857 results found
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Sync Sandbox with Live
Wouldn't it be great to "Sync Dev" as we do in CSuite in order to test proc esses with up-to-date information, forms, reports, etc. ? This could be extremely helpful to those of us who are just getting used to GLM and all the nuances!
24 votes -
Delete Questions
The capability to delete a question within an active application.
19 votes -
Allow Adding Custom Columns to All Pages - Especially Organization Summary
The Organization Summary Page currently shows Status, Amount Grant, and Amount Paid. It does not allow us to readily see which of our Program Staff a grant is assigned to. As we award multiple grants to one specific organization and oftentimes, those grants are assigned to different Program Staff in our office, it would be wonderful to see at a glance, which PS person a grant is assigned to. Similar to the way we are able to add a few custom columns to the Follow Ups Submitted page, we should be able to do the same on ALL pages we…
20 votes -
Mark Applicant Opportunities by Question Group SLM
Right now, when you create a new question in the universal application, you have go to each question and change what opportunities this question applies to. This can be very time consuming as there are over 45 opportunities linked to the universal application. It would make sense to be able to mark the applicant opportunities by question group as the default then if you need to make individual changes to some question, it would be much less time consuming. I set up my question groups to directly correlate with the the applicant eligibility and selection criteria for each scholarship.
For…
9 votes -
Reminder for Multiyear grants
The system does not notify me when the next payment is due and I was just wondering if that could be something added as I tend to forget. I thought this would be a nice feature especially for Community Foundation who have multiyear grants/installments throughout many years.
We also grant some funds in three year cycles as they are smaller funds with highly specific designations. I would love a way to check each grant and what year they are in using the installment form. It would be great just to schedule a reminder for ourselfs.
33 votes -
Adding shared questions
Selecting multiple questions when adding a shared question. Also,when creating a question field maybe a prompt could appear alerting the question already exists and if you would like to use that one instead.
14 votes -
Primary Org Contact to view follow up reports and due dates
Can you add the follow up report view to the primary contact of an organization? I am getting requests from ED's asking if they can please be able to view all of their following reports from various applicants within the organization.
37 votes -
Follow-Up Auto Reassign
It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.
8 votes -
Make "Other" option on Checkbox questions fillable
For checkbox questions, there should be an option to add "Other" and allow the applicant to fill in a small text box
70 votes -
Highlight questions with different colors
It would be nice to be able to add different colors to questions. For example, highlighting all internal questions in yellow so we could quickly scroll through the application and see what sections we needed to fill out. Or, it would be nice to be able to highlight specific questions in the application that we wanted other reviewers to look at if there were issues or particularly interesting content. It would be like using colored sticky tabs on a paper application.
66 votes -
Delete users
DELETE USERS
It would be most helpful to be able to DELETE (not just deactivate) Users. We don't want to keep a bunch of outdated/not relevant /even deceased contacts under "inactive" if we don't have to. We have to keep some Users as "inactive" with dummy emails in order to show concurrent affiliations - so it's already a busy place for us.84 votes -
Add custom columns feature to the Request History page
We'd like to be able to see the Request Amount next to the Grant Amount on the Request History page. Adding the custom columns feature to this page would be very helpful.
24 votes -
update templates versus delete templates
It would be nice to have the feature to update a word merge template, versus deleting and re adding the word merge template.
56 votes -
duplicates
Duplicate organization Fix - For all new User accounts I would like to suggest that the organization be available as a pop-up selection options vs initially creating the organization. This could cut down on the many duplicate fixs still be experienced in the system.
21 votes -
Grant Request Amount on Application Packet
The cycle, organization name, project name, and applicant print on the cover page. Any way to add the amount requested? Seems like that would be helpful to many wanting that cover page to be a snapshot.
97 votes -
Attachments in the grant application - build on until size limit has been met
Allow the grantees to add multiple attachments until the size limit has been met per attachment item. As it is only one attachment at a time. Any added after the first cancels out the first attachment.
17 votes -
Timing of Automated Emails
Hi there. I notice that some of the automated emails I have set up in my processes are sent out by the Foundant system at odd hours of the night. Recently I had a batch of reminder emails that were sent through the Foundant system at 2:00 AM. It would be wonderful if I could set a time for those emails to go out, or at the very least to have the system send automated emails at a more reasonable hour. My concern is that if grantees have email and notifications set up on their phone, my reminder email might…
24 votes -
batch charity check
Batch Charity Check
I would love to be able to run a batch charity check. Ideally, I should be checking charity status at the time an application is received (prior to bringing to the board for recommendation) and again once payment is being processed. We have to board cycles a year with approx. 150-175 grants per each cycle. Does anyone have any workarounds they've put in place?41 votes -
Suggestions for Custom Columns
It would be helpful to see the amount awarded from the All Open Approvals screen.
From the Organization Summary page on the Request History tab, is there a way to change the column header "Date" to say "Decision Date", since that is what that column is showing us?
Finally, it would be helpful if the primary user column were visible on the Organizations page.
12 votes -
3rd Party Confused
We had a lot of problems this year with 3rd party individuals being confused by the fact they received an email from the student and an email from us for the same request. Is there some way to streamline things so that the 3rd party recipient would only receive one email? I would prefer our template email to the student's email, as they often don't include all or the correct information. Or maybe possible to add the students email wording to the start of the auto-generated email? It became even more confusing for students who were requesting documents for multiple…
9 votes
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