959 results found
-
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.
9 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 -
Ability to add Foundation logo/branding for LOIs and Grant Applications
A way to incorporate private foundation logos or branding colors with LOIs and Applications.
2 votes -
Multiple Evaluations in GLM
When looking at the overall process, the user is only allowed two evaluations per process. We have a unique situation where we have areas of community need and are looking to divide up the applications. We were hoping to add more evaluations to four (4) so we can create separate evaluations for a better experience for our reviewers. We were also hoping to create unique evaluations that are more in line with each application that comes through our process.
I am suggesting being able to add more evaluations in each process in case two is NOT enough for the process.
2 votes -
Vetting new organizations
As a community foundation, we fund mainly around one county in NJ. We often see folks starting a profile in GLM that are clearly way outside of our region. We've had one organization that started a profile with fake information (e.g., 555-5555 phone number, and a fake website etc). Was wondering if there is a way of limiting who is able to start a profile in our system? More specifically, we'd want to give the ability for anyone with a NJ address to start a profile, but anyone outside NJ would need to be approved before they could start a…
2 votes -
Rank Order applications during Evaluation
We would like the option to to Rank Order applications during Evaluation in lieu of giving a score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.
2 votes -
Budget Categories
It would be helpful if Foundant allowed budgets to be broken into user-defined categories. For instance, I would need categories such as Salaries & Benefits, Project Equipment, Project Supplies, etc. This would make it easier for grantors to view and track the budget. Otherwise, I have to manage these categories in Excel (or other software), which defeats part of the purpose of using Foundant.
5 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 -
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'…
2 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 -
third party back to draft (reopen) / UI/UX for Save/Submit
During this UA cycle I have had an inordinate number of third party requests accidentally click Submit instead of Save, and then not be able to edit their request, they email me, they have to send me what they want to put in the form, and then I add it for them.
It would be great if we could address this in two ways: 1) allow administrators to "revert back to draft" or reopen the third party submissions. They would still need to communicate with me, but it would save their time of opening the request, copying/pasting questions to rewrite…
2 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?
-
follow up grant reports should be able to be assigned to all contacts of an org, or at least 2+ contacts
be able to assign grant reports to all contacts or multiple contacts of an org
9 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 -
sanela.radoievici@greatermelbournefoundation.org.au
Completing a CSuite sync from Live to Sandbox breaks the integration with GLM sandbox. It would be extremely beneficial to have this integration re-establish automatically where there is a connection in live.
This avoids having to contact support each time a sync has been completed from CSuite Live to CSuite Sandbox.
2 votes -
Reporting on Pinned Comments
I know it is not currently possible to report on pinned comments, but if there is an opportunity to add that feature in the future it would greatly be appreciated. One of the main ways we used pinned comments is to make notes about previous grantees who have not submitted long, overdue reports or had another important interaction that it is helpful for all administrators to know.
It would be helpful to run a report on all the pinned comments so that we can know if we receive a future LOI, I can quickly review a report of all pinned…
2 votes -
nmitchell@cfbroward.org
GLM - In the Eligibility Center it would be nice to have search options of First Name, Last Name, Eligibility Form, as well as Organization Name, to be able to see any submissions by anyone in the organization, (within a selected time frame).
2 votes -
Comments
I accidentally deleted a comment since I was not use to the new dashboard look and See More is sort of hidden in the preview of the comments. Foundant couldn't do anything to help. Would be great if there was a recently deleted or bold the See More.
5 votes
.png){kind=link}
- Don't see your idea?