1045 results found
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Enhance the group email feature to extend to consumer provider list views (list of applications within a Cycle)
Our grant managers need to be able to use the Group Message feature for the applications list view within the Program Manager > Cycle.
We have asked Support and Client Engagement multiple times to get this feature enabled, but we can currently only install workarounds.
The current Group Message setting, when enabled, appears to only be available when choosing the Cycle record (not while choosing the applications within the Cycle)
Current selection made: Program Manager > Settings > Security > Feature and Function Permissions > Cycle > Enable Group Email > Add roles here (Foundation Associate and System Admin)
Current…
1 vote -
2-Factor Authentication by Phone or Email
We want to require our GLM users to enable 2-factor authentication, but are concerned about asking them to download an app to do so. Most of them probably aren't using an authenticator app anywhere else. We would like to offer them the option to have a code sent to their phone or email to authenticate so they are not required to download an authenticator app.
6 votes -
Inhibit tax receipts if a event purchaser covers credit card fees
Simplify the email follow up event purchasers receive so all required documentation is in one email. Currently, if an event attendee pays via Stripe and covers the CC fee, they get an event email AND a tax receipt email if these are both turned on. The tax receipt email is clunky since it's not merged for event purchases. We had to turn off auto-emails for tax receipts through Stripe in order to keep this process smooth during our event sales.
1 vote -
Make 'See More' in comment windows a different color
On the new dashboard, when comments are so long that they don't entirely fit in the preview box, the user must click on 'See More' to reveal the full message. I find that it blends in and would love for it to be a different color to stand out from the message itself. That's an easy fix, right?
3 votes -
Close request without marking a follow-up complete
I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.
11 votes -
Is there a way to allow evaluators to submit a committee decision?
I asked Barksley: Is there a way to allow evaluators to submit a committee decision? He said: Evaluators can be assigned to requests and add decision comments when approving or denying a request, but there isn’t a built-in feature for evaluators to submit a single committee decision as a group. Each evaluator enters their input individually during the decision process. I have to create a separate google form to capture the committee's decision as a collective.
1 vote -
SLM Lite version as an option for GLM
An SLM Lite version available for GLM users that only have a few (2) scholarships. It could possibly be offered as a 2+2 option for advanced licenses.
2 votes -
Annual Tax Receipt Email Text
We are trying to email our annual tax receipts automatically through CSuite this year, BUT there is currently no option in CSuite to edit the email content. You can edit the receipt template easily, but the content (email subject line and body) is the first time the donor sees. It would be great to be able to have a message that says something like "Greetings from the community Foundation! Thank you for gifts in 20XX! Please see attached document for your annual giving summary for 20XX. Reach out to me with questions at email@address.org".
1 vote -
Notify applicants when they enter their EIN that they are not eligible?
We have a handful of organizations that are in default for completing final reports (follow-ups) from previous years' grant cycles (some before we started in GLM). Our policy is that they are ineligible to apply for another grant if they have not completed their previous requirements. Is there a way to automatically notify them when they enter their EIN that they are not eligible and need to contact us to discuss?
1 vote -
Applicant vs Evaluator Role error
Trying for this idea again.
We have many users that act as both applicants and evaluators, at different times. We frequently have users contact us because they’re not able to submit forms related to their requests as applicants. Even though they’ve been told they need to be under the applicant role, they log in, see their applicant forms right there on the evaluator dashboard, fill them out, and then can’t submit. Unhelpfully, the error message they get is that there is a prior form that they haven’t submitted, which isn’t the case.
Possible solutions:
1) Upon login, default to the…1 vote -
Should be able to "drill down" the data on all data shown on the dashboard
I should be able to "drill down" the data on all data shown on the dashboard. For example in the amount awarded chart on the metrics dashboard, I would like to click on the bar graph and have an spreadsheet of all the grants included in that bar graph.
3 votes -
Third Party Dashboard - Request with Common Opportunities
Looking for a way that when someone goes into their 3rd party dashboard, they can see all the processes/opportunities that are grouped together and will be marked complete when they upload an item. See example of possible format attached.
2 votes -
show character count to applicant on text boxes
Reposting from
Unfortunately, the text boxes do not show a character count while the applicant is filling them in so they are forced to guess and test their content over and over. This becomes frustrating and causes headaches.
Consistency is key to ease.
6 votes -
new user summary
The Request section of the SLM new user summary is difficult to navigate. When multiple scholarships are listed, it would be helpful if awarded scholarships appeared at the top.
2 votes -
Repeater Group
It would be great to be able to build a group of questions that would repeat based on the numerical answer to a prior question. (i.e. How many outside organizations will you be collaborating with? 1-5 and the group would be organization name, First Name, Last Name, e-mail, phone.)
2 votes -
Follow Up form tied to installment only
While we are shifting to the use of post by payment in CSuite and will now be entering the "full award" amount for our multi-year or semester scholarships, we understood that it would only display that semester's installment amount as tied to the follow-up form for the upcoming semester. Instead, it's still displaying the entire award amount to the student which causes confusion for them. I understand it's possible to now add other shared fields into the form to pull 'installment 1, 2, 3, etc.' but that is going to require me to build additional forms based on year or…
1 vote -
AI
I would love an option to batch generate AI Summaries from the dashboard in SLM. We have hundreds of applicants that create thousands of applications, this would be a great asset so we do not have to open each application to select this. Great time saver.
3 votesHi, Would love more feedback, would be helpful to batch run or just have these auto-created on submit?
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Year-end Tax Receipt - Add Option to export to Word
Year-end receipts - When we print year-end receipts for donors in bulk, it would be very helpful to be able to export the file as a Word file, rather than only as a PDF. Word is so much easier for editing page ends, in the event the donor has a long list of donations. Thank you!
1 vote -
Organization Contact - Delete PDF
This could already be an option, but often grantees and applicants have to request that documents be deleted since they do not have the option to do so themselves.
1 vote -
One Row Per Request AND One Column Per Form
For the most part, One Row Per Request gives us everything we want, but it squishes all the Forms (Approval, Agreements, Interim Reports, Final Reports) into one cell.
The system is capable of separating each Form into its own Row; I wish it could separate them into Columns.
Am I underestimating how computationally complex it would be for the system to do One Row Per Thing AND One Column Per Other Thing at the same time?
1 voteAs we look to implement our new Data Visualization tool so of this functionality will be changing. I encourage you to watch for our release communication, as we will be conducting another access phase in early 2026.
-The Foundant Team.
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