895 results found
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Access to the same features in SLM & GLM within the same License Level
It would be really great to have access to similar features in both SLM & GLM when you have the same license level. For example we have standard license for both but only have access to Third Party References in SLM, whereas in order to access that in GLM, you have to upgrade to the Advanced License.
1 vote -
Follow Ups
Allow awarded grantees to upload documents to the follow-up section, such as a grant agreement or final report. This feature can allow for verified PDF signatures on grant agreements from grantees.
1 vote -
Delete grant date in the denial process
Is there any way to delete the "Grant Date" field from the denial process? As the request has been denied,there is no grant date.
1 vote -
Reviewer Feedback
We are manually going into each application and downloading the reviewer feedback and sending it to the applicant. This is very time consuming and tedious. If we could have an automation for the feedback to be available to the applicant on their dashboard that would be very helpful.
1 vote -
Allow either/or requirement on questions
In GLM/SLM on the application allow for an option to require one of two questions. For example: Enter Budget OR Upload Budget. Right now we need to have them both unrequired to allow for one to remain blank but would like to require that at least one of them be filled out.
1 vote -
Fiscal Sponsor Mapping to C-Suite
Currently, for a payment to go to a fiscal sponsor from GLM to C-Suite, it was recommended that the Applicant in GLM be the fiscal sponsor and not the organization applying for the grant. This would change the applicant to the Fiscal Sponsor in GLM, moving the record of the application away from the actual applying party. It would be great if there was a way that you could connect a Sponsoring Organization to C-Suite instead of a Sponsored Organization, so that the application record could still be tied to the actual applicant in GLM.
1 vote -
grants manager
I would like to be able to prevent a grants manager from changing answers on forms. Or maybe restrict certain questions. They need access to things that auditors can't access, so I can't use that role. I have customized the grants manager role, but this is not an option. Use case: I have a program officer that may be changing the answer to a question, and we don't want her to do that.
1 vote -
Attach Files to multiple Journal Entries at one time
Each month, our organization has dozens of journal entries that are imported for payroll and other month-end close items. Importing these entries is great as they spread across multiple funds. However, after importing, it's a pain to attach the same file dozens of times for documentation purposes. It would be extremely helpful if there was a button on the "list" journal entry screen (the one that shows all pending or approved entries) to attach a singular file to all selected entries.
I think this could work similarly to the "Post all" feature available so you don't need to post each…
1 vote -
ability to delete pledges with pledge adjustments
I would like the ability to delete pledges with pledge adjustments. Thank you
1 vote -
Group Evaluators
There should be a way to evenly split the applications assigned to evaluators. We receive many grant applications and some reviewers do not have the time to read all applications.
1 vote -
Merge field for year to use across merge documents like reports for a title
In the list of merge fields have a field for just the year e.g. 2025 so it can be used across all merge reports to put in title e.g. 2025 Board Report
1 vote -
grant catalog
Provide direct access to the grant catalog on the donor portal dashboard without having to first click on grants.
1 vote -
to include check box questions in the types of questions that can be pulled in as columns from buckets in the dashboard
please include check box questions in the types of questions that can be pulled in as columns from buckets in the dashboard
1 vote -
Auditor Role - Limit Process Access and Add Notification
The auditor role is good for people who need to see and report on a particular grant but they are able to see all the other grant process. It would be great to be able to limit what processes auditors can see. Also, being able to add an auditor to be notified when applications in that process are submitted would be a very handy feature!
1 vote -
Third party notification to administrator
It would be really helpful if admins could opt to receive notification when a third party fills out their portion of the application/form. For example, we have our grant agreement set up for a third party to fill in banking info, it would be great if instead of having to go in and check whether they've filled it out, I would get an email notifying me that they had so I can mark the form complete. This would work the same way as when we set up auto emails for when forms are submitted.
1 vote -
ability to add multiple emails to transfer requests
it would be helpful to have the ability to add multiple email addresses to the transfer request email function. We have to notify the custodian, investment manager and investment advisor - and sometimes there are multiple people at each location.
1 vote -
Can you make the password you type in on CSuite, GLM and SLM log in screens visible (so you can see if you typed it correctly)?
Is there to make the password you type in on CSuite, GLM and SLM log in screens visible (so you can see if you typed it correctly)? Sometimes, log in screens have a picture of an eyeball that you can click on in order to see your password. This would be especially helpful for GLM and SLM, the modules where more people from outside our organization are logging in and have requested this feature. Thanks!
1 vote -
New applicant dashboard
With the New Applicant Dashboard feature, we would love to be able to manually change the status of a request on the Request Panel to Action Needed, even if there is no assigned follow-up form associated with the request. Sometimes, we have applicants that submit requests, and we do a first round due diligence check that requires follow-up on the back end via email with no official form, but action may still needed from the applicant. Under the New Applicant Dashboard feature, these requests would fall under the No Action column even though action is needed, there is just no…
1 vote -
Third Board Member Evaluator
It would be great if we could add a third evaluator to our processes. We follow the USDA process when reviewing applications, with a primary and secondary reviewer each weighted differently, then a board member reviewer. The board member solely assigns a grade to the application, so there is no need to go through the evaluation form and questions. Foundant Support has been great about helping us with a work around with this but ultimately, the addition of a third evaluator would solve all of our issues.
1 vote -
Submit New Idea
It would be good for users to be able to edit/change the button text description in the grant request portal for fundadvisors. Our donors have found it confusing after entering their grant request to land on the page with the button "REVIEW GRANT REQUESTS" that needs to be clicked in order to land on the next page to then "SUBMIT GRANT". Possible change text from Review to Submit. The button on the next landing page can read "Confirm or Process Grant Requests
1 vote
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