38 results found
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Bring back the ability to "pop out" the support chat window.
Please bring back the ability to pop out the chat window from the webpage. The revision to the chat prohibits the ability to detach the chat window from the webpage and move it across the screen so its viewable while working in GLM. It now disappears when continuing to work or look at forms to answer support staff questions.
31 votes -
Change the "Submit" button to "Continue" for Event registrations
When people register for events, they first put in their contact information to create a profile/add their profile to an event. The button on that screen says "Submit" and then immediately sends a confirmation email, even though the guest has not put in any additional information or answered any specific questions (ie. dietary restrictions, donor preferences, etc.). Can we please change the "submit" button to a "continue" button? Or make this event registration process one-step instead of two-steps? The current set up makes it impossible to host event registration within C-Suite and get the information we need about event participants.
5 votes -
Organization Summary Feedback
As part of our June Monthly Release, we introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment. This was added to the Live environment in August.
This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback…
13 votesHi Everyone!
Thank you for the initial feedback.
With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:
-Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.
-Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.
Foundation Status:
There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.
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Flagging Unsupported Characters
Members of my team spent hours on chat trying to troubleshoot why they could not upload files to organizational profiles while I could. The issue at hand was the use of an unsupported character in the file name... the system did not give us any indication of this, nor did support staff ask about the file name. We managed to figure it out on our own.
Would be great to either list unsupported characters in file upload spaces, or to have a pop up message when an unsupported character is preventing file upload.
5 votes -
Organization Summary Page - Option to Display 990 Link Instead of Charity Check
On the Organization Summary page, there is currently a link to the organization's Charity Check. Previously, this displayed a link to the org's most recent 990 instead, and some foundations prefer that view for quick access to financial information during the review process.
Request: Add the ability to configure which link appears on the Org Summary page -- either the Charity Check or the most recent 990.
Why it matters: Quick access to a 990 directly from the Org Title page streamlines due diligence workflows, particularly for program officers and grants staff who rely on that data during the review…
2 votes -
Additional Multi Factor Authentication Options
My organization recently implemented Multi Factor Authentication for logging into GLM. Unfortunately, the only option available is to download an authentication app to verify logins. It would be helpful to have other options, such as receiving a code via text message or email, in addition to the authentication app for verification.
28 votes -
Can we have the ability to reorder archived processes in GLM?
I know others have asked for this, I think it would be really helpful for any foundation or funder that has multiple processes per year. Right now, our program officers are seeing an increasingly longer list of randomly-ordered processes to choose from when they're filtering. Our Archived list count is currently 38, and we've only been using GLM since 2024! Even just defaulting to an alphabetic order, as opposed to "the order in which processes are created" or whatever it is currently, would be helpful.
2 votes -
Return user email history link to primary user summary page
I check all applicants' email histories when they submit their application, as students frequently misspell their teachers' emails and will not get third party responses unless that gets corrected. With the new user summary page, it's now an extra click to get to the email history, and its location is not at all intuitive.
3 votes -
Implement a "foldering" system for processes, forms, and email templates
As a high volume organization with many departments deploying grants, the internal user interface is increasingly becoming unwieldy and unorganized. It might be helpful to implement a "foldering" system so different departments/teams can better organize processes, forms, and email templates which look different for each team.
91 votes -
Recent Release Change to 990: Hard to Print
As part of our physical record keeping, we print two pages from the most recent 990. The recent release has made this become extra clicks due to page breaks on formatting available on the Financials & Compliance page version of 990s
Example:
Organization Summary > Financials & Compliance > 990 File > Opens as a visual render that breaks pages when printing.
To get to a version that is printable with the correct page breaks, I have to navigate to their Candid Profile first by either:
1.Organization Summary > Financials & Compliance > Organization Summary > Financials & Compliance >…
1 vote -
lynn@allegrettifoundation.org
Before the change in GLM UI, you could access the Charity Check tab within the LOI form of an organization. It made the work flow easier. With the new GLM UI you have to go to the organization summary page to access the left column of choices to access Charity Check. Is there a reason the Charity Check link couldn't be a part of the new Financials and Compliance tab that is now where the Charity Check tab was in the LOI Form? The way it is with the new UI, it causes several extra clicks to go between several…
1 vote -
Make 'See More' in comment windows a different color
On the new dashboard, when comments are so long that they don't entirely fit in the preview box, the user must click on 'See More' to reveal the full message. I find that it blends in and would love for it to be a different color to stand out from the message itself. That's an easy fix, right?
3 votes -
Ability to set user Inactive from the User Summary or Update User page
Provide the ability to set a user inactive from the User Summary or Update User page. This would make it easier to deactivate user profiles while viewing their information. Currently, the only way to deactivate a user is through the Users Search page.
2 votes -
New Organization Summary - Add Amount Paid to Amount Awarded
I am really enjoying the new organization summary page. I think it would be great if on the "Amount Awarded" table which goes by year, if we could also toggle to "Amount Paid" and look at how much we've actually paid per year to a grantee.
9 votes -
Records per page
Option to have more than 100 but not ALL in the items per page picker. Often the filer results are into the hundreds but an ALL selection would be too many on a page.
2 votes -
brandy.thrower@arkansas.gov
The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.
4 votes -
Nonprofit Directory Visual Experience
Currently, when viewing listings in the Nonprofit Directory by category, there is a large blank space on the left hand side of each listing where it appears the uploaded logo of the organization should go (see attached image).
I have been told by Foundant that this is not a bug, so they will not fix it as such. Visually, it is very out of place and looks clearly designed for the organization logo especially given that this space is occupied by logos for fund listings.
I would like to suggest that this space be utilized for the organization logo in…
11 votes -
Custom PDF
When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color
6 votes -
smurillo@cffoxvalley.org
Remove archived admin fee IDs from the available option in settings. When making edits to the admin fee field in the profile settings the archived admin fees still appear which causes confusion in selecting the active admin fees. Our current work around is to change the admin fee name to include zzz or 'DO NOT USE.' I wish the system would look at the active list and connect only those IDs to the available list. Thanks!
1 vote -
Remove "none" from the user comments field in new org summary view
(submitting on behalf of a user)
In the new organization summary view, users can view the cards for an org's users. On these cards, in addition to name, title, email, and phone number, there is a field for comments about that user. Currently, if there are no comments, it says "none" here. Feedback from a user would prefer this to be blank to indicate an absence of data, rather than showing "none" which implies an intentional lack of comment.
2 votes
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