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  1. Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.

    26 votes

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  2. We pay grantees on a reimbursement basis. With some programs, this is a quarterly request, with others it is a single installment at completion of project.
    In either case, their budget will be collected in excel as part of the application. I would like that file to live with the specific project and be used to request reimbursements. Since file uploads are not shared questions, I don't have an easy way to help applicants do this.
    I saw that others had requested this functionality previously and the request hasn't been implemented due to lack of support. I'm hoping that by…

    19 votes

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    Proposed Idea  ·  3 comments  ·  Follow Ups  ·  Admin →
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  3. 1 vote

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  4. It would be nice to be able to delete a submitted follow-up form without having to revert it back to Draft status.

    1 vote

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  5. We would like to remove or deactivate the "See Opportunities" button on the left-hand To Do panel. All of our applicants can get to the apply page by clicking "Apply", and having more than one pathway creates confusion.

    1 vote

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  6. It would be nice to be able to include accents in the response fields, without having to copy and paste from another document.

    1 vote

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  7. We would love a log for all activity on follow-up forms, so we can see which edits were made and when, and whether edits were made by the applicant or program officer.

    1 vote

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  8. We would love the option to turn on 2-factor authentication. Applicants often share credentials to work on application and follow-up forms, and 2FA would help eliminate confusion on their end, as well as greatly reduce the risk of fraudulent activity.

    1 vote

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  9. We would really love the option to turn off applicant's ability to edit their own contact information. We have had problems with applicants changing names and email addresses during staff changes, and it creates huge problems with our record-keeping and historical data.

    1 vote

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  10. For GLM under website settings, "Warn Applicant of an Existing Request," if this could be for applications submitted by organization. For example, a user from an organization submitted an application but then another user tries to apply for the same grant opportunity. The user trying to submit the 2nd application would be notified that an application was already submitted. There may be instances when there are multiple programs within one organization are applying for a grant, if that's the case, allow multiple programs to be identified under one umbrella organization.

    1 vote

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  11. We would love access codes that can be made unique for each applicant, so that the code cannot be used more than once, and cannot be shared between potential applicants.

    1 vote

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  12. We would love to have a Document Viewer function for the Documents tab, as well as for all documents connected to a given request. Having to download a document just to see it every time is hugely inconvenient, as is having to go through several forms to look for a given document. More Document Viewer functionality would save a lot of time.

    1 vote

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  13. Allow information from the organization and user details to auto-fill answers to questions in any form. For example, on the application form if the question is organization submitting an application that information would auto-populate based on the organization the user is linked to. Another example, would be if there is a question on the applicant form that asks who is completing the application, that information based on the user information of the person logged in.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Form Building  ·  Admin →
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  14. Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a…

    0 votes

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  15. When you create a listview that includes advanced data table displays, they are nested into a single excel cell. It would be great if there was an easy way to export out data from advanced data tables so they are parsed into individual cells.

    1 vote

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  16. You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.

    Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  17. We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.

    Includes:

    • Fleshed out submission pages
    • Closing/saving a pop-up
    • Missing back buttons
    • Positioning of previous/next buttons
    • Lock icon meaning confusion
    • top-right arrow buttons meaning clarity
    • navigating back to draft applications
    • registration of additional users and configuring more complex use
    • validating incorrect information before submitting
    • "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new…
    1 vote

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  18. Is there a way in GLM when sending an email to have the reply come back into the system so that it is recorded? Currently, I input my outlook email address in the "Reply To" but that does not pull into the GLM. I would like to be able to keep track of responses in a more seamless manner.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  19. When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.

    Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.

    29 votes

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    Proposed Idea  ·  4 comments  ·  Reviewing  ·  Admin →
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  20. In the process manager, there is currently 2 buckets for processes to live:
    -Available
    -Archive

    We'd like to see a third option for processes to live for historical management:
    -Available/Active
    -Unavailable/Inactive
    -Archive/Historical

    We have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.

    It would also…

    12 votes

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