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  1. For the new applicant apply page, for the preview application button, is there a way to have it show as the application and not the PDF? We have several applications that use branching logic and the full load out in the PDF may confuse applicants.

    3 votes

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  2. At BACF we have 11 different committees that review applications based on their funding alignment. Our current process is running a universal application. We then create individual processes for each of our committees, and manually copy applications into the processes for the committees that will review it. For example, we may get a funding request from the American Red Cross that has funding alignment across 3 different committees. I would then manually copy that request into each of the three processes for those committees to review.

    Where this becomes cumbersome is that I have to go into each application individually…

    4 votes

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  3. Emails generated through Foundant have grey boarder margins that cut off sentences on some email platforms. Can Foundant fix this formatting issue so email formatting will look the same on multiple email providers?

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  4. I saw the idea below had been submitted but was archived. I would like to submit this same request again.

    Staying logged in to GLM and SLM at the same time.: Please make it so you can be logged into SLM and GLM at the same time. Many of us work with both scholarships and grants and not being able to stay logged into both is very inconvenient.

    2 votes

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  5. Could the user email history tab, for a user that is not admin, show up when they log in? Having it easier for them to locate would be wonderful.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  6. searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.

    11 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  7. Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!

    2 votes

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  8. Please can we have the ability to duplicate a question? It would make it so much faster!

    5 votes

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  9. It is possible to add a chart to your data set in "run report", however, this is not the most useful because you cannot export these charts in any way. The only way to use this data visualization would be to screenshot the chart and paste it elsewhere.

    I suggest it be possible to download the chart the same way you can download a chart from the metrics dashboard in the run report function.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
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  10. Add a Search Bar on request history page, within an organization summary.

    It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.

    4 votes

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    0 comments  ·  CRM  ·  Admin →
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  11. I like the embedded tables for the most part but I really need commas in those integer cells and the sum total cell.

    7 votes

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    0 comments  ·  Budget  ·  Admin →
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  12. We need a way to export the images in a report/as a batch for our annual reports. These images are uploaded in our final report form.

    6 votes

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    1 comment  ·  Reporting  ·  Admin →
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  13. A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.

    6 votes

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    1 comment  ·  Admin →
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  14. Is there a way in GLM when sending an email to have the reply come back into the system so that it is recorded? Currently, I input my outlook email address in the "Reply To" but that does not pull into the GLM. I would like to be able to keep track of responses in a more seamless manner.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  15. It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.

    9 votes

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  16. Why does the system 'Login Instructions" auto-email go to an Administrator? It really needs to go to the user that just created their account! I've just been on with chat and apparently there's no way to edit this, no event type to send directly to the user, and orgs are working around it by having to post all the login instructions on the Login page itself? This makes no sense. It really would be so much more useful if it went straight to the user who just created their org in the system. Thank you!

    2 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  17. Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.

    9 votes

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  18. When you click into Organizations, you can perform a basic "duplicate search" and easily merge duplicates. I would love to see this same option for contacts.

    3 votes

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    0 comments  ·  CRM  ·  Admin →
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  19. I do see this was brought up in years past, but was hoping to renew interest in the topic. It would be great when using the Date question type to be able to select the format in which you would like that date provided. It would be great to be able to ask for a month and year, for example, especially when asking for degree conferral dates, where a specific day is often not known.

    6 votes

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  20. Is there a way to get direct links to processes/applications to share with grantees?

    5 votes

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