GLM & SLM Idea Lab

  1. Question List as Word Doc.

    It would be nice to be able to extract an application question list as a Word .doc instead of as a .pdf? We provide this list to our applicants, but it has internal only questions that appear, so it would be very helpful to be able to format this document as we see fit. - Thank you!

    46 votes

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  2. Total Award Amount

    On the back end of SLM, we can see a total dollar amount for all scholarships awarded to an applicant in the request history. It would be helpful for scholarship applicants to see a total dollar amount as well. Right now, they have to select "View Details" and then "Award Details" to view the amount they have been awarded. This means they have to go through all those steps and manually calculate the total scholarship award amount.

    30 votes

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  3. Add a chime or sound to the chat function when a response comes in

    Please add an alert (chime, bell, etc.) to the chat function. When using chat, I often will move back to doing work while I wait for the chat to begin or, a response that is taking a few minutes. I have to continually check back to be sure the response hasn't come in. An alert in the form of a sound would be helpful rather than having to check back every few minutes. Thanks.

    17 votes

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  4. tasks

    Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    13 votes

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  5. Make it easier to know when to close a request

    I want to close a request when all follow ups have been completed and the grant/scholarship has been paid. I currently don't have visibility on these two pieces of info on the same workload page.

    Ideas - make grant balance an custom field on follow ups workload page, or grant status (though that's a CSuite only field); have a count similar to third party of follow ups complete on the approval page as a column.

    9 votes

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  6. 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."

    76 votes

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  7. 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…

    48 votes

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  8. 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…

    67 votes

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  9. Dollar amounts in Foundant generated reports should be numerical values, not text

    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).

    10 votes

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  10. administrator comments in reports

    Could we add the option to pull administrator comments into reports?

    13 votes

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  11. 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…

    47 votes

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  12. New tutorial links

    Please separate the videos back out to different pages for SLM and GLM as well as the different roles. For example, if I send my scholarship evaluators the link that has GLM as well, it is going to be confusing.

    2 votes

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  13. 4 votes

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  14. 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.

    78 votes

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  15. 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.

    15 votes

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  16. duplicate organization

    It would be great if there was a way to easily identify organizations you do not want to merge, when using the duplicate search. For example, we have several larger organizations that have records with the same EIN but a different organization name, because it is a different department or division of the entity. When you do a duplicate search now, all duplicates show up in the list (when not using the filters). Could there be a way to mark certain organizations so they are not listed with all the others? Maybe they could be in a different section of…

    5 votes

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  17. Saskatchewan Time Zone Added

    Have Saskatchewan Time Zone in GLM Settings

    Saskatchewan time never changes so the current site settings do not work for us here in Saskatchewan.

    ie. Our site reads 10am when it is 9am in SK.

    4 votes

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  18. Third party response deadline

    Our policy is not to accept recommendation submissions after the application deadline. We would like to be able to create a hard deadline for third party submissions.

    8 votes

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  19. New Change Log Wording

    The more enhanced log is great but the language when the change is made in CSuite is a little confusing. I think clients will read that as Foundant changed something, not that it was done by their CSuite admins. I know the language is the same in CSuite if a change originated in GLM so updated in both softwares would be great. Perhaps just saying CommunitySuite as the user in GLM or GLM as the user in CSuite.

    3 votes

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  20. Ability to "unassign" a review committee member, after rankings have begun.

    We have a committee member who now has a conflict of interest with four applicants (of 37 total in the process). Currently, there is no way to remove this committee member from these four applications. Support is telling us that, once assigned, there is no way to remove a reviewer without losing the work of all the other committee members. This need to be fixed for the future!

    7 votes

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