928 results found
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Process building
I'd love to have a side by side feature in the create process area, meaning it would be good to be able to also edit any email templates that are needed (or forms) within a process, but within the same screen. I don't know if this could be done via a pop up window, or if it could be the side by side view (similar to what an evaluator would have), but I'd love to not have to add a second open tab or have to get out of a process any time I need to go update or add…
1 vote -
Toggle between friendly names
I'd like to be able to have different friendly names on outgoing emails for different programs. Ideally, it would be another choice on an email template/message.
1 vote -
GLM CommunitySuite Questions: Add Grant Type
It would be incredibly beneficial if GLM included a CommunitySuite question type that allows users to directly select options from the "Grant Type" dropdown list in CommunitySuite.
Currently, we list this question in our GLM applications, and our Grant Manager manually selects the grant type. However, this information isn't automatically linked to CommunitySuite, requiring our Financial Manager to also go into CSuite and designate the 'Grant Type' for each grant processed.1 vote -
Credit card fees on campaign Income Statements
The income statement for CAMPAIGNS should include all the expenses - including credit card processing fees. We need a full view of the financials for each campaign. Thank you!
1 vote -
search users/organizations added to grant manger permissions
I would like to be able to turn off the ability to search users (in GLM and SLM) and search organizations (in GLM) for grant mangers.
As a grant manager in SLM, I am able to search and view contact info for students (who are minors) that I am not assigned to.
1 vote -
Re-Arrange Contact List in GLM
It would be useful if you could re-arrange the Contact list under Organization Summary in GLM. Simply click and drag to re-arrange the Contact order.
1 vote -
Clarifying language for the Warn Applicant of Existing Application pop up
Users may find it helpful if Foundant updated the language on the applicant-facing pop-up that notifies users of existing request drafts. Currently, the pop-up provides link to the existing draft(s) and two buttons: Apply and Cancel, which does not seem to be intuitive for navigating to an existing draft.
To reduce confusion, would it be possible to change the Apply button text to Start New Draft. This updated language would clearly indicate that selecting this option will create a new draft rather than continuing with an existing one.
This change should improve the user experience by making the navigation options…
1 vote -
Update branching logic when updating or synching fields
I recently requested that some fields be synched between two processes. The sync resulted in broken branching logic on one of them. I would like for branching logic to be automatically updated when fields used in the logic are updated, i.e. when fields are synced, or when a multiple choice item is renamed. Because the updates often are made outside of the form that has the affected logic, the only way the broken logic is ultimately discovered is when an applicant encounters an issue and reports it. If branching logic can't be automatically updated, then please provide some sort of…
1 vote -
Enable grant reviewers to print their comments for reference
Our board members who review grants would like to be able to create their own report that would show their comments for each applicant, so they could print these and bring them to the review meeting.
1 vote -
Opportunity Specific Questions - see the total # of opportunities it applies to
UA - Application - See the total # of opportunities a 'opportunity specific question' applies to.
I have several questions that are only for need-based scholarships. On every one of these questions I have to check my 40-50 opportunities. It would be very helpful to see the total number that are checked to help me be sure I have them all.
1 vote -
date based third party reminder
Someone else requested it, but it was archived, so I would like to bring back into consideration third party reminders based on a due date (the application due date, if not a separate third party due date), instead of the date when the third party response was requested. Our application process opens several months before the application due date, and some requests are made right away. Not only will those recommenders forget by the actual due date, but it has historically seriously annoyed our recommenders to receive a reminder before the actual due date. We love having an automatic reminder,…
1 vote -
Hide "add to cart" button in grant catalog grants
With grant catalogs, we're able to hide the donate button until we're ready to let donors contribute; however, we are not able to hide the "add to cart" button for each individual grant when someone clicks directly into that grant from the grant catalog. For our Match Days, some organizations like to have the unique URL for their specific grant catalog item to promote which bypasses the top level grant catalog. This is where we cannot suppress until "Match Day" starts.
1 vote -
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.
1 vote -
Automatic email triggered by question in application
I'd like to see an automatic email be sent based on a question answered on the application. For example, "Would you like information on the other financial aid assistance we offer?" And if they click "Yes" then an email with more information is sent.
1 vote -
Evaluation "side by side" lock
It would be helpful if Evaluators could "lock" the dotted line that allows them to split the screen between the Application & Evaluation. Having to reset it with each of over 200 applications is both a pain and adds up to a lot of time.
1 vote -
Allow more than 2 Evaluations for a process
Allow for more than 2 Evaluations for a process. We have different groups of reviewers that would evaluate the same applications against a different set of criteria.
1 vote -
Scheduling Visits in Application
I work with three volunteer-led initiatives where grant applicants must schedule a conversation after submitting their application, but before grant decisions. We used to Jotform and embedded Calendly as an application question, which cut down on the administrative burden of follow-up emails to ensure applicants booked their meeting.
Currently, we have a checkbox that applicants check to confirm their understanding that their application is complete once they schedule the conversation. In the application received/submitted email, we provide them with the link to schedule. We ended up having to do a lot of follow-up. We're considering embedding a scheduling link directly…
1 vote -
country
Right now, your Country Code field shows a full country, but then EXPORTS it as a two letter abbreviation. This makes it functionally useless for any reporting because we need to know what country something is in and not the two letter abbreviation which I fail to understand the usefulness of.
1 vote -
Tutorial Pages without Links to Entire Platform Knowledge-base
I would love to see the tutorials for applicants, evaluators, and third-parties hosted on pages that don't link to the entire knowledge-base of the GLM and SLM platforms. I would love to link these pages on each of the dashboards for these roles, but I am currently hesitant because those users could click on links of topics that are not related to what they need to do in the system, which could lead to confusion.
1 vote -
Sharing Questions for the Nested Lists
I don't see this idea listed the way that I'm gong to explain it. I would like to use "Nested Lists" but I don't because I cannot share those lists on decisions, follow-ups, etc. It is a wonderful function but useless when I have to go back to the application to see what the responses to the nested questions. I believe that sharing nested lists throughout the workflow would be a great feature to access.
1 vote
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