1075 results found
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It would be great if we were able to sort Fund Fee Types in alphabetical order.
It would be great if we were able to sort Fund Fee Types in alphabetical order.
2 votes -
AI
Integrate with learnings from ChatGPT i.e. have ChatGPT conduct a review of the 990; import its findings into an Evaluation
3 votes -
Allow an internal process application to be submitted or completed
I would like all grants to go through each status without skipping one. Please add a submit button and a complete button to the internal process applications. This will allow us to choose where we would like the application to move on the dashboard.
TCF
Thanks.
5 votes -
Show Decision Status
Show Decision Status: current setting applies to entire site (available under site settings). Moving this setting to the Process Manager and allowing it to be set individually on each process would open up more flexibility to accommodate different foundation's workflows.
Example: two grant programs are open at the same time. one is a rolling basis application process with fast turn around. the other is a quarterly LOI process involving board meetings. the ideal use of "show decision status" for these two programs would be vastly differently; yet the software is forcing one setting for all.
5 votes -
Contact Information for Organization and Individual Profile
Applicant Contact Information
I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.
4 votes -
Custom Fields on Scholarships
We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(
4 votes -
Be able to create and assign a series of tasks to a profile.
Feature Suggestion: Task Set Automation with Relative Due Dates
I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:
Task: Send thank-you letter
Due: 1 month from task assignment
Task: Share copy of signed fund agreement
Due: Immediately or within 1 week
Task: First reporting update
Due: 6 months from fund establishment
This would be especially useful when a donor gives a gift or establishes a fund. I…2 votes -
Sync Emails to GLM
Can GLM have the Outlook email syncing to notes feature like C-Suite has? Thanks!
3 votes -
Show the Debugger Trace Report
I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.
4 votes -
GLM when searching for organizations
When searching for an organization in a certain city or state, after you click on the first one you want to look at, it takes you all the way back to the main organization screen and you have to put in the city and state again. It doesn't allow you to just look at the original search list.
5 votes -
Batch Re-Assign Follow Ups to a New User (Program Officer Leaving)
We have a Program Officer who is leaving the foundation. She has over 150 follow ups assigned to her. Reassigning to the new Program Officer is going to require that we reassign each one individually. It would be great to have the ability to batch reassign.
3 votes -
Make the Fund Name from CSuite visible in GLM forms besides the Installment Form.
CSuite/GLM synced grants: Applicants that receive multiple grants from designated funds need to be able to see the Fund Name in order to easily differentiate between the grants they have received. It needs to be available for other forms and merge fields too. Specifically on Follow Up forms and in email merge templates.
2 votes -
Resizing tables in Evaluator side-by-side view
One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.
It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.
While the two panes of the application/evaluation can be resized, this is…
2 votes -
Automatically generated request ID
We have long project names for our applications and an automatically generated request ID (example 20240041) that includes the year, would be helpful to identify and search for a specific request, without needing to remember the project name or organization name.
30 votes -
Please add a "Tabled" line in the Application Evaluation section
Please add a "Tabled" line in the Application Evaluation section. So much easier to keep track of tabled applications throughout the year if they need to be revisited in a subsequent grant round within the same process.
3 votes -
universal application in GLM
It would be great to have a universal application in GLM like in SLM. Where you can enter the eligibility of each process in the universe and applicants only have to fill out 1 application and get matched to what they actually qualify for. This is crucial!
1 vote -
Merge Template
When creating a merge document, it would be nice to be able to choose at the top of the screen, whether or not it is a .pdf or .doc. Scrolling to the bottom of the list of merge templates takes extra time, especially when creating many merge docs. It would also be very nice to be able to choose one type of document and all of your merge docs would be that type of document until you toggle it off.
Thank you.
4 votes -
Pop-up message
It would be nice to have an option for an editable pop-up message that applicants would see once they are logged in (similar to the landing page message, but something they would have to notice and would see only once they log in). It could be used to notify applicants of any changes to the process or, really, anything that seems important.
1 vote -
evaluator submission time and date
I'd like to be able to pull a report based on the time and date when an evaluator submitted an evaluation form. That data exists - it can be found under a request's submission history - but I want to be able to know when the evaluator submitted the form, not when it was marked as complete.
1 vote -
Inactive Users Should Not Require an Email Address
Currently if a user is inactive they are required to have an email address. This is not useful when the new user in their role uses the previous employees email address. ie) ceo@testcompany.ca
If the new user uses the previous employees email then you are required to come up with a dummy address for the inactive employee. This is not ideal.
Inactive employees should NOT require an email.
3 votes
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