403 results found
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Including attachments when creating Word merged documents
When creating merge documents, it would be really useful to be able to include attachments that are uploaded to applications into a Word document. Currently this can be done when creating PDFs but not Word docs.
3 votes -
calendar for GLM synced with outlook or google calendar
Having a calendar in GLM for grant renewal dates and reporting dates that can be synced to appear on outlook or google calendar. One could click on the calendar event which would link directly to the approved application for the grant.
8 votes -
bulk email to evaluators
It would be really nice for Grant Managers to have the option in Tools to be able to create and send group emails to their Reviewers on specific application processes. I do recognize there are areas that you can send emails to all of them but it's buried within the dashboard/application and if you picked more than one application it would send multiple emails to the reviewers. It would be nice to do it on a higher level.
5 votes -
Setting follow-up dates for mid-month
Add a setting for follow-up reports to be scheduled for mid-month, not just beginning and end of months.
2 votes -
C-suite Field check memo to update under Installment Form in GLM/SLM
Check Memo is a great addition in C-suite, it would be great to have the field in GLM/SLM and set the memo there. This would allow for our grants and scholarship team to set the memo and not have to wait for the grant to be created in c-suite to go in and set the memo.
4 votes -
copy request
I would like to see an option to rename a request in the process of copying it. Kind of like a 'save as' process, if I were able to add in a word or two to the end of the Project Name in the process of copying it, that would be very handy.
3 votes -
Score based on answers to questions on application.
Need the system to generate a score for the application based on how questions on the application are answered. For example: a GPA between 3.8-4.0 would receive 10 pts, 3.6-3.79 would receive 8 pts, etc. This could be a % score.
9 votes -
Remove evaluator
We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.
We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.
41 votes -
Additional Process Visibility Option
Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.
Public: Visible to applicants; applicants able to apply when open
Internal: Not visible to applicants
Restricted: Only visible to applicants with the corresponding access codeBased on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.
…
8 votes -
Allow copy request to Submitted status with unanswered Internal Questions
allow for requests that are submitted by applicants to be copied into a different process as "submitted" even though there are unanswered required internal questions. With our new process, we are trying to copy into the appropriate process requests that are submitted by the applicant, though because we are using internal fields and those are required, it can only be copied into draft, so we have to proxy in as the applicant in order to submit the request, which triggers the automated email and can cause some confusion.
1 vote -
Add a status to Application
I'd like to have an additional bucket I can put LOIs and Applications in that shows I've reviewed the application and there's an issue. As it is now, if it's in "Submitted", it implies we haven't looked at it yet, and if it's in "Complete" it implies there's no issue. I realize GLM was designed so that if there is an issue with an LOI/Application, we revert it to Draft status so the applicant can correct the issue, but in an effort to be as burdenless as possible, we often just reach out with an email and ask them to…
5 votes -
Blind Review
In SLM evaluations, you are only able to add two custom columns to the user dashboard and are required to keep applicant first and last name.
Our foundation uses blind review to align with our DEI initiative. When following blind review, the applicant first and last name appear as [HIDDEN] (see screenshot) and are unable to be removed. Our reviewers have given feedback that they would like the opportunity to have those be optional columns so that they are able to pull in more relevant information like high school attended, major, GPA, etc.
Removing the requirement to keep first and…
11 votes -
PDF of application
I have one Scholarship fund holder (older individual who does not do computers) that wants paper applications for her reviewing. Unless I'm missing another way to get, the pdf button gives us an inordinately large fonted and clunky formatted document that is way too many pages long. Can you guys change the margins, layout and font sizes please??
5 votes -
mmathews@sistersofcharitysc.com
add a pop up when you click Application Incomplete to say "are you sure? this will revert the application to Draft" or a popup similar to when you merge an org. and have to type MERGE to confirm.
2 votes -
Merge just the next installment
We'd like to be able to insert the "next installment" in our letters to grantees vs. a table that shows all installments. At this time the table is our only option aside from merging the total award amount.
2 votes -
Alphabetize eligibility criteria regardless of opportunity
I saw the idea to alphabetize the eligibility criteria by opportunity. I would like is sorted alphabetically regardless of opportunity. When we add a new opportunity, it often has criteria we have already defined but I don't remember for which opportunity. Plus, when you add a new criteria you have no idea where it ends up in the list of criteria. So even finding the newest one again is a scroll-a-thon.
2 votes -
allow us to enter the number of rows we want when cloning rows in tables
Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!
9 votes -
select multiple rows/columns in tables
Add the ability to select multiple rows/columns when building tables, so that when you mess up for the 50th time, you can delete all your extra rows at once. :-)
2 votes -
table question
For table questions, it would be very helpful to have all text entered into a text field be visible in the field online. Currently, if the table has four columns, the field is quite short and text is not visible to administrators nor evaluators. Either having the text wrap in some fashion, or even having the ability to customize the column width so that text columns are wider than say an integer column.
17 votes -
Copy functionality
We have over 50 applicant processes, rather then make 1:All other processes that have Copy functionality enabled, could we have a group by function with the Copy Functionality?
IE Process 1 - 10 are of one group and they can copy between each other then 11-15 are of another group and they can copy between each process.4 votes
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