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  1. Hi All,
    On December 6th, 2023 we updated the theme/general styling of GLM/SLM. We hope you all are enjoying these shifts in design, but in our commitment to continual improvement, we wanted to create a space where feedback could be collected. As you adopt the new look and feel, please use this idea to help continue to iterate with your feedback.

    Best,
    Sammie

    5 votes

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    12 comments  ·  UI/UX  ·  Admin →
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  2. From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?

    5 votes

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  3. In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.

    2 votes

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  4. Once the student hits submit on the UA, is there a way to change the font color of those opportunities that have additional information pending. Currently everything is black or blue, would like to change the "EDIT APPLICATION" to RED to catch the students eye.

    1 vote

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  5. Our Foundation supports a nonprofit healthcare system. Our Foundations grant both internally to departments to better the patient experience and externally to nonprofit organizations in the communities we serve. Therefore, we have to have an external application process and an internal application process. Multiple times this year, I had applicants moving too fast and not reading which application they were clicking the "Apply" button for and even though the questions weren't making sense, just kept going and submitting. That created a lot of rework for both our operations team and the applicant to copy the content over to the correct…

    3 votes

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  6. I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"

    1 vote

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  7. When the evaluator opens the application to evaluate, the page automatically scrolls down. You are not able to see the description of the opportunity which is at the top of the page. Can it open to where the page does not move and the description can be highlighted or made larger?

    1 vote

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  8. It would be great if the apply page could be shown in a grid or have a sort of table of contents on the side/top of the page -- we had several applicants apply to the wrong process because they clicked on the first opportunity (which takes up most of the screen). It seems some of them did not realize they could scroll/did not realize that there were multiple opportunities on the apply page.

    51 votes

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  9. We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
    Be able to still show name, but not personal contact info.

    17 votes

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  10. It would be great if GLM could send multiple automatic reminders to grantees about follow-up due dates. We've found it helpful to give grantees a 30-day reminder about a follow-up, but would love it if GLM could send another automatic email a few days before the due date as well to make tracking easier for our grants administrator.

    1 vote

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  11. I would like to request editing capability for the information that is displayed about each scholarship opportunity in the UA when the student is matched to them after completing and submitting the UA. I would like to be able to add details like the dollar amount of each scholarship opportunity as well as change the wording for the "Edit Application" to be more clear that there is more that the students must do to complete those applications once matched to the opportunities.

    1 vote

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  12. We have a budget form with a table for Revenue and a table for Expenses. It would be great to be able to calculate the net (revenue minus expenses) without the applicant having to do math or cut-paste totals from the separate tables into a third table or field.

    18 votes

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  13. In the SLM Follow Up Drafts bucket, I am trying to add a Process Name as a column and there doesn't seem to be a way to do that. This would be helpful so we can see follow up assigned across multiple SLM processes.

    5 votes

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  14. Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.

    10 votes

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  15. 43 votes

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  16. Need to be able to branch from table responses. For example. We formerly used 2 radio button questions for reporting year and reporting month. When grantees respond with specific months (end of quarters), certain question groups will open.

    Now, we want to convert 2 questions into 1 table (a column for year and another for month), but we can't use our branching groups now.....:-(

    6 votes

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  17. Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.

    Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.

    Example:

    * 20% -- A
    * 20% -- B
    * 20% -- C
    * 20% -- D
    * 20 % -- E
    * 20% -- F
    TOTAL: 120% <-- would be rejected because it is not 100%

    7 votes

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  18. Could you format the summary row in tables to match the format on the rows above. In particular, use the thousands "comma"? It looks weird now if you use a summary row because the formatting is different.

    4 votes

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  19. I would like to see a bigger space between multiple processes that are open on the "Apply" page. Currently, there is a tiny space between each process' "box", and our applicants frequently click the first blue "Apply" button they see.... which is often for the process below the one for which they actually want to apply. We have instructions saying to click the button at the top-right of the box but we all know people don't read well. If there was greater differentiation between the list of open grants then applicants may scroll back up to the correct Apply button.

    4 votes

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  20. It would be very helpful if, on the applicant side of the dashboard, that urgent items/impending due dates could be big/red/or listed at the top of each process.
    We consistently run into grantees not being able to find their final grant report/follow up forms that are due on their dashboard because it's listed at the bottom and not called to attention in any real way.

    Also, many grantees never see the edit button to the far right because there's a large white space after the text, so they assume there's no more information and don't realize that the full page…

    65 votes

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