101 results found
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Comments
I accidentally deleted a comment since I was not use to the new dashboard look and See More is sort of hidden in the preview of the comments. Foundant couldn't do anything to help. Would be great if there was a recently deleted or bold the See More.
5 votes -
Custom Content on New Applicant Dashboard
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.
40 votes -
GLM: Block new application if grant report isn't complete
Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM
88 votesThank you for the idea.
Would you hope this is implemented across all processes?
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Issues with 3rd party request changed to "upload myself" option
We have two options for a student to submit a letter of recommendation. They can ask a teacher to do this (via the 3rd party request in the system) or they can elect to upload the letter themselves.
If an applicant starts with the 3rd party request option, but then later changes it to "upload myself" because the original recommender did not follow through, the SLM system still thinks there is a missing 3rd party request.
The student's application stays in the "Action needed" column, even though the letter is uploaded AND it shows as 0/1 in the 3rd Party…
1 vote -
Change "Date" to "Decision Date" in Organization History
This is just a minor UI/UX suggestion. I recently had a grantee miss a deadline because they thought the dates shown on past requests in the Organization History indicated the date the requests were submitted, not the date they were approved. Granted, there are plenty of other ways to check deadlines, but I imagine if it's happened once, it's probably happened other times as well. All this would take is changing the Date column to read Decision Date.
3 votes -
Journal Entries
Eliminate separate journal entries from being produced when there are multiple funds attached to a single journal entry. The creation of multiple journal entries makes it more difficult to review.
1 vote -
Timing of Automated Emails
This idea was posted back in 2019 and had 20+ upvotes. Our grantees receive their automatic email reminders for forms in the middle of the night - about 3am CST! Support says that emails begin sending automatically at 2am, and continue until they have all been sent. There needs to be an option to adjust this. Nonprofit employees shouldn't worry about their phones pinging in the middle of the night. "Hey, it's us! Just popping into your bedroom to remind you that your follow up form is due tomorrow!" LOL
17 votes -
Non-Assigned Users to View Follow Up Forms (GLM)
I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.
18 votes -
Applicant vs Evaluator Role error
Trying for this idea again.
We have many users that act as both applicants and evaluators, at different times. We frequently have users contact us because they’re not able to submit forms related to their requests as applicants. Even though they’ve been told they need to be under the applicant role, they log in, see their applicant forms right there on the evaluator dashboard, fill them out, and then can’t submit. Unhelpfully, the error message they get is that there is a prior form that they haven’t submitted, which isn’t the case.
Possible solutions:
1) Upon login, default to the…1 vote -
Organization Contact - Delete PDF
This could already be an option, but often grantees and applicants have to request that documents be deleted since they do not have the option to do so themselves.
1 vote -
Organizational Information Section - that is evergreen
We would really like to have information uploaded to an Organizational page/section. For example - one-time upload of 501(c)3 documents, board members, organizational chart, the reason for non-profit, D&O insurance ect. A place where they can change when needed, but not each grant cycle.
27 votes -
training tutorials
In GLM and SLM, when onboarding new staff members who will be administrators to the environment, there is not really a clear way to lead them through training. The training used to be straight forward with Base Camp and the videos were sequential in logic to help build a true understanding of the software tools. Maybe I'm missing something, but I don't find anything like that now in the Learning Center. There's a catalog of videos and FAQs, but unless I go in and hand pick the ones I want my staff person to take, there's no great way to…
3 votes -
Follow Up Reports available with past applications under Organization History tab
It would be great if follow up reports showed up along with the past applications under the Organization History tab so all the members of an organization could see this important part of an application. With the high rates of turn over at a lot of these organizations having the follow report tied to the person who submitted the report is very limiting.
12 votes -
Prevent Duplicate Applications in GLM
Please consider only allowing one application per process by each organization. I saw duplicate application from single applicant most of the time. I would be greatly appreciate if it is fixed soon.
2 votes -
Make the Fund Name from CSuite visible in GLM forms besides the Installment Form.
CSuite/GLM synced grants: Applicants that receive multiple grants from designated funds need to be able to see the Fund Name in order to easily differentiate between the grants they have received. It needs to be available for other forms and merge fields too. Specifically on Follow Up forms and in email merge templates.
2 votes -
Default answer and auto populate on applications
I would like to be able to set a default answer to questions on the application. Like for drop down or radial buttons, I want to choose a default and then have the option to change it if needed. It would also be useful for information to auto populate from one question to another. For example, the project title would autofill to another question that is a summary of the request.
1 vote -
Administrator comment
Please change the color of the Administrator Comment box!
When we provide comments for our applicants, they are constantly complaining that the box blends in with the rest of the white and off-white colors and words on the screen. It's true!
Please change the white box to a colored box or allow administrators to choose the color of the box or change the text color for administrator comments. This small change would improve the applicant experience.
8 votes -
Expand organization address fields for international addresses
In GLM, the address fields do not allow for international organizations, and the strict requirements often make it so international applicants have to input incorrect information in order to create a profile. It would be great if these fields could accommodate international addresses.
2 votes -
Stop Applicant from Reapplying
Please add a toggle that admin can switch to Stop applicants from applying for the same process twice. This feels like it should be the default anyway. We had over 400 hundred applications this last round. Duplicates cause huge issues with some getting approved and awarded $ twice. A Warning Message isn't enough; if they can still click that Apply button, they will...
3 votes -
Administrator Comments Visible to Collaborators
It would be very helpful if collaborators or others in an organization could see any administrator comments made within an LOI or application. Currently, only the applicant can see the comments. If the applicant is asking for help from a collaborator, it is necessary that the collaborator see our comments.
3 votes
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