983 results found
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Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
side by side text evaluations
The side-by-side view for evaluations does not properly show all of the text for 'text box' type questions. To see the rest of the text a user must manually select the text to make the box scroll - this is nonsensical or select the application button at the top creating a PDF popup.
Please make all the text show so that the evaluators can just have a side by side comparison and not have to open up multiple documents.
3 votes -
conflict of interest notification
I would love an automated email to administrators for GLM/SLM for a conflict of interest question. That way we can see it and assign another evaluator. We shoot for a certain number of reviews of applications and if someone has a conflict of interest we would want to assign a different reviewer for that application.
3 votes -
Payment Graph on Dashboard
On the Dashboard there's the Amount Awarded graph that posts the last 10 years. Our organization would love the Payments graph to show the same (last 10 years vs. last 12 months). Or, we'd like the ability to change the Payments graph by year. Also, it would be so helpful if you could drill down on the graphs to see what grants make up those amounts/payments.
3 votes -
Custom columns for evaluators when assigning to process
Can custom columns be added to the "select user" popup box when assigning evaluators to a process? Helpful column options would be email address and organization name. Sometimes there are evaluators with the same name, or with duplicate accounts from changing organizations and making a new account at their new organization without informing me as the administrator, which makes it difficult to see if I'm assigning evaluations to the correct account.
3 votes -
Tax receipt number for yearly receipt
In Canada when we issue year end receipts, we need to have one receipt number for the total amount donated during that calendar year in order to create a receipt that CRA will accept. Sending out a summary with multiple receipt numbers is not an option and many donors do not want to receive 12 separate receipts during the year.
Can there not be an option in the system to generate one receipt with one serial number at year end? I see this idea was archived a couple years ago but I feel like there are more Canadian charities joining…3 votes -
Batch Printing from Your Follow Ups
I just voted on Evaluator batch print function that someone else posted and would also like to suggest a Batch print function for "Your Follow Ups". With a lot of our grants, staff leads assign internal follow ups to their selves to complete verbal reporting with our partners so being able to download/print those batch lists would be really useful vs. viewing/scrolling down a lengthy page.
3 votes -
Branching from Individual Table Cells
I'm aware we currently have the capability to branch questions off of aggregated table cells (thank you for implementing!). However, any plans in the near future to branch off of any individual cell responses? That would be so much more helpful for us.
For example, we currently ask on an application for org. leaders' demographic percentages to be entered in a table and one of the categories is "Other historically disenfranchised groups". If they indicate a % in that cell other than 0, a branched text area question appears asking them to name the specific group(s). Since it's required to…
3 votes -
amostue@carpenter-foundation.org
I think users/members of an organization should be able to make other users in their organization inactive rather than admin having to do it on the backend.
It appears that a lot of users were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated. We as admin don't know who's current in their organizations and who is inactive. They know. Additionally, board members and board presidents change roles frequently. It would be helpful if organizations could manage that themselves as opposed to admin having to do that.
3 votes -
Evaluator Descriptions
It would be helpful to have the option to move, make bold, or otherwise highlight the Evaluator Descriptions which appear under the scholarship name when an evaluator is reviewing an application in SLM. It is easy to miss the Evaluator Descriptions where they are now and it would help to have them stand out and be more visible/noticeable to evaluators during the review process.
3 votes -
Document Viewer in Documents Tab
I would like to see a document viewer in the documents tab similar to the application feature. Even with descriptive file names, it is time consuming to download each document to review it. We use GLM to store all documents connected to a grant so the number of files can get large.
3 votes -
Ineligible organization
We have recently had an issue with some partners not submitting reporting(like over a year overdue) and then cutting off all communication with us. Per our grant making policy this makes the organization ineligible for funding until the previous grant contract is fulfilled(meaning we get some type of report or account of grant monies.) We are looking at the idea of seeing if it was something that could be implemented to have a box or button that is able to be clicked on(toggle on and off so once they come back into good standing that goes away) an admin side…
3 votes -
Assign Primary Contact as Default "Applicant" for Grants Synced from CSuite to GLM
There are some grants that we process in CSuite and then sync over the GLM. The intention is that we can use email templates for batch notifications in GLM to send to the organizations. We also assign follow-up forms for these grants.
However, the emails and follow-ups aren't working. It seems to be because the Applicant is listed as "Unassigned". All of the organizations for these grants already have GLM accounts, so I would love to see the Primary Contact be the default "Applicant", which would enable us to perform these functions in batch. Any way to improve this integration…
3 votes -
Email Formatting
Emails generated through Foundant have grey boarder margins that cut off sentences on some email platforms. Can Foundant fix this formatting issue so email formatting will look the same on multiple email providers?
3 votes -
Batch follow ups to Org primary contact
Add functionality to chose who the follow up is assigned to when batching them. Currently, it goes to the applicant account. I’d like it to go to the organization’s primary contact, then they can add contributors. Applicants are often grant writers or development directors with higher rates of turnover than Executive Directors. Some orgs have overdue follow ups simply due to staff turnover.
3 votes -
more characters for instruction questions
Still need more characters for instruction questions. I am building a grant agreement today and have a table that i'm trying to copy and paste into an instruction question (from word) and it is 639 characters too long! :-(. Maybe up it to 5000? Pretty please!?!
3 votes -
Could AI verify transcripts?
A requirement for our scholarship application is that the student must upload an academic transcript. I am currently having to open over 140 applications, then open the document in the transcript section of the application to verify it is actually a transcript. Could AI be developed to open and interpret the document to confirm it is a transcript? It would be a huge time-saver for staff.
3 votes -
Please, please, please add "Fund Names" into the available merge fields for email templates!
When notifying someone of a grant award, we have always referenced the fund name in a check letter. As we move notifications to email, we need to be able to include the Fund Names. In CommunitySuite-integrated processes, the field exists already in the Installment form. It would be great if that field were both shared to other forms and as a merge field for email templates!
3 votes -
Drop -down menu in the organization field when the applicant is creating an account
When applicants create their accounts, it would be nice if the organization field provided a drop-down menu of the current organizations already listed in the account holder's account. This would help eliminate duplicate organizations and save the administrator time going through all the organizations and merging duplicates.
3 votes -
Customize Batch Evaluator Packets
Would there be a way to customize what is shown on an evaluator packet? We typically allow board members to view a folder of evaluator packets, but they get long and we want to make it easier for board members to quickly digest a grant. Is there a way to either customize what we include in the packets or easily batch download the executive summaries for all of our grants in a given cycle?
3 votes
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