940 results found
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Ability to Bulk Update RSVP and attendance in Campaigns
Hi, Currently there is the ability to import profiles to a campaign. It would be extremely helpful if we could also bulk import RSVP and attendance also instead of updating each profile 1 by 1. We currently use a 3rd party app for invites to an event. We build the list in CSuites through campaigns.
5 votes -
Group Evaluators
There should be a way to evenly split the applications assigned to evaluators. We receive many grant applications and some reviewers do not have the time to read all applications.
1 vote -
Side by Side Questions on Form
Previous similar requests have been archived. I am revising this request, hoping it will gain traction.
It would be nice to be able to drag and drop, or place questions next to each other than have them just cascade down the page. If a question was short enough, it would be nice to save space and place it next to another short question. This would be beneficial for multiple radio button or drop down questions.
2 votes -
No warning for required fields missing on UA questions
On any question type, if you miss a required field and click into the Applicant Opportunities tab to select opp specifics and try to save, there is no warning showing you have missed filling in a required space, the page goes nowhere, nothing occurs.
Please add a warning of some sort that a required field is missing.2 votes -
multiple automated emails
The option to add multiple automated emails would significantly improve efficiency. For example, a "report due" automated email is sent to grant recipients 30 days and 7 days before the report is due.
8 votes -
Merge field for year to use across merge documents like reports for a title
In the list of merge fields have a field for just the year e.g. 2025 so it can be used across all merge reports to put in title e.g. 2025 Board Report
1 vote -
grant catalog
Reduce the number of places a donor must click to make a grant from their fund through the grant catalog.
2 votes -
grant catalog
Provide direct access to the grant catalog on the donor portal dashboard without having to first click on grants.
1 vote -
Allow an internal process application to be submitted or completed
I would like all grants to go through each status without skipping one. Please add a submit button and a complete button to the internal process applications. This will allow us to choose where we would like the application to move on the dashboard.
TCF
Thanks.
4 votes -
Date auto format
Please allow a date to auto format when entering without dashes. For example, entering 080225 will automatically change to 08/02/2025. This happens in CSuite but not in GLM.
Thank you. TCF
7 votes -
Show Decision Status
Show Decision Status: current setting applies to entire site (available under site settings). Moving this setting to the Process Manager and allowing it to be set individually on each process would open up more flexibility to accommodate different foundation's workflows.
Example: two grant programs are open at the same time. one is a rolling basis application process with fast turn around. the other is a quarterly LOI process involving board meetings. the ideal use of "show decision status" for these two programs would be vastly differently; yet the software is forcing one setting for all.
2 votes -
to include check box questions in the types of questions that can be pulled in as columns from buckets in the dashboard
please include check box questions in the types of questions that can be pulled in as columns from buckets in the dashboard
1 vote -
Search Bar for GLM
Adding a global search bar in GLM that allows administrators to filter across all requests, decisions, organizations, users, applications, forms, emails, and notes by keyword would significantly improve efficiency and information retrieval.
There have been many instances where my President has asked for a list of grants related to specific initiatives or geographic areas - such as homelessness, hunger, substance abuse prevention, utility assistance, Smith Lake, or camps. These types of searches often can't be fulfilled by simply entering the name of an organization, user, or location. Instead, I’m left to manually comb through grant notes and entries from previous…
12 votes -
CSuite Notification for Grants Synced/Approved in GLM
Implementing an automated email or system notification to the primary user in CSuite when grants are synced or approved from GLM would greatly reduce the risk of grants being overlooked and significantly improve workflow efficiency.
As the Grants Manager, I work primarily in GLM, while our CFO manages CSuite. We often rely on lengthy email threads to track grant requests and approvals, which makes it easy for information to get lost. There have been several instances where approved grants were missed and not paid out on time simply because the approval was buried in email communications.
After searching the Foundant…
2 votes -
GLM when searching for organizations
When searching for an organization in a certain city or state, after you click on the first one you want to look at, it takes you all the way back to the main organization screen and you have to put in the city and state again. It doesn't allow you to just look at the original search list.
4 votes -
evaluation deadline reminder
Wouldn't it be wonderful if we could program LOI/Application Evaluation Dates into the process AND ALSO set up automater reminder emails that go to assigned evaluators before these deadlines?!
3 votes -
Auditor Role - Limit Process Access and Add Notification
The auditor role is good for people who need to see and report on a particular grant but they are able to see all the other grant process. It would be great to be able to limit what processes auditors can see. Also, being able to add an auditor to be notified when applications in that process are submitted would be a very handy feature!
1 vote -
Third party notification to administrator
It would be really helpful if admins could opt to receive notification when a third party fills out their portion of the application/form. For example, we have our grant agreement set up for a third party to fill in banking info, it would be great if instead of having to go in and check whether they've filled it out, I would get an email notifying me that they had so I can mark the form complete. This would work the same way as when we set up auto emails for when forms are submitted.
1 vote -
email cc limit
Add more characters to CC within email templates- Currently only 200 characters is about 5 addresses. We need to email at least 12 addresses in the CC field and be able to add more addresses to the to field.
2 votes -
ability to add multiple emails to transfer requests
it would be helpful to have the ability to add multiple email addresses to the transfer request email function. We have to notify the custodian, investment manager and investment advisor - and sometimes there are multiple people at each location.
1 vote
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