1040 results found
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If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin
Once we create a report in Reporting Data Sets, we should be able to set it to run automatically at designated intervals (every week, every other week, once per month, etc.), and then have the system email it to administrators when it runs. We relied on this feature in our previous software and our work is impacted by this missing feature in Foundant GLM.
4 votes -
It would be helpful if Admin could copy a question from one process to the other.
We're updating our form, and would like to retroactively make the changes to 2 closed processes to improve reporting. It would save time and reduce errors to copy a question and add it to another process.
18 votes -
Add encryption for collecting ACH and other sensitive data
This is a placeholder for clients who: (1) want an easier and more secure way of collecting ACH data, other banking details, or other very sensitive data; and (2) Do not expect to process payments through CSuite.
7 votes -
Evaluators able to view follow-ups
Would like to be able to have evaluators review/access last year's follow-up reports for a process. Right now we download them all and put them in a drobox for review.
4 votes -
Sync comments between GLM and C-Suite
Would be awesome if we could have nonprofit comments in GLM synced to the nonprofit profiles in C-Suite so my team and I are always on the same page. Thanks!
10 votes -
Stop Applicant from Reapplying
Please add a toggle that admin can switch to Stop applicants from applying for the same process twice. This feels like it should be the default anyway. We had over 400 hundred applications this last round. Duplicates cause huge issues with some getting approved and awarded $ twice. A Warning Message isn't enough; if they can still click that Apply button, they will...
3 votes -
reassigning requests
I would be nice if you could see if a request has been re-assigned by looking in the Request History, or Submission History.
1 vote -
admin comment character count
Hi,
Our team would like to see the character count increase for the admin comment boxes (#4 in the article linked below).
https://support.foundant.com/hc/en-us/articles/20154792908055-Administrator-Comments
Thank you!
4 votes -
GLM grant approval
It would be very helpful to have approval from GLM to CSuite reflected in the approval log for grants.
3 votes -
Audit Foundant User hours based on assigned roles
I would like to see a feature where the amount of time spent on on evaluating grant applications can be audited/collected. This would help us measure the amount of time spent reviewing grant applications. It would be super cool if it could be filtered per person (grant evaluator) and per process. Going deeper, even if as an administrator, I could see the total amount of time spent in Foundant would be wonderful.
1 vote -
SLM Student Contact Information - Changes for Consistency
For the screen in which SLM users input their contact information, please add a drop-down menu for the prefix. Additionally, include instructions reminding users to use proper case when entering their name and address. This will help reduce the amount of cleanup work required by the Foundation.
1 vote -
Increase Character Count of Evaluator Description
It would be helpful to increase the character count limit on the Evaluator Description of Opportunities in SLM so that we can include more information on required and preferred criteria for evaluators to consider as they are reviewing.
1 vote -
Contact Information for Organization and Individual Profile
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.
4 votes -
Custom Fields on Scholarships
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 :(
4 votes -
Suppress Inactive Funds, Profiles from Search
Create an option to suppress funds, profiles, etc. that have been marked inactive from search results.
1 vote -
Ability to Customize Positive Pay and Check Register export templates
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 -
Sync Emails to GLM
Can GLM have the Outlook email syncing to notes feature like C-Suite has? Thanks!
3 votes -
Decision Date
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!
3 votes -
Show the Debugger Trace Report
I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.
4 votes -
document upload
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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