1074 results found
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Pop-up message
It would be nice to have an option for an editable pop-up message that applicants would see once they are logged in (similar to the landing page message, but something they would have to notice and would see only once they log in). It could be used to notify applicants of any changes to the process or, really, anything that seems important.
1 vote -
evaluator submission time and date
I'd like to be able to pull a report based on the time and date when an evaluator submitted an evaluation form. That data exists - it can be found under a request's submission history - but I want to be able to know when the evaluator submitted the form, not when it was marked as complete.
1 vote -
email
With the new view, email history is very difficult to find. It would be great if there were a tab on the left or in one of the blocks in the new view that would bring users quickly to the email history. Right now, it is not visible, and there are many clicks to get to the email. It is not very intuitive as set up now.
1 vote -
emails
With the new organization view, email history is hard to find. I did find out you can get to them with multiple steps that seem time consuming and awkward. Please put email history link either on the left side of the front page or on the blocks of info. Right now, they are buried.
1 vote -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
1 vote -
It would be nice to have a shortcuts option on the homepage or side bar!
It would be great if we could choose to have a "shortcuts" list on the homepage or in the side menu bar for funds, profiles, campaigns, or pages (like "Funds") that we frequently visit.
1 vote -
Insert an image into emails
Someone may have posted this somewhere, but it would be really nice to be able to put images in an email without having to use a link! Thanks.
1 vote -
Customize the Organization Request Summary
I am loving the new organization request summary. Can it be customized? I would like to take an answer from a multiple choice internal question off the grantee's final report and have that show up on the request summary.
1 vote -
Allow evaluation fields to be pulled into merge templates
As the evaluation fields cannot be pulled into merge templates, we have built our due diligence processes into an internal-only section of the application form. As a result, this means that the application is extremely long, and we are needing to continuously scroll up and down to review the required information. It would be much better if we could have a side-by-side view, such as you get with the evaluation stage.
We could build the due diligence into the evaluator 1 stage to do this, but none of the fields could then be included in our merge templates. If these…1 vote -
Date idea lab entries
I would like to see how old an idea lab entry is. Can you please show the date it was created? TCF
2 votes -
Alphabetize Process Dropdown
When entering a new request, it would be extremely helpful if the "Process" dropdown list were sorted alphabetically. With up to 50 active processes at any given time, locating the correct one can be time-consuming. Alphabetical sorting would make the interface more user-friendly and improve efficiency for everyone.
Thank you!
—TCF6 votes -
Filter Organizations (Active vs Archived)
Suggestion: Having a preexisting field(s) that allows the user to filter active from archived organization in reports without the need for filtering out specific organizations using the "organization name" field.
2 votes -
control number
It would be helpful for me if the system could assign a control number as applications are submitted. Often I use the reports for blind reviews and while I can hide the applicant information it would be best to have a reference number or control number to use instead of identifying the application by title as that is often a cumbersome way to identify/cross reference an entry.
2 votes -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
2 votes -
brandy.thrower@arkansas.gov
The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.
1 vote -
Make grant catalog fields in GLM optional by default with option to make required
We would love to include grant catalog fields in all of our grant request processes so that if a grant would be something that would appeal to a donor advisor fund we could sync the request from GLM to CSuite to make it available online for them to consider (plus track the donations). The problem is, all grant catalog fields are required, so it's all or nothing. It would be very repetitive for the user to type this information twice or for us to copy information from the application to the grant catalog fields.
1 vote -
Multiple Payment Types
Would love the ability to select multiple award types. We have a number of grants that are payment up front (when the grant is approved) + an added matching grant when an organization is able to fundraise a certain amount and we match their fundraising funds 1:1.
1 vote -
Time Stamp added to 'Initial Submit Date' custom column
It would be really helpful to have a timestamp added to the 'Initial Submit Date' custom column, so we can see the submission time. We have just closed a grant round, and had an application sneak through after the deadline, but unless we go into the submission log for each individual application we have no way of identifying which one it is!
2 votes -
Change "Date" to "Decision Date" in Organization History
This is just a minor UI/UX suggestion. I recently had a grantee miss a deadline because they thought the dates shown on past requests in the Organization History indicated the date the requests were submitted, not the date they were approved. Granted, there are plenty of other ways to check deadlines, but I imagine if it's happened once, it's probably happened other times as well. All this would take is changing the Date column to read Decision Date.
3 votes -
Add a system access indicator back to the user profile screen
the most recent upgrade got rid of the key icon in the upper right hand corner of a user's profile and i liked to propose it (or something similar) be added back. It was extremely helpful to have a visual indicator on the main screen of the user profile of if the user had system access or not. A color-coded indicator (green for access, red for no access) would be an improvement on the previous dark grey/light grey key icon.
The icon wouldn't need to be functional (like it used to be) now that the toggle for turning access on/off…
2 votes
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