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  1. Every download has the same name. It is confusing when you're downloading many different applications/evals/etc for internal archiving. The downloaded file needs the process name and the applicant name and year when I download. I just end up with ApplicationPacket (1), ApplicationPacket (2), etc., I have to rename every single file one by one so I don't lose track of which is which.

    5 votes

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  2. Add a Search Bar on request history page, within an organization summary.

    It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.

    5 votes

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    0 comments  ·  CRM  ·  Admin →
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  3. We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.

    Wouldn't hurt if we could attach a document to a comment :)

    5 votes

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  4. It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.

    5 votes

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  5. Is there a way to get direct links to processes/applications to share with grantees?

    5 votes

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  6. 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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  7. Resurrecting a request from another user that was archived.

    We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.

    Original request submission:
    We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
    I would like there to be…

    5 votes

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  8. For SLM Universal Application follow ups it would be great to be able to reorganize the list, in alpha order for example. Right now it is in the order of when the follow ups were created.

    5 votes

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  9. 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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    Feedback Needed  ·  1 comment  ·  Search  ·  Admin →
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  10. 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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  11. Branched questions with incorrect question will be marked red. It would be for branched questions to be marked red if no rules have been assigned yet.

    5 votes

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  12. It would be great to have quick access to recently searched or recently modified/accessed requests or organizations. I find myself in and out of a lot of requests in one day and it would be nice to have quicker access to recent ones without having to re-search each time. I saw someone posted this previously with 9 votes but it was archived. Thanks.

    5 votes

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    0 comments  ·  Search  ·  Admin →
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  13. We use the Administrator Comments feature to provide draft review feedback to our applicants. Many applicants use the comments, then want us to remove them so that they can create a clean PDF of their completed application. We don't want to delete our comments as that is part of the grant process record, but we also don't want reviewers to be able to see the comments. Right now, our only option is to make all the comments not visible to applicants, proxy as the applicant, download the PDF, then make all the comments visible to the applicant again. This is…

    5 votes

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  14. 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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  15. It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.

    5 votes

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  16. 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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  17. In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.

    5 votes

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  18. 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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  19. Maybe this exists already....it would be so helpful to be able to filter evaluators by process - we have a committee for each grant and clicking through each time while referring to the original committee list is cumbersome. If I could filter evaluators to only show the ones who would score a particular grant program, I could get through assignments much quicker.

    5 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  20. 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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