1053 results found
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Hold or lock an application or organization
It would be helpful to add the option to put an application and/or an organization on hold. We often run into a problem where the applicant has submitted documents without signatures, or they did not submit follow-up forms from a previous grant. If this information isn't shared with managers payments can accidentally be processed or applications can be pushed through by the manager because they were unaware of the process hold done by the finance team. To add a feature that locks everything and shows a red alert of why the process can't proceed would be great.
1 vote -
Customize Data in Metrics Dashboard
The vast majority of the Metrics Dashboard data is related to decisions and payments/disbursements. Our organization does not facilitate payment through SLM/CSuite, so these charts/datasets are blank/not useful to us at all.
Given the mission of our organization, it would be great to be able to customize this dashboard to reflect the data in real-time that is most important to our organization (largely applicant data, so for example, race/ethnicity data, geographic location, number of applicants per program, etc).
1 vote -
export request history slm
Hello! I'm trying to compile a history on a scholarship recipient's requests and awards, and found that this User Summary/Request History is not exportable. I would like to be able to export this data to an excel file to be able to tabulate and manipulate the data. Thanks!
2 votes -
Email Templates: Add a "Next" and "Back" Arrow Buttons to Move Through the Email Templates
Suggestion: When working on updating email templates, it would be very helpful to have an arrow button for “Next” and “Back” to easily navigate the email templates.
Current Process: Now, the process requires that you go back to the email template section, pick the next template from the list, wait for it to open, make changes, save, go back to the email template listings page and then repeat that for every template. I noticed that you already have an arrow that forwards you to the next form in other stages within the dashboard, but not in the email templates section.…3 votes -
Search Function
I have struggled sometimes to find an org or project because I do not type it in exactly as it was done at the outset. Is it possible to have more of a search function that operates like Google to find ones that are closely related?
5 votes -
'Archive' button in GLM reports?
Please could we add an 'archive' button or feature to the reporting section so reports or data sets can be hidden from the main page but not deleted? Right now the options are to have a cluttered reports page, or delete entirely.
51 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
Manager Evaluations
Currently, once a manager evaluation has been assigned, if the manager reviews it and then realizes it should be reassigned to another manager, if he saves it (even without answering any questions), it locks the evaluation and it cannot be reassigned. This is an issue and has not always been this way. I would like to recommend this be changed so if needing to reassign an evaluation, it can be done without issue by the administrator, even if it has been saved. This has been a very big issue for us during our current grant process and I'd like to…
10 votes -
side by side text evaluations
The side-by-side view for evaluations does not properly show all of the text for 'text box' type questions. To see the rest of the text a user must manually select the text to make the box scroll - this is nonsensical or select the application button at the top creating a PDF popup.
Please make all the text show so that the evaluators can just have a side by side comparison and not have to open up multiple documents.
3 votes -
conflict of interest notification
I would love an automated email to administrators for GLM/SLM for a conflict of interest question. That way we can see it and assign another evaluator. We shoot for a certain number of reviews of applications and if someone has a conflict of interest we would want to assign a different reviewer for that application.
3 votes -
Payment Graph on Dashboard
On the Dashboard there's the Amount Awarded graph that posts the last 10 years. Our organization would love the Payments graph to show the same (last 10 years vs. last 12 months). Or, we'd like the ability to change the Payments graph by year. Also, it would be so helpful if you could drill down on the graphs to see what grants make up those amounts/payments.
3 votes -
Delete submitted follow-up without having to revert
It would be nice to be able to delete a submitted follow-up form without having to revert it back to Draft status.
1 vote -
Accents / Insert symbol
It would be nice to be able to include accents in the response fields, without having to copy and paste from another document.
1 vote -
Turn off ability for applicants to edit their contact information
We would really love the option to turn off applicant's ability to edit their own contact information. We have had problems with applicants changing names and email addresses during staff changes, and it creates huge problems with our record-keeping and historical data.
1 vote -
Unique access codes
We would love access codes that can be made unique for each applicant, so that the code cannot be used more than once, and cannot be shared between potential applicants.
1 vote -
Melanie.Frazier@state.mn.us
Allow information from the organization and user details to auto-fill answers to questions in any form. For example, on the application form if the question is organization submitting an application that information would auto-populate based on the organization the user is linked to. Another example, would be if there is a question on the applicant form that asks who is completing the application, that information based on the user information of the person logged in.
1 vote -
d
Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a…
0 votes -
Include custom fields on voucher content and grant content
Currently check content provides custom fields so I am using that to send payment notifications. However, I recently discovered this sends a notice to all payment recipients not just the ACH recipients like I was told. A support representative told me that if we use Voucher Content, and Grants Content it will only send notifications to those ACH payees, but there are no custom fields in these areas so I can't include any details about the payment or who the fundholder was that issued the grant payment like I can in the check content area. Please add the custom fields…
1 vote -
custom fields email
It would be useful to have the inability to use custom merge fields in an email template.
Some background on our proposed use this feature and the need it addresses:
Our foundation was attempting to create an email template which can serve as a digital copy of the scholarship award letter we send to recipients. However, we are unable to create a "master" email template that would serve across all opportunities because there is no way to pull in a description of the scholarship each recipient has won.
It would be nice to be able to utilize custom fields from…
2 votes
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