942 results found
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Funds from GLM to CSuite in Installments
Right now our process is that when a grant is approved, we add the installments and then when I sync to CSuite I have to manually select what funds the grants are coming out of.
It would save me a lot of time if I could select the funds in GLM and then when I sync the grants, they are automatically assigned to the funds I picked in GLM.
3 votes -
Screenshots in Notes
Add capability to include screenshots/images within Notes. This allows you to fully capture what may be needed for reference in the future when accessing a given application.
7 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.
5 votes -
Enhance the Candid API Integration
Enhance the Candid API Integration
- Reduce Nonprofit Application Burden
- Improve Funder's Collaboration PotentialThe Vision:
Imagine nonprofits applying for grants by simply entering their EIN, then watching most of their application auto-populate with organization, programmatic, demographic, and impact data from Candid's database. No more asking nonprofits to repeatedly enter the same basic information across multiple applications!Imagine funders receiving better data from applicant nonprofits. And also having an easier ability to share funder grantmaking data out to the field. (By having a standard export in Foundant of data coded for submission to Candid's annual eGrants reporting.) Funders would…
7 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!
25 votes -
Add Multiple Users to a Request
If multiple users in the system are involved with a request, allow for the request be cross-listed under both/all user accounts. Similarly to collaboration, users will be able to work together on an application, but the request will then appear in both/all users' request histories.
8 votes -
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.
26 votes -
Dual-Screen Process Manager
I want to be able to edit two processes side by side without having to go back and forth.
3 votesHi Steve,
Please tell me more about this need. I assume it is because you are making similar edits to both forms at the same time. Is that correct?
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GLM/SLM Phone App for Applicants
A phone app specifically for students applying to scholarships or for non-profits applying for grants.
5 votes -
Default Settings in Rich Text Editor
Currently, there is no option to define a default Font Family, Font Size, or Line Height other than the system’s predefined defaults. Each time a user switches a lane or section, the text formatting automatically resets to the system default, requiring users to reapply their preferred settings manually.
Proposed Enhancement:
Allow users or administrators to configure and save default text formatting preferences (Font Family, Font Size, and Line Height) according to project or organizational requirements. These settings should persist across lanes, sections, and sessions.Use Cases:
Brand Consistency: Teams can maintain a consistent visual identity across all documentation or workflow…
5 votes -
Can over character limits be formated to be red?
Ok, we all know red means alert. I have so many applicants who get confused about not being able to submit an LOI, Application, or Follow-up due to being over the character limit. There is no visual cue to direct them. Can that please be changed and save me the time of having to figure out what the problem is, having to increase the character count or explain it one more time?
11 votes -
Add encryption for collecting ACH and other sensitive data
This is a placeholder for clients who: (1) want an easier and more secure way of collecting ACH data, other banking details, or other very sensitive data; and (2) Do not expect to process payments through CSuite.
12 votes -
Sync comments between GLM and C-Suite
Would be awesome if we could have nonprofit comments in GLM synced to the nonprofit profiles in C-Suite so my team and I are always on the same page. Thanks!
12 votes -
Filter Organizations (Active vs Archived)
Suggestion: Having a preexisting field(s) that allows the user to filter active from archived organization in reports without the need for filtering out specific organizations using the "organization name" field.
4 votes -
Sequential & Open Submission Logic
Follow Up Submission Logic setting:
Instead of the sitewide setting of every Process being set for Follow Ups to either be submitted in Open or Sequential order, can this setting be available on the Process level? This would allow us to have some processes that allow open submission and other processes to require sequential submission.
(#FoundantSummit2022 session group idea)
Resubmitted original idea by Lacey Matney Sortman12 votes -
bonnie@jewishcolumbus.org
Hi. I think a good idea would be to add another automated email option after the evaluator does his/her evaluation. It would be nice for the administrator (me) to get notified that the evaluator has finished the evaluation. Thank you.
4 votes -
AI
I would love an option to batch generate AI Summaries from the dashboard in SLM. We have hundreds of applicants that create thousands of applications, this would be a great asset so we do not have to open each application to select this. Great time saver.
2 votesHi, Would love more feedback, would be helpful to batch run or just have these auto-created on submit?
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New Organization Summary - Add Amount Paid to Amount Awarded
I am really enjoying the new organization summary page. I think it would be great if on the "Amount Awarded" table which goes by year, if we could also toggle to "Amount Paid" and look at how much we've actually paid per year to a grantee.
8 votes -
Add ability to edit the subject line for email notification
Could we please add the ability to edit the subject line of the email notification? This would allow us to include a French translation where needed.
11 votes -
Automated Scoring
We receive approximately 600 applicants through our universal application each cycle. It would be great if certain components of the application could be automatically scored such as GPA or SAI from FAFSA.
Automating these purely objective metrics would significantly reduce the time burden on reviewers and administrators. Most important to me is minimizing the need for follow-up corrections due to scoring inconsistencies.
2 votes
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