11 results found
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Integration of Multi-fund Detail
When sending letters to grantees, I like to let them know which funds their grant came from. We do a lot of multi-fund grants and so I'd like to have each fund and amount listed. Sometimes there are multiple installments from one fund, so I don't want to pull in installment fields. To my understanding, I can only get this information into a merge template if I create custom fields in a form attached to the request (like the approval form) and manually enter them. This is a more tedious than I'd like. It would be great if this information…
2 votes -
Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
7 votes -
Make CSuite Grant ID# visible to Applicants, and add to merge field options
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.
5 votes -
Assign Primary Contact as Default "Applicant" for Grants Synced from CSuite to GLM
There are some grants that we process in CSuite and then sync over the GLM. The intention is that we can use email templates for batch notifications in GLM to send to the organizations. We also assign follow-up forms for these grants.
However, the emails and follow-ups aren't working. It seems to be because the Applicant is listed as "Unassigned". All of the organizations for these grants already have GLM accounts, so I would love to see the Primary Contact be the default "Applicant", which would enable us to perform these functions in batch. Any way to improve this integration…
1 vote -
GLM Linkage to QuickBooks for Grantee Organizations
There needs to be a way to link GLM Organizations to QB Online or Desktop via Other rather than Vendor. Vendor linkage is fine for true vendors who have provided a good or service, but the IRS requires that grantors receive no goods or services from their grantees. This is a legal definition. Thus, you are mixing two distinct groups whom a grantor pays.
1 vote -
Set CSuite Service Area and Grant Type in GLM approval form
Our grant approval workflow include setting the value for custom fields in the grant approval form (grant subtype, type of support, etc.). Then the Service Area and Grant Type need to be added after the grant is synced with CSuite. It would be SO helpful to be able to set the CSte Service Area and Grant Type field here as well so that coding does not have to be done in two places. In other words, change from a read-only field in GLM to an editable field like the custom field are.
1 vote -
Mark an application that you would like to revisit
I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.
2 votes -
Tax Class from GLM to CSuite
I'm not sure if this is a CSuite or a GLM idea. Why isn't the tax class field a standard field in GLM so when you sync the grant you do not have to remember to edit the profile? We end up with a lot of agencies without a tax class when it is time to run the 990 reports. Very time consuming.
1 vote -
Create reports by organization in addition to report creation by process
The report builder in GLM and SLM is driven by the grant/scholarship process. It would be helpful to be able to build reports outside of the process framework.
We want a central place to track non-profits and contacts in GLM who are also profiles in cSuite. For example, to figure out who is registered in GLM to submit an LOI or application or follow-ups so we can compare with the information on those profiles (org and contact) in cSuite. Bonus points if the Grant ID from GLM, and the Profile ID in cSuite, could be included in the report!
This…
3 votes -
Notification to Administrator of when reports are marked complete by program team
Notifications to Administrator for when reports are marked complete by program staff. Without having this it is making payments go out late due to program staff not sending email to administrator. It adds an extra step.
4 votes -
GLM/CSuite Salutations
It would be helpful to have the salutation field available in GLM and synced with CSuite.
5 votes
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