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  1. We always select an "alternate" for each scholarship and each year end up awarding an alternate or two because the original recipient changes their plans or no longer meets the scholarship criteria (changes schools, majors, etc.). Being an alternate is different than a straight out denial. There should be a way to transfer the payment (or remaining payments) from one awardee to the alternate as there is in Community Suite.

    11 votes

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  2. It would be very helpful to be able to see the grant amount and grant start & end dates, preferable in both the organization Application and Grant History line, and (at a minimum) in the top box of the Request Summary. Too many clicks & scrolls to get that basic info. Thanks!

    11 votes

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  3. It would be nice to rename LOI since they aren't really letters, but an application. We want to go to a 2 step application process, the first is an application, and the second is all the attachments.

    11 votes

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  4. We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.

    10 votes

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  5. I'm hoping there is a way our foundation can copy collaborators in email communications and send them auto-generated emails for a request within GLM. Just as there is the option to CC/Copy a primary contact, It would be GREAT to have that same checkbox for CC/Copy collaborators. So many of our organizations use grant writers who are not affiliated with their organization to submit proposals and we need our communications to go to them!

    10 votes

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    0 comments  ·  Email  ·  Admin →
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  6. It would be nice to be able to create a custom URL for grant and scholarship programs instead of the grantinterface.com address.

    10 votes

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  7. It would be helpful to add the grant number and dollar amount to the applicant dashboard. Some organizations have multiple grants with similar descriptions. Being able to reference the grant number will minimize confusion for us and them.

    10 votes

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  8. Perhaps I'm missing something, but I would like to be able to add additional contacts to a request, without assigning them a password to log in. We use the cc/bc option a lot in our letters and the only way I can see to add these additional contacts requires me creating them, which them prompts the assignment of a password and them subsequently receiving an email about their account creation. Can there be a way to just add additional contacts that we can choose to merge with documents when we create them?

    10 votes

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    0 comments  ·  Email  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. Challenge: at most times of the year, we have between 3 and 5 processes "open" at 1 time. Some of our applicants do not realize we have several grant rounds open and do not scroll to find the correct process. They click the first apply button that they see and fill out the incorrect application! Idea: would it be possible to have the Available process have 1 line (like the dropdown in the application) so that 5 or 6 processes would show at 1 time; the applicant would click to open the drop-down description, and reveal the preview and apply…

    10 votes

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  13. 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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  14. In addition to being able to share a question to one form from another, it would be great if I could share a whole question group from one form to another. It would be a great time-saver.

    9 votes

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  15. I need there to be a way to mass update opportunities in a universe. Going in one at a time to 150+ scholarship names to change it from 2023 to 2024 is maddening and not an effective use of time.

    9 votes

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  16. When you go to create documents, place "Choose File Type" at top of box above document listing. I have a long list of documents and can't see "Choose File Type;" although I'm learning, I frequently don't understand why clicking "Create Document" doesn't do anything.

    9 votes

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    1 comment  ·  Merge Docs  ·  Admin →
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  17. It would be helpful to allow applicants to add rows/columns to tables in the event they need more space than we have built out. The function would need to be made so that the admin could lock rows and columns if needed so that the applicant cannot add fields outside of summary rows, for example.

    9 votes

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  18. I need a table summary row that is a simple calculation, not just a sum.

    Like A-B-C=D

    9 votes

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    1 comment  ·  Admin →
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  19. 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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  20. 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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