1138 results found
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Collaborator added Functionality
With the collaborator feature, it would be nice to be able to have the option to have a check box to share admin comments to the collaborators if needed. Now that collaborators can assist applicants, admin comments are only visible to applicants.
5 votes -
canceled vs denied
It would be helpful to be able to see denied grants and scholarships on the dashboard to understand the full picture of the each process.
Additionally, it would be helpful to have a feature that allows us to mark a scholarship as cancelled if the recipient decides not to attend the program or utilize the funds. This would allow us to distinguish between what was not approved/denied and what was approved but not being used.
3 votes -
Interactions - Limit User to certain role
With the new Interactions feature, it would be great to limit the User name on the list. Currently lists all our external evaluators. We'd like to limit the user tag to Administrator and Grants Manager
3 votes -
Automatic email for LOI/Application when moved from Submitted to Complete
When we move from LOI or Applications from Submitted to Complete - an automatic email to be sent would allow an applicant to know where the application was in the process. It would be an efficient way for us to communicate with applicants.
3 votes -
Reporting Filtering Permission
Add Additional permission to restrict a user from being able to filter custom reports. The current most restricted permissions for viewing custom reports retains the ability for the user to edit the existing filters on the report, then in part allow the user to view any information they desires to filter down into.
2 votes -
Funds from GLM to CSuite in Installments
Right now our process is that when a grant is approved, we add the installments and then when I sync to CSuite I have to manually select what funds the grants are coming out of.
It would save me a lot of time if I could select the funds in GLM and then when I sync the grants, they are automatically assigned to the funds I picked in GLM.
7 votes -
Ability to upload emails/documents into new interactions feature
Some of our team members share an email or Word doc describing their recent site visit or virtual meeting with an organization. It would be great to have the option to upload those files as interactions in the new layout.
3 votes -
Option to give collaborators access to admin comments
Please give an option to allow Collaborators to have the ability to see the Administrator comments. This causes many problems within our application process. Maybe include the option for admin to click a box that either allows visibility to ONLY the primary applicant OR the primary applicant AND collaborators. Same with uploaded documents.
4 votes -
Ability to Bulk Edit Table Cells
It would be great to be able to bulk edit the a table in GLM/SLM to change cell content, visibility etc without having to open, edit and save each cell individually. It's time consuming and a tedious process. Being able to edit the table, change all the fields, and then save, would be awesome to see!
5 votes -
New Organization Search Feedback
As part of our July 2026 Monthly Release, we introduced a toggle that allows you to preview the new Organization Search page.
The new Search allows each user to customize the grid to meet their individual needs -- column selection, order, and size. The column selector includes custom fields from the organization registration form.
We want your input! Please use this thread to share any feedback, suggestions, or questions about the new search page.
1 vote -
Ability for Administrators to "Skip Required Field Validation" on Requests
There are many times when we (as administrators) manually enter a request that did not go through the standard application process (external committees, staff/internally approved requests, etc.). We often don't have all of the information needed to complete all required fields.
The only workaround we have found is to enter "N/A" or select dummy information on the forms OR create a separate internal process for each grant cycle that may have these type of requests.
Can the "Skip Required Field Validation" be added to the application and other forms?
2 votes -
Documents: Show Applicant Default
When uploading Documents, please make the Show Applicant the Document box a default setting I can click so it sticks. That way when I upload 25 commitment letters, I don't have to continue to drop down to click the box. It's extremely tedious and a bit painful for my carpel tunnel wrist.
2 votes -
branching question in follow up form
Allowing branching questions within a follow up form will improve the grantee experience by only answering the most relevant questions based on the responses.
4 votes -
Remove grey background from site emails
I would like for the background of emails generated by the site to be free of formatting. Currently, regardless of the template's formatting, the email arrives surrounded by a border that is formatted with a grey background. This means that if you reply to this email or forward it, your next email will retain this grey background, unless you go through the process of stripping it.
2 votes -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
14 votes -
Shared Documents
I would like to be able to upload documents in the "shared documents" folder and only have one process be able to view certain documents.
2 votes -
Search Organization By Status
Right now, finding an archived organization means either remembering its name and searching for it, or searching all organizations and scrolling down to the archived list at the bottom, which can take a long time to load. A simple active/archived filter, just like the one for users, would make this much quicker and easier!
2 votes -
Payment Tracking - custom columns options
The Payment Tracking page could be globally more useful (e.g. replace workflows requiring the Reports tool) if more filters and views could be added/used on that page.
Custom Columns:
- view process name as a column
- view decision date as a columnSearch:
- search by decision date... just a start to the ideas
(Payment Tracking could be used to look back at activity, and look ahead to actions needed.)
4 votes -
Organization Summary Page - Option to Display 990 Link Instead of Charity Check
On the Organization Summary page, there is currently a link to the organization's Charity Check. Previously, this displayed a link to the org's most recent 990 instead, and some foundations prefer that view for quick access to financial information during the review process.
Request: Add the ability to configure which link appears on the Org Summary page -- either the Charity Check or the most recent 990.
Why it matters: Quick access to a 990 directly from the Org Title page streamlines due diligence workflows, particularly for program officers and grants staff who rely on that data during the review…
3 votes -
update options for file download names
when downloading LOI and application documents, it would be helpful for the file name (option) to be the date submitted, not (only) the date of the download
2 votes
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