647 results found
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Manually Add/Remove Email Address in Batch Email
It would be really helpful to be able to remove/add individual emails when using a batch email to applicants/evaluators. It is so tedious to manually type each email when you only need to exclude a handful.
1 vote -
Move Requests With Follow-Ups to Different Organization
This functionality was previously available before the update to allow multiple organizations for one user account. This is useful when we have national organizations which apply on behalf of smaller local organizations - oftentimes they will complete the grant agreements and other initial follow-ups, and then the local organization would take over managing reporting for the rest of the lifecycle of the grant award. This is also applicable to fiscal sponsors that manage multiple awards for various organizations, and it makes it easier for us to break them out by each program when pulling reports as needed.
1 voteThis was also discussed in idea lab webinar April 2024.
What checks would be need in place to make sure the user assigned the follow up is also in the organization?
Are there concerns around changing the Organization of an awarded Grant?
Any additional workflows are helpful.
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Option to Disable the Preview Application Feature
It would be helpful to have the option to disable the preview feature for a universal application. We are finding that some applicants are running into confusion and issues because they are inadvertently in the "preview" view of the application rather than the "apply" view where they can complete and submit the application.
1 vote -
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 -
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 -
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 -
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 -
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 -
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 -
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=D9 votes -
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 -
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 -
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 -
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 -
Create the ability to recover deleted data sets from reports
Create the ability to recover deleted data sets.
1 vote -
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 -
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 -
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 -
Organizational Summary - Amount Requested
It would be helpful if you could customize (at least one column) on the Organizational Summary page. For example, "Type" is not useful to us, but "Amount Requested" would be. Our Trustees often award more or less than the organization requested and it would be helpful to see this information.
3 votes -
"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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