1053 results found
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Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
6 votes -
batch create voucher from custom reports
because in the grants module under the voucher bucket, you can't maintain custom filtering that can be used over and over, it would be great to be able to batch approve payments and batch create vouchers from the custom reports module.
1 vote -
Ability to have customize Message when event is sold out
In the GivingHub event registration flow, it would be great to be able to customize the message when it is sold out. Or preventing registration on the main page by disabling the button so a message can say, contact us to get on the waitlist.
1 vote -
AI Summary Expansion & Permissions
Allow other non-applicant roles (Evaluator, Program Officer) the ability to generate AI summaries with the site admin managing this access through permissions that can be set at both a user and role level.
3 votes -
We would like the capabilities to delete organizations and users so we can clean up our GLM database.
We currently have an organization that we cannot delete due to a charity check that was conducted. Although this organization has no requests or contacts associated with it, the charity check issue prevents us from removing it. We also would like to have the ability to delete old users who are not tied to our grant applications, not just make them inactive. We currently do not use a CRM program and have used GLM as our main source for data.
1 vote -
UA - administrator visibility of amount spendable per opportunity
I've heard more than one client that it would be helpful to have a space in SLM/UA to track the spendable amount of each opportunity (similar to the process budget). The clients would use this question to track amounts awarded against the spendable balance to know "where they are" in the balance. If this could integrate from CSuite, that would be even better, but non-integrated clients have also asked for this so ideally, it's something that needs either option.
1 vote -
Applicants should be able to receive a confirmation email once they have had to resubmit an application.
As of now, if an applicant has to resubmit an application due to it being deemed incomplete, they can not receive a second confirmation email. This is critical, especially for smaller organizations, as it saves time and reassures applicants that their resubmittal has been processed.
1 vote -
Flag application questions that still need completing
Applicant requested a navigation or flag for questions that still need to be completed.
1 vote -
Universal Application Column Filters
It would be very helpful to add an additional one or two column filters to the process, applicant, project name and eval 1 & 2 headings. I have Graduating High School and Applicant ID currently set. I would like to add Student Status and graduating year so I can see at a glance what I need for the applicant. I have to go into the application to get the info I need which can be time consuming.
4 votes -
text boxes cut off
One of our evaluators brought to my attention that when she is completing evaluations – that the response to questions set up as text boxes are being cut off and it does not give her the ability to scroll. This seems to create a less than optimal experience for her and others. I realize to avoid this – I could create all questions as Text Area questions, but would prefer not to have to do this.
5 votes -
Two types of application submission emails for Universal
Within the Universal application, we need two different automatic emails for submission verifications. One for the Universal submission, and one for the opportunity submissions within the Universal. One generic submission verification is confusing to applicants
6 votes -
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
2 votes -
Evaluations: Availability of "White Board" common space for evaluators
Our grant committee has multiple times requested the ability for evaluators to have a "white board" type space in the evaluation process that they each can communicate with each other and ask raise questions about the grantee being reviewed so that all evaluators viewing that grantee could see what questions/clarifications are needed for that particular grantee. Right now, they communicate through me as the program manager and cannot communicate with each other through the software.
1 vote -
Adding the application Number as a Tab
It would be nice to view the application numbers for each grant. I often times have to go into the applications during any part of the process even after closing the application. It would be nice to see the application number so I could avoid clicking into several of the same grant name to find the correct application. Please do not remove the other tabs just add this option or allow it to be editable.
2 votes -
applicant dashboard
On the applicant dashboard, it would be helpful in Historical to show by default (without needing to expand) the status of the request. From the applicant's perspective, it's key to know if a request was denied, approved and completed, or abandoned. It's nice to see immediately what was successful and what was not. The arrow to expand next to the category heading is not clear.
1 vote -
Committees for Evaluation in GLM
It would be nice to have a Committee option in GLM, like SLM, for evaluators. We utilize the portal for different processes throughout the year including accepting nominations for an awards event we host. It would be helpful to use a committee option when assigning evaluators.
1 vote -
Make it possible to delete or hide sections of the dashboard that are no longer relevant
It is currently impossible to get rid of a section of the dashboard once you have used it in some of your applications. In our case, we used to have an LOI as part of our application process. We got rid of that over 5 years ago, and yet to this day two large boxes on our staff dashboard screen are taken up by a process that hasn't been relevant in close to a decade.
1 vote -
Fund Advisor Portal Reports
After talking to Foundant Support, I think it would be nice for fund advisors to be able to generate reports. Specifically, if fund advisors can pull a report with donor names, addresses, gift amounts, etc., rather than having to click into each donor's profile, would be helpful for the nonprofits and donors we serve.
2 votes -
data field labels
Create a "short name" option for fields that the user defines when designing a form so that data exports do not require manual manipulation of the column headings to create something functional for display purposes rather than having the entire question serve as the label for that column.
2 votes -
Increase Custom Message Visibility
Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.
9 votes
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