1033 results found
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Collaborator added Functionality
With the collaborator feature, it would be nice to be able to have the option to have a check box to share admin comments to the collaborators if needed. Now that collaborators can assist applicants, admin comments are only visible to applicants.
1 vote -
Add Field Visibility in Reporting
I would like to be able to pull the visibility of a field into a report. I've come across a field that is on several of our processes and it's supposed to be an Internal visibility field, but on some processes it's visibility is set to Everyone. It would be so much easier if I could run a report to see which processes or forms that field has the incorrect visibility so I know which one's I need to correct versus having to manually click into each process and verify one-by-one.
It could be a great tool to confirm that…
1 vote -
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 -
AI Summary Reporting
I love the new feature for the AI Summary on LOIs & applications. However, I would like to be able to pull the AI Summary into a report or search.
Thank you.
2 votes -
Records per page
Option to have more than 100 but not ALL in the items per page picker. Often the filer results are into the hundreds but an ALL selection would be too many on a page.
2 votes -
Evaluator Scores
It would be helpful on under the Committee tab to see evaluation status. Being able to add a column on the main committee list that shows 2/10 evaluations complete. Then when you click into that committee, you could get more details on who hasn't completed their scores or their status. Currently the only way we see this is by going into each process separately. This is time consuming when we just need an overall whole number.
1 vote -
User Summary Feedback
As part of our October Monthly Release, we introduced a User Setting that allows you to preview the updated User Summary layout in your Sandbox environment.
This redesigned view consolidates key user details into a streamlined format to improve efficiency and usability.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback is instrumental as we refine this experience ahead of full release.
Thank you for helping us improve!
–…2 votes -
Internal Grant flow from GLM to CSuite
We utilize several internal grant processes in GLM to account for monies flowing from one of our funds to another fund within our organization. We recently realized that syncing these grants from GLM to CSuite only allows for an external grant to be created in CSuite. It would be great to allow for creation of INTERNAL Grants when synced with CSuite so we can designate Source Fund and Destination Fund.
We want to use the sync functionality and originate ALL grants from GLM.
6 votes -
Settings: Show Decision Status: Option by School
It would be nice to be able to customize the decision status viewability by school (and to select a specific date, rather than a set number of days after the decision has been made).
I have a healthy selection of schools that would like us to hold notifications to the students until they host their own award ceremony. These schools want to make the initial announcements of awards to the students (keeping the awards a secret until then).
I need to be able to accurately pull reports for my board, but I can't if I can't enter all of the…
1 vote -
Adding in a pop-up message/warning to users that are entering in pledge payments that are taken in before the pledge date.
Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring
1 vote -
Public Fund Name
I have noticed in multiple template field lists that the use of the Fund Public Name is not an available option. To not have the Public Name available for all templates that have the Fund Name option defeats the purpose of the Public Name. It would be nice if the Public name was the default name used on templates or at least an option on all templates.
9 votes -
k.morris@mhjf.org
It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!
3 votes -
Customizable Administrator Dashboard
I would like to be able to add and remove buckets from the Open Requests section of the administrator dashboard. I have two different application processes, and I would like to quickly and easily see statuses for both of them on the dashboard, instead of having to click into application statuses, apply a filter to view one process, and then change the filter to view the other process.
3 votes -
Scoring Questions - Optional or Weighted
I was wondering if anyone would find value in the ability to weight evaluation questions. We are exploring the idea of funding general operating requests and project-based requests, all from one process. If we were able to weight questions or make some scoring questions optional, this would prevent and help us with our evaluation of LOIs and Applications.
9 votes -
Custom Content on New Applicant Dashboard
Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.
40 votes -
Be able to create and assign a series of tasks to a profile.
Feature Suggestion: Task Set Automation with Relative Due Dates
I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:
Task: Send thank-you letter
Due: 1 month from task assignment
Task: Share copy of signed fund agreement
Due: Immediately or within 1 week
Task: First reporting update
Due: 6 months from fund establishment
This would be especially useful when a donor gives a gift or establishes a fund. I…6 votes -
History for comments under org profile
We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.
6 votes -
SLM UA Review Process
It would be very helpful to have an additional status between “Application Submitted” and “Application Complete.”
Our organization manages more than 300 scholarship opportunities, and when a student submits an application, the system automatically tests their responses against the eligibility rules for each scholarship. However, if staff discover an error while reviewing the application, correcting it becomes a complicated process.
Currently, we must re-test the applicant to determine whether they still qualify for the same scholarships. If the corrected information changes their eligibility, staff then have to manually remove or deny those scholarships. This creates additional work and can be…1 vote -
Expand Email interface/targeting in SLM
Current Limitation
As I understand it, SLM users can send a batch email by filtering students within Open Requests. While helpful, it only exposes a limited set of fields. Meaningful segmentation often requires additional reportable fields, custom responses, or workflow-driven data points that are not available in the Open Requests filter. As a result, users frequently must export, manually filter outside the system, and email students separately.
Proposed Enhancement: Criteria-Based Emailing Using Full Reportable Fields
Introduce the ability to send an email directly within SLM using any reportable field, not just the limited filter options in Open Requests.
Core Concept…1 vote
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