Settings and activity

60 results found

1. There needs to be a way to delay the automatic email for follow up's

   4 votes

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Kraig Everard supported this idea  ·  Sep 6, 2024

2. executivedirector@valleyfoundation.ca

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Kraig Everard supported this idea  ·  Aug 27, 2024

3. Sync grantees change of address in GLM to CSuite as primary/pay/mailing

   5 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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   Kraig Everard supported this idea  ·  Aug 8, 2024

4. Process Manager

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   8 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Kraig Everard commented  ·  Jul 12, 2024  ·  Edit…  ·  Delete…

   I voted for this because most of the processes on our active listing are toggled off until the new grant window opens.

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   Kraig Everard supported this idea  ·  Jul 12, 2024

5. New administrator comment notification to applicant

   5 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Kraig Everard shared this idea  ·  Jul 1, 2024

6. 'Archive' button in GLM reports?

   49 votes

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   0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Kraig Everard supported this idea  ·  Jun 18, 2024

7. Denied applications on Dashboard

   13 votes

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   3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Kraig Everard supported this idea  ·  Jun 17, 2024

8. GLM: Block new application if grant report isn't complete

   39 votes

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   5 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you for the idea. 

   
   

   Would you hope this is implemented across all processes? 

   Kraig Everard supported this idea  ·  Jun 17, 2024

9. Quick access to recent searches

   2 votes

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   0 comments  ·  GLM & SLM Idea Lab » Search  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Hello Katy,

   
   

   have you tried using the auto search feature on request and decision, does this help meet the need OR would you have the idea of named searches you can frequently reference. 

   Kraig Everard supported this idea  ·  Jun 4, 2024

10. Allow evaluators to track the amount of money they have spent as they are going through applications

    3 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    This workflow can be accomplished today using custom columns with Aggregation. Contact support or success to learn more. 

    
    

    -sammie

    Kraig Everard supported this idea  ·  Jun 4, 2024

11. Evaluator score columns needed

    8 votes

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    1 comment  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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    Kraig Everard supported this idea  ·  Jun 4, 2024

12. Group by student for administrators

    12 votes

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    Feedback Needed  ·  2 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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    Kraig Everard supported this idea  ·  Apr 23, 2024

13. Evaluating Follow-up submissions

    93 votes

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    Proposed Idea  ·  61 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Kraig Everard supported this idea  ·  Mar 20, 2024

14. SLM/GLM ability for Applicants to Chat with Foundation staff

    31 votes

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    3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Kraig Everard supported this idea  ·  Jan 18, 2024

15. Sync documents to C-Suite

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Kraig Everard supported this idea  ·  Jan 18, 2024

16. It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

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    2 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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    Kraig Everard commented  ·  Dec 18, 2023  ·  Edit…  ·  Delete…

    We would likely use this proposed feature to indicate which applicant orgs have established formal partnerships with our Community Foundation.

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    Kraig Everard supported this idea  ·  Dec 18, 2023

17. GLM Applications synced to CSuite as an attached file

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    1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Kraig Everard commented  ·  Oct 18, 2023  ·  Edit…  ·  Delete…

    This would be beneficial for staff that don't use GLM regularly. An alternative approach would be to sync the documents tab in GLM on a specific request to the grant in CSuite. We upload board summaries in GLM and have to either upload them again in CSuite or copy and paste them into the grant summary there.

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    Kraig Everard supported this idea  ·  Oct 18, 2023

18. Bulk Make Student Grantee/Payee

    16 votes

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    3 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kraig Everard supported this idea  ·  Oct 18, 2023

19. Closing a grant in GLM should mark grant complete in cSuite

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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    Kraig Everard supported this idea  ·  Aug 3, 2023

20. board portal

    167 votes

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    8 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kraig Everard supported this idea  ·  Aug 3, 2023