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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. Applicant Contact Information

    I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.

    1 vote

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    0 comments  ·  Custom Data  ·  Admin →
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  2. We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(

    1 vote

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    0 comments  ·  CRM  ·  Admin →
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  3. Create an option to suppress funds, profiles, etc. that have been marked inactive from search results.

    1 vote

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    0 comments  ·  CRM  ·  Admin →
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  4. It would be great if there was a way to customize how the Positive Pay and Check Register reports are generated. I have never had two banks that require the same import file, leaving an individual to manually create this upload based on frequency of check runs, which for some people is weekly. This results in time lost weekly to alter a report that could easily be customizable.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  5. As a new author, you might also have faced the rejection issues from the publishers; that's because you probably don't follow their guidelines properly. However, if you want to publish without facing the nightmare of the rejection, you might seek professional help from https://www.britishbookpublishers.co.uk/kindle-direct-publishing because when I was just starting out, I also had faced many issues like those. Trust me, it's a headache.

    1 vote

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  6. Can GLM have the Outlook email syncing to notes feature like C-Suite has? Thanks!

    1 vote

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  7. It would be helpful if on approvals, we could predetermine a future date and not have to enter it every time. For example, we issue ALL scholarship payment on 07/02/2025. However, this field auto-populates to the current date. If we could have a date set, but able to change it if the payment needs extended, that would be quite the time saver -- especially when processing 450+ scholarships!

    2 votes

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    0 comments  ·  Dates  ·  Admin →
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  8. I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.

    3 votes

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  9. It would be great if we could save a list of Uploads in the "Document" tab of the Request Summary that we could simply click to upload to that account...instead of uploading it for every request. Similar to email attachments -- they are saved in the system and can automatically be attached. But we want to be sure a particular document shows on every students dashboard, we have to upload it with every approval.

    1 vote

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    0 comments  ·  Admin →
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  10. It would be very helpful if collaborators or others in an organization could see any administrator comments made within an LOI or application. Currently, only the applicant can see the comments. If the applicant is asking for help from a collaborator, it is necessary that the collaborator see our comments.

    1 vote

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  11. When assigning follow up forms, add a warning that comes up if the person assigned is a collaborator, as they will not be able to edit the form. As it stands, the organization gets the assignment and can see the form but does not know why they cannot edit.

    1 vote

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    0 comments  ·  Follow Ups  ·  Admin →
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  12. 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.

    2 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  13. the ability to upload deposits and ACH from your bank statement and then the ability to match records to your bank statements. A similar function as the check upload and match but on the deposit side.

    1 vote

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  14. It would be really great to have access to similar features in both SLM & GLM when you have the same license level. For example we have standard license for both but only have access to Third Party References in SLM, whereas in order to access that in GLM, you have to upgrade to the Advanced License.

    1 vote

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    0 comments  ·  Form Building  ·  Admin →
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  15. Allow awarded grantees to upload documents to the follow-up section, such as a grant agreement or final report. This feature can allow for verified PDF signatures on grant agreements from grantees.

    1 vote

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    0 comments  ·  Follow Ups  ·  Admin →
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  16. 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 Sortman

    5 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  17. Add a column 'Donation Advisor' to the donations page on the portal so fundholders can see who advised donations, where applicable.

    6 votes

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  18. As part of our June Monthly Release, we’ve introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment.

    This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.

    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…

    2 votes

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    3 comments  ·  UI/UX  ·  Admin →
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  19. We currently have 3 administrators. The first administrator views each submitted application and then moves it to the complete status for the next 2 administrators to complete their reviews. We would like to see if an auto generated email could be set up to alert the other administrators when that application has been moved into the complete bucket.

    3 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  20. When creating a merge document, it would be nice to be able to choose at the top of the screen, whether or not it is a .pdf or .doc. Scrolling to the bottom of the list of merge templates takes extra time, especially when creating many merge docs. It would also be very nice to be able to choose one type of document and all of your merge docs would be that type of document until you toggle it off.

    Thank you.

    2 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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