1012 results found
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'Add Comment' feature
It would be helpful when adding a comment in the Application or Follow-up forms that the comment stands out. For example, allow us to make the comment bubble red or yellow, or change the font color/size or make it bold. Anything to make it stand out from the rest of the Application or Follow-Up form would be extremely useful. I recently had to mark a follow-up form as incomplete, and I added comments to the questions that I needed clarification on and even after sending multiple emails (through Foundant) to the applicant to please see the comments to help her…
4 votes -
Preview Application Form
Please add back the live form preview option on the new user dashboard rather than just the PDF option.
5 votes -
GLM Evaluator portal Process filter and sort order
When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.
Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.
30 votes -
Process Manager
In the process manager, there is currently 2 buckets for processes to live:
-Available
-ArchiveWe'd like to see a third option for processes to live for historical management:
-Available/Active
-Unavailable/Inactive
-Archive/HistoricalWe have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.
It would also…
13 votes -
deferral
Add to the Follow Up workflow a Deferral bucket.
We allow most recipients to defer their award for up to one year. It would be great to have this on the dashboard as a workflow option. Of course adding a third function at the bottom of a Submitted Follow-up - "follow-up deffered"
6 votes -
Program Officer Assigned Follow Up
When a Follow Up is submitted by a grantee, we would love for that Follow Up to show in the dashboard of the Program Officer who worked with that organization during the application stage so they can easily tell they have a report to review and approve. We have the Program Officer assigned at the LOI/Application/Evaluation stage, but then we aren't able to maintain that assignment through Follow Ups.
Currently, I, as the administrator, get an email when a follow up has been submitted, and then because there's no way to bring in the assigned Program Officer on the email…
6 votes -
Batch Deny - Additional Fields
It would be great to have the ability to batch deny requests AND complete any of the prompts on the Denial Form that would apply to all.
Currently, when we batch deny, the only fields available to apply to all are the decision date and the decision comment, but it would be so nice to have all of the prompts on the denial form for that process available. For example, we have an "eligible to return" question on our Denial Form, and I have to select that field for each request individually.
2 votes -
integer
Change the symbol of the Integer question type away from a # to something else.
In our application we ask for percent of people served in our county. We built that question with the integer question type because that was the only question type where we could restrict the entry to two numerical digits.
But our applicants and reviewers are confused because we are asking for a percentage but the little symbol next to it is the number sign, so it almost looks like we are asking for the raw number of people, not the percent of people.
See attached
8 votes -
lcs@bermudafoundation.org
Can you create a question bank so that we can easily copy questions that already exist on other forms??
5 votes -
Duplicating questions
Please can we have the ability to duplicate a question? It would make it so much faster!
7 votes -
reneamuellerleile@rosenaufoundation.org
Additional standard merge fields available in email templates and the ability to customize / add your own to the forms. We have information that must legally be included in our approval and denial letters which are not available to be merged into the email, so we need to stop and fill in each manually, reducing the efficiency of automation within GLM.
7 votes -
Reviewer Feedback
We are manually going into each application and downloading the reviewer feedback and sending it to the applicant. This is very time consuming and tedious. If we could have an automation for the feedback to be available to the applicant on their dashboard that would be very helpful.
1 vote -
Allow either/or requirement on questions
In GLM/SLM on the application allow for an option to require one of two questions. For example: Enter Budget OR Upload Budget. Right now we need to have them both unrequired to allow for one to remain blank but would like to require that at least one of them be filled out.
1 vote -
Evaluation Closed Date
Ability to pull a report by the date an evaluation was closed
2 votes -
Batch Printing from Your Follow Ups
I just voted on Evaluator batch print function that someone else posted and would also like to suggest a Batch print function for "Your Follow Ups". With a lot of our grants, staff leads assign internal follow ups to their selves to complete verbal reporting with our partners so being able to download/print those batch lists would be really useful vs. viewing/scrolling down a lengthy page.
3 votes -
Branching from Individual Table Cells
I'm aware we currently have the capability to branch questions off of aggregated table cells (thank you for implementing!). However, any plans in the near future to branch off of any individual cell responses? That would be so much more helpful for us.
For example, we currently ask on an application for org. leaders' demographic percentages to be entered in a table and one of the categories is "Other historically disenfranchised groups". If they indicate a % in that cell other than 0, a branched text area question appears asking them to name the specific group(s). Since it's required to…
3 votes -
amostue@carpenter-foundation.org
I think users/members of an organization should be able to make other users in their organization inactive rather than admin having to do it on the backend.
It appears that a lot of users were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated. We as admin don't know who's current in their organizations and who is inactive. They know. Additionally, board members and board presidents change roles frequently. It would be helpful if organizations could manage that themselves as opposed to admin having to do that.
3 votes -
Fiscal Sponsor Mapping to C-Suite
Currently, for a payment to go to a fiscal sponsor from GLM to C-Suite, it was recommended that the Applicant in GLM be the fiscal sponsor and not the organization applying for the grant. This would change the applicant to the Fiscal Sponsor in GLM, moving the record of the application away from the actual applying party. It would be great if there was a way that you could connect a Sponsoring Organization to C-Suite instead of a Sponsored Organization, so that the application record could still be tied to the actual applicant in GLM.
1 vote -
dark mode
we need a working dark mode.
6 votes -
grants manager
I would like to be able to prevent a grants manager from changing answers on forms. Or maybe restrict certain questions. They need access to things that auditors can't access, so I can't use that role. I have customized the grants manager role, but this is not an option. Use case: I have a program officer that may be changing the answer to a question, and we don't want her to do that.
1 vote
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