980 results found
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Intergrate CSuite Grant # into GLM/SLM Email Templates
We recently moved from Word document letter templates to email award notifications, and would love the ability to include CSuite Grant ID# in our GLM email correspondence. Currently, the selection of fields that can be merged into an email template is very limited, and there is no way to include a unique identifier that grantees can use to reference a specific grant.
1 vote -
Add "grant type" as integration with CommunitySuite
When a grant is awarded, in the Decision form, add a field that integrates with the "Grant Type" field from CSuite.
1 vote -
New Organization Summary - Add Amount Paid to Amount Awarded
I am really enjoying the new organization summary page. I think it would be great if on the "Amount Awarded" table which goes by year, if we could also toggle to "Amount Paid" and look at how much we've actually paid per year to a grantee.
1 vote -
amcelroy@cfrichmond.org
Improve the new applicant dashboard in SLM. We utilize SLM primarily for our scholarship program but do also have two awards programs that we also use SLM to run the nomination process. Our scholarship processes are all connected with eligibility quizzes, therefore when the scholarship season is closed, our dahsboard now looks like this. Please consider making the yellow card larger to fill the top space so that 1. All the information populates without needing to click 'See More,' and 2. Makes the new dashboard more appealing for a user as the current view is empty and looks incomplete.
One…
0 votes -
Separate overdue Follow Ups from "Drafts" section on open requests dashboard
I realize that Overdue Follow Ups was added to the Metrics Dashboard tab but it would be nice if these could also be shown separately on the Open Requests dashboard tab.
Right now all overdue follow ups are lumped into the "Draft" follow ups section and isn't easy to see. It would be nice if they could be on the Open Requests dashboard tab as a separate line and in a different color instead of having to click over to the Metrics Dashboard to see them.
3 votes -
initial submission date for the LOI Evaluation/Closed buckets
This idea was submitted before by someone else and archived, bringing it back because this would be very useful for our processes. We tell our applicants that they should expect a response within 6 months, so knowing when that 6 month window is closing would be very useful.
1 vote -
Let applicants submit follow ups out of order
We have deadlines for each of our follow ups, but applicants are welcome to submit certain follow ups with a later deadline (i.e. match documentation) before the others (a final grant report, for example, which we do 3 months before grant end so we have time to set up a renewal conversation). It has to be at least twice a week that we hear from a grantee saying they can't submit their match docs because Foundant requires the follow up with the earlier deadline to be submitted first. It would be greatly beneficial if our applicants could submit follow ups…
1 vote -
Save Formulas For Reporting
We use a scholarship scoring rubric that uses weighted scales for Income & GPA. In order to alleviate the workload for our evaluators, we don't ask them to score income or GPA since it is a fixed score based on the scale.
We calculate these scores along with a total score using formulas within reporting. Currently, I am keeping the 9 lines of formula used to calculate the scores in a Word doc and copying and pasting each of the 9 lines into SLM Reporting for each Opportunity.
It gets pretty time consuming, considering that we have 150+ reports to…
1 vote -
Save Formulas For Reporting
Our scholarship scoring rubric uses weighted scales for income and GPA. To alleviate the workload for our scoring committees, we don't ask them to score income or GPA because it is a fixed score based on our scale, we use the formulas to calculate those scores and also a total score.
There isn't a way to save formulas within reporting to where I could just copy and paste once or ideally, I would like to save the formula "set" and turn it on and off.
It gets pretty time consuming to copy and paste each of the nine lines of…
1 vote -
Turn off LOI submissions after a certain number is reached
We only want to accept a certain number of letters of Inquiry. The process we have been using is to turn on submission by setting the Visibility field to Public, and then turning it to Restricted once we have reached the desired number.
This past funding cycle, we received three times our maximum in the first two minutes. The manual approach is no longer working for us.It would be great if the system could be set to accept only a certain number of LOIs and then automatically set the Visibility field to Restricted. Alternately, it could be set to…
2 votes -
Add Eligibility tab to Organization record
We would like to see the history of Eligibility Quizzes taken for an Organization within the Organization record, rather than having to do a search in the Eligibility Center (which we would have to do for all dates, then sort by Organization, since there's no search criteria for Organization). Our program folks believe this information would be useful in giving a an overall picture of an organization.
3 votes -
Multiplication column feature in Tables
We would love to have the ability to create a table that contains a multiplying total column. For example, we would like column D to be the sum of column B multiplied by column C.
1 vote -
Form Completion Indicator configured on applicable questions
Form Completion Indicator. It would be nice if the completions indicator could be configured based only on the questions that are actually applicable or mandatory. Right now it seems the indicator counts every single questions in the form, regardless of whether they are mandatory or not or if they are just displaying a question which can be misleading to the applicant who is applying
2 votes -
ThankView Integration with GLM/SLM
Wondering if this could be a benefit to other Foundation or if others are even using it outside of GLM/SLM. We're in the very early stage in trying to find a way to have Grantee do reporting video or Students submit video as a thank you to donors. As we lookinto the option, we don't really want to have to manage another platform outside of the ones we currently have.
1 vote -
Expand organization address fields for international addresses
In GLM, the address fields do not allow for international organizations, and the strict requirements often make it so international applicants have to input incorrect information in order to create a profile. It would be great if these fields could accommodate international addresses.
2 votes -
Condensed List View for New Applicant Dashboard
With the updated applicant dashboard featuring a card/tile layout, applicants, particularly students, can face usability challenges when they’re eligible for multiple scholarships. For example, if a student qualifies for just six or more scholarships, they have to scroll to view all their opportunities.
To improve the user experience, especially for applicants managing several grants/opportunities, please consider adding a toggle option for a condensed or list-style view. This view could reduce the size of the cards or display opportunities in a single row-based layout, allowing applicants to see more at once without excessive scrolling.
This enhancement would make navigating the dashboard…
6 votes -
Make organization profile questions shareable on to forms
Make organization profile questions shareable on to forms. We have agreements and other follow-up forms that reference the organization name and address. Instead of needed to retype them into the form or reference the mini profile that appears above but somewhat separate from the form, we would like to be able to pull in the organization profile answers as if they were shared questions. Since these are universal fields for the organization, it seems like they should be universally sharable on to forms.
3 votes -
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1 vote -
images
It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.
1 vote -
Calculating Evaluator Score Column from Decimal Questions
Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!
1 vote
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