853 results found
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It would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
t would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
3 votes -
Collaborator Permissions
Applicants love the collaborator feature, but they are confused with "Can view, Can edit or Can submit" because they do not understand the permissions are additive. Would it be possible to change these to "Can view", "Can edit" and "Can edit and submit"? Even an explanatory pop-up would be helpful.
Would also like an additional checkbox "Allow to invite other collaborators" or such. My applicants are asking for this. Either that or include it as part of the Submit permission.
I know that this was submitted in the past, I am suggesting it again.
1 vote -
Update Granthub Pro to Utilize Grant Hub User Interface/Landing Page
Update GrantHub Pro to match the landing page and user interface of GrantHub for a smoother transition and ease of use. Essentially reskinning Granthub Pro to utilize the regular Granthub user interface with the added functionality of granthub pro.
1 vote -
Ineligible organization
We have recently had an issue with some partners not submitting reporting(like over a year overdue) and then cutting off all communication with us. Per our grant making policy this makes the organization ineligible for funding until the previous grant contract is fulfilled(meaning we get some type of report or account of grant monies.) We are looking at the idea of seeing if it was something that could be implemented to have a box or button that is able to be clicked on(toggle on and off so once they come back into good standing that goes away) an admin side…
1 vote -
Ability to modify/add fields in the "Edit Payment" window under "Installment Form"
In the "Edit Payment" pop-up window that is an option under "Installment Form", it would be very helpful if we could edit existing/add new field names in that pop-up window.
1 vote -
Automatic Emails Editable
Can there be an automatic email for the "LOI Declination?" Or better yet, can it be determined by the administrators which emails are automatic or not?
3 votes -
Ability to export page URLs as a report field
In GLM, it takes a LONG time to navigate to a specific request. Summary of that process: home screen > search > organizations > type org name > wait for results to load > comb through all results > click on correct org name > requests > comb through all requests > click on correct request name > finished. That's a TON of steps.
It'd be very helpful if we could export the unique URL of all requests. I'm thinking it could be a report field? this would enable us to set up an offline spreadsheet containing direct links to…
3 votes -
Master Tribute Summary
I am currently having an issue where we are not getting a full picture of donations that include tributes. The Tribute Donation Summary report will only include the names of tributes for online donations if the donor selects to notify the family of the person, if they leave it blank it automatically marks not to notify. When checks or other donations are entered by staff the notify option is left blank in many occasions they are included in the Tribute Donation Summary. We would like to have a more comprehensive report of all tributes not just the ones that are…
1 vote -
Please, please, please add "Fund Names" into the available merge fields for email templates!
When notifying someone of a grant award, we have always referenced the fund name in a check letter. As we move notifications to email, we need to be able to include the Fund Names. In CommunitySuite-integrated processes, the field exists already in the Installment form. It would be great if that field were both shared to other forms and as a merge field for email templates!
2 votes -
New Applicant/User
New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.
5 votes -
Enhancing GLM and SLM through ERP Integration
To enhance GLM and SLM, consider integrating more advanced ERP system functionalities into the platforms. By incorporating features like real-time data analytics, automated reporting, and seamless integration with other ERP modules, you can significantly improve efficiency and accuracy. For instance, implementing automated data syncing between GLM/SLM and ERP financial systems could reduce manual data entry errors and provide more accurate insights into grant and contract management. Additionally, incorporating AI-driven analytics could help users identify trends and optimize their strategies based on real-time data, leading to more informed decision-making and streamlined operations.
ERP recommendation: https://www.impactfirst.co/id/erp/software-erp
4 votes -
Reassign organization when request has followups
Now that users can be connected to multiple organizations -- We have users who had historically applied for both organization and personal artist grants under the same account, so we were looking forward to getting the personal requests moved over to a personal "organization" for them. It's a problem that we can't move anything that was awarded/assigned followups, even though those requests are closed. It would be very helpful to be able to do this so they can see all their personal history in the same place.
1 vote -
kbakhshi@fmscleveland.com
When creating a document and when viewing the Merge Docs on the communications page, they are not sortable. I wish the list was alphabetized, or sortable. Right now we have to scroll through dozens of templates.
4 votes -
Shared Question Across Forms
Currently only questions that exist on the Eligibility, LOI, and Application forms within a process can be added as a Shared Question to the Evaluation, Decision, and Follow Up forms. We would like the ability to add a Shared Question to ANY form within a given process no matter what form it was originally added to.
For example, if we add a "Reasons for Decline" field to an Evaluation form, we'd like to be able to pull that same field in as a Shared Question to a Decisions form.
3 votes -
Project URL in Evaluations
It would be great if we could click on a Project URL during an evaluation and it be a hyperlink to take us to the URL. Instead we have to copy the URL and paste it in another browser window to view it.
3 votes -
add alerts/auto-emails for documents when uploaded
Add the ability to add an auto-email template so users can be notified when a document is added to the documents tab. Especially if applicant facing.
5 votes -
Display Certain Rows
There should be a feature that allows you to control how many rows you want in your report. For example, I'm building out a Top 25 Report based on total giving and it would be beneficial if I can restrict the report to display only the 25 organizations that have received the most funding without needing to set a manual cap that is subject to change to filter them out.
1 vote -
Document upload option on applicant dashboard
Resurrecting a request from another user that was archived.
We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.
Original request submission:
We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
I would like there to be…4 votes -
December 2023 Theme Release Feedback
Hi All,
On December 6th, 2023 we updated the theme/general styling of GLM/SLM. We hope you all are enjoying these shifts in design, but in our commitment to continual improvement, we wanted to create a space where feedback could be collected. As you adopt the new look and feel, please use this idea to help continue to iterate with your feedback.Best,
Sammie10 votesJust wanted to let you know we are continue to review feedback posted here and will continue to keep you updated.
sammie
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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
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