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  1. My organization recently implemented Multi Factor Authentication for logging into GLM. Unfortunately, the only option available is to download an authentication app to verify logins. It would be helpful to have other options, such as receiving a code via text message or email, in addition to the authentication app for verification.

    11 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  2. Currently, when viewing listings in the Nonprofit Directory by category, there is a large blank space on the left hand side of each listing where it appears the uploaded logo of the organization should go (see attached image).

    I have been told by Foundant that this is not a bug, so they will not fix it as such. Visually, it is very out of place and looks clearly designed for the organization logo especially given that this space is occupied by logos for fund listings.

    I would like to suggest that this space be utilized for the organization logo in…

    11 votes

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    4 comments  ·  UI/UX  ·  Admin →
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  3. I would like to suggest an 'Abandoned' option for Follow-Ups, similar to that for Draft Applications. This way, incomplete overdue reports do not remain on the dashboard indefinitely. This would help with decluttering the dashboard, while also accurately marking the follow-up. As I understand, the only other option (apart from extending the deadline) would be to delete it, however we would want to keep them for record purposes. In the event that a grantee is able to fill out the report, we would then revert it back to Follow-Up Draft.

    11 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  4. Admins should have the feature to receive an automatic email when a grantee misses their follow-up deadline. This would help admins with follow-ups assigned at different times to keep track of grantees who don't turn in their reports on time.

    11 votes

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    3 comments  ·  Follow Ups  ·  Admin →
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  5. We currently use the CSuite Grant ID# for any GLM-synced grants as an identifier for award agreements. Would be helpful to have that number appear in the Applicant portal for reference. Would also be helpful to have a merge field so that we can add the CSuite Grant ID to letter/email templates.

    11 votes

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  6. If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.

    11 votes

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  7. We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.

    11 votes

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  8. I need a table summary row that is a simple calculation, not just a sum.

    Like A-B-C=D

    11 votes

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    1 comment  ·  Admin →
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  9. 11 votes

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    Feedback Needed  ·  0 comments  ·  CRM  ·  Admin →
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  10. Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.

    Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.

    Example:

    * 20% -- A
    * 20% -- B
    * 20% -- C
    * 20% -- D
    * 20 % -- E
    * 20% -- F
    TOTAL: 120% <-- would be rejected because it is not 100%

    11 votes

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  11. 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

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  12. Please separate the videos back out to different pages for SLM and GLM as well as the different roles. For example, if I send my scholarship evaluators the link that has GLM as well, it is going to be confusing.

    11 votes

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  13. We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.

    11 votes

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  14. There should be a way to indicate an organization is no longer in business. Especially when dealing with multiyear awards.
    organization may go out of business and when the multiyear award is due it appears on the report.

    11 votes

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  15. It would be helpful to have the option to add another "after Due Date" automatic email to Follow-ups. Right now only "To Assignee 7 days after Due Date" is available and we'd like a "To Assignee 14 days after Due Date" as well.

    11 votes

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  16. Is there a plan to capture email replies from a system generated email in email history for an organization?

    11 votes

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  17. We always select an "alternate" for each scholarship and each year end up awarding an alternate or two because the original recipient changes their plans or no longer meets the scholarship criteria (changes schools, majors, etc.). Being an alternate is different than a straight out denial. There should be a way to transfer the payment (or remaining payments) from one awardee to the alternate as there is in Community Suite.

    11 votes

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  18. this would be so Cool... the system already calculated that average evaluation score. Could this be a field that is generated so we can use it in reports so that we don't need to create "this fun formula" : thanks :)

    11 votes

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    3 comments  ·  Reporting  ·  Admin →
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  19. Could we please see the name of the Process in the Draft Follow-Ups table? It would make reviewing the status of numerous upcoming Follow-Ups much easier. Might it be listed instead of the Form Name? Thanks for your help.

    Kathryn

    11 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  20. We would love to be able to see whether a past grant was declined at the LOI stage or the application stage on the organization summary page. Currently, the application status simply says "denied" if a grant was declined, but for us it is important to know at which stage a past grant was declined. As it is now, we have to go through multiple steps, looking at what we have from the applicant and determining if it is a full application. Simply stating that information on the organization summary page would make this an even better "at a glance"…

    11 votes

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    Feedback Needed  ·  7 comments  ·  Statuses  ·  Admin →
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