1072 results found
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SLM UA Color
We have three SLM UA's that students can apply to and as it currently appears on a student's dashboard, all UA's are in the color blue. Is there a way that each UA has their own color. This will help with an inclusivity for color blindness.
2 votes -
Move the Copy Request option of Select Initial Status to the top of the list of Process selections
Back in the day, when you could Copy Request, we could just copy into Draft and still be able to submit as an Applicant without too much stress. At least, that is how I remember the system working. Especially working with Internal Processes. We may have even had a Submit button at the bottom. I don't recall exactly, but now, it's a bit more work.
Now, I have to be sure to scroll to the bottom of my long list of processes to be able to find the Select Initial Status options and be sure to select the Submitted option-particularly…
2 votes -
Organization Viewable by Applicant - Primary Contact
Add an option to the 'Organization Viewable by Applicant' site setting in GLM to be able to set the visibility to users marked as the primary contact. It'd give us an option that is more restrictive that the 'all' option but more automated than the 'user-by-user' option.
2 votes -
document viewer indicator
It would be helpful to have an indicator for the number of documents in Document Viewer similar to the indicator on the Documents tab.
2 votes -
Batch add multiple Processes when assigning new Evaluators.
Batch add multiple Processes when assigning new Evaluators.
We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.
So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.
The way things are currently set up,…
2 votes -
It would be helpful if the evaluation scores for each section could be added to give a total score for an applicant.
We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.
2 votes -
Mark an application that you would like to revisit
I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.
2 votes -
Create the ability to recover deleted data sets from reports
Create the ability to recover deleted data sets.
2 votes -
kbakhshi@fmscleveland.com
Request ID number
We would like to be able to identify a particular request or award by an ID number, and then search for requests based on that number. I wish Foundant assigned a simple ID to each request or award. (not the 32 digit GUID, which is not usuable).
I know we could add an internal field and assign our own number, but there could be duplication or errors in that process.
2 votes -
Remove "Rating" as a required field for Evaluations
Remove the Rating system from Evaluations as a required field.
Our Evaluations never show as Complete even when they are because we do not use a rating system to evaluate grants.2 votes -
Set defaults to have Active and Inactive profiles searched in GLM/SLM
When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".
Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".
2 votes -
Show Merge documents in alphabetical order
On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.
2 votes -
Evaluator profile linked to conflicting org profiles
We have a number of evaluators with conflicts. Would be great if we could record these conflicts in a form and then have the system prevent us from assigning an evaluator to read a request from an org they have a conflict with
2 votes -
Evaluator Discussion Forum/Bulletin
currently have an evaluator bulletin where reviewers can post questions to foundation admin that they need to ask the applicants. Questions are linked to a project, other reviewers can see all the questions and the answer. Staff receive a notification when a question is posted, all evaluators get a notification when a response is submitted by staff.
2 votes -
Integrating Email & Phone Notes
Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.
Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section…
2 votes -
queue tasks
I would like to be able to task where it would go into a pool system where staff could accept or take tasks.
1 vote -
Bring back the ability to "pop out" the support chat window.
Please bring back the ability to pop out the chat window from the webpage. The revision to the chat prohibits the ability to detach the chat window from the webpage and move it across the screen so its viewable while working in GLM. It now disappears when continuing to work or look at forms to answer support staff questions.
1 vote -
Score Field Improvements
Have 2 Score Fields in Reporting - one for LOI Evaluation Scores, and one for Grant Application Evaluation Scores. For Example, this would eliminate the need to filter out the scores when creating Reports for a process that has an LOI (because the current "Score" field combines the scores of the LOI and the Grant Application). Once the grant applications move onto the Evaluation stage, Board Members prefer scoring on the grant application because it's more current, and for Foundations like ours, we conduct in-person site visits, and Board Members are completing the Application Evaluations based on our site visit…
1 vote -
k.morris@mhjf.org
It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!
1 vote -
filter in idea lab search
This was briefly touched on before https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/16809247-filterable-search-results-in-idea-lab
after doing a search in idea lab it would be helpful to be able to narrow down the search instead of having to go through many pages of answers. Being able to filter by status at minimum.
tagging and filtering by product would also be helpful
1 vote
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