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  1. Our grant approval workflow include setting the value for custom fields in the grant approval form (grant subtype, type of support, etc.). Then the Service Area and Grant Type need to be added after the grant is synced with CSuite. It would be SO helpful to be able to set the CSte Service Area and Grant Type field here as well so that coding does not have to be done in two places. In other words, change from a read-only field in GLM to an editable field like the custom field are.

    1 vote

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  2. We would like to request that Upload Responses, such as transcripts, be added to the Submitted and Complete bucket Quick Grid Views. Often, we need to pull transcripts or other uploads quickly, and it's difficult to go into each student's application to search, view, and download transcripts. If the uploads appeared in the Quick Grid View, we would be able to view these uploads more efficiently.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  3. We would like to request that Upload Responses, such as transcripts, be added to the Submitted and Complete bucket Quick Grid Views. Often, we need to pull transcripts or other uploads quickly, and it's difficult to go into each student's application to search, view, and download transcripts. If the uploads appeared in the Quick Grid View, we would be able to view these uploads more efficiently.

    9 votes

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    1 comment  ·  Admin →
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  4. It would be more efficient if UA scholarship installments could be approved from the Related Opportunities tab rather than having to click into each opportunity separately and navigate to the award details tab.

    1 vote

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  5. When reviewing opportunities in UA, it would be helpful to have the award decision and award amount noted on the "Related Opportunities" tab, rather than having to click into each opportunity and navigate to the award details or decision sections.

    1 vote

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  6. We use branching questions in our grant application that are set to internal so we can branch an applicant to the application we want them to complete and not have multiple processes in our site. I just realized that when an applicant clicks on the "Question List" button in their site, this shows them ALL of the questions in our application, regardless of how the application should be branched. The fact that applicants can see the entire question list for an application seems to negate the purpose of branching. This is very confusing for applicants because they do not know…

    4 votes

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    Hello,

    You are correct in that all branch groups are displayed in the question list; we follow this as best practice for projects like project streamlining so that applicants don't become surprised by the amount of time the application will take them. We also encourage as a best practice that you add instructions to the branch groups for that visibility and communication explain when they will see that group.


    However, Internal Questions should not be displayed to applicants. Please report this to our support team so that we can review it.


    • The Foudnant Team
  7. Add the Budgeting Tool for opportunities in the Universal Application in SLM.

    2 votes

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  8. I see that someone else had suggested this but the idea was archived. In the documents folder, there is no way to reorder the documents. It puts them in order of the date they are uploaded. It gets a bit confusing when adding documents later into the process and they are out of sequence. The only way to rectify is to delete the documents and reupload them in the order desired. But then if something else is submitted that should be kept such as background information prior to the approval or denial of the request, they're out of sequence again.…

    6 votes

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    Proposed Idea  ·  1 comment  ·  Search  ·  Admin →
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  9. As it stands right now, the login record in GLM just shows the last time a user logged in and that includes someone proxying into their record. It would be nice to be able to see a detailed list like we are able to in CSuite.

    32 votes

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  10. Is there a way in GLM when sending an email to have the reply come back into the system so that it is recorded? Currently, I input my outlook email address in the "Reply To" but that does not pull into the GLM. I would like to be able to keep track of responses in a more seamless manner.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  11. In our organization, we ask for applicants to self-report information and to also provide an uploaded document or image that shows proof of what has been entered. In the current configuration, the document viewer window is stationary and does not allow administrators to move the viewer to the side in a way that allows them to also view the application in a side-by-side format. Below is a copy of what I see that needs to be relocated while remaining visible. Is this movement able to be made possible either by opening docs in a new tab or by moving the…

    2 votes

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  12. Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!

    5 votes

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  13. Add an icon or label to or near the 'Assign Users' button (on the Update Process page) to indicate how many users are currently assigned to the process.

    3 votes

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  14. New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.

    5 votes

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  15. To effectively use Tables as a shared question in a Follow Up (as stated in documentation, very helpful for Budget and ongoing grantee progress statements) - being limited to only 5 columns does not allow for multi-year grants especially

    3 votes

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  16. I see a number of ideas previously posted in the IdeaLab back to 2015 that ask for this, but all seem to have been closed out. It would be great in the Payment Tracking tab to be able to search and sort by the date the payment is actually made, rather than the installment due date. If we have a payment due January 1 and then pay it in December, for example, it's quite a process to do reconciling later because the due date and payment date are in different years. I know we can find this field when exporting…

    6 votes

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    Proposed Idea  ·  0 comments  ·  Payments  ·  Admin →
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  17. For SLM Universal Application follow ups it would be great to be able to reorganize the list, in alpha order for example. Right now it is in the order of when the follow ups were created.

    3 votes

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  18. In the process manager, there is currently 2 buckets for processes to live:
    -Available
    -Archive

    We'd like to see a third option for processes to live for historical management:
    -Available/Active
    -Unavailable/Inactive
    -Archive/Historical

    We have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.

    It would also…

    12 votes

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  19. Add the ability to add an auto-email template so users can be notified when a document is added to the documents tab. Especially if applicant facing.

    5 votes

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  20. 2 votes

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