942 results found
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Shared Question across processes
We have a question used in several processes. I propose a question maintained in the process manager than can be added to multiple processes. We would have one location to maintain the response options for simplicity/authority. It would also streamline reporting metrics with uniform answers for comparison.
9 votes -
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were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated.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 -
Attach Files to multiple Journal Entries at one time
Each month, our organization has dozens of journal entries that are imported for payroll and other month-end close items. Importing these entries is great as they spread across multiple funds. However, after importing, it's a pain to attach the same file dozens of times for documentation purposes. It would be extremely helpful if there was a button on the "list" journal entry screen (the one that shows all pending or approved entries) to attach a singular file to all selected entries.
I think this could work similarly to the "Post all" feature available so you don't need to post each…
1 vote -
ability to delete pledges with pledge adjustments
I would like the ability to delete pledges with pledge adjustments. Thank you
1 vote -
Bulk Copy Applications
At BACF we have 11 different committees that review applications based on their funding alignment. Our current process is running a universal application. We then create individual processes for each of our committees, and manually copy applications into the processes for the committees that will review it. For example, we may get a funding request from the American Red Cross that has funding alignment across 3 different committees. I would then manually copy that request into each of the three processes for those committees to review.
Where this becomes cumbersome is that I have to go into each application individually…
6 votes -
Group Evaluators
There should be a way to evenly split the applications assigned to evaluators. We receive many grant applications and some reviewers do not have the time to read all applications.
1 vote -
scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
2 votes -
Evaluator Descriptions
It would be helpful to have the option to move, make bold, or otherwise highlight the Evaluator Descriptions which appear under the scholarship name when an evaluator is reviewing an application in SLM. It is easy to miss the Evaluator Descriptions where they are now and it would help to have them stand out and be more visible/noticeable to evaluators during the review process.
3 votes -
Being able to toggle between submitted and drafted numbers in SLM under the Applicant Opportunities tab.
In SLM on the Applicant Opportunities tab in a UA, it would be helpful if the Request column could be sorted. Right now, it just shows one number of total students in that specific opportunity. If you could sort be students who are drafted or submitted, that would be a really helpful feature. This could help scholarship providers market those opportunities with lower numbers much easier than having to pull a report each time.
2 votes -
Merge field for year to use across merge documents like reports for a title
In the list of merge fields have a field for just the year e.g. 2025 so it can be used across all merge reports to put in title e.g. 2025 Board Report
1 vote -
Add Ability to Bulk Delete Email Addresses and Phone #'s from specific profile types.
Add functionality to be able to bulk delete email addresses and/or phone numbers from a specific type of profile. Two options that would help are:
- Add 'type of profile' field to the Download options in Profile Bulk Update
- Add fields 'Email ID' 'Phone ID' in custom report column options.
2 votes -
Table, Labeling Summary Line
A simple 2 column table that ends in a summary row. When building the table, the end summary row on the left hand side can be labeled (e.g. Total Proposed Budget:). But from the Applicants' view, the summary row on the left hand side is blank.
2 votes -
Rank Order Evaluation
We would like the option to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.
I posted this idea 5 years ago and it is still an issue for us.
2 votes -
Red flagging
Red flagging organizations or individuals if they have not completed a follow up report. Saw an idea about stopping an application if the organization has not completed a follow up. This idea would be along the same lines however if would be a more prominent visual alert in foundations work flows
4 votes -
Multiple Automatic Reminders for Follow-Ups
It would be great if GLM could send multiple automatic reminders to grantees about follow-up due dates. We've found it helpful to give grantees a 30-day reminder about a follow-up, but would love it if GLM could send another automatic email a few days before the due date as well to make tracking easier for our grants administrator.
30 votes -
Draft Due Dates Update Automatically w/New Process Due Date
When extending the due date for a process, the LOIs that were already in draft status didn't update to the new due date. This caused confusion for the applicant when trying to submit the LOI. The solution was for our team to go into each draft individually and change the due date for drafts created before the process extension. (Drafts created after the extension showed the new due date.)
2 votes
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