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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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8 results found

  1. Adding a global search bar in GLM that allows administrators to filter across all requests, decisions, organizations, users, applications, forms, emails, and notes by keyword would significantly improve efficiency and information retrieval.

    There have been many instances where my President has asked for a list of grants related to specific initiatives or geographic areas - such as homelessness, hunger, substance abuse prevention, utility assistance, Smith Lake, or camps. These types of searches often can't be fulfilled by simply entering the name of an organization, user, or location. Instead, I’m left to manually comb through grant notes and entries from previous…

    26 votes

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    0 comments  ·  Search  ·  Admin →

    Hello!


    Our first iteration of a global search was made available in the February 2026 release. In this release, you can search by organization name, user name, and project name.

    We recognize this does not get as granular as the initial request for keywords and emails. We will continuing to evaluate to solve for those scenarios as well and encourage you to create a new idea lab submission with that feedback.


    Thank you for your partnership

    The Foundant Team

  2. When typing a last name in the search bar, the list of all with the last name of, for example, "Smith" come up. It would be greatly helpful if the Smiths were listed in alphabetical order of their first name, NOT prefix ("Ms., Mr., Mr. and Mrs.). Could that please be changed?

    2 votes

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    0 comments  ·  Search  ·  Admin →
  3. I would love to have a search option when evaluators are assigned. We have over 150 potential evaluators so it would be helpful to be able to search by name instead of scrolling to find the evaluator's name.

    7 votes

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    1 comment  ·  Search  ·  Admin →
  4. It would be great to have quick access to recently searched or recently modified/accessed requests or organizations. I find myself in and out of a lot of requests in one day and it would be nice to have quicker access to recent ones without having to re-search each time. I saw someone posted this previously with 9 votes but it was archived. Thanks.

    5 votes

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    0 comments  ·  Search  ·  Admin →

    Hello!

    We hope our new header search functionality will meet this need. As you can see, when you click the search, it shows the last 4 records you recently viewed.


    If you need additional functionality, please don't hesitate to reach out or create a new idea.

    -The Foundant Team

  5. Evaluations- Being able to search for people when assigning evaluators to applications. For example we received over 100 applications for a process. Created eight committees to review and group applications and evaluators into the different committees. We also add the committee name to the last name of the user to be able to identify groups in the system. It would be nice to be able to search for evaluators and assign that way instead of having to scroll through the entire list. When we have over 100 evaluators that will be involved in the process.

    1 vote

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    Implemented  ·  0 comments  ·  Search  ·  Admin →
  6. A large percentage of the time, when I log in, I'm doing so because I want to check something about a particular organization. I wish that there were a search box on the dashboard - this seems like a standard thing for most websites. Right now, there's an extra step in that I have to go to the organization search page. I don't know if you can do this with the current software architecture, but it would be great to have just one box that would search all fields for both organizations and contacts - and then if I need…

    25 votes

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    6 comments  ·  Search  ·  Admin →
  7. It would save several clicks if the search was retained, and could be accessed by clicking the back arrow after selecting an item from the search. It would be even better if you place in the list was retained and you were automatically returned to that position.

    16 votes

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    Implemented  ·  4 comments  ·  Search  ·  Admin →
  8. Would it be possible to add the multi-select process(es) feature to the "Search Requests and Decisions" page? I've been utilizing this feature from the "Payment Tracking" and the "Dashboard" pages and I would like to have this option included here as well. Could this be a possibility for a future release?

    Thanks,
    Kristen

    0 votes

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    Implemented  ·  0 comments  ·  Search  ·  Admin →
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