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2053 results found

  1. Allow top-level grant managers to assign (or re-assign) applications to GMs lower on the Organization Chart

    When using the 'My Organization Chart' feature in GLM, would be nice to allow top-level GMs to assign or re-assign applications to lower-level GMs within their team.

    1 vote

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  2. Collaborator feature for Grant Managers

    Allow the collaborator feature for grant manager profiles so grant managers can add collaborators to a grantee's profile.

    1 vote

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  3. Increase character count on the "Comments" tab in Organizational profiles

    It would be great to have the ability to increase the character count in the "Comments" tab under Organizational profiles. We use the tab for a summary of a grant once it is closed and any grant management comments of note. We often find that with grants that are a year long or more, we have far more to write than the current character count allows.

    1 vote

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  4. Batch add multiple Processes when assigning new Evaluators.

    Batch add multiple Processes when assigning new Evaluators.

    We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.

    So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.

    The way things are currently set up,…

    1 vote

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    0 comments  ·  Batch  ·  Admin →
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  5. UA Opportunity Printing

    In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.

    2 votes

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  6. GLM - Have Internal facing questions ommitted from the Copy Functionality when the Copy is performed by the Applicant

    Having administrative Internal answers from a previous grant application (for example, we have in Internal question group where we provide additional information for our grant review committee) copy into a new grant application when the applicant is using the copy feature from their last cycle request is not ideal.

    4 votes

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  7. More than sum in table summaries

    I need a table summary row that is a simple calculation, not just a sum.

    Like A-B-C=D

    9 votes

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  8. Multiple Automatic Reminders for Follow-Ups

    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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    0 comments  ·  Follow Ups  ·  Admin →
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  9. Metrics Dashboard Date Range

    It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  10. Improve application with icon sections and progress toolbars

    View for students needs updating. We previously used a different software. Each section (family, academics, essays, etc.) had it's own customizable icon with a picture and a progress bar to show what % of that section was completed. SLM UA looks so daunting for students.

    19 votes

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  11. It would be helpful if the evaluation scores for each section could be added to give a total score for an applicant.

    We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.

    1 vote

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  12. Batch Email Availability in More Workload Pages

    Batch email option on the Payment Tracking workload page. I'd to be able to notify grantees of upcoming payment.

    1 vote

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  13. Mark an application that you would like to revisit

    I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.

    1 vote

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  14. Create the ability to recover deleted data sets from reports

    Create the ability to recover deleted data sets.

    1 vote

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  15. Preset individual assignment dates for follow up forms

    We would like to be able to preset the dates that each follow-up form will be assigned. We have forms that we only want to be completed within a certain period of time but would like to be able to set up the assignments when the Application is approved so we don't have to go back and assign the follow ups at a later date. This should also send the notification email when the form is therefore assigned and available and not at the time that we preset it up.

    4 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  16. Allowing Organization Primary Contact add and remove contacts

    It would be great if the primary contact in GLM organization profile could add/remove contacts rather than our team having to do that. We have a lot of turnover with our non-profits and they keep making new profiles when they could just be a new contact. And rather than our team having to add/remove, it would be great if the primary did that on their own.

    76 votes

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    Planned  ·  3 comments  ·  Admin →
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  17. follow up due date entry field

    It would help to eliminate the globe icon in the Due Date box. It takes up too much space and makes it difficult to see/enter the date you want.

    1 vote

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    0 comments  ·  Dates  ·  Admin →
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  18. "organization changed" administrator notification, don't copy org primary

    For the "organization changed" event type notification, it would be nice to have the option to send a notification to GLM Administrator ONLY, and not copy the the organization's primary contact.

    There are many cases when I would like to be notified of organization updates, to ensure they're done correctly or to turnover in an organization, but would not be appropriate to copy the org primary.

    3 votes

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  19. Processes

    Hello, I would like to suggest to add a function that will allow to re-order the filter for processes (not process manager). If processes have years currently the old processes will appear at the top and new processes at the bottom. And as we work more on new processes as older processes are almost complete, the function to re-order them will be very helpful. Thank you

    3 votes

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  20. UA- Assign evaluations for a reviewer across different processes

    UA- Assign evaluations for a reviewer across different processes. We have randomized reviews for our UA applicants (usually 500 applicants) and 70+ reviewers. It is so time consuming to assign each evaluator to their 20 applicants (which can be 200+ unique processes for each evaluator).

    This is similar to another idea, but I want to make sure it inlcdes UA too.

    3 votes

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