951 results found
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C-suite Field check memo to update under Installment Form in GLM/SLM
Check Memo is a great addition in C-suite, it would be great to have the field in GLM/SLM and set the memo there. This would allow for our grants and scholarship team to set the memo and not have to wait for the grant to be created in c-suite to go in and set the memo.
5 votes -
Custom URL capability for SLM and GLM grant processes
It would be nice to be able to create a custom URL for grant and scholarship programs instead of the grantinterface.com address.
12 votes -
summary row
Could you format the summary row in tables to match the format on the rows above. In particular, use the thousands "comma"? It looks weird now if you use a summary row because the formatting is different.
6 votes -
DocuSign
Is it possible to have SLM integrate with DocuSign with the committee chairs in addition to the applicants?
4 votes -
minimum character count
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.
13 votes -
Track usage/traffic
It would be nice to be able to see how much traffic our Foundant site gets from applicants. For example, does traffic go up after we run social media posts? We can currently run a report to show applications in any status, but that doesn't capture everything, like people who log in to work on an application that remains in draft status.
6 votes -
Application Start date in application drafts bucket
Often times we extend the application for only specific students (however, this can range from 50 ot more or less students). I do not know the names of the students since the school cannot divulge that information. I was hoping to look at the start date of their drafted application in order to identify the students I am extending the opportunity for based on the donors request. A start date in the drafted applications would be very helpful for this purpose.
3 votes -
mmathews@sistersofcharitysc.com
add a pop up when you click Application Incomplete to say "are you sure? this will revert the application to Draft" or a popup similar to when you merge an org. and have to type MERGE to confirm.
4 votes -
Merge just the next installment
We'd like to be able to insert the "next installment" in our letters to grantees vs. a table that shows all installments. At this time the table is our only option aside from merging the total award amount.
3 votes -
Question Library: Show all answers in the same column on reports
Question Library - As an admin, I want to be able to add the same question across multiple forms and have the responses all tie together in reporting. Currently, if I add a new question to separate processes, I have to re-create that question in every single process and then the responses don’t show up in the same column in reporting.
3 votes -
Budget tables
For dollar amounts, commas and decimals to automatically appear when entering amounts.
Allow summing across columns.
Sums should take the same format as what is entered in the fields. Currently, when summed, the dollar amounts appear as just a number with no dollar sign, commas, or decimals.Allow for selecting of the specific fields to sum rather than all fields with the column.
10 votes -
copy request
I would like to see an option to rename a request in the process of copying it. Kind of like a 'save as' process, if I were able to add in a word or two to the end of the Project Name in the process of copying it, that would be very handy.
3 votes -
Sharing Final Grant Reports with Evaluators
Forward Final Grant Reports to Evaluators who approved the request w/o having to create a .pdf...much like we can assign evaluators. Maybe assign evaluators to view Final Grant Reports
20 votes -
Table Question - Ability to Edit Read-Only Cells
When building a table question, It would be GREAT to be able to edit read-only cells. I confirmed with Support that at present, read-only cells do not allow you to edit their content other than their label, yet applicants cannot see cell labels. This means that any read-only cell that is not in a summary row will always show up to applicants as a blank cell.
This is confusing because it makes it seem like you have the option to do something you don't, e.g. put readable content in read-only cells. I would love to be able to do something…
5 votes -
Third Party Response Reminder
It would be helpful to be able to customize the Third Party Response Reminder e-mails. We would like to include a deadline for the third party to respond.
8 votes -
Make it easier to know when to close a request
I want to close a request when all follow ups have been completed and the grant/scholarship has been paid. I currently don't have visibility on these two pieces of info on the same workload page.
Ideas - make grant balance an custom field on follow ups workload page, or grant status (though that's a CSuite only field); have a count similar to third party of follow ups complete on the approval page as a column.
26 votes -
Legal Name Field in GLM Profiles
Nonprofits often run under a DBA or have a common name they use that does not always match their 501 c 3 IRS Designation name. If there was a field in the GLM profile that allowed for a legal name and common name, syncing that over to C-Suite, which already has a legal name field, would be IMMENSELY helpful.
8 votes -
Ability to mark Ineligible Universe Requests in Eligibility Center as "reviewed/resolved."
The Ineligible Universe Request tab is helpful, but it would be improved if there could be a way to mark each one as reviewed/resolved. I periodically check this tab, but am having difficulty tracking which ones are new and yet to be reviewed.
4 votes -
Outlook Integration/Tasks
For those of you who work with special projects who need to collect reports from multiple sources it's hard to keep track of when certain report dates are due. My wish item is for the GLM to have an email/calendar integration to mitigate any "through-the-cracks" issues. Kind of like the tasks feature seen in CSuite. I would like this feature in the GLM.
11 votes -
Organizing Universes
It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.
10 votes
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