1136 results found
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Option to give collaborators access to admin comments
Please give an option to allow Collaborators to have the ability to see the Administrator comments. This causes many problems within our application process. Maybe include the option for admin to click a box that either allows visibility to ONLY the primary applicant OR the primary applicant AND collaborators. Same with uploaded documents.
4 votes -
Ability to Bulk Edit Table Cells
It would be great to be able to bulk edit the a table in GLM/SLM to change cell content, visibility etc without having to open, edit and save each cell individually. It's time consuming and a tedious process. Being able to edit the table, change all the fields, and then save, would be awesome to see!
5 votes -
Set a different first or last installment
We pay grantees in whole dollars which for year-long grants requires a different dollar amount for the first or last installment from the remaining 11 installments. I would love an option to tell GLM/SLM I have a different first or last installment, the amount of that installment, and have the system calculate the remaining 11 payments in whole dollars. I currently have to change all 12 installments to match our payment schedule.
2 votes -
branching question in follow up form
Allowing branching questions within a follow up form will improve the grantee experience by only answering the most relevant questions based on the responses.
4 votes -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
14 votes -
Search Organization By Status
Right now, finding an archived organization means either remembering its name and searching for it, or searching all organizations and scrolling down to the archived list at the bottom, which can take a long time to load. A simple active/archived filter, just like the one for users, would make this much quicker and easier!
2 votes -
Payment Tracking - custom columns options
The Payment Tracking page could be globally more useful (e.g. replace workflows requiring the Reports tool) if more filters and views could be added/used on that page.
Custom Columns:
- view process name as a column
- view decision date as a columnSearch:
- search by decision date... just a start to the ideas
(Payment Tracking could be used to look back at activity, and look ahead to actions needed.)
4 votes -
Organization Summary Page - Option to Display 990 Link Instead of Charity Check
On the Organization Summary page, there is currently a link to the organization's Charity Check. Previously, this displayed a link to the org's most recent 990 instead, and some foundations prefer that view for quick access to financial information during the review process.
Request: Add the ability to configure which link appears on the Org Summary page -- either the Charity Check or the most recent 990.
Why it matters: Quick access to a 990 directly from the Org Title page streamlines due diligence workflows, particularly for program officers and grants staff who rely on that data during the review…
3 votes -
Conact on summary page be larger font and bold
The contact information in the top left corner of the summary is so tiny compared to the rest of the page's font size. Zooming in on the browser is not a solution.
2 votes -
charity check report
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 StatusThis 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…
6 votes -
Searching for users with NO assigned role
Would be helpful to be able to search for users with NO assigned role so that someone can easily identify them and then assign them roles. Currently, the search function only allows to search by Role--obviously that omits a whole group of folks who were never assigned roles when their user account/contact was created. Ideally they would have been assigned a role at the beginning, but when a new GM comes and wants to clean up the system/make sure everyone is rightfully assigned, there's currently no way to do so without individually accessing THOUSANDS of user accounts to check.
4 votes -
Create a reportable field that captures the date that an applicant starts a process.
I run a report called "Pipeline" that shows all applications in process (draft, submitted, evaluation assigned, etc). The report includes the submission history showing when the request is initially submitted, however, there is no way to capture in the report when the actual application was first started. To get that date I have to go into each application and click on the request history tab and then manually add that date into my report.
2 votes -
Batch Add/Remove Collaborator
It would be nice to be able to batch add/remove collaborator. We have an organization that we work with that submits over a dozen grants a year to us. When they have a staffing change, it is cumbersome for them to add the new team member to all those grants. We often end up doing it for them and would like to be able to do it in batch.
2 votes -
GLM and Screen reader Accessibility
We received a note from one of our applicants stating that they are unable to use their screen reader software with GLM. I was given some resources about adjusting the visual accessibility of browsers to use GLM, but I wanted to put in those applicants idea about improving the accessibility of GLM for those applicants with low or no vision.
3 votes -
Customize Merge Document File Names
When creating a merge doc, it would be helpful to be able to dictate what the document will be named when it the docs are downloaded, or just make the default the Organization name. Right now, the default is process name and applicant name, which places the documents in alphabetical order by applicant. This creates a lot of work when creating zip merges. I create dozens and dozens of files that I have to rename with the organization name.
4 votes -
Email History
This new update has been throwing me off.
Previously, when I went to Email History, the Sent section showed the organization name the email was sent to. Since the update, it only shows the recipient's name instead of the organization.
My job consists of checking which organizations have opened emails, so seeing only the recipient's name isn't very helpful. Unless someone has memorized over 100 staff members and knows which organization each person belongs to which is nearly impossible, especially with frequent staff changes it's difficult to quickly identify the organization.
Is there a way to change this back, or…
2 votes -
"if your organization information does not appear correct" editability
"If your Organization information does not appear correct, please contact [org name]. Thank you."
I've had most all of my testers tell me that the tiny text on the top of a new application needs to include an email address or phone number when referring to changing an org name for the contact. (Email preferred.)
I am requesting that this text be customizable by client either by Foundant Staff (like the user registration form) or by client. I'm open to a couple different options, but this text isn't helpful as is.
2 votes -
GLM/SLM Syncing to CSuite - Add Manual Profile Match Option
When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).
Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.
16 votes -
Flagging Unsupported Characters
Members of my team spent hours on chat trying to troubleshoot why they could not upload files to organizational profiles while I could. The issue at hand was the use of an unsupported character in the file name... the system did not give us any indication of this, nor did support staff ask about the file name. We managed to figure it out on our own.
Would be great to either list unsupported characters in file upload spaces, or to have a pop up message when an unsupported character is preventing file upload.
5 votes -
Real-Time Score Summation on Evaluation Forms
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…
6 votes
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