1138 results found
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Recurring Donation Posting Date
Currently when a recurring donation is posted, it uses the donation date as the date of the planned recurring donation. However, if the donation is actually posted a few days later, the actual donation date should be used, not when the recurring donation was originally scheduled. That creates a timing/reporting issue especially at year end. For example, if someone has a recurring donation scheduled for December 30 but it is actually paid and posted on January 3, that should be a donation in the new tax year, not the old one.
1 vote -
submit idea
Currently recurring donations require manual intervention to post the donation. Because the donation is recurring, it should not require manual intervention. It should post automatically like all other Stripe donations.
1 vote -
NTEE Code Not Available in Reporting
The NTEE Code and NTEE Code Description are not currently available in Reporting. This is something we wish to start looking from a Financial & Compliance perspective.
1 vote -
Vetting new organizations
As a community foundation, we fund mainly around one county in NJ. We often see folks starting a profile in GLM that are clearly way outside of our region. We've had one organization that started a profile with fake information (e.g., 555-5555 phone number, and a fake website etc). Was wondering if there is a way of limiting who is able to start a profile in our system? More specifically, we'd want to give the ability for anyone with a NJ address to start a profile, but anyone outside NJ would need to be approved before they could start a…
4 votes -
Include/Exclude attachments in app packet downloads
Would it be possible to allow administrators/grant staff to download application answers without the attachments included? We are sometimes sharing applications with leadership, but having to edit the PDFs to remove attachments like due diligence and audit information is tedious. If we could choose to download the application packet with or without the attachments would be so helpful.
2 votes -
New User Search Feedback
As part of our July 2026 Monthly Release, we introduced a toggle that allows you to preview the new User 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 user registration form.
We want your input! Please use this thread to share any feedback, suggestions, or questions about the new search page.
1 vote -
Prepopulate Integer, Decimal and Currency fields within tables with a 0
Summary rows or columns in tables dont always calculate correctly if cells are left blank. Prepopulating integer, decimal and currency fields with a 0 would increase the accuracy of reports created with summary fields.
I have attached a image of a section of our zip code table. I have found that not completing all of the cells throws off the summary calculation. I end up finding these errors in our custom reports and have to go back and fill in a zero for the unanswered question to correct the sum.
1 vote -
eligibility center slm
In the SLM Eligibility Center, I would like to request a "What Changed" update screen after rerunning eligibility on an applicant. Currently the process just re-runs, and it is up to the user to determine what changes to the application's eligibility occurred. This is particularly problematic if the changes include removing/being un-matched with an opportunity, because the user must then go abandon that opportunity for the student if we do not want them to have the ability to apply without being actually eligible. So it would be helpful if there was a list of changed that popped up after the…
4 votes -
Affiliate Access to CSuite
We have 13 affiliates. Right now, we do not allow our affiliate staff to have access to CSuite to update CRM data, but we would LOVE to be able to do that. They all have to use a third party software to do so because we do not allow them direct access. Our concern is with donor privacy and we do not want affiliate staff members to be able to see contacts that have not donated to their affiliate funds. Will it ever be possible to setup affiliates users so they can only see donors that donate to their specific…
3 votes -
Evaluator progress
We need a progress report, accessible from the Dashboard, that shows the progress of each evaluator by # of evaluations and what status they are in: No login, Pending, Draft, Complete. A quick color coded bar: White, Red, Orange, Green would be all that's needed and make it easy to identify who needs to complete evaluations as deadlines draw near. This could also be accomplished by buckets of status, with evaluator names located within each bucket OR a Percentage Complete after each Evaluator name. And of the above three would help in identifying evaluators that need a nudge.
2 votes -
program expense ratio calculation
The Financials & Compliance tab and information is a very helpful addition in GLM and the info icons that explain total revenue, total expenses, etc. are great. It would be helpful to reviewers if there was comparable explanation and context about how the program expense ratio is calculated.
1 vote -
program expense ratio calculation
The Financials & Compliance tab and information is a very helpful addition in GLM and the info icons that explain total revenue, total expenses, etc. are great. It would be helpful to reviewers if there was comparable explanation and context about how the program expense ratio is calculated.
1 vote -
Reportable Admin-only data on organizational summary
I'd like to be able to add "admin only" visibility fields to the organizational summary, in such a way that they can be reported on. This would be helpful as a way to code organizations and their work as e.g. "healthcare" or "legal support" without having to add that to every single application.
3 votes -
Hide Follow-ups in Process Manager
When we copy a process, we need to copy many follow-up forms so we are prepared for different scenarios (ie if multi-year installments are granted, etc.) We don't know when we are building the process how many of the follow-up forms will prove useful. When there are lots of extra follow-up forms, we loose functionality in the assign follow-ups window. If we delete the follow-ups, however, we loose valuable work that we may need to re-do if circumstances change and we need to add the follow-up again.
Could follow-up forms be hidden in the process manager? If this could work…
1 vote -
Decimal places for scores
Add decimal places / decimal points for scores so that we can view differences in scores that are very similar. This is extremely important for reports but also helpful for reviews (evaluator views).
1 vote -
Merged Organization Status
Currently, organizations only show as Active or Archived in the Data Visualization Tool, and there's no way to tell if one was merged into another. A "Merged" or "Deleted" status for organizations, consistent with how merges are shown for users, would be helpful so we can easily identify merged organizations.
1 vote -
Funds as beneficiaries
Hi - we have beneficiaries to a Charitable Lead Trust where the annuity payment goes to another Fund(s) here at our Foundation. We can only set the beneficiary to a profile. Thanks!
1 vote -
Increase Character Limit for Interactions on the Organization Summary Page
Our team uses the Interaction section on the Organization Summary page to document site visits, meetings with organizations, and notes from those conversations. We have found that the current 2,000-character limit is not always enough to capture the level of detail needed.
It would be helpful if the character limit could be increased, or if administrators could configure the limit for their site. This would allow us to keep all notes from a meeting or site visit in a single Interaction rather than having to shorten them or split them across multiple entries.
1 vote -
New email templates to appear at top of list
When I create a new email template it automatically goes to the bottom of the template list and I have to drag it to the top. As we are working on it and, in most cases, about to send it out it would be better if the most recent templates appeared first. Alternatively you could introduce sorting functionality.
1 vote -
"Internal Description" in Campaign should be specific to campaign
Currently "Internal Description" in a marketing campaign pulls existing data from the internal description on the Fund that is connected to the campaign. It would be helpful if "Internal Description" was its own field connected to the campaign itself and could be used in reports. This would enable another source of data for campaigns. Or it would be helpful to be able to have a custom field for campaigns.
2 votes
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