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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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1138 results found

  1. When sending grant documents (grant letters), currently C-Suite only allows for one primary email address and if you want to add a second to be cc'd, you need to add it manually. It would be helpful if C-Suite allowed for a primary and secondary email address to be added and have that be automatically added to the cc section when sending grant letters.

    We have many organizations who request multiple email addresses to be contacted when they're receiving a grant and unfortunately right now we can't do it as it's too much of a manual process to add in a…

    29 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  2. Add the ability to set a Default Subject Line for Grant Letter Emails in Grants Content.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  3. I would love to have a way to trigger a thank-you email to evaluators who have finished submitting their evaluations.

    10 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  4. Allow Instruction Question type to be shared. We use this to provide external links to guidance documents at the top of each form. It would be VERY HELPFUL to be able to update the link once, rather than in every form.

    10 votes

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  5. The contact information in the top left corner of the summary is so tiny compared to the rest of the page's font size. Zooming in on the browser is not a solution.

    3 votes

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  6. I would like to see how old an idea lab entry is. Can you please show the date it was created? TCF

    17 votes

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  7. Can we default reports to export without formatting? The grey seems unnecessary. It would also be great if emails through the system weren't grey either. Thanks!

    17 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. I use the nonprofit descriptions in the nonprofit dashboard in the grant packets I pull for our Board members. I find that after many years, org descriptions need to be updated but nonprofits cannot do that themselves... they have to rely on me to do this. It would be super helpful if I could ask the nonprofits to take that step themselves.

    2 votes

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  9. Many times, a question will take up less than 10% of the width of the form. I would like to see a column functionality added to reduce the vertical length of the application.

    3 votes

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  10. We want to require our GLM users to enable 2-factor authentication, but are concerned about asking them to download an app to do so. Most of them probably aren't using an authenticator app anywhere else. We would like to offer them the option to have a code sent to their phone or email to authenticate so they are not required to download an authenticator app.

    6 votes

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  11. Why in the world has the Candid Charity Check been moved from the tab section above the Application to the left side of the Agency's profile? This is utterly inconvenient.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Reviewing  ·  Admin →
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  12. It would be great to be able to run reports on comments!

    6 votes

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  13. Please allow evaluation fields to be shared as read-only fields across forms.

    We use evaluation forms for internal review and coding, with one reviewer per request. Our first evaluation captures the initial review prior to the Grants Committee discussion, and a second evaluation is used to carry forward key information for the board docket and final decision. Having read only shared fields would prevent re-entry, reduce errors, and ensure consistency between evaluations.
    While this may not apply to workflows with multiple evaluators per request, it would be extremely valuable for organizations using evaluation forms for sequential internal reviews.

    Thank you.…

    6 votes

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  14. I wonder if there is a way to create a report that shows certain information by Organization. For instance, if I wanted to see which organizations are in a certain area, I could run a list with addresses. If I wanted to see Board information for a particular Organization (or Organizations) I could run a list that would have the Organization name along with a list of the board members they included on their most recent grant request. Or maybe I could go to a certain grant cycle and run a report on that one cycle that shows addresses or…

    6 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  15. Please bring back the search bar in the Merge Templates page.
    Before the modernization updates, there used to be a search bar in the Merge Templates page. It is now not there anymore. Can you please bring it back? It was useful. I know that I can "Control+F" to find it, but this feature would still be nice to have.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  16. I want to be able to edit two processes side by side without having to go back and forth.

    9 votes

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  17. We create merge documents of scholarship applications for our selection committees. Unfortunately, the only place to do this in bulk is from the Request & Decisions page. This page doesn't allow for any additional columns to sort or filter by so we are required to create a filtered report and manually go through the R & D page to manually select each student we want included in the batch. This is very tedious and time consuming. I would love to see the ability to create documents from the workflow buckets that allow for custom columns and filtering or add that…

    7 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  18. In addition to document uploads within Interactions, it would be very helpful to have the option for rich text formatting within the "Details" section of an interaction. This would be very helpful to be able to add bulleted notes.

    2 votes

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Admin →
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  19. Would be helpful to be able to search for users with NO assigned role so that someone can easily identify them and then assign them roles. Currently, the search function only allows to search by Role--obviously that omits a whole group of folks who were never assigned roles when their user account/contact was created. Ideally they would have been assigned a role at the beginning, but when a new GM comes and wants to clean up the system/make sure everyone is rightfully assigned, there's currently no way to do so without individually accessing THOUSANDS of user accounts to check.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  20. For excel reports to be able to pull the total score of all evaluators on an application

    3 votes

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