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GLM & SLM Idea Lab

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  1. We delay our grantees' ability to see the decision on their application by 14 days. This was set up for us by Foundant. We upload their approval/denial letters into their request documents at the time of the decision, but do not want the grantees to see the letters until after the 14 day period when both the decision and the letter should become simultaneously visible to them. At this point in time, we have only two choices - to never allow the applicant to see their approval/denial letters in their Request Documents, or to wait before posting the letters to…

    6 votes

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  2. It would benefit if evaluators can view the average score page, like an administrator has access to. Currently each evaluator has to drill into each application to view the average score. And if you have 20-50 applications to review, it is frustrating and time consuming to come up with the average score for each application. Viewing the application Evaluation page listing all applications and their average scoring would be helpful.

    6 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  3. From what I can tell, applicants are unable to delete application drafts. I realize as admin we can delete drafts but I am wondering if applicants would delete drafts is they were able to. We have many draft applications that seem to be abandoned. I was going to make a practice of deleting draft applications once a year so they don't pile up. I wonder what other do

    Idea posted April 18, 2012 by Erin Baird, Allegany Franciscan Ministries

    6 votes

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  4. We would really like to have the rich text editor also available for the email templates. We would like to be able to underline/bold/italics/bullet points/etc for emails that are automated from the system.

    We will often bypass sending an auto email to instead spend the work doing them individually specifically because we cannot add emphasis in the text. Please consider adding this functionality!

    6 votes

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    1 comment  ·  Email  ·  Admin →
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  5. It would be great if... there was an alert for applicants notifying them that they have an active grant. With a few exceptions, we do not allow organizations to have more than one active grant (per program) at a time. Recently, I had a couple applicants submit applications who already had active grants. I did not know they had active grants until I looked at each organization's history. It would be great if the active grant was highlighted on their dashboard or they received an alert when applying for a grant notifying them that they had an active grant. This…

    6 votes

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  6. PLEASE add the option to a single ACH payment per grantee in the same way that we can check the "One Check Per Vendor" for paper checks. There must be many organizations who create scholarship and grant payments from multi funds.

    5 votes

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    Proposed Idea  ·  4 comments  ·  Payments  ·  Admin →
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  7. Need the ability for someone to nominator another person or organization to receive a grant. The nominator is not the recipient but needs to initiate the application. The recipient will receive the award and will need to be assigned follow up forms.

    5 votes

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  8. It would be great to have a follow up tab in the application (admin view) so outstanding follow up reports for an organization can be noted quickly. We don't allow organizations to apply for a grant if they have an outstanding report. Having a way to quickly check this (like the charity status) while in the application would be handy.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Follow Ups  ·  Admin →
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  9. Members of my team spent hours on chat trying to troubleshoot why they could not upload files to organizational profiles while I could. The issue at hand was the use of an unsupported character in the file name... the system did not give us any indication of this, nor did support staff ask about the file name. We managed to figure it out on our own.

    Would be great to either list unsupported characters in file upload spaces, or to have a pop up message when an unsupported character is preventing file upload.

    5 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  10. A way to incorporate private foundation logos or branding colors with LOIs and Applications.

    5 votes

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  11. The Problem: Currently, evaluators can only see the total percentage on their dashboard after submission. While filling out a form, they have no way to see the cumulative raw score unless they calculate it manually. This adds unnecessary cognitive load and leads to "scoring blind," where evaluators aren't sure if their individual marks align with the final grade they intended to give.

    The Solution: Add a "Total Score Counter" at the bottom of evaluation forms (or as a sticky header/footer). This counter should update in real-time as the evaluator selects scores for individual questions.

    Key Benefits:

    Accuracy: Evaluators can immediately…

    5 votes

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  12. I know it is not currently possible to report on pinned comments, but if there is an opportunity to add that feature in the future it would greatly be appreciated. One of the main ways we used pinned comments is to make notes about previous grantees who have not submitted long, overdue reports or had another important interaction that it is helpful for all administrators to know.

    It would be helpful to run a report on all the pinned comments so that we can know if we receive a future LOI, I can quickly review a report of all pinned…

    5 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  13. 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.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Reviewing  ·  Admin →
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  14. The logo sizing on the mobile login pages for GLM/SLM seems to be synced to the sizing on a web browser. This can make the logo look overly large and not be uniform with the text fields and text on the login page. Custom sizing would be great!

    5 votes

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  15. I don't know if there is another way to do this, but the last time this suggestion was posed, only one person voted and it got Archived. :(

    What I want to see, is; if an Organization has a name change, that we can still find the organization by the old name. We update the Org. name ourselves (it is in lock down from Applicants/Contacts) and we add into the Sort Name with the new name and then (Formely: Old Org Name). My imagination tells me that we use to be able to search by Sort Name as well, but…

    5 votes

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    Proposed Idea  ·  1 comment  ·  Search  ·  Admin →
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  16. A phone app specifically for students applying to scholarships or for non-profits applying for grants.

    5 votes

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  17. Currently, there is no option to define a default Font Family, Font Size, or Line Height other than the system’s predefined defaults. Each time a user switches a lane or section, the text formatting automatically resets to the system default, requiring users to reapply their preferred settings manually.

    Proposed Enhancement:
    Allow users or administrators to configure and save default text formatting preferences (Font Family, Font Size, and Line Height) according to project or organizational requirements. These settings should persist across lanes, sections, and sessions.

    Use Cases:

    Brand Consistency: Teams can maintain a consistent visual identity across all documentation or workflow…

    5 votes

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  18. Suggestion: Having a preexisting field(s) that allows the user to filter active from archived organization in reports without the need for filtering out specific organizations using the "organization name" field.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Reporting  ·  Admin →
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  19. I accidentally deleted a comment since I was not use to the new dashboard look and See More is sort of hidden in the preview of the comments. Foundant couldn't do anything to help. Would be great if there was a recently deleted or bold the See More.

    5 votes

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  20. We currently have an organization that we cannot delete due to a charity check that was conducted. Although this organization has no requests or contacts associated with it, the charity check issue prevents us from removing it. We also would like to have the ability to delete old users who are not tied to our grant applications, not just make them inactive. We currently do not use a CRM program and have used GLM as our main source for data.

    5 votes

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    Proposed Idea  ·  1 comment  ·  CRM  ·  Admin →
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