1075 results found
-
GLM Initial Set-up of New Account
We've had many grant award checks returned for "no receptacle" or "insufficient address" due to the application in GLM auto filling with whatever address was put in when the organization's account was initially set up. Most people will put their physical address in this spot. It would be helpful if when setting up new accounts in GLM both the mailing address and the physical address of an organization were required, then for the mailing address to be the default for the grant application. Any way around this issue?
2 votes -
email
With the new view, email history is very difficult to find. It would be great if there were a tab on the left or in one of the blocks in the new view that would bring users quickly to the email history. Right now, it is not visible, and there are many clicks to get to the email. It is not very intuitive as set up now.
1 vote -
emails
With the new organization view, email history is hard to find. I did find out you can get to them with multiple steps that seem time consuming and awkward. Please put email history link either on the left side of the front page or on the blocks of info. Right now, they are buried.
1 vote -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
1 vote -
It would be nice to have a shortcuts option on the homepage or side bar!
It would be great if we could choose to have a "shortcuts" list on the homepage or in the side menu bar for funds, profiles, campaigns, or pages (like "Funds") that we frequently visit.
1 vote -
Insert an image into emails
Someone may have posted this somewhere, but it would be really nice to be able to put images in an email without having to use a link! Thanks.
1 vote -
Customize the Organization Request Summary
I am loving the new organization request summary. Can it be customized? I would like to take an answer from a multiple choice internal question off the grantee's final report and have that show up on the request summary.
1 vote -
Allow evaluation fields to be pulled into merge templates
As the evaluation fields cannot be pulled into merge templates, we have built our due diligence processes into an internal-only section of the application form. As a result, this means that the application is extremely long, and we are needing to continuously scroll up and down to review the required information. It would be much better if we could have a side-by-side view, such as you get with the evaluation stage.
We could build the due diligence into the evaluator 1 stage to do this, but none of the fields could then be included in our merge templates. If these…1 vote -
batch assign follow ups SLM
In SLM, you cannot batch assign follow ups for different opportunities within the same General Application. It is very time consuming to assign the same set of scholarship follow ups to each different opportunity individually. This idea needs to be taken a step further to allow different opportunities within a GA to be batch assigned at once. Thanks!
5 votes -
Administrator comment
Please change the color of the Administrator Comment box!
When we provide comments for our applicants, they are constantly complaining that the box blends in with the rest of the white and off-white colors and words on the screen. It's true!
Please change the white box to a colored box or allow administrators to choose the color of the box or change the text color for administrator comments. This small change would improve the applicant experience.
8 votes -
Report Creation and Distribution Automation
We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.
Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.
32 votes -
Shared Documents
I would love to be able to organize/rearrange the files I upload into the Shared Documents. A drag and drop feature like the e-mail templates would be fantastic.
2 votes -
brandy.thrower@arkansas.gov
The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.
1 vote -
Make grant catalog fields in GLM optional by default with option to make required
We would love to include grant catalog fields in all of our grant request processes so that if a grant would be something that would appeal to a donor advisor fund we could sync the request from GLM to CSuite to make it available online for them to consider (plus track the donations). The problem is, all grant catalog fields are required, so it's all or nothing. It would be very repetitive for the user to type this information twice or for us to copy information from the application to the grant catalog fields.
1 vote -
Primary Evaluator
Adding a label for Primary evaluator would also be a helpful benefit. We often assign a primary and secondary reviewer to each evaluation and Foundant currently does not seem to have a way to note this withing the system.
2 votes -
download all
In the Application 'document viewer', i was wondering if it would be possible to request the additional of a 'download all' button.
I need to download all of the attachments as separate PDF files, which currently requires me to click the download icon up to 20 times per application.
This has been submitted by multiple users over the years. I don't think it would be difficult to implement. PLEASE consider it.
2 votes -
Can over character limits be formated to be red?
Ok, we all know red means alert. I have so many applicants who get confused about not being able to submit an LOI, Application, or Follow-up due to being over the character limit. There is no visual cue to direct them. Can that please be changed and save me the time of having to figure out what the problem is, having to increase the character count or explain it one more time?
3 votes -
Add And/Or Search Options to Search Requests & Decisions
We'd love to have the option to use the "Search Requests & Decisions" function in GLM to quickly figure out how much we've granted to an organization. Unfortunately, some of our larger grantees have used different fiscal sponsors over the years, so we are unable to get an idea of the number of grants and their amounts through the "Search" and "Quick Export" tab. Can we have the option to have an "Add" and "Or" button so we could target multiple specific organizations or request titles? Thanks!
2 votes -
Administrator Comment Default to "Share with Applicant"
The administrator comments is a great feature- we use it to give applicants feedback during our draft phase review. We usually DON'T wish to share those administrator comments with evaluators. Customization around these comments would be incredibly helpful. For example, it is cumbersome for our Program Officers to click the "share with applicant" checkbox for each comment (and sometimes one gets forgotten and shared with evaluators-yikes!). It would be amazing if we could have access to that in a site setting to default that check box as checked (share with applicant). Or add a feature to share both might be…
2 votes -
Bulk export to include Documents uploaded separately from the application and follow-ups.
In addition to bulk exporting a grantee's application and report, can we include the "Documents" tab where I (the administrator) might be uploading other documents like site visit notes in this download? It would be nice to have all associated documents for the application in the same PDF.
5 votes
- Don't see your idea?