  12. Shared Documents - batch upload and download / batch checkmark

    I'd like to be able to batch upload files into Shared Documents. Currently I need to sit there and upload each of my 50+ files individually one after another and it's very tedious, with lots of clicking.

    Relatedly, I would also like to see a batch download function where I can download all documents in a Shared Documents folder, instead of clicking each one.

    I would also like to reiterate an idea posted by my colleague Billie Pandy in a former post - it would also be very helpful if we had an option to check "all documents in this…

    6 votes

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  13. follow up page

    On the Follow Up page it would be helpful if there was a column for "Form Submission Date". Currently their is a "Due Date" column but no indication what date the form was submitted. This would be helpful so we can see on one page an overall summary of how timely the Grantee is on submitting their Follow Up forms and which forms are past due.

    16 votes

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  14. Batch Emailing Committee Members

    Add the ability to batch email all members of a particular committee.

    6 votes

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  15. Forward emails from outside of Foundant into the System

    Allow "forwarding" emails to each organization file within Foundant. Our lives would be so much easier if we could forward emails from several places into an organization's "file" to keep the history all in one place.
    In Evernote, they give an email address, customized to me, that allows me to forward any email/file into Evernote and then tag it within Evernote. Years ago, in Basecamp, they had an email address for each "project" we would set up. If you all could figure this one out and add it as an option, we would truly be able to have EVERYTHING in…

    9 votes

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  16. Add Social Media to GLM Organization Info

    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.

    4 votes

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  17. Follow Up Due Dates - Past Due Notices

    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.

    12 votes

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  18. Include email responses in Contact email history

    The contact email history would be a much better tool if it included all correspondence with the applicants. Only being able to view emails sent to the applicant and not seeing responses makes it an incomplete history.

    18 votes

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  19. Ability to clear or reset evaluation forms

    Evaluators should be able to clear/reset an answer on a ranking question if they accidentally answer a question they didn't intend to. Also, this would make it possible to entirely eliminate an evaluator if something happens and they quit evaluating partway through a process.

    4 votes

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  20. Messages

    Can we have reply's from emails we've sent from Foundant return to the Administrator (or user) that sent it in a "Messages" portal in our account?

    As a company administrator, it's hard for us to track communications if the only message tracked in Foundant is the initial email that we sent. All replies (from the grantee) and staff responses are in their personal email accounts and this can be troublesome for maintaining proper file retention policies.

    3 votes

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