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  1. It would be nice if we could have a notification to administrators when an evaluator has completed their evaluations so you know to move to the next step.

    5 votes

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    1 comment  ·  Email  ·  Admin →
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  2. Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.

    70 votes

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    1 comment  ·  Email  ·  Admin →
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  3. It would be a nice option to have the ability to archive merge templates in the system like the emails.

    8 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  4. Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student. This is still not possible with the new update if a student has already been assigned to evaluators. This is the message that is received: One or more selected request(s) has an evaluation already assigned. If they are in the assigned bucket then of course they will already have evaluators assigned to them so…

    4 votes

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  5. In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.

    However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).

    There is a lot of back and forth with applicants and grantees, so that would be very useful!

    4 votes

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    2 comments  ·  Email  ·  Admin →
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    We are continuing to understand the  needs and workflows for emails that need to come back into the system. 


    What providers are people using? 

    Are there emails other than responses to system messages that need to live in the system? 

    If an email was sent in relation to a request, example for submitted, where would you want to view that email from? 


    Any thoughts are very helpful

  6. We have had instances where we are reaching out to 3rd party requests (specifically with LOR) and they refuse to submit a letter on the student's behalf. Would it be possible or beneficial for there to be a decline option in the automated email so the student can find someone else? And yes, we do include strong language to encourage students to talk with teachers/counselors they would like to have submit a letter of recommendation on their behalf.

    3 votes

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  7. I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.

    65 votes

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    1 comment  ·  Statuses  ·  Admin →
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  8. Applicant's often ask me about a Access Code. We never use them.

    It would be helpful if you can include a statement at the end of where it says .... "at the top of this page..." another sentance that says "If you you have not been provided an access code - please click on the home button above.

    4 votes

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    2 comments  ·  UI/UX  ·  Admin →
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  9. 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

    2 votes

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  10. 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.

    2 votes

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  11. What about adding a "Denied" bucket on the Dashboard under the Denial heading? We currently have Denial > Draft. We often need to refer back to applications that have been officially denied in the system. Currently, our workflow is to create a report and export it to GLM so we have our list of applicants that were denied in a specific process. If they could live in Denial > Denied when we have a specific process in focus, it would be really helpful and save some steps. Just a thought.

    2 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  12. We currently use the CSuite Grant ID# for any GLM-synced grants as an identifier for award agreements. Would be helpful to have that number appear in the Applicant portal for reference. Would also be helpful to have a merge field so that we can add the CSuite Grant ID to letter/email templates.

    1 vote

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  13. We are currently use processes for each scholarship we hold at our Foundation. We have a scholarship advisory committee for each scholarship. We have some people who serve on multiple scholarship committees, so they do end up evaluating the same applicant for multiple scholarships. We are recommending that evaluators have the ability to copy previous scores/comments from one evaluation to another for the same applicant. For example, if they are evaluating on their GPA and academic performance, that won't change from application to application. They are requesting to copy the scores and comments as a previous answer to another evaluation…

    3 votes

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  14. searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.

    2 votes

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    0 comments  ·  Search  ·  Admin →
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  15. Can we add automated emails to the make payment form, so that our grant managers can submit payment requests to our accts payable folks without having to make up really crazy workflows>

    3 votes

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    Proposed Idea  ·  2 comments  ·  Payments  ·  Admin →
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  16. Emailing Vendors when paying a voucher. We notify our payables manually, but it would be great to send them the check details when the voucher is paid.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  17. I'd love for students to be able to see a color coded progress bar on their full submission, similar to the evaluator's progress bar. I have so many students who do not submit the additional applications they are eligible for because they think their application is complete. Since the Universal Processes show up on their page random/alphabetical, they do not see the "Assigned/Edit" and "Submitted/View" which I am trying to explain in emails to both counselors and students.

    5 votes

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  18. It would be great if GLM could send multiple automatic reminders to grantees about follow-up due dates. We've found it helpful to give grantees a 30-day reminder about a follow-up, but would love it if GLM could send another automatic email a few days before the due date as well to make tracking easier for our grants administrator.

    5 votes

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  19. When sharing a link to an LOI, Application, or Follow Up with someone on your team to easily access, the link often produces an error message, especially when the team member has another tab open to the Foundant login page. We would appreciate being able to share links to data within the platform without those links resulting in errors.

    2 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  20. It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.

    10 votes

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    3 comments  ·  Batch  ·  Admin →
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