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  1. Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.

    5 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  2. In addition to multiple signatories, I'd like to be able to add DocuSign fields such as Date Signed, text boxes and radio boxes.

    5 votes

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  3. When evaluators are assigned to grant applications making sure the mandatory fields are completed, if not, giving them an alert before they can submit/finish.

    5 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. Here is a common scenario. An org is fiscally sponsored by a church and then gets their own 501c3 status and changes their name. In foundant, we would update the org name to say (formerly XYZ Church). When evaluators see the church name - they often ask whether services are limited to members of that church even when the org has nothing to do with the church (e.g., a food bank). To remove any confusion for evaluators - I tried adding the church name to the Sort Name, but when I tried to do a search for the church -…

    5 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  8. We currently use the CSuite Grant ID# for any GLM-synced grants as an identifier for award agreements. Would be helpful to have that number appear in the Applicant portal for reference. Would also be helpful to have a merge field so that we can add the CSuite Grant ID to letter/email templates.

    5 votes

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  9. Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.

    5 votes

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  10. We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.

    5 votes

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    3 comments  ·  Payments  ·  Admin →
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  11. Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student. This is still not possible with the new update if a student has already been assigned to evaluators. This is the message that is received: One or more selected request(s) has an evaluation already assigned. If they are in the assigned bucket then of course they will already have evaluators assigned to them so…

    5 votes

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  12. We would like to replace our budget template with tables but we need to be able to show %'s for each expense section and revenue area. In particular, we need to be able to identify the applicant's 10% match in the revenue section. Adding %'s to the Table feature would be helpful so we could do away with applicant's having to download the budget template and then upload it again.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Budget  ·  Admin →
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  13. I would love to have access to a dynamic budget planning tool, that allow me to have a global budget for my fiscal year, with various funding streams options AND with a provisional budget option that would take into account the proposed amount we enter in yet-to-be approved requests.

    For the time being, I use an Excel file to achieve this, which is time consuming and error-prone. This option would save so much time!

    5 votes

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    Proposed Idea  ·  0 comments  ·  Budget  ·  Admin →
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  14. If returning applicants use the copy feature, unfortunately, the system also copies their previously received third party letters of recommendation. In other words, letters of recommendation from the prior grant cycle are copied to the new application.

    Please allow us to turn off copying for third party questions.

    5 votes

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  15. Having administrative Internal answers from a previous grant application (for example, we have in Internal question group where we provide additional information for our grant review committee) copy into a new grant application when the applicant is using the copy feature from their last cycle request is not ideal.

    5 votes

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  16. We would like to be able to preset the dates that each follow-up form will be assigned. We have forms that we only want to be completed within a certain period of time but would like to be able to set up the assignments when the Application is approved so we don't have to go back and assign the follow ups at a later date. This should also send the notification email when the form is therefore assigned and available and not at the time that we preset it up.

    5 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  17. In the SLM Follow Up Drafts bucket, I am trying to add a Process Name as a column and there doesn't seem to be a way to do that. This would be helpful so we can see follow up assigned across multiple SLM processes.

    5 votes

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  18. 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!

    5 votes

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  19. Similar to a CRM, or email software.. Being able to add "tags" to an organization would be extremely helpful.

    Some grant opportunities are specific to certain organizations based on location, the cause they represent (arts, animals, economic development, etc.) or possibly the size of organization/if they are new.. and so on.

    Utilizing a tag system would allow us to search for these characteristics quickly and batch email vs. going through our entire organization list and hand-picking who is eligible every time we announce a new grant opportunity.

    One argument is to send each opportunity to everyone on our list, but…

    5 votes

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    0 comments  ·  Search  ·  Admin →
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  20. When creating merge documents, it would be really useful to be able to include attachments that are uploaded to applications into a Word document. Currently this can be done when creating PDFs but not Word docs.

    5 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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