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Settings and activity

21 results found

  1. Allow "Approve Request" to be toggled on or off in the process summary

    1 vote

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    1 comment  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Paula Bellemore commented  · 

    No, actually for specific processes. We do not allow a request to be approved until after a Board decision, and when the staff are processing the requests (moving them through the process) it is concerning that the "Approve request" option is available when in fact they aren't authorized to select it.

    Paula Bellemore shared this idea  · 

  2. Give the choice to cc secondary contact in emails

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Paula Bellemore supported this idea  · 

  3. Ability to add attachments

    8 votes

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    1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Paula Bellemore supported this idea  · 

  4. Grant Refund

    50 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Paula Bellemore supported this idea  · 

  5. Two contacts assigned to grant applications.

    146 votes

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    Feedback Needed  ·  22 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Paula Bellemore supported this idea  · 

  6. rename LOI

    11 votes

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    6 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Paula Bellemore commented  · 

    YES! The term is outdated. Even if it can't be customized, if we could at least call it a "pre-application" that would help, although I realize this doesn't resolve the issue for the OP :-(

    Paula Bellemore supported this idea  · 

  7. Apply Page Appearance

    51 votes

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    Under Consideration  ·  6 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Paula Bellemore supported this idea  · 

  8. Tasks and Reminders

    87 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Paula Bellemore commented  · 

    This is very important for us. We often have one staff member completing an initial review, but the ED needs to give the final approval. Right now we create lots of work arounds, but it is very difficult to tell who is to do what and when.

    Paula Bellemore supported this idea  · 

  9. Differentiate between applicant-abandoned and administrator-abandoned applications

    58 votes

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    1 comment  ·  GLM & SLM Idea Lab » Statuses  ·  Admin →
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    Paula Bellemore supported this idea  · 

  10. Folders for Communications Templates

    79 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Paula Bellemore supported this idea  · 

  11. Allowing Organization Primary Contact add and remove contacts

    76 votes

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    Planned  ·  3 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Paula Bellemore supported this idea  · 

  12. multiple reminder emails

    42 votes

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    Planned  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Paula Bellemore supported this idea  · 

  13. Make "Other" option on Checkbox questions fillable

    59 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Paula Bellemore supported this idea  · 

  14. Applicant dashboard improvement

    10 votes

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    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Paula Bellemore supported this idea  · 

  15. Summary report for individual reviewers

    95 votes

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    13 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hi All, 

    Today in reporting you could get part way to this report by adding the Submission Assignee Fields. You would then group by this field and have on report for all evaluators that could filter on.


    However, leaving this in feedback needed because there are definitely ways we can look at streamlining this functionality with or without reporting.


    -The foundant team

    Paula Bellemore supported this idea  · 

  16. Question List as Word Doc.

    76 votes

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    Feedback Needed  ·  11 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Paula Bellemore supported this idea  · 

  17. Request Status Name and Additional Options

    128 votes

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    Proposed Idea  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Paula Bellemore supported this idea  · 

  18. Highlight questions with different colors

    60 votes

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    Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Paula Bellemore supported this idea  · 

  19. Folders for Reports

    84 votes

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    10 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Paula Bellemore supported this idea  · 

  20. Evaluating Follow-up submissions

    79 votes

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    Proposed Idea  ·  57 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Paula Bellemore commented  · 

    We have a couple of follow-up stages that require evaluation and approval. (So first we need to say yes, the information you have us is complete (detailed enough for us to review) and then we need to say yes, we approve the request or step.

    Paula Bellemore supported this idea  · 
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