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GLM & SLM Idea Lab

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  1. We received a note from one of our applicants stating that they are unable to use their screen reader software with GLM. I was given some resources about adjusting the visual accessibility of browsers to use GLM, but I wanted to put in those applicants idea about improving the accessibility of GLM for those applicants with low or no vision.

    3 votes

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  2. It looks like it may have been updated recently, but can it be added to the grant manager settings to allow them to see other requests in the organization profile? It used to be that the grant manager role could see other requests even if they couldn't click into them, that gave them a good idea of an organization's grant history with us, but without that available to view now, it's difficult for our team to collaborate and connect over shared grantees.

    1 vote

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  3. Would it be possible to allow administrators/grant staff to download application answers without the attachments included? We are sometimes sharing applications with leadership, but having to edit the PDFs to remove attachments like due diligence and audit information is tedious. If we could choose to download the application packet with or without the attachments would be so helpful.

    2 votes

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  4. Please add an export to an Excel sheet option to the Requests page. I cannot copy the requests, and I cannot export the information for my board members who wish to have the history of requests and decisions on the board agenda.

    1 vote

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  5. For requests being sent from C-Suite to GLM, please can the follow-ups default to the organization's primary contact. Currently, it seems to assign them alphabetically, which is not helpful. For unassigned requests, the follow-ups should ideally always default to the primary contact in GLM.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  6. Allow for the use of Customized Fields in search criteria for organizations and users, not all current fields are useful. An example of this is TAX ID - This is not a useful search field

    1 vote

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  7. We need a progress report, accessible from the Dashboard, that shows the progress of each evaluator by # of evaluations and what status they are in: No login, Pending, Draft, Complete. A quick color coded bar: White, Red, Orange, Green would be all that's needed and make it easy to identify who needs to complete evaluations as deadlines draw near. This could also be accomplished by buckets of status, with evaluator names located within each bucket OR a Percentage Complete after each Evaluator name. And of the above three would help in identifying evaluators that need a nudge.

    2 votes

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  8. I am having a very hard time working through the system and gathering email addresses to communicate. Since the new display was updated now your email addresses don’t show fully in the dashboard. In the past I was about to highlight and copy the email address, but now if they are too long, which most are, I cannot. This is a recommendation to display the email addresses where you can see the entire thing:

    1 vote

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  9. I know others have asked for this, I think it would be really helpful for any foundation or funder that has multiple processes per year. Right now, our program officers are seeing an increasingly longer list of randomly-ordered processes to choose from when they're filtering. Our Archived list count is currently 38, and we've only been using GLM since 2024! Even just defaulting to an alphabetic order, as opposed to "the order in which processes are created" or whatever it is currently, would be helpful.

    3 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  10. Add the ability to set a Default Subject Line for Grant Letter Emails in Grants Content.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  11. Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.

    For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.

    I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.

    The issue we are running into is that I have not been able to…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  12. Currently "Internal Description" in a marketing campaign pulls existing data from the internal description on the Fund that is connected to the campaign. It would be helpful if "Internal Description" was its own field connected to the campaign itself and could be used in reports. This would enable another source of data for campaigns. Or it would be helpful to be able to have a custom field for campaigns.

    2 votes

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  13. I would love to be able to include Soft Credit information on Donation Reports.

    2 votes

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  14. A Link Preview Card is that clickable photo that appears when you share a link on social media.

    For SLM / GLM / Giving Portal, these cards don't have any pictures when you share their urls, which makes them look sketchy / broken.

    I would like to be able to add metatags to the <head> of the HTML of our SLM/GLM/Giving Portal so that a nice picture shows up when we share links to these things.

    2 votes

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  15. It seems every part of foundant requires a different login. I had to create one for the idea lab. This is very confusing and sometimes my password storage confuses them. Please simplify!

    2 votes

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  16. I would appreciate the option to leave the chat queue. I may have to run to a meeting, or have answered my own question. I would rather not waste other clients time in the queue.

    2 votes

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  17. I would appreciate the option to allow evaluators to turn off the side-by-side view. I have an evaluator with limited vision and the side-by-side makes it hard for him to view the applications and forms. I provided a workaround showing him how to download and open a pdf of the application, but this doesnt resize the evaluation form.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  18. Suggestion: Award Detail or Award Summary when hovering over the Ribbon on the summary page for users.

    Can you create key words showing the link when hovering over the ribbon? Our users have not been able to locate their grant award easily.

    1 vote

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  19. We're getting an increasing number of applicants submitting their attachments in Apple file formats (primarily Numbers and Pages) and currently have to either download, convert and reupload them as compatible files or have applicants send in new documents via email in order to make the attachments viewable in GLM for our review team. Is there way to get the document viewer to work with Apple formats?

    3 votes

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  20. Please consider for the new request summary update to allow custom questions to be added to the contact info box, and for the ability to share questions from registration forms to other forms.

    1 vote

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