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  1. Seeing the due date instead of the actual payment date leads everyone to believe that was when the payment was made, especially since there is nothing that explains that date. In most cases, it is not and, unless they drill down to find the actual payment date, they assume that it is.

    10 votes

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  2. The limit on only 2 evaluation forms per application is too limiting. We would like to have 3-4 forms for some of our applications.

    10 votes

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  3. In shared documents. I'd like there to be an option to choose all boxes to be check marked instead of doing them individually. Thank you

    10 votes

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  4. this would be so Cool... the system already calculated that average evaluation score. Could this be a field that is generated so we can use it in reports so that we don't need to create "this fun formula" : thanks :)

    10 votes

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    2 comments  ·  Reporting  ·  Admin →
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  5. I love that we can allow all users to see the organization's request history - we just put this into place. However, they can't see who the follow ups are assigned to, and can't see the question list for the follow up - will that eventually be added? (I'm sure it's complex technologically.) It would be so helpful if they could see, "oh, Emily the CFO is currently set up to submit the follow up, and I can contact the funder to get it assigned to me now that Emily has left the organization." or even "oh, Emily has access…

    10 votes

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  6. API to integrate a UEI verification function: https://open.gsa.gov/api/entity-api/ [open.gsa.gov]

    This would allow organizations that require a SAM-UEI to verify the number submitted.

    Thanks Eric Ashby from the Indiana Arts Commission for the heads up on this one!

    9 votes

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  7. Need the system to generate a score for the application based on how questions on the application are answered. For example: a GPA between 3.8-4.0 would receive 10 pts, 3.6-3.79 would receive 8 pts, etc. This could be a % score.

    9 votes

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  8. Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!

    9 votes

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  9. It would be great if the admin could set both a minimum and maximum character count for such questions as "Integer." For example, if we require a 7-digit number, we can set the maximum to 7 characters, but we don't have a way to set the minimum character count to 7 as well, which can contribute to mistakes with ID submission.

    9 votes

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  10. It seems like the functionality to adjust the time when a follow up is due is only available when using an auto-due date. But when manually assigning due dates there is no input for time. Also, the system defaults to 12:01 am instead of 11:59 pm. So if I manually enter 7/1 as the due date, grantees see a notification that their report is overdue when they log into the system on the morning of the 1st. This is very confusing for applicants. Can we add the time functionality to the manual due dates also please?

    9 votes

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    1 comment  ·  Admin →
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  11. Currently, anyone with the "Grant Manager" role needs to have requests assigned to them by an admin. Admins do this by going to a request's summary page and linking the Grant Manager there. However, you need to do this ONE REQUEST AT A TIME. We have over 350 requests that we need to assign to a grant manager (we need flexibility in deactivating privileges, so we cannot make them an admin). That means an admin will need to go to 350+ request summaries and repetitively assign the request to this user.

    Please make batch options for that available. Ideally, the…

    9 votes

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  12. Would like to have the installment payments not automatically divided in equal parts. Awkward to have to then go back and edit installments.

    9 votes

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    1 comment  ·  Admin →
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  13. We have matching grants as part of a Foundant process, and we send the match payment after we receive the final report Follow-up. It would be nice to have the system automatically generate a notification to our grants manager when the Program Officers have marked the follow-up as complete.

    9 votes

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    3 comments  ·  Email  ·  Admin →
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  14. Is there a plan to capture email replies from a system generated email in email history for an organization?

    9 votes

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    4 comments  ·  Email  ·  Admin →
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  15. I'm looking to create a Board Member level user role that can view applications, evaluations, and follow ups BUT ONLY in a process to which they are assigned.

    9 votes

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    1 comment  ·  Admin →
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  16. It would be really handy if we could insert a hyperlink in an email to allow an applicant to be taken directly to their sign on page from the email. Example, if an automatic email goes out that an LOI has been approved and they can now go in to complete an application, it would be nice if they could access that link to the sign on page directly from the email.

    Thanks.

    Lynn Larson - Allegretti Foundation

    posted February 1, 2012 by Lynn Larson, Fred and Jean Allegretti Foundation

    9 votes

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    6 comments  ·  Email  ·  Admin →
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  17. Many times a non-profit changes its organization's name or does business under another name other than their legal name. It would be very helpful if the GLM system had a field called "DBA or AKA" in which you could enter other names by which the organization is known. In GLM, our foundation lists an organization according to their legal name and we try to stick to that for consistency for entering organizations names in their GLM record. The legal name may be longer or cumbersome and the organization ends up going by a shorter name or acronym which people know…

    9 votes

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  18. I've seen a couple of posts about this already, but not sure that it was articulated in this way. It's scholarship season and students are stressed out trying to submit their applications and get teachers to complete their letters of recommendation. I was really surprised to learn there currently isn't any formal notification that gets sent when a teacher completes their 3rd party letter of recommendation in SLM. Teachers would benefit knowing their work was properly received. Students want to know they don't have to worry about this or nag their teacher to do this, and admins want to know…

    8 votes

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  19. Having a calendar in GLM for grant renewal dates and reporting dates that can be synced to appear on outlook or google calendar. One could click on the calendar event which would link directly to the approved application for the grant.

    8 votes

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  20. Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.

    Public: Visible to applicants; applicants able to apply when open
    Internal: Not visible to applicants
    Restricted: Only visible to applicants with the corresponding access code

    Based on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.

    8 votes

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