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2052 results found

  1. Formatting Report Excel Export

    Is there a way to make the excel export column NOT the width of the text in them? This results in extremely wide columns and tedious reformatting to make them a workable size.

    6 votes

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  2. Request Status Name and Additional Options

    It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.

    128 votes

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  3. Editing A Form: see symbol for read only questions

    When creating a form or application, we currently have to click into each question individually to see if it is set to read-only. Could we get a signifier added on the form so that we do not have to click into the question to confirm this? (i.e. to work like the questions now show Administrator or Applicant can view the question)

    1 vote

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  4. Application Form Time Data

    I would like to run a report for our Board members that illustrates the length of time it takes for applicants to complete our grant application form. We wanted to run a report from start time to finish time for each grant applicant and calculate an average time spent on the application. This data would be valuable and help us with our process improvements for our grants program.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  5. Limit the WalkMe training options to those tasks available to the user's assigned role

    The WalkMe training is great but it assumes full administrator access. Most of our trainees are grants managers. This causes a mismatch between what the training is walking them through and what the trainee sees on the screen.

    Current situation: Trainees see tasks in WalkMe that they are restricted from using based on role.

    Desired situation: WalkMe training only shows modules that correspond with the available activities based on role

    6 votes

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    1 comment  ·  Admin →
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  6. Search user profiles by date added

    And organizations too, we feel this would be very useful to have especially for applicant profiles. There have been times where we wanted to see if any new profiles were created within the past two weeks, or since we put out a specific communications piece about our grant program. If they make a profile but don't start a draft, it's hard to find.

    3 votes

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  7. comment

    We use the Comments tab for Users & Organizations as a place to document site visits or discussions with an applicant. These notes are general to the user or organization, not specific to any one application cycle. Is it possible to make it so this data could be pulled into a report?

    3 votes

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  8. Can the date submitted appear on the Follow Up when it is opened? It does appear on the list of submitted follow ups but not once opened.

    Can the 'date submitted' appear on the Follow Up when it is opened? It does appear on the list of submitted follow ups but not once opened. Could it appear on the same line as "due by" on the opened follow up?

    3 votes

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  9. email dashboard

    I wish there was a "date last notified" column on the dashboard. This way I can track which students I have emailed already without having to go to the communications page. We had that in our old system and it was very helpful.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  10. linking organizations

    I work with several Catholic charities, especially schools, that operate under a Diocese of a particular area. For various reasons, some grants need to fall under the Diocese EIN number and other times the school's EIN number. I would love to have a way to link organizations so we can see grant history for all involved. Example Cathedral Parish School and the Diocese of St. Augustine. Both receive grants for the school but we had to enter separately. For people coming behind us, there is no way for them to know/show all grants. We put in comments currently but that…

    10 votes

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    0 comments  ·  CRM  ·  Admin →
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  11. SLM - can we download an uploaded document in each applicant file together

    Each student uploads e.g. a photo and once a year I might like to extract said photo with regard to one specific process together i.e. download all student photos from a certain scholarship in one go. Also could be used for Thank You letters to become reports to donors. I think this is a brilliant idea and Christmas is coming!

    2 votes

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  12. Primary Contact Batch Email

    It would be great to have the primary contact listed under Batch Options to send emails to the primary contact as well as the applicant. Two separate groups-we send reminder "grant agreement due emails" to the primary contact who will be signing the grant agreement. We do not send it to the applicant.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  13. Print which Evaluation at top left of Eval Packet

    I called support about this in October 2021, and Dustin Wham was able to get this taken care of for me. Maybe others would like this as well. Support ticket 10383

    1 vote

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  14. Hide selected follow ups in a process

    There are times when I need to create a new version of a follow up form in an active process. I may have used it for some requests, but want to use the new one instead. I am unable to remove a follow up form from a process once it has been used, but I would like to not have it cluttering up my options when I'm assigning follow ups.

    1 vote

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  15. Alert when auto email not set for a form

    For about 80% of grants that go through a process, I have auto emails set for when a follow up is assigned. The remaining 20% have various exceptions and need more custom-type emails, though I can typically still use templates for them, but need to select the appropriate one for the situation. Sometimes I'll turn off auto emails and forget that I've done that, then assign a follow up assuming an email has been sent. It would be helpful if at the time follow ups are assigned there could be some sort of indicator of whether auto emails To Applicant…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  16. SLM

    I'd like to see new tutorials for the SLM process. The current ones often use screens from GLM (organization vs user language...)

    7 votes

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  17. Scroll through submitted applications

    Would love to be able to scroll through, as an admin, all submitted applications. We use CSuite to sync our donor advised funds to the GLM and use pre-approval/submitted in our sync, to allow us to keep the application private and assign to evaluators for approval.

    1 vote

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  18. Merge Duplicate Report Fields

    It would be great if there were a button to automatically merge duplicate fields in a report. This would be particularly useful for identical fields for different reports that are not connected by coding on the back end.

    1 vote

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  19. dashboard

    It would be helpful if the Approval tab view on my SLM dashboard could be sorted by applicant last name instead of first name.

    4 votes

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  20. List of all scholarship opportunities for Evaluators

    Our scholarship committee is reading for over 50 scholarships offered by our community foundation, and sometimes they need to look up what the eligibility/criteria are for those scholarships. Is there no way evaluators can access that on the GLM? Even just the short description that is listed on the Universe Opportunities tab?

    1 vote

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