Skip to content

GLM & SLM Idea Lab

GLM & SLM Idea Lab

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

839 results found

  1. When you are finished using proxy as an applicant, and you "stop proxying as ___" it would be great if you could remain on the same screen, but with your view. Or, at least go back to the screen you were on before you began to proxy.

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. There should be a way to indicate an organization is no longer in business. Especially when dealing with multiyear awards.
    organization may go out of business and when the multiyear award is due it appears on the report.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. When viewing applications in the Application Evaluation Assigned screen you are able to sort by Organization, Applicant, or Program (which we call Sector-Progam to group like applications by our giving pillars: Arts, Education, Health, Human Services, and Other. Our evaluators like to review in order of Sector-Progam. After completing and saving an evaluation you have two options: Return to Dashboard or Next Pending Evaluation. Returning to Dashboard results in multiple steps to get to the next evaluation, and Next Pending Evaluation defaults to an alpha order by Organization. It would be helpful if the Next Pending Evaluation would access the…

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. We are a scholarship organization and fund students for four years of undergraduate study. We contact them at least three times per year via your email system, and the students don't respond very well to emails anymore. Local high schools have said, "Why don't you use REMIND.COM or the like - just text your scholarship recipients instead of email reminders." We collect our students mobile phone numbers - can you incorporate a text reminder program into your software processes? Thanks, Jim K. - keep up your good work!

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Now that Foundant GLM is used by so many foundations, perhaps it would be useful for applicants to be able to load documents in something like Shared Documents that they could insert into applications. Such documents could include Annual Reports, Board Members, Current Major Donors, Current Operating Budget, Audit, Letters of Support, Letters from Collaborators. It would be the applicant's responsibility to keep these Shared Documents up to date. Pulling these Shared Documents into an Application could be a time saver for applicants.

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Please consider adding the option in the Process Summary that allows us to limit the number of applications an applicant can begin within that process. We only accept one application for most of our grant programs and would like to be able to set a limit to the number of applications one can start. Currently, applicants can start multiple drafts of an application. This creates lots of abandoned applications.

    The Apply button could be deactivated and greyed out once an applicant has reached the limit of applications that can be drafted and submitted within the process.

    18 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. As mentioned previously by Angie in this suggestion (http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/12344550-print-packet-option-by-save-and-submit-buttons), applicants aren't really using the print packet option to check for file upload errors or for changes in the text (which sometimes occur after pasting in and saving the application). I like Angie's idea of a button, or possibly a popup reminder ("Are you ready to submit - have you looked at the print packet to see if there were any errors in text or uploads?"). Either way, maybe "Preview" or "Preview Application" would make more sense than "Print Packet" to the applicant.

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. As we are running a quick report for Submissions, we found it would be helpful if one the fields we could include would be Administrator Comments. In our process, we have two administrators reviewing and there are actions that must be taken with each applicant to supply more info, clarify a narrative, or upload new documents. Instead of having to open each and every application to see these comments, the option to have them in the quick report would save a lot of time.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. The process to access Follow Up reports for our board members is certainly cumbersome, and discourages board members from using the online data (read this as I have to produce paper copies of each follow-up). A folder on their Dashboard would be helpful; and at a minimum, it would be useful to have a "Return to Follow Ups Submitted" option, so that they don't have to go all the way back to Requests and Decisions to pull up each report.

    51 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Proposed Idea  ·  25 comments  ·  Reviewing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. It would be wonderful if we could edit the name of a saved report versus saving a new report and then deleting the old report.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Right now if I (admin) upload a third-party document (say a scholarship recommendation) on behalf of a recommender--because s/he can't figure it out or it doesn't work for some reason--it doesn't display to the applicant that it has been uploaded. They can't see it in the "count" summary (0/2 or whatever in their application summary) and they can't see it if they look in the application itself. It looks like I haven't uploaded anything - so then they're concerned it hasn't been uploaded and have to call or email me for reassurance. Please change this so that it shows up…

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. I just had to go through 55 applications and manually enter the time submitted for each application. Please consider adding this as a reportable data field under Request.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. I'm frequently asked to reset people's passwords when they've forgotten their login or have had a staff change at an organization. It's a really small thing, but it would be super helpful if, when setting up a password on behalf of someone else, that password field was visible, rather than showing up as the little character dots. I understand why we can't view user passwords for security purposes, but when I'm setting up a password for someone else, it would be great to confirm that I'm not typing anything incorrectly as I do so!

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. It would be great if there was a way to give a report a title, so it is print-ready. Currently, I export it as a pdf and then add the title there. Without Adobe Acrobat Pro, I wouldn't be able to do that, so I would think this is a challenge for those who don't have it.

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. I would love to see the ability to merge charity check data fields into merge templates. You can do it in reporting, but not merge templates. This would be very helpful for me.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Please add the ability to attach a document to an email template.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Perhaps I'm missing something, but I would like to be able to add additional contacts to a request, without assigning them a password to log in. We use the cc/bc option a lot in our letters and the only way I can see to add these additional contacts requires me creating them, which them prompts the assignment of a password and them subsequently receiving an email about their account creation. Can there be a way to just add additional contacts that we can choose to merge with documents when we create them?

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. It would be helpful to have the option to add another "after Due Date" automatic email to Follow-ups. Right now only "To Assignee 7 days after Due Date" is available and we'd like a "To Assignee 14 days after Due Date" as well.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Add a "fund source" field to the Make Payment form

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. It would be very helpful if I could print out sent emails from the GMS. My workaround is to copy myself on my email templates but I'd like the ability to go and print out any sent emails, as needed.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?