Skip to content

GLM & SLM Idea Lab

GLM & SLM Idea Lab

Categories

JUMP TO ANOTHER FORUM

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

928 results found

  1. It would be great to customize which columns show on the Requests & Decisions search screen like it does on the workload pages.

    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)
  2. Would love to have the ability to set a separate due date for third-party responses. For example, student application is due March 15th and the system closes, but third-party due date is March 22nd then automatically closes.

    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

    Proposed Idea  ·  0 comments  ·  Dates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Would love to see a shortcut for going between work pages. For example, if I'm on Follow Ups Draft, and I want to go to LOI drafts, or applications evaluation assigned, I have to click the home button to get back to my dashboard, then into the next work page. If there was a dropdown in the navigation bar (perhaps only for administrators?) "Go To...) then a list of pages, we could go directly without bouncing back and forth across the dashboard. Not critical, but (especially on days when the site is running slowly) that extra step really adds up…

    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

    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. If returning applicants use the copy feature, unfortunately, the system also copies their previously received third party letters of recommendation. In other words, letters of recommendation from the prior grant cycle are copied to the new application.

    Please allow us to turn off copying for third party questions.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. When reviewing opportunities in UA, it would be helpful to have the award decision and award amount noted on the "Related Opportunities" tab, rather than having to click into each opportunity and navigate to the award details or decision sections.

    1 vote

    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. Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.

    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

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.

    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

    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)
  8. The share evaluation function, with anonymity option, needs to be added to each UA opportunity as it exists in non-UA processes.

    2 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. We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.

    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)
  10. can we have a way to un send emails when we mess up?

    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

    Proposed 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)
  11. 'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.

    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

    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)
  12. Could we make the "This request was created as a copy by..." message more prominent? It would help if it jumped out at us so that we can do the required cleanup after a request has been copied.

    2 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 reposting this since it was first submitted a few years ago and it is still an issue for us. It would be very beneficial to allow Shared Documents to be uploaded per Process. Currently if you upload shared documents, all board members in other processes can also see anything that is uploaded. We are unable to use this for our committees for this reason and I have to e-mail the documents versus the board members being able to review them in Foundant.

    2 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. Please provide a Submit button for Administrators when they are Copying Requests into an Internal Process. Do not make us have to select the option while copying that the Initial Submit Status has to be Submitted. I would like to create a Draft and go in and edit away in fields and then Submit the request when I feel it is ready, it is an Internal process anyway, and I am an Administrator.

    Sure it is fine to go and select the Submitted choice when copying, but maybe I just want to submit it later, not when I am creating…

    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

    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.

    I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.

    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

    Proposed Idea  ·  0 comments  ·  Reporting  ·  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. Would really like the system to produce QR codes that they could use to direct scholarship applicants and applicants applying for hardship grants to a specific application.

    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)
  17. We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    44 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

    7 comments  ·  Follow Ups  ·  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. When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every 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

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.

    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

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 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.

    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

    Proposed Idea  ·  0 comments  ·  UI/UX  ·  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?