844 results found
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font
It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.
7 votes -
GLM Metrics Dashboard Award Rate of Applications
Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.
3 votes -
Evaluation Option for Follow Up Forms
It would be very helpful to have the evaluation option available in the follow-up phase like the LOI and application phases. We use follow-up forms for reporting and having the option to add an evaluation to a follow-up form would be a great way for our team to save grantee report review notes within Foundant. (We currently save notes in Word and upload to the documents section, but having a built in feature to evaluate reports would be much better.)
14 votes -
Add Form Creation Date to Reporting field options
Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.
12 votes -
Additional Process Visibility Option
Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.
Public: Visible to applicants; applicants able to apply when open
Internal: Not visible to applicants
Restricted: Only visible to applicants with the corresponding access codeBased on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.
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9 votes -
allow us to enter the number of rows we want when cloning rows in tables
Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!
11 votes -
Evaluator profile linked to conflicting org profiles
We have a number of evaluators with conflicts. Would be great if we could record these conflicts in a form and then have the system prevent us from assigning an evaluator to read a request from an org they have a conflict with
2 votes -
Set defaults to have Active and Inactive profiles searched in GLM/SLM
When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".
Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".
1 vote -
Editing report results w/in GMS
When running a report you will get all results from the process/s you choose, then have to edit the Excel that you download.
It would be nice to delete the entries in the spreadsheet from the site prior to downloading it. Or, only click on the applicants that you are interested in downloading information for w/in the report set-up.
2 votes -
Score based on answers to questions on application.
Need the system to generate a score for the application based on how questions on the application are answered. For example: a GPA between 3.8-4.0 would receive 10 pts, 3.6-3.79 would receive 8 pts, etc. This could be a % score.
9 votes -
SLM Follow
In the SLM Follow Up Drafts bucket, I am trying to add a Process Name as a column and there doesn't seem to be a way to do that. This would be helpful so we can see follow up assigned across multiple SLM processes.
5 votes -
Shared Documents for Applicants
We would to have a 'Shared Documents' folder specifically for our applicants/grantees to be able to access.
I.e. This way the Agreement to Grant Terms is available for them to access at any time through their profile.
13 votes -
Create Documents - Form Name instead of Form Type
Currently, when you go to Create Documents and Choose File Uploads, the second column displays Form Type (Followup) for all of the documents, instead of Form Name (specific follow-ups like Interim Report or Final Report).
We'd love to be able to see Form Name to know which follow-up form we are selecting, as we print out interim reports for review before sending our next grant installment.1 vote -
Make "Next Pending Application" button stay in the same scholarship process
Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.
8 votes -
Organization Profile Information on Evaluation Form
Our Evaluators need to know what an organization's mission statement is to accurately evaluate proposals. This information is currently stored in the organization profile and cannot be viewed by evaluators. I think that selected fields from the organization profile should be visible to evaluators.
2 votes -
Stand-alone LOI
LOI - generally called a Letter of Intent - we call it a Letter of Introduction. It's kind of an 'elevator speech' for applicants where we get a snapshot of some financial needs (we ask for up to 3). We use is as a guide and have a phone conversation with the applicant once the LOI is submitted. depending on our yearly goals, we may pass on this applicant for the year, but want to keep them for the next year.
It would be great to have a 'stand-alone' LOI that can be branched to an application at another date…
2 votes -
Jump applicants to part(s) of application that are incomplete
When the universal application lists things that still need to be completed before an applicant can submit, is there a way they can be linked so an applicant can click and be taken to that incomplete section?
26 votes -
Candid Charity Check question for EIN of Fiscal Sponsor
An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.
5 votes -
Award Details Grant Total Line
Add a Grant Total Line on Award Details Tab so that we don't have to go back to the Application or Follow-ups to figure out how much we have given and still owe.
3 votes -
Add a status to Application
I'd like to have an additional bucket I can put LOIs and Applications in that shows I've reviewed the application and there's an issue. As it is now, if it's in "Submitted", it implies we haven't looked at it yet, and if it's in "Complete" it implies there's no issue. I realize GLM was designed so that if there is an issue with an LOI/Application, we revert it to Draft status so the applicant can correct the issue, but in an effort to be as burdenless as possible, we often just reach out with an email and ask them to…
7 votes
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