1126 results found
-
Check memo sync from GLM to CSuite
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.1 vote -
Batch print packets for closed requests
It would be helpful if we could batch print packets for CLOSED grant requests. For instance, we often use Requests and Decisions to pull up all closed requests for a process, then open each one to download the final grant report packets, merge them, then send them to our committees. It's a cumbersome and time-consuming process. While we could (and have) built reports to do this, it doesn't include the attachments, which we also need.
1 vote -
Recurring Donation Posting Date
Currently when a recurring donation is posted, it uses the donation date as the date of the planned recurring donation. However, if the donation is actually posted a few days later, the actual donation date should be used, not when the recurring donation was originally scheduled. That creates a timing/reporting issue especially at year end. For example, if someone has a recurring donation scheduled for December 30 but it is actually paid and posted on January 3, that should be a donation in the new tax year, not the old one.
1 vote -
submit idea
Currently recurring donations require manual intervention to post the donation. Because the donation is recurring, it should not require manual intervention. It should post automatically like all other Stripe donations.
1 vote -
NTEE Code Not Available in Reporting
The NTEE Code and NTEE Code Description are not currently available in Reporting. This is something we wish to start looking from a Financial & Compliance perspective.
1 vote -
New User Search Feedback
As part of our July 2026 Monthly Release, we introduced a toggle that allows you to preview the new User Search page.
The new Search allows each user to customize the grid to meet their individual needs -- column selection, order, and size. The column selector includes custom fields from the user registration form.
We want your input! Please use this thread to share any feedback, suggestions, or questions about the new search page.
1 vote -
New Organization Search Feedback
As part of our July 2026 Monthly Release, we introduced a toggle that allows you to preview the new Organization Search page.
The new Search allows each user to customize the grid to meet their individual needs -- column selection, order, and size. The column selector includes custom fields from the organization registration form.
We want your input! Please use this thread to share any feedback, suggestions, or questions about the new search page.
1 vote -
Prepopulate Integer, Decimal and Currency fields within tables with a 0
Summary rows or columns in tables dont always calculate correctly if cells are left blank. Prepopulating integer, decimal and currency fields with a 0 would increase the accuracy of reports created with summary fields.
I have attached a image of a section of our zip code table. I have found that not completing all of the cells throws off the summary calculation. I end up finding these errors in our custom reports and have to go back and fill in a zero for the unanswered question to correct the sum.
1 vote -
Set a different first or last installment
We pay grantees in whole dollars which for year-long grants requires a different dollar amount for the first or last installment from the remaining 11 installments. I would love an option to tell GLM/SLM I have a different first or last installment, the amount of that installment, and have the system calculate the remaining 11 payments in whole dollars. I currently have to change all 12 installments to match our payment schedule.
2 votes -
Ability for Administrators to "Skip Required Field Validation" on Requests
There are many times when we (as administrators) manually enter a request that did not go through the standard application process (external committees, staff/internally approved requests, etc.). We often don't have all of the information needed to complete all required fields.
The only workaround we have found is to enter "N/A" or select dummy information on the forms OR create a separate internal process for each grant cycle that may have these type of requests.
Can the "Skip Required Field Validation" be added to the application and other forms?
2 votes -
Documents: Show Applicant Default
When uploading Documents, please make the Show Applicant the Document box a default setting I can click so it sticks. That way when I upload 25 commitment letters, I don't have to continue to drop down to click the box. It's extremely tedious and a bit painful for my carpel tunnel wrist.
2 votes -
Remove grey background from site emails
I would like for the background of emails generated by the site to be free of formatting. Currently, regardless of the template's formatting, the email arrives surrounded by a border that is formatted with a grey background. This means that if you reply to this email or forward it, your next email will retain this grey background, unless you go through the process of stripping it.
2 votes -
Shared Documents
I would like to be able to upload documents in the "shared documents" folder and only have one process be able to view certain documents.
1 vote -
program expense ratio calculation
The Financials & Compliance tab and information is a very helpful addition in GLM and the info icons that explain total revenue, total expenses, etc. are great. It would be helpful to reviewers if there was comparable explanation and context about how the program expense ratio is calculated.
1 vote -
program expense ratio calculation
The Financials & Compliance tab and information is a very helpful addition in GLM and the info icons that explain total revenue, total expenses, etc. are great. It would be helpful to reviewers if there was comparable explanation and context about how the program expense ratio is calculated.
1 vote -
Email History - Add Ability to Open a Sent Email in its Own Tab to Print or Save
In the new table view for Email History, there is no ability to open a sent email in a new tab or on its own page. Previously, we were able to do this as a way to save/print a digital/physical copy of a sent email. It would be beneficial to add this functionality back into the Email History section.
How We Use this Feature & Why It's Important:
We send grant award notifications through GLM emails. If we need to pull a record of a notification for an Audit or for backup documentation that the grantee requests, we used to…5 votes -
Search Organization By Status
Right now, finding an archived organization means either remembering its name and searching for it, or searching all organizations and scrolling down to the archived list at the bottom, which can take a long time to load. A simple active/archived filter, just like the one for users, would make this much quicker and easier!
2 votes -
Hide Follow-ups in Process Manager
When we copy a process, we need to copy many follow-up forms so we are prepared for different scenarios (ie if multi-year installments are granted, etc.) We don't know when we are building the process how many of the follow-up forms will prove useful. When there are lots of extra follow-up forms, we loose functionality in the assign follow-ups window. If we delete the follow-ups, however, we loose valuable work that we may need to re-do if circumstances change and we need to add the follow-up again.
Could follow-up forms be hidden in the process manager? If this could work…
1 vote -
update options for file download names
when downloading LOI and application documents, it would be helpful for the file name (option) to be the date submitted, not (only) the date of the download
2 votes -
Decimal places for scores
Add decimal places / decimal points for scores so that we can view differences in scores that are very similar. This is extremely important for reports but also helpful for reviews (evaluator views).
1 vote
- Don't see your idea?