1075 results found
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Show Decision Status
Show Decision Status: current setting applies to entire site (available under site settings). Moving this setting to the Process Manager and allowing it to be set individually on each process would open up more flexibility to accommodate different foundation's workflows.
Example: two grant programs are open at the same time. one is a rolling basis application process with fast turn around. the other is a quarterly LOI process involving board meetings. the ideal use of "show decision status" for these two programs would be vastly differently; yet the software is forcing one setting for all.
5 votes -
print envelope
When printing envelopes from the profile screen it would be nice if inactive addresses did not show.
1 vote -
Bulk save Fund Statements to PDF
When generating fund statements in bulk, there is no option to efficiently save each fund's statement as a separate PDF file - the only option is to save them all in one compiled PDF (via either "Generate All File" or "Create Print File"), or to save each fund's statement separately via a series of clicks.
I would like the ability to generate and save fund statements as individual PDFs with a customizable File Name (eg: %Fund_name Statement FY 2024-2025.pdf) with one (or two) simple clicks!
1 vote -
Custom Fields on Scholarships
We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(
4 votes -
Show the Debugger Trace Report
I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.
4 votes -
Batch Re-Assign Follow Ups to a New User (Program Officer Leaving)
We have a Program Officer who is leaving the foundation. She has over 150 follow ups assigned to her. Reassigning to the new Program Officer is going to require that we reassign each one individually. It would be great to have the ability to batch reassign.
3 votes -
Make the Fund Name from CSuite visible in GLM forms besides the Installment Form.
CSuite/GLM synced grants: Applicants that receive multiple grants from designated funds need to be able to see the Fund Name in order to easily differentiate between the grants they have received. It needs to be available for other forms and merge fields too. Specifically on Follow Up forms and in email merge templates.
2 votes -
Resizing tables in Evaluator side-by-side view
One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.
It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.
While the two panes of the application/evaluation can be resized, this is…
2 votes -
Automatically generated request ID
We have long project names for our applications and an automatically generated request ID (example 20240041) that includes the year, would be helpful to identify and search for a specific request, without needing to remember the project name or organization name.
30 votes -
Custom Column for Follow Up Assignment Popup
It would be nice for the follow up assignment popup to be able to include a column that notes if the contact is the primary contact for that organization and/or include contact title. This would help with removing extra workflow steps for ensuring that the correct person is being assigned grant agreements, etc.
1 vote -
Please add a "Tabled" line in the Application Evaluation section
Please add a "Tabled" line in the Application Evaluation section. So much easier to keep track of tabled applications throughout the year if they need to be revisited in a subsequent grant round within the same process.
3 votes -
Adding the application Number as a Tab
It would be nice to view the application numbers for each grant. I often times have to go into the applications during any part of the process even after closing the application. It would be nice to see the application number so I could avoid clicking into several of the same grant name to find the correct application. Please do not remove the other tabs just add this option or allow it to be editable.
3 votes -
Reapplying
The new process to reapply for a grant seems a bit redundant and confusing.
I used to direct non-profits to click on "Apply" and they're in to the new submission.Now they need to click on Apply, then the button says "Applied" - past tense makes it confusing to me and them, and then the button says "Apply Again."
I think to simplify, the 2nd screen should have the "Apply Again" button...and not Applied.
What I don't want, personally, is to have to walk every non-profit through these steps to reapply.
1 vote -
Enhancement: SSO and MFA
- Editing MFA text and emails. Eg. The page that prompts the user to set TOTP. Change naming convention when MFA is added to authenticator app. When a user scans the QR code to set their TOTP, change default text based on the SmartSimple environment.
- MFA batch reset functionality. Right now we manually have to reset MFA for each user.
- Enable automatic redirect to SSO link for users when they log in with username/password instead of showing them an error page asking them to login again using SSO link. This is a standard feature available for most apps that offer single…
1 vote -
Default answer and auto populate on applications
I would like to be able to set a default answer to questions on the application. Like for drop down or radial buttons, I want to choose a default and then have the option to change it if needed. It would also be useful for information to auto populate from one question to another. For example, the project title would autofill to another question that is a summary of the request.
1 vote -
bulk update fund advisor permissions
There should be an option in the bulk updates for funds to bulk update fund advisor permissions for the portal. Currently, if we want to update permissions for what is viewable/what actions are available for users to through the portal, we have to individually update each profile. For an org that has as many fund advisors as we do, this is very time consuming and inconvenient. An option to bulk update these permissions would be very helpful.
1 vote -
SLM UA Separate auto emails: One for submitting Eligibility Quiz & One for submitting completed Application
(Applicable to the UA) We need to have two separate automated emails: one for when students submit their eligibility quiz (to confirm the quiz has been submitted and to then share information on next steps) and one for when they complete a full application for each of their eligible scholarship opportunities. Is this in the works for the UA? Currently the same "thank you for submitting your application" email is being sent to students when they submit their eligibility quiz AND when they submit their complete applications. This is causing students confusion.
1 vote -
universal application in GLM
It would be great to have a universal application in GLM like in SLM. Where you can enter the eligibility of each process in the universe and applicants only have to fill out 1 application and get matched to what they actually qualify for. This is crucial!
1 vote -
Merge Template
When creating a merge document, it would be nice to be able to choose at the top of the screen, whether or not it is a .pdf or .doc. Scrolling to the bottom of the list of merge templates takes extra time, especially when creating many merge docs. It would also be very nice to be able to choose one type of document and all of your merge docs would be that type of document until you toggle it off.
Thank you.
4 votes -
Inactive Users Should Not Require an Email Address
Currently if a user is inactive they are required to have an email address. This is not useful when the new user in their role uses the previous employees email address. ie) ceo@testcompany.ca
If the new user uses the previous employees email then you are required to come up with a dummy address for the inactive employee. This is not ideal.
Inactive employees should NOT require an email.
3 votes
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