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  1. Organization Summary Sandbox Feedback

    4 votes

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    15 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hi Everyone!

    Thank you for the initial feedback.


    With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:


    -Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.

    -Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.


    Foundation Status:

    There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.


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    Kraig Everard commented  · 

    Looking good! It will be helpful to display the primary contact's email address on the summary page contact card.

  2. Merge Funds

    8 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Kraig Everard supported this idea  · 

  3. Merge Templates: Field Codes for Evaluation Forms

    13 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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    Kraig Everard supported this idea  · 

  4. Board Member Access to Follow Up Reports

    55 votes

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    Proposed Idea  ·  27 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Kraig Everard commented  · 

    I found a work around and am toggling permission settings for these users over to Auditor and proxying in as them and selecting which process(es) they need access to so that's what displays by default. Only trouble is now they have lost evaluator access.

    Kraig Everard supported this idea  · 

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

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Kraig Everard supported this idea  · 

  6. executivedirector@valleyfoundation.ca

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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    Kraig Everard supported this idea  · 

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

    10 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    Kraig Everard supported this idea  · 

  8. Process Manager

    12 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Kraig Everard commented  · 

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

    Kraig Everard supported this idea  · 

  9. New administrator comment notification to applicant

    9 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Kraig Everard shared this idea  · 

  10. 'Archive' button in GLM reports?

    52 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Kraig Everard supported this idea  · 

  11. Denied applications on Dashboard

    17 votes

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    4 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Kraig Everard supported this idea  · 

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

    67 votes

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    10 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Kraig Everard supported this idea  · 

  13. Quick access to recent searches

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Search  ·  Admin →
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    Kraig Everard supported this idea  · 

  14. 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  ·  Admin →
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    Kraig Everard supported this idea  · 

  15. Evaluator score columns needed

    8 votes

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    1 comment  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Kraig Everard supported this idea  · 

  16. Group by student for administrators

    13 votes

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    Feedback Needed  ·  3 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Admin →
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    Kraig Everard supported this idea  · 

  17. Evaluating Follow-up submissions

    98 votes

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    Proposed Idea  ·  61 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Kraig Everard supported this idea  · 

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

    33 votes

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    3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Kraig Everard supported this idea  · 

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

    3 votes

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    2 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Kraig Everard commented  · 

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

    Kraig Everard supported this idea  · 

  20. Bulk Make Student Grantee/Payee

    16 votes

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    3 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Kraig Everard supported this idea  · 
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