GLM & SLM Idea Lab
122 results found
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One User Under Multiple Organizations
We're from a small community, and we often have individuals who volunteer with multiple organizations. It would be helpful if we could assign one user in GLM to multiple organizations.
118 votesWith our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
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Please bring back "Organization" autofill in the "add contact" form.
Please bring back "Organization" autofill in the "add contact" form.
When you click the "add contact" button in an organization, the form used to autofill/pre-populate with the organization name. Since Saturday 2/24/24, that no longer happens and we now have to scroll down a list of thousands of organization names to find the name to populate the field. The scroll function routinely freezes which makes it impossible to add a contact at all. Even when not frozen, the scroll list is glitchy and skips around a lot. The likelihood of accidentally adding a contact to the wrong organization is very…
3 votes -
metrics
Metrics Dashboard---While I love the addition to the dashboard and all its new features. My organization does not run on a calendar year, as the dashboards are currently set to. I would like to see a date range filter (such as one within the reporting) so I can filter to match the fy we run in.
18 votesHello!
As of our Nov 2023 Fiscal year can now be configured on metrics dashboards.
If you have additional date filtering needs please create a new idea.
Thank you for your feedback,
Sammie
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Scholarship Fund Information synced from CSuite
We would currently love if SLM could be synced to CSuite in a way that we could pull Scholarship Fund information into forms and merge templates. i.e. Scholarship Name, Scholarship Description, etc. Or at least have the ability to store scholarship fund information with SLM.
18 votes01/03/2024: Scholarships: Created a new endpoint for SLM integrated sites to allow for Scholarship Ids to be displayed in SLM. This will allow the CSuite Scholarships to display in SLM as a list. Any updates to scholarship names, new scholarships, or removed scholarships in CSuite will be updated in SLM. This will allow SLM users to set the CSuite Scholarship id on the scholarship opportunity before syncing to CSuite. If the Scholarship award is linked with a Scholarship selected from SLM, CSuite users will not have to Set Scholarship for the awards. Once the scholarship is synced, CSuite becomes the system of record.
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date history
Please update the Contact Email History text to include the date the message was sent. The date of the email shows in the dashboard but is not included in the text of the message itself. This would be really helpful when dealing with issues that arise with applicants about being awarded/declined etc.
4 votesThe request to have current date within the email can be completed by adding Current date merge tag to the email communication in the place you feel best of the body of the email.
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Automatic email to admins when new organization is created in GLM
Our team would like to be alerted when a new organization is created in GLM. This would give us a heads up on organizations that may apply in the future.
30 votesThis was released as part of our January 2024 Release.
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Sandbox Watermark
Regarding the new site design, the distinction between Sandbox and Live is too subtle. The red text in the top left is way too tiny and it's easy to miss when a client's site colors are red/orange (check out url=truecost for reference).
3 votesThank you for your feedback, we have reintroduced the watermark into sandbox.
-sammie
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Export Excel files as .xlsx instead of the old .xls format
Self explanatory, would remove the constant hassle of having to open the file and Save as .xlsx
40 votes -
applicant registration-turn off
Having the ability to turn off the ability for applicants to register themselves would be useful. I have a closed set of eligible organizations, all already loaded as organizations in GLM. I have folks create accounts for ineligible organizations, or don't head the warning when the tax-id is a duplicate.
1 voteHello,
This functionality is available in the system our support team can help you turn of the registration if you reach out to them.
best
sammie
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Assign evaluations by student in the Evaluation Assigned bucket
Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student.
1 voteHello,
This functionality will be part of our March 2024 release on 6th. If you need this functionality prior please reach out to our support team and they can implement it for you early.
Best
sammie
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metrics
We are excited about the metrics dashboard and how it could help us analyze funding for our organization. In addition to changing the timeframe option to view the data by fiscal year (instead of calendar year), we would like the different download options as well (i.e excel and .csv). Thank you.
5 votesYou can now change the timeframe for metrics dashboards to reflect your Fiscal Year!
If you have additional date filtering needs please create a new idea.
Best
sammie
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Sandbox redesign (2)
The font of the header text on the workload pages is crazy-tiny, especially given that it's bolded. Please change this.
2 votesThank you for the feedback we have increased the font size in the following places:
table headers
question instructions
administrator comments
Best,
Sammie
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Email reminder of deadline for applicants in draft stage
Hear me out.... an automatic email message that is sent out to all applicants who are in the draft stage, as a reminder to complete their application for the grant cycle that is ending. "Dear applicant, you currently have an application for the (insert grant cycle name) grant cycle in draft. Don't forget that the application deadline is tomorrow (insert date). We look forward to receiving your application."
112 votesAs of our February 2024 Release you can now create an automated deadline reminder email for all form types.
We thank you for feedback and partnership as we continue to evolve GLM/SLM. If you have feedback on this functionality please reach out or create a new idea.
The Foundant Team
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Mechanism to bulk download photos attached to follow up forms
Many of our reports include an option to upload a photo. Right now, the only way we know how to download them is by opening each individual follow up and saving each photo.
Much like there is a bulk PDF for submitted reports, a bulk download for photos would be tremendously helpful!
1 voteHi Sarah,
this workflow should be available through merge templates on the request and decision page. Reach out to support@foundant.com and then can help you through this process.
-sammie
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Batch Change the Due Date for a Follow Up Form
If we need to change the due date for a follow up form that is assigned to a cycle of grants in one process, it'd be convenient to make those changes in a batch instead of individually making the change with each applicant. When we are dealing with 50 applicants in a process, this can be tedious.
2 votesBatch changing deadlines can for a form can be done from clicking the pencil icon by the deadline through the process manager. Reach out to our support team to learn more about this process.
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customize evaluation dashboard
This year our evaluators said it would be helpful if they could see a custom column on their dashboard that shows their evaluation comments.
4 votesHi Lee,
this functionality is available to standard and above licenses if you reach out to support@foundant.com they can help you implement this.
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Option to Create Individual Files When Batch Creating Merge Documents
It would be extremely helpful to have the option of creating individual files when creating merge documents for multiple requests. Currently the only option is to select them one at a time or manually split the single file containing all the requests selected.
1 voteHi Mandy,
when doing batch create of documents you will see the option to do a zip file this will create individual documents in bulk instead of one large file.
If needed reach out to support to learn more.
Best
sammie
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Autosave In Progress Applications
Build a function where in-progress LOIs/applications and evaluations autosave regularly (perhaps every 30 seconds like in Google Drive/Forms)? I cannot tell you how many folks exit the page or forgot to hit save/submit, and lose all of their work, because they're used to autosave functions on so many other softwares they use. This would save so many headaches, and truly improve the experience for our applicants, grantess, and staff.
2 votesHello Annie,
Autosave is enabled in all Foundant forms. Questions save as you move from question to question, with every 100 characters in text responses, and any other click or take action the work will be saved. At a maximum with our autosave a user should only lose work of one questions. If you have seen this not be the case we ask the you please escalate to our support team.
-sammie
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Update answer choices once the question has been used
Update answer choices once the question has been used. Be able to update an answer choice once it has been used, so that when it pulls into subsequent forms it can show the updated wording. For example, on the intake form we used K12, but on the subsequent forms we received feedback that it would be better to say "Kindergarten - 12th grade"
1 voteHello,
The ability to edit choices with in lists is something our support team can give you access to do within the system. If you reach out to them at support@foundant.com they will help you with configuration.
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Assign a Scholarship Fund
SLM/Scholarship Processing:
The way our current universal application functions is that when we go in to award scholarships to our students, we have to find their application for that specific scholarship opportunity. From there, we can award x amount of money to that student, from that fund.
This can be tedious and can cause the system to load slowly, as we have over 4000 applications loading at a time, one for each scholarship opportunity match.
I would love it if we could implement something like a dropdown or similar feature, where I can select a student and then assign them…
5 votesHello,
With our January 2024 Release we implemented a new workflow to add the scholarship fund on the opportunity so that it moves forward when syncing to communitysuite. We hope this helps streamline your workflow and encourage you to create a new idea lab item with additional items.
best
sammie
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