970 results found
-
Make Fund IDs More Visible in Portal
It would be very helpful to make Fund ID numbers visible more easily on Fund Manager. At the Community Foundation of the Ozarks, we regularly urge agency partner fund advisors to use Fund Manager to initiate grant requests, but we still have several who email in their requests or simply reach out with questions about their funds. We have been encouraging them to use their fund ID numbers when emailing a grant request or questions, so we can ensure we look at the correct fund, but fund IDs are NOT currently easy to find in Fund Manager. They usually have…
2 votes -
Filter Organizations (Active vs Archived)
Suggestion: Having a preexisting field(s) that allows the user to filter active from archived organization in reports without the need for filtering out specific organizations using the "organization name" field.
4 votes -
Sequential & Open Submission Logic
Follow Up Submission Logic setting:
Instead of the sitewide setting of every Process being set for Follow Ups to either be submitted in Open or Sequential order, can this setting be available on the Process level? This would allow us to have some processes that allow open submission and other processes to require sequential submission.
(#FoundantSummit2022 session group idea)
Resubmitted original idea by Lacey Matney Sortman12 votes -
Evaluator Reassignments
It is great to have the new simplified way to unassign evaluators from opportunities. However, it would be nice to also have the option to reassign evaluator roles on the same screen. Currently, if I unassign evaluator X from five of the evaluations they have been assigned, but want to maintain the ten they have completed, I have to make sure to write down which evaluations were cancelled so that I can pull them up and reassign them to another evaluator. It would be much easier to enter evaluator X's evaluation assignments, click the ones that need to be 'unassigned'…
2 votes -
Editing/Deleting a Comment
Currently, the ability for a user with a Grant Manager role to edit or delete a comment added to an organization or a request is tied to the Manage Requests permission (allowing them to approve, deny, close, and abandon a request).
I'd like to suggest that Grant Managers be able to edit and delete their own comments regardless of their ability to approve, deny, close, or abandon a request.2 votes -
Evaluators Can See Pinned Comments?
It came to our attention in the middle of a committee meeting that a pinned comment was viewable to all evaluators. We've been using this feature to flag orgs for a variety of reasons and this information shouldn't be shared with evaluators. It would be great if there was an option to toggle on/off which users can see these.
2 votes -
bonnie@jewishcolumbus.org
Hi. I think a good idea would be to add another automated email option after the evaluator does his/her evaluation. It would be nice for the administrator (me) to get notified that the evaluator has finished the evaluation. Thank you.
4 votes -
third party back to draft (reopen) / UI/UX for Save/Submit
During this UA cycle I have had an inordinate number of third party requests accidentally click Submit instead of Save, and then not be able to edit their request, they email me, they have to send me what they want to put in the form, and then I add it for them.
It would be great if we could address this in two ways: 1) allow administrators to "revert back to draft" or reopen the third party submissions. They would still need to communicate with me, but it would save their time of opening the request, copying/pasting questions to rewrite…
2 votes -
AI
I would love an option to batch generate AI Summaries from the dashboard in SLM. We have hundreds of applicants that create thousands of applications, this would be a great asset so we do not have to open each application to select this. Great time saver.
2 votesHi, Would love more feedback, would be helpful to batch run or just have these auto-created on submit?
-
follow up grant reports should be able to be assigned to all contacts of an org, or at least 2+ contacts
be able to assign grant reports to all contacts or multiple contacts of an org
9 votes -
Add ability to edit the subject line for email notification
Could we please add the ability to edit the subject line of the email notification? This would allow us to include a French translation where needed.
11 votes -
admin attach additional documents to slm request
I would like to propose adding functionality to the SLM Admin role to allow admins to attach documents to SLM opportunity requests that are not part of the application itself. For example, sometimes we receive letters of recommendation for students which have already been submitted by another recommender, or I have to compile some details about the student/situation that are pertinent to my reviewers' understanding of the application. It would be great to be able to hit an "attach a document" button within the Document Viewer to add an additional upload on that particular student's opportunity.
2 votes -
sanela.radoievici@greatermelbournefoundation.org.au
Completing a CSuite sync from Live to Sandbox breaks the integration with GLM sandbox. It would be extremely beneficial to have this integration re-establish automatically where there is a connection in live.
This avoids having to contact support each time a sync has been completed from CSuite Live to CSuite Sandbox.
2 votes -
Reporting on Pinned Comments
I know it is not currently possible to report on pinned comments, but if there is an opportunity to add that feature in the future it would greatly be appreciated. One of the main ways we used pinned comments is to make notes about previous grantees who have not submitted long, overdue reports or had another important interaction that it is helpful for all administrators to know.
It would be helpful to run a report on all the pinned comments so that we can know if we receive a future LOI, I can quickly review a report of all pinned…
2 votes -
jmize@durrfoundation.com
Please add the ability to export the history of grants made on the Requests Page to an Excel sheet. Currently, you cannot copy nor export, so I end up retyping the history for my board which is tedious and allows for errors in the data.
2 votes -
nmitchell@cfbroward.org
GLM - In the Eligibility Center it would be nice to have search options of First Name, Last Name, Eligibility Form, as well as Organization Name, to be able to see any submissions by anyone in the organization, (within a selected time frame).
2 votes -
Comments
I accidentally deleted a comment since I was not use to the new dashboard look and See More is sort of hidden in the preview of the comments. Foundant couldn't do anything to help. Would be great if there was a recently deleted or bold the See More.
5 votes -
Date auto format
Please allow a date to auto format when entering without dashes. For example, entering 080225 will automatically change to 08/02/2025. This happens in CSuite but not in GLM.
Thank you. TCF
14 votes -
AI Summary Reporting
I love the new feature for the AI Summary on LOIs & applications. However, I would like to be able to pull the AI Summary into a report or search.
Thank you.
2 votes -
Applicants to See Third Party Request Complete When Admin Uploads Letter
When third parties are assigned letters of recommendations for scholarship applications, sometimes they are not able to upload the letter themselves. Instead, a member of the scholarship administration team will upload the letter (which was emailed to us) on their behalf. Even when we upload the letter for them, it is still marked as incomplete from the applicants view of the application. It would be helpful if it was marked as complete if the letter was uploaded, whether or not it was uploaded by a third party.
[Repost of an archived idea, hoping to get traction!]
2 votes
- Don't see your idea?