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  1. I would love to have bigger check boxes. I have to struggle to get my mouse in just the right spot.

    1 vote

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  2. Can Foundant add numeric grant numbers that auto-counts grants in a process?

    For example, we support research projects and grantees need to acknowledge it in the research paper with something to the effect of "We acknowledge financial support from "Foundation Name" under grant # ("Foundation Acronym"-***) at the end of the paper. The grant number allows for tracking where we would enter in the grant number in something like Google Scholar and see how many papers have been published through it.

    Right now, there are no unique identifiers for Grants to track externally.

    1 vote

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  3. When building a table, it would be helpful to to "grey out" a row or column that is "read only", so that you know it is read only.
    The feature I am proposing will help to identify the labeling on the back end. Right now there is no clear visual way to mark this. And I have gotten emails from applicants saying they cannot add information to the table (as it is read only), despite having combed through and making sure everything was how it should be.

    1 vote

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  4. PDF of successful GLM applications are synced over to CSuite when grant awards are made, living under "Attached Files" in the grant record

    3 votes

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    1 comment  ·  Admin →
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  5. When I'm configuring automatic emails for a form, I always click the eye icon to preview the template. For some reason, it includes all the information that's been set up in the template except for the cc/bcc fields. It would save some navigation if those were included along with all the other template information already displayed - I currently have to navigate to the actual email template to review which addresses have/have not been included in the cc/bcc fields in the template, which sort of negates the usefulness of the preview function within the configuration view.

    1 vote

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  6. We would like to replace our budget template with tables but we need to be able to show %'s for each expense section and revenue area. In particular, we need to be able to identify the applicant's 10% match in the revenue section. Adding %'s to the Table feature would be helpful so we could do away with applicant's having to download the budget template and then upload it again.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Budget  ·  Admin →
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  7. It would be great if the software could allow evaluators to be assigned based on branching. For example, if we created an application that the first portion was basic information about an organization (i.e. organization history, board makeup, etc), but then we had a branching question for them to select which one of our grant programs they were applying for (and allow them to select multiple options that would then trigger specific questions for those grant programs). There could be the option to assign the different grant-specific branch of questions to different evaluators - basically have multiple evaluators assigned but…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  8. Within Universal Applications, there are two spots that due dates must be updated, both within the Summary section and then also within the Application section. These due dates do not update when one is updated which creates confusion. I thought I had updated the due date on our Universe (on the Summary tab) before posting the UA for applications, but then noticed that students' drafts were showing a past-due error for last year's due date. I had to hunt around to figure out where the old due date was stored and ask Support for help to figure out how to…

    2 votes

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  9. It would be helpful to allow applicants to add rows/columns to tables in the event they need more space than we have built out. The function would need to be made so that the admin could lock rows and columns if needed so that the applicant cannot add fields outside of summary rows, for example.

    7 votes

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  10. There have been many occasions over the years where I wanted to pull data into a merge template or an email template, but certain fields were not available. I would like to have the power within the GLM product to generate custom documents and emails, rather than having to go outside of the system to accomplish these tasks, feeding the desired data via a report downloaded to an Excel spreadsheet.

    6 votes

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  11. It would be really helpful to be able to remove/add individual emails when using a batch email to applicants/evaluators. It is so tedious to manually type each email when you only need to exclude a handful.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  12. This functionality was previously available before the update to allow multiple organizations for one user account. This is useful when we have national organizations which apply on behalf of smaller local organizations - oftentimes they will complete the grant agreements and other initial follow-ups, and then the local organization would take over managing reporting for the rest of the lifecycle of the grant award. This is also applicable to fiscal sponsors that manage multiple awards for various organizations, and it makes it easier for us to break them out by each program when pulling reports as needed.

    1 vote

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  13. It would be helpful to have the option to disable the preview feature for a universal application. We are finding that some applicants are running into confusion and issues because they are inadvertently in the "preview" view of the application rather than the "apply" view where they can complete and submit the application.

    1 vote

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    Planned  ·  0 comments  ·  Admin →
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  14. When using the 'My Organization Chart' feature in GLM, would be nice to allow top-level GMs to assign or re-assign applications to lower-level GMs within their team.

    1 vote

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  15. Allow the collaborator feature for grant manager profiles so grant managers can add collaborators to a grantee's profile.

    1 vote

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  16. It would be great to have the ability to increase the character count in the "Comments" tab under Organizational profiles. We use the tab for a summary of a grant once it is closed and any grant management comments of note. We often find that with grants that are a year long or more, we have far more to write than the current character count allows.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  17. We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
    Be able to still show name, but not personal contact info.

    16 votes

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  18. Batch add multiple Processes when assigning new Evaluators.

    We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.

    So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.

    The way things are currently set up,…

    1 vote

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    Feedback Needed  ·  0 comments  ·  Batch  ·  Admin →
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  19. In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.

    2 votes

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  20. Having administrative Internal answers from a previous grant application (for example, we have in Internal question group where we provide additional information for our grant review committee) copy into a new grant application when the applicant is using the copy feature from their last cycle request is not ideal.

    4 votes

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