1130 results found
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Organization Summary Dashboard: Request Status
Currently on the Organization Summary Dashboard, the request status no longer represents the status at a form level.
For example; the status will be "Follow Up(s) Assigned" on the dashboard, but submitted on the form level.
Organization Summary Dashboard should have the same request status as the Organization Request Summary Table available when using merge field templates.
1 vote -
Search Organization by Sort Name
I don't know if there is another way to do this, but the last time this suggestion was posed, only one person voted and it got Archived. :(
What I want to see, is; if an Organization has a name change, that we can still find the organization by the old name. We update the Org. name ourselves (it is in lock down from Applicants/Contacts) and we add into the Sort Name with the new name and then (Formely: Old Org Name). My imagination tells me that we use to be able to search by Sort Name as well, but…
5 votes -
Primary Contact Descriptor
Could there be a small pop-up when your cursor goes over this field that explains how the primary contact works?
Our applicants often think "primary contact" indicates who will receive communications about their application. They frequently email saying they kept trying to change the primary contact and were unsuccessful.
We would like applicants to know that
1) the primary contact is the executive director/officer
2) site administrators control who is the primary contact
3) all communications are sent to the user that submitted an applicationThanks for your suggestions on how best to make this information clear to applicants!
Kira…
8 votes -
December 2024 Applicant Experience Release Feedback
This is a common idea for all feedback related to releasing the new Applicant Experience: Apply Page and Dashboard.
10 votes -
emails
With the new organization view, email history is hard to find. I did find out you can get to them with multiple steps that seem time consuming and awkward. Please put email history link either on the left side of the front page or on the blocks of info. Right now, they are buried.
6 votes -
lynn@allegrettifoundation.org
Before the change in GLM UI, you could access the Charity Check tab within the LOI form of an organization. It made the work flow easier. With the new GLM UI you have to go to the organization summary page to access the left column of choices to access Charity Check. Is there a reason the Charity Check link couldn't be a part of the new Financials and Compliance tab that is now where the Charity Check tab was in the LOI Form? The way it is with the new UI, it causes several extra clicks to go between several…
1 vote -
Compliance
I am LOVING the new product updates and so is my team. It would be so helpful for those of us that are pass-through funders for federal funds to include a way to manage SAM/UEI codes and audit requirements per 2CFR 200 through the compliance and financial features. Even if this required an administrator to annually or semiannually update the feature per the federal code, it would still be helpful to have this tied to the organization rather than the individual application per this feature.
1 vote -
mhutto@invtrustco.com
It would be great if applicants could preview the apply page info for our restricted grant process either on the Public Apply Page or the actual Apply Page without having to enter an access code. We have applicants that forget how to reapply annually for this restricted process and finding info without entering the access code would be helpful. The access code would actually be needed to to apply.
1 vote -
Grant Manager Access to Organization and User Information
It would be great to have the option to set permissions for Grant Managers as it relates to which user and organizational information they have access to. Right now, a Grant Manager that has been assigned certain processes (and follow ups etc related to those processes) still has access to the entire User and Organization Database. It would be great to reduce that, so that the Grant Manager is only able to see the Organizations and Users that relate to that process (such as any previous or current applicants etc). Or at the very least to be able to toggle…
1 vote -
Custom Logo Sizing on Mobile Login Page GLM/SLM
The logo sizing on the mobile login pages for GLM/SLM seems to be synced to the sizing on a web browser. This can make the logo look overly large and not be uniform with the text fields and text on the login page. Custom sizing would be great!
5 votes -
AI Summary
I would love an option to batch generate AI Summaries from the dashboard. I have 65 grants right now for my spring grant cycle, and rather than individually clicking into every form to generate a summary, it would save me a lot of time in my workflow to batch generate and then go in and copy over!
29 votes -
Applicant Tutorial: Follow-up Form Collaboration
Please add information to https://support.foundant.com/hc/en-us/articles/4523887747223-Applicant-Tutorial-Collaboration to include documentation on collaboration for a follow-up form.
1 vote -
Evaluator Reassignments
It is great to have the new simplified way to unassign evaluators from opportunities. However, it would be nice to also have the option to reassign evaluator roles on the same screen. Currently, if I unassign evaluator X from five of the evaluations they have been assigned, but want to maintain the ten they have completed, I have to make sure to write down which evaluations were cancelled so that I can pull them up and reassign them to another evaluator. It would be much easier to enter evaluator X's evaluation assignments, click the ones that need to be 'unassigned'…
3 votes -
Reportable Admin-only data on organizational summary
I'd like to be able to add "admin only" visibility fields to the organizational summary, in such a way that they can be reported on. This would be helpful as a way to code organizations and their work as e.g. "healthcare" or "legal support" without having to add that to every single application.
2 votes -
Evaluators Can See Pinned Comments?
It came to our attention in the middle of a committee meeting that a pinned comment was viewable to all evaluators. We've been using this feature to flag orgs for a variety of reasons and this information shouldn't be shared with evaluators. It would be great if there was an option to toggle on/off which users can see these.
3 votes -
Custom filters for evaluators (to improve evaluator sorting)
It would be helpful to expand the existing filter options on the evaluator review page to include responses from application questions (at the discretion of the administrator). In addition to current filters (such as organization, project etc.), evaluators could benefit from being able to filter based on custom list-style questions from the application.
For example, enabling filters for a question such as “project’s area of impact” (e.g., housing, mental health, food security) would allow reviewers to group and assess similar applications more easily. This would make it much more efficient to navigate and compare applications, especially when reviewing across specific…
1 vote -
Integration of Impala
Please consider integration with Impala instead of integration with Candid.
1 vote -
Randomly Assign Evaluators
In our process each applicant receives at least three reviews from three different evaluators. It would be nice if I could randomly assign evaluators to the applicants. I currently do this by creating an excel file with the applicants on the vertical axis and the evaluators on the horizontal. I assign each applicant a number and use a random number generator to assign the applications each reviewer is expected to review. To be able to do this quickly within the GLM system would be great. I know some of the competitors provide this option.
30 votes -
Score Field Improvements
Have 2 Score Fields in Reporting - one for LOI Evaluation Scores, and one for Grant Application Evaluation Scores. For Example, this would eliminate the need to filter out the scores when creating Reports for a process that has an LOI (because the current "Score" field combines the scores of the LOI and the Grant Application). Once the grant applications move onto the Evaluation stage, Board Members prefer scoring on the grant application because it's more current, and for Foundations like ours, we conduct in-person site visits, and Board Members are completing the Application Evaluations based on our site visit…
3 votes -
Hide Personal Contact Info of Applicants from Evaluators
In light of increasing concerns around student privacy, we would like to be able to show student names to evaluators but not all of their personal contact information (mailing address, email address, phone, etc.).While we do not use a blind review process, it does not feel appropriate to share such sensitive contact details with the large number of volunteers and potential donors involved in the review process.
27 votes
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