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GLM & SLM Idea Lab

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  1. NEW ADMINISTRATOR DASHBOARD (WORKFLOW MANAGEMENT)
    Enhancement to the Dashboard to make it easier to organize the Grants Manager/Program Manager's work - oversight for the entire process, with multiple grant cycles/processes in progress at the same time and a number of reminders and follow up to ensure are completed. Not unlike the Applicant dashboard (which will make it easier to, at a glance, recognize the deliverables) - a new Administrator dashboard would significantly improve efficiency of workflow for all of the staff responsible for the grant processes.

    1 vote

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    0 comments  ·  Admin →
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  2. 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.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  3. 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.

    5 votes

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  4. 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.

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. 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.

    3 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  6. Would like the ability to auto/batch deactivate old users. For example anyone that hasn't logged in the system in the last 5 years.

    3 votes

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    0 comments  ·  Batch  ·  Admin →
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  7. 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!

    2 votes

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  8. 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...

    2 votes

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  9. 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

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    0 comments  ·  Admin →
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  10. 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!

    2 votes

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  11. It would be very helpful to have approval from GLM to CSuite reflected in the approval log for grants.

    1 vote

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  12. 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

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    0 comments  ·  Reviewing  ·  Admin →
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  13. 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

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  14. 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

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    0 comments  ·  Admin →
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  15. 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.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  16. 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 :(

    3 votes

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    0 comments  ·  CRM  ·  Admin →
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  17. 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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  18. 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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  19. 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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  20. Can GLM have the Outlook email syncing to notes feature like C-Suite has? Thanks!

    1 vote

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