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  1. The submission date does not update on follow - up forms that were re-submitted after being reverted to draft status. It would be great to have the most current date of submission.

    28 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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  2. currently have an evaluator bulletin where reviewers can post questions to foundation admin that they need to ask the applicants. Questions are linked to a project, other reviewers can see all the questions and the answer. Staff receive a notification when a question is posted, all evaluators get a notification when a response is submitted by staff.

    2 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  3. Please add deleting a recipient from a batch email before sending, with having to exit the email template altogether. Thanks!

    8 votes

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    0 comments  ·  Batch  ·  Admin →
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  4. While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.

    9 votes

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  5. Currently, you can only add one signature in the Word template in Foundant. It would be helpful if you could have at least two signatures. One for us (our President) and one for the Letter of Agreement recipient to agree to the terms of the grant.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  6. We really like the clone feature available when editing a table, and it would be helpful if this were available for all questions. Having to manually copy over the drop-down items and additional information is very time consuming.

    20 votes

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  7. Currently, if I copy a table in another application like Excel or a web browser, it pastes all the values into the destination cell. It would be great if I (and our grantees!) could paste or upload table data from other sources.

    5 votes

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  8. I need a table summary row that is a simple calculation, not just a sum.

    Like A-B-C=D

    11 votes

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    1 comment  ·  Admin →
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  9. It is as simple as, we would like to have the option to schedule send emails in SLM.

    8 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  10. A donor questioned how AI might impact scholarship and grant applications, something I hadn't considered. I wonder if there's been any discussion about building in some check to ensure AI hasn't written answers.

    7 votes

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    3 comments  ·  Reviewing  ·  Admin →
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  11. Would be great if the character limit in comments be increased to 5000 from 2000. Site visit notes are usually longer and requires users to create multiple comments and coding them 1/3, 2/3, 3/3...

    5 votes

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    1 comment  ·  Admin →
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  12. Currently, the only way to provide a form to be completed is through links. I'd like to attach an excel spreadsheet that needs to be completed and uploaded by applicants. We have run into issues where links to forms break and it would be much simpler to provide the attachment within the application question.

    12 votes

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  13. It would be helpful to have the ability for the user to click "Show Password" when they are logging in. I've spent a lot of time this year with users (evaluators) struggling with sign in and it's always user error. "Show Password" could help.

    10 votes

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  14. In sending out emails to applicants, in most cases they are already going to the primary contact (grant writer, Dev Director, program mgr. etc.) And the ED or CEO is almost always the secondary contact. It seems silly for the drop-down option to be "cc primary contact"...when it should include the option of "cc secondary contact". We just completed our entire first GLM process, and have only now realized that we've not been cc'ing the ED of most organizations!! This puts the onus on the primary to share. And yes, I guess we should have been adding a cc to…

    4 votes

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    1 comment  ·  Email  ·  Admin →
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  15. An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.

    7 votes

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  16. Often times we extend the application for only specific students (however, this can range from 50 ot more or less students). I do not know the names of the students since the school cannot divulge that information. I was hoping to look at the start date of their drafted application in order to identify the students I am extending the opportunity for based on the donors request. A start date in the drafted applications would be very helpful for this purpose.

    3 votes

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  17. It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.

    9 votes

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    2 comments  ·  Email  ·  Admin →
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  18. Question Library - As an admin, I want to be able to add the same question across multiple forms and have the responses all tie together in reporting. Currently, if I add a new question to separate processes, I have to re-create that question in every single process and then the responses don’t show up in the same column in reporting.

    3 votes

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  19. Currently, SLM has no "delete committee" functionality, so every committee you ever set up stays visible and junks up the view. I would like to delete one year's committees and set up the new year's committees, as personnel change from year to year. Thanks!

    6 votes

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  20. Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.

    7 votes

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    0 comments  ·  UI/UX  ·  Admin →
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