1043 results found
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Track usage/traffic
It would be nice to be able to see how much traffic our Foundant site gets from applicants. For example, does traffic go up after we run social media posts? We can currently run a report to show applications in any status, but that doesn't capture everything, like people who log in to work on an application that remains in draft status.
6 votes -
Application Start date in application drafts bucket
Often times we extend the application for only specific students (however, this can range from 50 ot more or less students). I do not know the names of the students since the school cannot divulge that information. I was hoping to look at the start date of their drafted application in order to identify the students I am extending the opportunity for based on the donors request. A start date in the drafted applications would be very helpful for this purpose.
3 votes -
Table Question - Ability to Edit Read-Only Cells
When building a table question, It would be GREAT to be able to edit read-only cells. I confirmed with Support that at present, read-only cells do not allow you to edit their content other than their label, yet applicants cannot see cell labels. This means that any read-only cell that is not in a summary row will always show up to applicants as a blank cell.
This is confusing because it makes it seem like you have the option to do something you don't, e.g. put readable content in read-only cells. I would love to be able to do something…
6 votes -
Ability to close 1 evaluation
I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.
8 votes -
Make it easier to know when to close a request
I want to close a request when all follow ups have been completed and the grant/scholarship has been paid. I currently don't have visibility on these two pieces of info on the same workload page.
Ideas - make grant balance an custom field on follow ups workload page, or grant status (though that's a CSuite only field); have a count similar to third party of follow ups complete on the approval page as a column.
28 votes -
Budget tables
For dollar amounts, commas and decimals to automatically appear when entering amounts.
Allow summing across columns.
Sums should take the same format as what is entered in the fields. Currently, when summed, the dollar amounts appear as just a number with no dollar sign, commas, or decimals.Allow for selecting of the specific fields to sum rather than all fields with the column.
10 votes -
Sharing Final Grant Reports with Evaluators
Forward Final Grant Reports to Evaluators who approved the request w/o having to create a .pdf...much like we can assign evaluators. Maybe assign evaluators to view Final Grant Reports
20 votes -
Third Party Response Reminder
It would be helpful to be able to customize the Third Party Response Reminder e-mails. We would like to include a deadline for the third party to respond.
8 votes -
Outlook Integration/Tasks
For those of you who work with special projects who need to collect reports from multiple sources it's hard to keep track of when certain report dates are due. My wish item is for the GLM to have an email/calendar integration to mitigate any "through-the-cracks" issues. Kind of like the tasks feature seen in CSuite. I would like this feature in the GLM.
12 votes -
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.
10 votes -
Legal Name Field in GLM Profiles
Nonprofits often run under a DBA or have a common name they use that does not always match their 501 c 3 IRS Designation name. If there was a field in the GLM profile that allowed for a legal name and common name, syncing that over to C-Suite, which already has a legal name field, would be IMMENSELY helpful.
8 votes -
Organizing Universes
It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.
10 votes -
Question Required Type Visibility
When we set up forms, the questions alternate between the required types (required, optional, read only) and visibility (internal, everyone, etc.). It would be helpful if the questions required type was visible at-a-glance similarly to the visibility so that we didn't have to click on the actual question and open it, just to see if its a read-only or optional.
7 votes -
Sync SLM/GLM users to CSuite Profiles
We have a large volunteer scholarship evaluator team and would love to be able to track the groups year over year via Profile Types or Campaigns in CSuite. It would be nice to be able to easily sync all Users marked "Committee" to CSuite in a similar fashion to syncing Students when awarding scholarships. We are currently manually creating each profile in CSuite, if they do not already have a profile, and we have over 200 reviewers each year.
16 votes -
Board/Community Member Permissions in GLM
People with Board Member/Community Member designations who are in the system only to evaluate grants should only have access to the processes they are assigned to. Right now, they can use the "request and decision" tool and see org history for everything in GLM- this is concerning to us for a variety of privacy reasons.
5 votes -
SLM Profile Picture
We ask our awarded students for their photo in their initial follow up/award acceptance. I think it would be great to have a photo spot on the profile itself that we could have the kids (or us) add to their profile once they are a scholarship recipient. Would make it up close and personal every time we have to do something in SLM.
9 votes -
Auto assign follow ups internally
I would love a way to auto assign an internal follow up to the same officer that reviewed the application. Currently I manually assign an internal follow up form to the officer. It gets overwhelming when 20 follow ups come in during the day.
7 votes -
Parent-subsidiary relationships
We repeatedly run into an issue with organization records in which one org (such as a university or community foundation) is the "parent" organization, and a department or sponsored program is a subsidiary or component fund. It would be helpful if GLM had the ability to show those relationships, have different addresses where needed for the subsidiary, and to segregate the subsidiary's contacts and grant history. For example, I am far more likely to need information about the McDonald Observatory (part of UT Austin) than the university overall.
12 votes -
Add Follow Ups Completed Status to Requests & Decisions Page
It would be great to have the completed follow-ups more easily available from the Requests & Decisions page. Currently, from "Requests & Decisions" completed follow-ups are only accessible by choosing "Follow-Ups Assigned" and then selecting each individual request/organization. I think the narrower group of only follow-ups that have been completed would make workflow better for admins using this page to navigate different requests, as well as board members, evaluators or grant managers who want to view completed follow-ups. For us, there is currently no way for our board members to easily get to completed follow-ups on their own, without being…
6 votes -
college addresses available to merge
Two ideas for this... 1 is just making college addresses that are added in follow up forms to be available for merge templates. 2 is to establish a way that all foundant customers can submit confirmed correct college addresses - share the knowledge!
12 votes
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