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  1. Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.

    9 votes

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  2. In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.

    However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).

    There is a lot of back and forth with applicants and grantees, so that would be very useful!

    4 votes

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    2 comments  ·  Email  ·  Admin →
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    We are continuing to understand the  needs and workflows for emails that need to come back into the system. 


    What providers are people using? 

    Are there emails other than responses to system messages that need to live in the system? 

    If an email was sent in relation to a request, example for submitted, where would you want to view that email from? 


    Any thoughts are very helpful

  3. I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
    Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
    Also - this same…

    2 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  4. We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.

    2 votes

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    1 comment  ·  Payments  ·  Admin →
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  5. It would be wonderful if we could rearrange the forms in Process Manager to have them alphabetical or whatever arrangement makes most sense for each user

    2 votes

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  6. We have a scholarship with a 2-step evaluation process. It would be great if we could customize the dashboard view of Evaluators to show not just the score, but Evaluator responses to one of the custom questions. Our committee is sophisticated enough that they are comfortable changing the sort order on the available columns, and adding an additional column to show an additional assessment question would provide them with more flexibility.

    2 votes

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  7. Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.

    3 votes

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  8. Could we make the "This request was created as a copy by..." message more prominent? It would help if it jumped out at us so that we can do the required cleanup after a request has been copied.

    1 vote

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  9. It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  10. It would be great if administrators could permit other users (eg board members) access to the metrics dashboard. It is a great summary of the foundation giving and would be helpful for others to view

    4 votes

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  11. This functionality was previously available before the update to allow multiple organizations for one user account. This is useful when we have national organizations which apply on behalf of smaller local organizations - oftentimes they will complete the grant agreements and other initial follow-ups, and then the local organization would take over managing reporting for the rest of the lifecycle of the grant award. This is also applicable to fiscal sponsors that manage multiple awards for various organizations, and it makes it easier for us to break them out by each program when pulling reports as needed.

    1 vote

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  12. 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,…

    1 vote

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    Feedback Needed  ·  0 comments  ·  Batch  ·  Admin →
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  13. Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    87 votes

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    Feedback Needed  ·  13 comments  ·  Email  ·  Admin →
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  14. I love the addition of tables and the summary row but I also would like to see a summary column so we can have totals automated on both ends of the table.

    21 votes

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  15. It would be nice to be able to extract an application question list as a Word .doc instead of as a .pdf? We provide this list to our applicants, but it has internal only questions that appear, so it would be very helpful to be able to format this document as we see fit. - Thank you!

    76 votes

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  16. We import awards into CSuite for scholarships where the applications originate outside of SLM (i.e. our education foundation partners who manage their own application processes but we pay awards for them) and then sync them to SLM to be able to use the Follow Up functionality for getting necessary paperwork from the awardees. BUT--- there is no way to de-dupe the users in the CSuite to SLM sync process, so duplicate applicant profiles are created in SLM when we do this if the student already has a SLM profile. It creates a lot of extra manual work to have to…

    2 votes

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  17. It would be great if we could toggle the "approve request" feature on and off - especially at the LOI stage, but really at either. It is concerning that someone could approve the request accidentally. Right now we have turned off any automatic emails so that if this does happen the applicant isn't alerted, but it would be nice to simply turn the feature on only when needed.

    1 vote

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    1 comment  ·  Reviewing  ·  Admin →
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  18. I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.

    7 votes

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  19. I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.

    6 votes

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    Feedback Needed  ·  1 comment  ·  Search  ·  Admin →
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  20. It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.

    5 votes

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    Feedback Needed  ·  2 comments  ·  Email  ·  Admin →
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