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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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103 results found

  1. Documents: Forms and Files - challenging layout
    In the new applicant experience, it appears the applicant will click on "Documents" to access their LOI, Application, follow-up forms, and any documents uploaded by the administrator. It seems confusing for the word "Documents" to encapsulate all of those aspects of the process. And then
    it seems odd that "Forms" includes the LOI, the Application, and any of the follow-up forms. Perhaps it's just that I'm accustomed to thinking of those as separate parts of the process and thus should be put into their own buckets.
    In the old experience, it's much easier…

    2 votes

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  2. Under the View Organization History system setting, it would be helpful to have an option of "Organization-by-Organization". Right now there are three options 1)All, 2)None, 3) User-by-user. It would be helpful to have it an option for Organization-by-Organization for those orgs who have the same EIN# but separate local chapters (or schools, in the case of a school district). For these type of applicants, we only want them to see their own chapter's information; but for all the rest of our nonprofit applicants, with the high turnover of NPO staff, it's helpful for them to see their entire organizational history.

    6 votes

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  3. A Chat feature to be able to help students in the moment could be very helpful.

    Student behavior - Once they leave an application it is hard to get them back to finish it. Students are used to using a CHAT feature when they need help. They often won't pick up a phone for help & are hesitant to send emails.

    I would rather help them in the moment then spend time on my Dashboard figuring out why they have some applications in draft, some in submitted and emailing them how to keep going. (Students often don't read emails)

    It…

    33 votes

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  4. It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.

    5 votes

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  5. It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.

    10 votes

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  6. During the registration process, it would be very helpful if the address had an autocomplete option similar to how many online retailers do these days.

    When filling in the address 1 line, the system would automatically start showing the full street address based on what the applicant has input so far. Then, they'd be able to select their address from the drop-down list and this would automatically populate the remaining address fields on the registration form.

    This is a common practice with online retailers today and would be incredibly helpful in GLM/SLM as many applicants don't correctly input their address…

    2 votes

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  7. We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!

    9 votes

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  8. Is there a way to get direct links to processes/applications to share with grantees?

    5 votes

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  9. I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.

    We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.

    Having the ability to hide or remove the "Preview" option while still having the process/application show on the…

    2 votes

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  10. Unfortunately, I’ve had a couple of organizations inadvertently fill out the questions on the application after clicking the “Preview” button on the Apply page instead of the “Apply”. This is super confusing and I was wondering if there is a way to “grey out” the fields in the preview version so that they cannot fill out the form. Or have clear warnings at the top or next to the questions. It’s been very time consuming for those thinking they have almost completed the application form only to realize it can’t be saved.

    1 vote

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  11. I need a denial email to be sent to the applicant when I hit deny on the application. When the application is approved, an email is sent. But I have to go in and send a separate email after I have denied the request. I don't want to deny a request but forget to notify them!

    4 votes

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  12. Rich Text improvement ... please allow hyperlinks/URLs to be added by applicants in their text area responses. We would like applicants to show us where and how they are recognizing the Foundation for funding. By allowing them to include hyperlinks in their answers it would give easy access to the Trustees to view.

    2 votes

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  13. Include Applicant Field to Add Third Party Name with the Email Address:

    To help us keep track of Third Party Recommendations and contact those persons if needed, it would be helpful to have a field where the applicant enters the name of the person that they are entering the email for when initializing a Third Party Request. We've added a name field to the Third Party form portion that we can control, but that doesn't help us in the pre-deadline portion of our process. Thanks for your consideration!

    1 vote

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  14. New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.

    6 votes

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  15. Resurrecting a request from another user that was archived.

    We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.

    Original request submission:
    We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
    I would like there to be…

    5 votes

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  16. Add the ability to add an auto-email template so users can be notified when a document is added to the documents tab. Especially if applicant facing.

    6 votes

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  17. Users may find it helpful if Foundant updated the language on the applicant-facing pop-up that notifies users of existing request drafts. Currently, the pop-up provides link to the existing draft(s) and two buttons: Apply and Cancel, which does not seem to be intuitive for navigating to an existing draft.

    To reduce confusion, would it be possible to change the Apply button text to Start New Draft. This updated language would clearly indicate that selecting this option will create a new draft rather than continuing with an existing one.

    This change should improve the user experience by making the navigation options…

    2 votes

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  18. We use branching questions in our grant application that are set to internal so we can branch an applicant to the application we want them to complete and not have multiple processes in our site. I just realized that when an applicant clicks on the "Question List" button in their site, this shows them ALL of the questions in our application, regardless of how the application should be branched. The fact that applicants can see the entire question list for an application seems to negate the purpose of branching. This is very confusing for applicants because they do not know…

    5 votes

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    Hello,

    You are correct in that all branch groups are displayed in the question list; we follow this as best practice for projects like project streamlining so that applicants don't become surprised by the amount of time the application will take them. We also encourage as a best practice that you add instructions to the branch groups for that visibility and communication explain when they will see that group.


    However, Internal Questions should not be displayed to applicants. Please report this to our support team so that we can review it.


    • The Foudnant Team
  19. Applicants love the collaborator feature, but they are confused with "Can view, Can edit or Can submit" because they do not understand the permissions are additive. Would it be possible to change these to "Can view", "Can edit" and "Can edit and submit"? Even an explanatory pop-up would be helpful.

    Would also like an additional checkbox "Allow to invite other collaborators" or such. My applicants are asking for this. Either that or include it as part of the Submit permission.

    I know that this was submitted in the past, I am suggesting it again.

    1 vote

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  20. Update GrantHub Pro to match the landing page and user interface of GrantHub for a smoother transition and ease of use. Essentially reskinning Granthub Pro to utilize the regular Granthub user interface with the added functionality of granthub pro.

    1 vote

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