1072 results found
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UA - administrator visibility of amount spendable per opportunity
I've heard more than one client that it would be helpful to have a space in SLM/UA to track the spendable amount of each opportunity (similar to the process budget). The clients would use this question to track amounts awarded against the spendable balance to know "where they are" in the balance. If this could integrate from CSuite, that would be even better, but non-integrated clients have also asked for this so ideally, it's something that needs either option.
1 vote -
Applicants should be able to receive a confirmation email once they have had to resubmit an application.
As of now, if an applicant has to resubmit an application due to it being deemed incomplete, they can not receive a second confirmation email. This is critical, especially for smaller organizations, as it saves time and reassures applicants that their resubmittal has been processed.
1 vote -
Flag application questions that still need completing
Applicant requested a navigation or flag for questions that still need to be completed.
1 vote -
Evaluations: Availability of "White Board" common space for evaluators
Our grant committee has multiple times requested the ability for evaluators to have a "white board" type space in the evaluation process that they each can communicate with each other and ask raise questions about the grantee being reviewed so that all evaluators viewing that grantee could see what questions/clarifications are needed for that particular grantee. Right now, they communicate through me as the program manager and cannot communicate with each other through the software.
1 vote -
applicant dashboard
On the applicant dashboard, it would be helpful in Historical to show by default (without needing to expand) the status of the request. From the applicant's perspective, it's key to know if a request was denied, approved and completed, or abandoned. It's nice to see immediately what was successful and what was not. The arrow to expand next to the category heading is not clear.
1 vote -
Committees for Evaluation in GLM
It would be nice to have a Committee option in GLM, like SLM, for evaluators. We utilize the portal for different processes throughout the year including accepting nominations for an awards event we host. It would be helpful to use a committee option when assigning evaluators.
1 vote -
Add New Custom Fields to ONLY Future Grants without using Versioning or Custom Visibility Conditions
Currently, when we want to add new custom fields to new records without adding them to existing/historical records, we either have to install SmartVersioning or utilize the Created Date in a custom visibility condition on the field.
SmartVersioning is a large investment of time and effort to install and utilize properly, so I often use custom visibility when this type of need is not a large one. However, recently, I learned that each custom visibility condition could impact system performance long-term, so it would be extremely useful to be able to add new fields to only new records without having…
1 vote -
Ability to permanently set date range in my dashboard
Issue: Ability to permanently set date range in my dashboard.
I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.
I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a…
1 vote -
custom date on dashboard
Issue: Ability to permanently set date range in my dashboard
I have come to rely on my dashboard, it is set as my landing page when I login in to C-Suite each day. There is a feature that I am hoping can be improved. When you launch the dashboard, the date range is based on that day's date and provides a year's worth of lookback data.
I use the dashboard for my fiscal year for the most part. It's true, you can adjust the dates. And I do...because you have to do it every time you wish to see a…
1 vote -
Synced/Approved Grant Notification
Implementing an automated email or system notification in CSuite when grants are synced or approved from GLM would greatly reduce the risk of missed payments and improve workflow efficiency.
As Grants Manager, I primarily work in GLM while our CFO manages CSuite. Currently, we rely on long email threads to track requests and approvals, making it easy for information to be overlooked. Approved grants have gone unpaid on time simply because the approvals were buried in email.
An automatic email alert - similar to those sent to administrators when a form is submitted in GLM - or a visible CSuite…
1 vote -
Integrating with MonkeyPod nonprofit financial platform, CRM, fundraising, email marketing
MonkeyPod is a software for Nonprofits, including grant-makers like ArtsNow. It houses our financial platform (taking the place of Quickbooks which does not speak nonprofit), CRM, fundraising, email marketing, etc.
A connection with Foundant would allow a full integration with the financial platform for grant applications that are approved and automate the accounting in the same way they do for other platforms.
1 vote -
Integrate with SMU DataArts
SMU DataArts (https://culturaldata.org/about/) is widely recognized as the standard for data collection and analysis in the arts and culture sector. Many funders—including private foundations, municipal and regional agencies, and state-level public funding entities—already require applicants to complete the Cultural Data Profile (CDP) as part of the grant process.
This creates duplication and added costs. For example, the Ohio Arts Council
uses SMU DataArts through its Artie platform to collect and report statewide impact data. In Cleveland, Cuyahoga Arts & Culture relies on a costly customized SurveyMonkey system (https://apply.surveymonkey.com). In both cases, arts organizations are entering the…1 vote -
Allow Impact Maps to run for non-organization grants
Currently Impact Maps can only run off of Organization data. We need to run an Impact Map for awardees on grants only for individuals. This is not possible in the current configuration. Ideally it would be able to run off the Primary Contact or Owner of the record as well if we could toggle that in the Impact Map settings.
1 vote -
Adding a Language Translation Feature
It would be nice to add a language translation feature for our applicants. This would help us reach more people.
1 vote -
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
1 vote -
deidentified version of the evaluation summary
In Application Evaluation Closed, the PDF Evaluation Summary is wonderful. I was hoping that it might be possible to generate a deidentified version of the evaluation summary, with the evaluators names changed to ‘Evaluator 1, Evaluator 2, Evaluator 3, etc.’ Currently we have an assistant who manually edits each PDF, but this is tedious and prone to human error.
1 vote -
CSuite fields populate for GLM created grants
I would love to see more CSuite fields auto populate when the grant is STARTED in GLM.
Issue is we would like grant advisor field populated in CSuite and GLM. If the grant is started in GLM, this field does not auto populate. Since fund advisor is a fund field, I thought once the fund was assigned in CSuite, the field would populate and push to GLM. That does not happen. I must manually add the grant advisor in CSuite and refresh GLM.
1 vote -
Report Listing Profile Creators
Be able to run a report in Community Suite that returns all of the Profiles created within a set period of time and the name of the user that created each profile.
1 vote -
3rd Party Email Resends by Admins in Email History
Recently in SLM, we've had multiple 3rd party persons reach out to us to have the Request Link email resent to them so they can complete a student's letter of recommendation. To keep track of and know that they were sent, opened, etc., would it be possible to include those emails sent from the administrator's side of the platform in the searchable Email History module in the Communications section? We had a few that we resent tell us that they didn't even receive the ones from the admin. We also told them to look for the administrator@grantinterface.com sender address. Something…
1 vote -
amcelroy@cfrichmond.org
Improve the new applicant dashboard in SLM. We utilize SLM primarily for our scholarship program but do also have two awards programs that we also use SLM to run the nomination process. Our scholarship processes are all connected with eligibility quizzes, therefore when the scholarship season is closed, our dahsboard now looks like this. Please consider making the yellow card larger to fill the top space so that 1. All the information populates without needing to click 'See More,' and 2. Makes the new dashboard more appealing for a user as the current view is empty and looks incomplete.
One…
1 vote
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