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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. This feature would allow an admin to set up an email reminding the admin and grants managers (other pertinent roles/individuals could be selected - in our case this could include front desk staff) that a grant deadline for applicants is approaching.

    1 vote

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  2. When assigning a grant to a first-stage evaluator, if that person has also been listed as a collaborator on the grant, they will not receive the email notification and instead the notification to evaluate the grant will be sent to the grant applicant. This is a bug in the system and causes confusion for the grant applicant.

    2 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  3. It would be nice for an email to be automatically generated to go to the applicant letting them know that either the followup was returned or complete.

    6 votes

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  4. Is there a way to remove or keep a group from receiving an email from GLM besides deactivating their account. There are times I would like group(s) to access their GLM account but consider them INELIGIBLE (or they requested to Opt Out) and I would like the ability to place group(s) in a specific batch email status so they do not receive batch email communication from GLM.

    2 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  5. I would like to see Project End Date added as a Merge Field - possibly under Request.
    In GLM, we ask applicants to provide a Project Start Date and Project End Date to their application so we can see how long they expect their project to last (and that it begins after our award date.)
    I would like to add Project End Date as a merge field in the Follow Up- Grant Report email template.such as : "project" was expected to end "project due date". Your grant report is due xx days following the end of your project.

    2 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  6. It would be extremely helpful for us if the Universal Application were able to be hidden behind an Eligibility Quiz. We have 5 applications currently and 4 have very different/unique criteria for eligibility. Those 4 are behind an eligibility quiz, but many of those applicants aren't eligible for the scholarships linked to the Universal Application. We're dealing with a ton of phone calls and emails from applicants that are confused and many are starting the application when they aren't eligible.

    10 votes

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  7. When a grant has been synced to CSuite, it would be good if there was some sort of alert that could be triggered letting a GLM admin know that it was ready to be paid or had been paid. Perhaps a custom automatic email event within a process?

    2 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  8. In SLM, it would be great if all the lists would be sortable or in alphabetic order. For example, when I am in the Universal Application, I have approximately 80 opportunities with follow-up forms that aren't sortable or movable. This is true in many areas that are not sortable. Same with Email templates. We have quite a few and It is hard to find the right one.

    4 votes

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  9. We have experienced a good number of applicants having difficulty locating administrator comments when sending applications back for revisions. The vertical blue line at the left side is easy to scroll by. Applicants then call or email with questions regarding areas to be corrected, stating they cannot locate what needs modified.

    3 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  10. It would be helpful if funder administrators could also manage collaborators on requests. E.g. I would like to be able to change a user to a collaborator. Right now, folks have created their own user and then when invited to be a collaborator, the system gets confused when it is the same email address. Thanks!

    3 votes

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  11. Only allow applicants to send ONE third party email request. Students will send multiple requests and then the links become inactive confusing the third parties.

    9 votes

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  12. It would be helpful to have additional criteria to search sent emails and be able to apply them concurrently. For instance, querying by date and subject; or date and organization, etc. Thank you fro your consideration.

    1 vote

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  13. Auto-email when a payment is entered so that it can trigger an email to grantee to expect payment.

    7 votes

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    4 comments  ·  Email  ·  Admin →
  14. I think it would be nice to implement a "soft deadline" or have a process not allow new applications to be started 3-4 days before the hard deadline date. I am using the universal application feature in SLM and we get so many applicants who start the application in that few days before the deadline. Most of the applications end up getting abandoned because students realize there is a lot more information that have to complete. I also get frantic emails from 3rd Parties asking if they have time to submit their letters of recommendation late. We have 45 scholarships…

    1 vote

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  15. It would be super cool if potential grantees and scholarship applicants had the ability to mark upcoming opportunities to get notifications when that specific opportunity opens. It would decrease the amount of promotion on the administers side.

    4 votes

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  16. Currently, when I'm logged in as an administrator I see a ? icon with an option to email support. I think it would be helpful for the applicants and other user types to have this as well but where it uses the same email address as what is visible on the registration page. I think it would make it easier for them to reach out for help rather than abandoning the effort.

    1 vote

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  17. Send an email 1 x a week with idea lab ideas.
    I don't have time to go look or remember to look.
    Put it in front of me and I will vote!

    6 votes

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  18. We've been working on adding additional processes to our GLM and I realized how much easier it would be if our questions were numbered for all of the forms. This would also be helpful when referencing questions with our applicants that are applying in other languages since the numbers can be universal. It would help when people call or email and can reference a question number instead of reading or re-writing the question out.

    6 votes

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  19. If more information or clarification is needed on a form, it would be great if that could be a comment on the form - such as the administrator comments - instead of having to email the grantee and explain where to look and what to do. For example - we just received an LOI and needed one sentence explained in the project description. It would have been good to be able to write a comment under that question and then tell the grantee to look for that comment box.

    1 vote

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    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  20. Under Communications email templates, please add a feature to pull in the name of the fund entered in $Award Details, so that we can credit our named endowment funds for making the grant.

    3 votes

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    0 comments  ·  Email  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

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