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  1. Would love for Candid to automatically check/verify applicants 501c3 status prior to them submitting a Letter of Intent/Application or at least showing on their submitted application what the status of the organization is.

    It would be nice to see all submitted applications and the status of their organization right there on the Dashboard all at one glance or at least within their application.

    1 vote

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  2. Ability to reassign an edibility quiz already submitted to a different person in the organization, just like other forms.

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  3. Create a way to export processes from a universe without having to individually create them in the process tab? Like, if you have a universe full of application opportunities, you would have the ability to move each application opportunity to an individual process by copying every process into its own. This would then move all eligibility requirements, application, evaluation, and follow ups to the new process. Then in each process, you are able to edit out the eligibility requirements that are no longer needed.

    1 vote

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  4. Our GLM site is linked to QuickBooks Online through the new integration. In the Account drop down list on the Installment Form, the one Chart of Account account we charge grant payments to is not included in the list. There are 46 accounts that we can select from....just not the one expense account that we charge all grant payments to!
    I would like to be able to have our grant account added to the list of available accounts and the other accounts deleted.

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    0 comments  ·  Payments  ·  Admin →
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  5. On the Applicant Opportunities tab on the UA - could we edit the order that the opportunities are listed? I know we can alphabetize the entire list, but I have two separate groupings of opportunities. I just added two new opportunities for 2025 and I want to put them each in a specific location on the list. Thank you.

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  6. I would like an option to download a version of the online grants catalog. It could be as simple as a list of the non-profits featured or be more detailed and include the brief request, organization name and website. This would help us mail versions of the catalog to donors who prefer paper over digital and allow our Development team to have a paper document to show when meeting with prospective donors.

    1 vote

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  7. There is a discrepancy between GLM and CSuite charity checks. When a private foundation applies it 'passes' the charity check unless you think to check in the Publication 78 box. When you run the same org in CSuite, a more obvious charity check message about their private foundation status displays. It would be helpful to have a more clear way of flagging private foundations within GLM before applicants get further in the process.

    1 vote

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  8. Automated Data Synchronization:

    Establish automatic syncing of relevant data between GLM and our main systems. This would ensure that updates in GLM reflect in real-time, reducing manual data entry and minimizing errors.
    Identical Profiles:

    Ensure that the profiles in C-Suite and GLM Org are identical, containing all the same required information. This uniformity will simplify data management and ensure consistency across both platforms.
    User Suggestions for Profile Changes:

    Allow organizations, grantees, and other stakeholders to suggest changes to their main profiles through their portal accounts. This feature will enable them to keep their information up to date and ensure accuracy.…

    1 vote

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  9. I am having a hard time getting Latino scholarship applicants because it takes 2 factor verification to get into the system. Most of our Latino students do not have cell phones or computers at home so it is difficult for them to apply

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  10. On a couple of occasions, I have accidentally reverted an application from application draft to LOI draft. Unfortunately, this erases all entries that were made to the application. I would like to see if this can be altered to allow all information that is entered in application draft to be retained. Otherwise, the applicant must re-enter all information and upload associated documentation again. I understand this is my mistake, but this is not a user friendly feature. Thank you.

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  11. We have expanded to use this application to our Europe locations. As of right now, the Amount Requested is hard coded to ONLY dollars. Is there any interest in expanding this to other currencies?

    1 vote

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  12. I would love a way to flag or star specific grant reports with high-quality content/photos for sharing out. We are working on sharing more of our grantee success stories and it would be great to save specific reports we want to share later on, potentially with the ability to create a report of these follow ups so we can find them easily.

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    0 comments  ·  Follow Ups  ·  Admin →
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  13. There needs to be a way to link GLM Organizations to QB Online or Desktop via Other rather than Vendor. Vendor linkage is fine for true vendors who have provided a good or service, but the IRS requires that grantors receive no goods or services from their grantees. This is a legal definition. Thus, you are mixing two distinct groups whom a grantor pays.

    1 vote

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  14. Ability to view the "Advanced Options" tab at any stages in SLM. Currently only when there are no follow ups assigned can you make changes to the visibility of the request which has been an issue for us.

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  15. With the new feature of Adding and Removing Applicants to Multiple Organizations, the grant managers need to be able to have this feature, too!! PLEASE PLEASE PLEASE

    1 vote

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  16. We definitely need the ability to add at least three custom columns - 2 is just too few. But while we are limited in the number of columns we can add, it is heartbreaking to have a precious Evaluator column wasted on a system column we don't use. Additionally, because this particular column is there we can't use the Scoring question type, because it will populate this columns with numbers that won't mean anything to our Evaluators and will confuse them. We rank on a 1 through 4 scale with 1 the highest and 4 the lowest - only the…

    1 vote

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  17. One master login and password for any applicant. We are part of a RAG. Most use Foundant. It would be great if the applicants could log in once to get to all grant makers. One more step to a single application.

    1 vote

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  18. From one of our grantees:

    When saving application DRAFTS, it would be easier and save us time if the application returned to the question that we were last writing rather than to a separate page where we then need to return to the top of the application page and find the question where we left off.

    Also, if we could print the DRAFT applications directly, rather than downloading a PDF first, that would again be a timesaver.

    1 vote

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  19. It is impossible for every committee member to evaluate every submitted application, yet all the committee members are making the decisions when it comes time to vote on grant approvals and declinations. Instead of creating and sharing a report with everyone, it would be great it they had access to "view only" or "read only" all the applications that were submitted but not assigned to them to evaluate so that they aren't hearing about an application for the first time at the grants meeting when it's time to make decisions.

    1 vote

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  20. We would like an account aggregator that feeds directly from our main bank account into our general ledger (or someplace). We have missed transactions (due to human error) and this would prevent us from missing transactions that occur in our checking account.

    1 vote

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