1138 results found
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Reporting on Pinned Comments
I know it is not currently possible to report on pinned comments, but if there is an opportunity to add that feature in the future it would greatly be appreciated. One of the main ways we used pinned comments is to make notes about previous grantees who have not submitted long, overdue reports or had another important interaction that it is helpful for all administrators to know.
It would be helpful to run a report on all the pinned comments so that we can know if we receive a future LOI, I can quickly review a report of all pinned…
5 votes -
Search by Student ID
It would be helpful to be able to search for students by the student ID associated with their account.
1 vote -
Add the Option to Change the Sequence of Boxes on the Public Apply Page
Support said that for our public apply page that has our two applications/process boxes and then the tutorial box, we cannot change the sequence and suggested submitting this idea here. Right now, the tutorial is first, then our main application/process, then our secondary one, and I would love to be able to change the order to put the tutorial box last/below.
1 vote -
Grantee Survey
Our team is interested in creating a survey for our grantees to utilize to help gauge our giving effectiveness. We would like to be able to assign grantees this survey and compile their answers on how satisfied they are with our application process, communication, etc. A follow-up form would not be as conducive, since it would only pertain to a certain grantee regarding a certain grant request. Would this be something GLM could incorporate?
1 vote -
Integrate Foundant with GiveSmart
Integrate the GiveSmart giving platform to merge data and ticket sales into Foundant.
2 votes -
Allowing a true count of students in a UA under the submitted bucket
When a student submits their General Application in the UA, you can only see a true number count by pulling a report. It would be helpful if those individual students would show up as submitted, since they have submitted a General Application. The drafted students shows correctly, but it shows 0 for submitted when that it not accurate. Right now they just get moved to the individual opportunity immediately instead of showing in the submitted bucket.
4 votes -
Duplicate Search by Organization Name
Duplicate Search - I need to list organizations by Organization name, when conducting duplicate searches. I think that used to be an option.
2 votes -
Add a field "Grant Number" once the grant application or Scholarship application is approved
For SLM. We use this software to review and approve grants for a public school. If the software could assign a grant number when the request is approved then that number could follow the request all throughout the software and then through the school district. The number would be used from approval, through purchase, through, invoice and then it would all tie together. The automated grant number that would be assigned should then be able to be merged into the grant award email that is sent.
2 votes -
Additional Multi Factor Authentication Options
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.
30 votes -
Create & Attach Merge Docs in Batch
Merge multiple docs to applications: It would be helpful to be able to choose multiple requests and have the option to create a merge doc and save to the request for each one, all at once. This would give the option to create merge docs and save to requests in batches.
2 votes -
multiple automated emails
The option to add multiple automated emails would significantly improve efficiency. For example, a "report due" automated email is sent to grant recipients 30 days and 7 days before the report is due.
24 votes -
Filtering Award Types in Organization Requests
It would be helpful to be able to filter requests in an organization's profile by Type or Process so we can see what amount we gave for each Payment Type or by Process. For example, we can now customize the Type of payment so it would help if we could filter by One time, Installment, Charitable, Matching, etc.
1 vote -
Filter option when looking at organization history.
It would be very helpful to have a filter function when applicants (in our case, organization primary contacts) are viewing their organization history. Right now, they have to sort / scroll past all abandoned applications, cannot filter by date, etc.
5 votes -
SMS Messaging
Allow for SMS Messaging as another means for contacting applicants. Today's high schools and college students are more apt to monitor and respond to text messages than they are to emails.
2 votes -
Return to Dashboard from Reports & Data Sets Pages
Can there be a button added to the Reports & Data Sets pages that allows us to return to the dashboard rather than relying on the separate home page window to stay open? Or add the banner with our company logo, Search button, Tools button, etc. at the top of Reports & Data Sets pages? Thanks!
2 votes -
Include PDF attachment of the form submitted in auto emails to reviewers
It would be great if on the automatic emails for form submissions, it would include the form as a PDF attachment. We have staff who need to review them and send them onto folks who dont have system access. So I have to go in and download the PDF and then email it to them.
1 vote -
application packet
A client was frustrated with the GLM portal because it’s not user-friendly. They couldn’t submit feedback on the idealab page, so I’m sharing it here:
more intuitive and descriptive labels, and someone who is customer facing should talk through the workflow that happens with each page with the techy software developers.You will see the same two ikons for pdfs. One on the left and one on the right. There is no label for these. But if you think to hover, you find the one on the left is print submission and the one on the right is view submission. Two…1 vote -
Condensed List View for New Applicant Dashboard
With the updated applicant dashboard featuring a card/tile layout, applicants, particularly students, can face usability challenges when they’re eligible for multiple scholarships. For example, if a student qualifies for just six or more scholarships, they have to scroll to view all their opportunities.
To improve the user experience, especially for applicants managing several grants/opportunities, please consider adding a toggle option for a condensed or list-style view. This view could reduce the size of the cards or display opportunities in a single row-based layout, allowing applicants to see more at once without excessive scrolling.
This enhancement would make navigating the dashboard…
15 votes -
Allow Multiple Files to be Uploaded to a Single File Upload Question
Please allow for the ability to upload multiple files to a single upload question.
Currently, it is only possible to upload one file per question. It would be very helpful and much more effective if the File Upload question type allowed for multiple files to be uploaded to a single upload question, as opposed to needing one file upload question for each upload.
Alternatively, the option to upload a folder to a file upload question would be another possible remedy.
83 votes -
Check memo sync from GLM to CSuite
C-suite Field check memo to update under Installment Form in GLM/SLM
Check Memo is a great addition in C-suite, it would be great to have the field in GLM/SLM and set the memo there. This would allow for our grants and scholarship team to set the memo and not have to wait for the grant to be created in c-suite to go in and set the memo.1 vote
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