937 results found
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Number of Documents for Organization Summary
The number of documents shows up at the request level but not at the organization level. Seeing the number icon on the Documents tab would be helpful because it would indicate that information has been uploaded. I believe the number of comments shows up at the organization level, so would the number of documents be able to be added?
1 vote -
Delete submitted follow-up without having to revert
It would be nice to be able to delete a submitted follow-up form without having to revert it back to Draft status.
1 vote -
Option to remove "See Opportunities" button
We would like to remove or deactivate the "See Opportunities" button on the left-hand To Do panel. All of our applicants can get to the apply page by clicking "Apply", and having more than one pathway creates confusion.
1 vote -
Accents / Insert symbol
It would be nice to be able to include accents in the response fields, without having to copy and paste from another document.
1 vote -
2-factor authentication
We would love the option to turn on 2-factor authentication. Applicants often share credentials to work on application and follow-up forms, and 2FA would help eliminate confusion on their end, as well as greatly reduce the risk of fraudulent activity.
1 vote -
Turn off ability for applicants to edit their contact information
We would really love the option to turn off applicant's ability to edit their own contact information. We have had problems with applicants changing names and email addresses during staff changes, and it creates huge problems with our record-keeping and historical data.
1 vote -
Melanie.Frazier@state.mn.us
For GLM under website settings, "Warn Applicant of an Existing Request," if this could be for applications submitted by organization. For example, a user from an organization submitted an application but then another user tries to apply for the same grant opportunity. The user trying to submit the 2nd application would be notified that an application was already submitted. There may be instances when there are multiple programs within one organization are applying for a grant, if that's the case, allow multiple programs to be identified under one umbrella organization.
1 vote -
Unique access codes
We would love access codes that can be made unique for each applicant, so that the code cannot be used more than once, and cannot be shared between potential applicants.
1 vote -
Melanie.Frazier@state.mn.us
Allow information from the organization and user details to auto-fill answers to questions in any form. For example, on the application form if the question is organization submitting an application that information would auto-populate based on the organization the user is linked to. Another example, would be if there is a question on the applicant form that asks who is completing the application, that information based on the user information of the person logged in.
1 vote -
d
Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a…
0 votes -
SmartSimple - Submission Manager and Contact Manager filters in Organization Manager
You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.
Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to…
1 vote -
SmartSimple - UI/UX feedback
We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.
Includes:
- Fleshed out submission pages
- Closing/saving a pop-up
- Missing back buttons
- Positioning of previous/next buttons
- Lock icon meaning confusion
- top-right arrow buttons meaning clarity
- navigating back to draft applications
- registration of additional users and configuring more complex use
- validating incorrect information before submitting
- "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new…
1 vote -
Include custom fields on voucher content and grant content
Currently check content provides custom fields so I am using that to send payment notifications. However, I recently discovered this sends a notice to all payment recipients not just the ACH recipients like I was told. A support representative told me that if we use Voucher Content, and Grants Content it will only send notifications to those ACH payees, but there are no custom fields in these areas so I can't include any details about the payment or who the fundholder was that issued the grant payment like I can in the check content area. Please add the custom fields…
1 vote -
Learning Center Admin Control
In the new Learning Center, we should be able to have an administrator-level account, so that we can create new users for our staff, assign them training courses, and view their progress in completing each of those. It's a missed opportunity to not have this.
1 vote -
reneamuellerleile@rosenaufoundation.org
NEW ADMINISTRATOR DASHBOARD (WORKFLOW MANAGEMENT)
Enhancement to the Dashboard to make it easier to organize the Grants Manager/Program Manager's work - oversight for the entire process, with multiple grant cycles/processes in progress at the same time and a number of reminders and follow up to ensure are completed. Not unlike the Applicant dashboard (which will make it easier to, at a glance, recognize the deliverables) - a new Administrator dashboard would significantly improve efficiency of workflow for all of the staff responsible for the grant processes.1 vote -
Sync comments between GLM and C-Suite
Would be awesome if we could have nonprofit comments in GLM synced to the nonprofit profiles in C-Suite so my team and I are always on the same page. Thanks!
1 vote -
reassigning requests
I would be nice if you could see if a request has been re-assigned by looking in the Request History, or Submission History.
1 vote -
GLM grant approval
It would be very helpful to have approval from GLM to CSuite reflected in the approval log for grants.
1 vote -
Audit Evaluator Hours & More
I would like to see a feature where the amount of time spent on on evaluating grant applications can be audited/collected. This would help us measure the amount of time spent reviewing grant applications. It would be super cool if it could be filtered per person (grant evaluator) and per process. Going deeper, even if as an administrator, I could see the total amount of time spent in Foundant would be wonderful.
1 vote -
SLM Student Contact Information - Changes for Consistency
For the screen in which SLM users input their contact information, please add a drop-down menu for the prefix. Additionally, include instructions reminding users to use proper case when entering their name and address. This will help reduce the amount of cleanup work required by the Foundation.
1 vote
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