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  1. When looking at the overall process, the user is only allowed two evaluations per process. We have a unique situation where we have areas of community need and are looking to divide up the applications. We were hoping to add more evaluations to four (4) so we can create separate evaluations for a better experience for our reviewers. We were also hoping to create unique evaluations that are more in line with each application that comes through our process.

    I am suggesting being able to add more evaluations in each process in case two is NOT enough for the process.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  2. As a community foundation, we fund mainly around one county in NJ. We often see folks starting a profile in GLM that are clearly way outside of our region. We've had one organization that started a profile with fake information (e.g., 555-5555 phone number, and a fake website etc). Was wondering if there is a way of limiting who is able to start a profile in our system? More specifically, we'd want to give the ability for anyone with a NJ address to start a profile, but anyone outside NJ would need to be approved before they could start a…

    3 votes

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  3. I don't know if there is another way to do this, but the last time this suggestion was posed, only one person voted and it got Archived. :(

    What I want to see, is; if an Organization has a name change, that we can still find the organization by the old name. We update the Org. name ourselves (it is in lock down from Applicants/Contacts) and we add into the Sort Name with the new name and then (Formely: Old Org Name). My imagination tells me that we use to be able to search by Sort Name as well, but…

    5 votes

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    Proposed Idea  ·  1 comment  ·  Search  ·  Admin →
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  4. Please can we be given the ability to assign follow-ups for review/evaluation to other team members. It would be super helpful if we could do this within the system.

    15 votes

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    4 comments  ·  Follow Ups  ·  Admin →
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  5. Could there be a small pop-up when your cursor goes over this field that explains how the primary contact works?

    Our applicants often think "primary contact" indicates who will receive communications about their application. They frequently email saying they kept trying to change the primary contact and were unsuccessful.

    We would like applicants to know that
    1) the primary contact is the executive director/officer
    2) site administrators control who is the primary contact
    3) all communications are sent to the user that submitted an application

    Thanks for your suggestions on how best to make this information clear to applicants!

    Kira…

    8 votes

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  6. This is a common idea for all feedback related to releasing the new Applicant Experience: Apply Page and Dashboard.

    10 votes

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  7. The logo sizing on the mobile login pages for GLM/SLM seems to be synced to the sizing on a web browser. This can make the logo look overly large and not be uniform with the text fields and text on the login page. Custom sizing would be great!

    5 votes

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  8. Sometimes I need to create a set of the same question multiple times within the same process/application. For instance, I might need an option to add an address for a second parent/guardian and I don't want to have to create all the address fields again. I'd rather just duplicate the previous group and edit the heading.

    A similar solution might be to create a question bank of all fields that have been created within the instance and then be able to select any I'd like to add.

    80 votes

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  9. It would be great to be able to run reports on comments!

    2 votes

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    Proposed Idea  ·  1 comment  ·  Custom Data  ·  Admin →
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  10. I'd like to be able to add "admin only" visibility fields to the organizational summary, in such a way that they can be reported on. This would be helpful as a way to code organizations and their work as e.g. "healthcare" or "legal support" without having to add that to every single application.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Custom Data  ·  Admin →
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  11. Often with our grantees, we typically have multiple people working in tandem on different aspects of the report. While they are set up as collaborators, only one person is getting the reminder when upcoming reports are due. We would like to ensure that folks from departments such as the finance or program teams are all receiving the same advanced notice!

    33 votes

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    2 comments  ·  Follow Ups  ·  Admin →
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  12. Reposting from

    https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/39352042-show-character-count-to-applicants-on-text-boxes#{toggle_previous_statuses}

    Unfortunately, the text boxes do not show a character count while the applicant is filling them in so they are forced to guess and test their content over and over. This becomes frustrating and causes headaches.

    Consistency is key to ease.

    4 votes

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  13. As a scholarship admin, I want a way to communicate with students about the renewal requirements for an opportunity within the system.
    - can do with email types, but it requires lots of manual work

    As a scholarship admin, I want to remove the human review of follow-up forms to verify renewal eligibility.

    I want to set rules for if a follow-up should be marked complete and if they don't does it kick back to draft, email the students, etc.

    Examples of eligibility criteria for renewal
    - GPA
    - School
    - Major

    6 votes

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  14. The Problem: Currently, evaluators can only see the total percentage on their dashboard after submission. While filling out a form, they have no way to see the cumulative raw score unless they calculate it manually. This adds unnecessary cognitive load and leads to "scoring blind," where evaluators aren't sure if their individual marks align with the final grade they intended to give.

    The Solution: Add a "Total Score Counter" at the bottom of evaluation forms (or as a sticky header/footer). This counter should update in real-time as the evaluator selects scores for individual questions.

    Key Benefits:

    Accuracy: Evaluators can immediately…

    3 votes

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  15. Hello - I am finding myself a little frustrated this time around when attempting to update my logon page message (for both SLM and GLM portal login pages). Even if I format outside of the page and copy to paste it in as I'd like it to display, it is now pulling everything left and not holding the formatting.

    My bigger ask to help solve this is can we have better rich text tools in the editing of the Logon Page Message under settings in both SLM and GLM? I'd like the ability to first and foremost choose the alignment…

    8 votes

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  16. We receive approximately 600 applicants through our universal application each cycle. It would be great if certain components of the application could be automatically scored such as GPA or SAI from FAFSA.

    Automating these purely objective metrics would significantly reduce the time burden on reviewers and administrators. Most important to me is minimizing the need for follow-up corrections due to scoring inconsistencies.

    3 votes

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  17. In light of increasing concerns around student privacy, we would like to be able to show student names to evaluators but not all of their personal contact information (mailing address, email address, phone, etc.).While we do not use a blind review process, it does not feel appropriate to share such sensitive contact details with the large number of volunteers and potential donors involved in the review process.

    26 votes

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    1 comment  ·  Admin →
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  18. When creating a merge doc, it would be convenient to be able to access the choice box for .pdf or .doc at the top of the merge template list, rather than having to scroll to the bottom of the list to make that choice.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  19. Please allow admins the option to edit user fields. While Foundant Support is generally very responsive to requests, it seems unnecessary to have to bother the team every time we would like a change made to our registration page. thank you!

    3 votes

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  20. Export ALL GuideStar Charity Check Information

    There is an archived idea with this same title that shows as "Implemented", but that's not actually accurate. Currently, the only Charity Check fields available in the reporting tool are:

    Charity Check Verification Date
    Charity Check Tax Id
    Charity Check Publication 78 Date
    Charity Check IRB Date
    Charity Check BMF Date
    Charity Check Deductibility Code(s)
    Charity Check Non-private Status

    This leaves out a whole host of other fields that display in the Charity Check tabs. At the very least I would like to have access to the Charity Check organization name so I can…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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