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  1. Please include 'Process Name' as one of the automatic columns in the Follow-Ups buckets.

    1 vote

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    0 comments  ·  Follow Ups  ·  Admin →
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  2. Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM

    2 votes

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  3. 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.

    2 votes

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  4. Update Prefixes to include gender neutral "M." and non-binary "Mx.". I know it says etc.; however, since it does spell out Mr., Mrs., Ms. we should include M. and Mx. to be respectful of those who identify as gender neutral or non-binary.

    1 vote

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  5. What about adding a "Denied" bucket on the Dashboard under the Denial heading? We currently have Denial > Draft. We often need to refer back to applications that have been officially denied in the system. Currently, our workflow is to create a report and export it to GLM so we have our list of applicants that were denied in a specific process. If they could live in Denial > Denied when we have a specific process in focus, it would be really helpful and save some steps. Just a thought.

    2 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  6. We currently use the CSuite Grant ID# for any GLM-synced grants as an identifier for award agreements. Would be helpful to have that number appear in the Applicant portal for reference. Would also be helpful to have a merge field so that we can add the CSuite Grant ID to letter/email templates.

    1 vote

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  7. Is there any way to have the applicant's business title, as well as the primary contact's business title, listed on the cover page of the application and follow-up forms? Their other data, such as address, phone #, etc. is there and it would be nice to have the business title listed as well so you don't have to go back into contacts to find it. This would be especially helpful for the evaluators when it is a new or unfamiliar organization applying for a grant.

    1 vote

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  8. 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.

    2 votes

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  9. The site setting for "show decision status" needs to move over to the Process Manager level and be able to be set individually by process. Issue: running multiple grant programs with different timelines simultaneously is cumbersome in Foundant. Example: process "fast track arts" is rolling basis and those grants last went out mid-May, as quick simple grants and forms, with a show decision status of 0 days. At the same time, another process "standard grants" had awards decided too but those grants are large, multi year, and more complicated; 25 day decision status is more appropriate to allow a team…

    1 vote

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  10. Emailing Vendors when paying a voucher. We notify our payables manually, but it would be great to send them the check details when the voucher is paid.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  11. We use Evaluations in GLM for ED Approvals. We then have to save a copy of the ED Approval in a sharepoint file and in CSuite. It would be nice to have a bulk export option in the Evaluations bucket so we can export the ED Approvals all at once.

    3 votes

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  12. For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…

    3 votes

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  13. It would be nice if we could change how quickly we get automatically logged out of the system.

    4 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  14. When sharing a link to an LOI, Application, or Follow Up with someone on your team to easily access, the link often produces an error message, especially when the team member has another tab open to the Foundant login page. We would appreciate being able to share links to data within the platform without those links resulting in errors.

    2 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  15. It would be excellent if the Contact Email History messages could be exported. I often copy and paste them into word documents to be able to send them to contacts with questions about their award histories.

    1 vote

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  16. It would be helpful to be able to see which other evaluators have completed their evaluations within the "Your Evaluations" tab. In our organization, evaluators within the Eval 1 process have unique roles, with the 2nd Eval 1 person needing info from the 1st Eval 1 person in most cases. As such, it would streamline prioritizing evaluations to be able to see if the 1st Eval 1 has completed their evaluation.

    2 votes

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  17. After clicking "Donors" in the Profile Designations section of the Home screen, have a "Search" option in the left-hand menu, similar to when working with Profiles.

    1 vote

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  18. When working with a profile that has Similar Profiles listed on the Engagement tab, add "Ignore" as an option in addition to "Merge" and "Tag Merge". Currently, you can only Ignore from the Duplicates page.

    1 vote

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  19. From the SLM Dashboard we have the ability to Filter by Processes. In the same way it would be great to be able to Filter by Applicant.

    We do not use universal application so this filter would allow us to group, screen and use Batch options based on an applicant name.

    2 votes

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  20. Enable documents uploaded to Foundant/GLM to be read in another browser tab instead of having to download said documents to your computer. If users want to download, make that an actionable icon much like the envelope is to email a contact or the pencil is to edit the process/form.

    4 votes

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