GLM & SLM Idea Lab

  1. Duplicate Org Search/Merge Help

    When doing a duplicate organization search/merge, it would be extremely helpful to have the last login date with the other basic info on the list of organizations. Right now you are just seeing two identical listings for the same organization with no way to tell which one is the newer/more up to date one without completely interrupting the process of what you are doing when you are choosing which organization is primary.

    8 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. follow up page

    On the Follow Up page it would be helpful if there was a column for "Form Submission Date". Currently their is a "Due Date" column but no indication what date the form was submitted. This would be helpful so we can see on one page an overall summary of how timely the Grantee is on submitting their Follow Up forms and which forms are past due.

    17 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Social Media to GLM Organization Info

    I would love to see fields for social media handles (facebook, twitter, instagram) added to the "Organization Info" to GLM and Csuite. This information is very useful to our marketing and storytelling work.

    Currently, we have these fields in our Grant Agreement form in GLM, but unfortunately this means the grantees have to submit this duplicate information for each grant request. Since this information remains mostly static, it would be great if the organizations could simply submit this information once, and store this information with the organization's profile, instead of in each individual request.

    4 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi JoAnna,

    thank you for your thoughtful feedback. While we do not have standard fields on the profile to capture social media information, you can create custom fields that live on organizations that can be integrated between GLM and CommunitySuite. If you reach out to your CSM they can talk you through these options.

    If for some reason this does not solve your problem please add that context in the comments below.

    Best
    ammie

  4. 16 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Dina,
    As Isabel mentioned we have implemented a URL question type that many clients have found to be successful in capturing YouTube type work. I would love to know if there is a reason the URL question type does not work for you to collect videos or if you have additional needs from this functionality.

    Best
    Sammie

  5. Eligibility-minimize rules for easy scrolling.

    In the eligibility section on the UA, it would be helpful if we could minimize each rule group so that we can easily find the rule group that needs work. Some of our scholarships have a lot of rules, so a minimize feature would be great. An alphabetize feature would be helpful too.

    2 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Docusign integration

    As a result of COVID19, we have decided to use Docusign to get our Grant Agreements signed and returned to us. I notice other systems have an integration with Docusign. Is this on the radar for Foundant?

    102 votes

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    21 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi All,

    Thank you for this feedback. Curious to understand if there are other use case for DocuSign with GLM/SLM rather than Grant Agreements.

    I also assume that when we talk about this integration we would want to be able to generate the DocuSign document with in the system, and then let docusign control all of the emails/reminder, and the final piece would be that signed document is visible in this system.

    Let me know your thoughts.
    -Sammie

  7. Show only closed evaluations to which user is/was assigned

    Currently, any user with Board Member level access can see ALL closed evaluations and it causes confusion. It would be helpful if that tab showed ONLY the closed evaluations to which a user is or was assigned.

    1 vote

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  8. Date of birth

    Can the date of birth in SLM Sync across into CSuite onto the students profile, so a report can be ran through CSuite?

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Joann,

    earlier this year we implemented integrated profile custom fields between SLM and CommunitSuite which could be a great solution for date of birth. If you reach out to your CSM they will be able to talk you through the options and if for some reason that workflow does not work please let m know so that we can continue to improve that functionality.

    Best
    sammie

  9. Pass/Fail Eligibility Quizzes on Reports

    It would be extremely helpful if we could pull failed quizzes into reports.

    We have had situations where students (bless their hearts) answer questions incorrectly on the quiz and then give up on contacting us to reset these quizzes. Instead, they don't fill out the application.
    If we could pull this information into a report with contact information and responses, we could easily contact them and remind them that we are here to help.

    2 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    HI Jennifer,

    Is this information most helpful in reports OR would it be better to add additional functionality to the eligibility center? We are currently discussing add export to these pages as well as email. Would this help with your workflow, or do you want it in reporting so that you can see why they potentially failed more easily?

    -sammie

  10. Sorting

    Keep it simple. SORT SORT SORT, should be a simple click of the header and not MANUALLY sort. Good grief!

    2 votes

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  11. Non Paid Organizations

    Is it possible to generate a quick list for all my non-paid organizations within a certain time frame? The Reporting and data sets is way to cumbersome to achieve this easily.

    1 vote

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    Feedback Needed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Need an option for third party AND evaluators to be able to read recommendations.

    Recently, my foundation opted to not use letters of recommendation for our scholarships and we updated it so that the recommendation is a combination of quantitative (rankings) and qualitative (a text box where they explain and expand on the reason for their rankings). But because this is all in the system and not something that they upload on their own, because it is a third party, evaluators cannot see the recommendations that were submitted. We do not want students to see their recommendations, so changing visibility to everyone is not the ideal solution. There should be a way for only…

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Taylor,

    i think this may just be confusing terminology within the system. Third Party responses even if set it “everyone” is always removed from applicant visibility. Therefore, setting the question to everyone should be able to get you the desired access you need for your Third Party and your Evaluators.

    If you have feedback on how we can make that more clear in the solution please let me know and if for some reason everyone does not meet your requirements please let us know that as well.

    Best
    Sammie

  13. Question Fields: Ability to make Charts/Tables/Grids

    It would be a great tool to have in the application, review and reporting stages to have the ability to create tables for grantees to fill out (text fields, not necessarily complex budget tables (But Budget tables would also be appreciated ;) )

    Although I understand the background work to make this happen is difficult, I think it would be a very strong and well used feature.

    86 votes

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    29 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Everyone,

    I hope you are doing well! While this request has been out here for a whole we have read all of your comments are starting to dig into defining this functionality.

    As move of you know we have moved to an iterative approach to development. As we do this we want to make sure that the first piece of the functionality we deliver will be useful and will deliver value. This is where I could use your help.

    As look to develop this first round of tabling/grid questions or biggest questions are around reporting expectations. Once, data has been entered into the solution via grid how will you be using it? How does it need to come out of the solution.

    We will be actively engaging in this conversation over the next month(s). So please chime in and keep subscribed as I will continue to post the requirements…

  14. Eligibility Quiz

    Maybe there is a way to do it and I need to be educated on it. Is there a way to batch assign the Eligibility Quiz to multiple scholarship processes vs individually?

    2 votes

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  15. paging

    I would love it if we had a toggle off/on for paging. It is not a useful tool for us and doesn't work well with my workflow. My colleagues have expressed the same feeling on that particular feature. I know it is a good tool for others, though.

    1 vote

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  16. 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.

    4 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi All,

    Curious if the appropriate flow would that if a request is reassigned all assigned and draft follow ups assigned to that contact are automatically reassigned?

    this would leave any submitted forms with the originally owner, and would also leave any form assigned to another contact at the organization un touched.

    That approach seem correct?
    -sammie

  17. Scholarship communication with applicants via text

    Many students do not check their emails or voicemails on a regular basis. Some do not even set up their voicemail boxes. Texting is their primary mode of communication. Having the capability of texting messages to the applicant might speed up their response to our requests.

    28 votes

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    13 comments  ·  Flag idea as inappropriate…  ·  Admin →
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