643 results found
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Flag submitted applications that have outstanding issues
Flag submitted applications that have outstanding issues:
Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."
2 votes -
Grant applications searched for by using the "Referred by" field
Issue: Board members want to be able to view and export a grant application list that were referred by them.
Provide ability to search for grant applications with "Referred by" search term with pull-down menu from the "Referred by" field.1 vote -
Internal follow-ups viewable by applicant?
In line with Trust-Based Philanthropy, more and more foundations are completing verbal reporting with grantees, where the foundation staff completes the written follow-up form based on a conversation with a grantee. We have been doing this as an internal follow-up form, but would like the option for the grantee to view what we've typed into the form and confirm that it is accurate and complete before submitting the report and marking it as complete. Other than downloading each follow-up form packet as a PDF and emailing it to them for their manual feedback, is there a way to either:
1.…1 vote -
Additional Evaluations
We have several stages of evaluation; the two evaluations are not sufficient for us to be able to understand and assess applications effectively. It would be helpful if we could add additional evaluations, as needed, by process.
1 vote -
eligibility quiz
In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.
2 votes -
Batch Deny to Move to Denial Draft
It would be a huge timesaver if there were an option for Batch Denied applications to be move to Denial Draft.
If you have a lot of applications, it takes a a very long time to do this one application at a time.
1 vote -
revert status
I'd like to request more control over the "Revert Status" function in SLM. Batch revert capability would be wonderful, and also the ability to choose from any stage in the cycle to revert to rather than having to revert one step at a time (i.e. from denied to denial draft, then from denial draft to complete).
1 vote -
SLM Committee Overhaul
We would like to see an overhaul of the SLM Committee features. It would be great if we could see the email address associated with the committee members within each committee, drill into each user directly, and have some type of drill in from the Universe or vice versa.
2 votes -
Organization Saved Searches
On the organization search page, could there be a section at the bottom with recent searches, or perhaps your own personalized list of organizations you want to keep handy?
2 votes -
More detailed budget planning tool, including a provisional budget option
I would love to have access to a dynamic budget planning tool, that allow me to have a global budget for my fiscal year, with various funding streams options AND with a provisional budget option that would take into account the proposed amount we enter in yet-to-be approved requests.
For the time being, I use an Excel file to achieve this, which is time consuming and error-prone. This option would save so much time!
2 votes -
EIN Population in Merge Template
Hello! It would be really useful for us to have the EIN / Tax ID data box as a merge field for merge templates. We want to add an organization's EIN to our Invoice merge template for verification purposes and were surprised it wasn't already an available merge field.
1 vote -
pdf with no comments
We use the Administrator Comments feature to provide draft review feedback to our applicants. Many applicants use the comments, then want us to remove them so that they can create a clean PDF of their completed application. We don't want to delete our comments as that is part of the grant process record, but we also don't want reviewers to be able to see the comments. Right now, our only option is to make all the comments not visible to applicants, proxy as the applicant, download the PDF, then make all the comments visible to the applicant again. This is…
1 vote -
scholarship deadline
In the Process Manager, I would like to see a button or indication that a scholarship deadline has passed.
Also, being able to filter scholarships in the process manager would be helpful. This could include filtering by process name, start date, and end date.
1 vote -
Suppressing Applicant Name / Project Field in Evaluation
We have 20+ scholarships that want applicant names suppressed from applications in the evaluation process. We have always had the student fill out the "Project Name" field with their name. This year, we had everything setup to suppress applicant details from the evaluators, but did not realize that the "Project Name" cannot be suppressed. We had to manually go in and change every student's name to a code in the Project Name field.
Short of instructing students in the future to not use their name as the project name field, is there any chance the Project Name field could also…
1 vote -
installment
'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.
4 votes -
"Click to Drill In" on Amount Awarded on the Dashboard
It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.
2 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
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Show Decision Status
Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…
1 vote -
due date application and third party
Would love to have the ability to set a separate due date for third-party responses. For example, student application is due March 15th and the system closes, but third-party due date is March 22nd then automatically closes.
1 vote -
Improve navigation
Would love to see a shortcut for going between work pages. For example, if I'm on Follow Ups Draft, and I want to go to LOI drafts, or applications evaluation assigned, I have to click the home button to get back to my dashboard, then into the next work page. If there was a dropdown in the navigation bar (perhaps only for administrators?) "Go To...) then a list of pages, we could go directly without bouncing back and forth across the dashboard. Not critical, but (especially on days when the site is running slowly) that extra step really adds up…
1 vote -
Integrate bill pay to payment tracking
We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.
1 vote
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