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  1. Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!

    11 votes

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  2. We would to have a 'Shared Documents' folder specifically for our applicants/grantees to be able to access.

    I.e. This way the Agreement to Grant Terms is available for them to access at any time through their profile.

    14 votes

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  3. I'm hoping there is a way our foundation can copy collaborators in email communications and send them auto-generated emails for a request within GLM. Just as there is the option to CC/Copy a primary contact, It would be GREAT to have that same checkbox for CC/Copy collaborators. So many of our organizations use grant writers who are not affiliated with their organization to submit proposals and we need our communications to go to them!

    14 votes

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    0 comments  ·  Email  ·  Admin →
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  4. We often have to turn off automatic e-mails for short period of times when we work on individual requests and do not want the applicant to receive a notification.

    Sometimes, we forget to turn the automatic e-mail back on in the tool manager and it creates confusion.

    It would be great to be able to toggle off (an on) automatic e-mails for an individual request, directly in the request.

    4 votes

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  5. We have a number of evaluators with conflicts. Would be great if we could record these conflicts in a form and then have the system prevent us from assigning an evaluator to read a request from an org they have a conflict with

    2 votes

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  6. When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".

    Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".

    1 vote

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    0 comments  ·  Search  ·  Admin →
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  7. An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.

    6 votes

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  8. Need the system to generate a score for the application based on how questions on the application are answered. For example: a GPA between 3.8-4.0 would receive 10 pts, 3.6-3.79 would receive 8 pts, etc. This could be a % score.

    9 votes

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  9. When the universal application lists things that still need to be completed before an applicant can submit, is there a way they can be linked so an applicant can click and be taken to that incomplete section?

    28 votes

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  10. When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.

    9 votes

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    3 comments  ·  Reporting  ·  Admin →
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  11. When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one…

    14 votes

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  12. On numerous occasions, I have been asked how many organizations were declined for a specific process in a prior year, and which organizations were declined. It would be helpful to see this from the dashboard. Currently, denial drafts are visible, but not denials. Since there is no way to see this from the dashboard, I need to create a report to obtain this information which seems like a lot of effort for something that should be quickly accessed from a dashboard. I realize I could go to Search-->Requests and Decisions, but usually I also need to capture how much $…

    15 votes

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  13. 10 votes

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    0 comments  ·  CRM  ·  Admin →
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  14. I'd like to have an additional bucket I can put LOIs and Applications in that shows I've reviewed the application and there's an issue. As it is now, if it's in "Submitted", it implies we haven't looked at it yet, and if it's in "Complete" it implies there's no issue. I realize GLM was designed so that if there is an issue with an LOI/Application, we revert it to Draft status so the applicant can correct the issue, but in an effort to be as burdenless as possible, we often just reach out with an email and ask them to…

    7 votes

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    1 comment  ·  Statuses  ·  Admin →
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  15. 54 votes

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  16. Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.

    7 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  17. It would be really useful if the Copy Previous Answers function worked for all requests under an Organizational profile instead of just the specific User profile. This would be helpful for some of our organizations who experience high turnover or for folks who are applying when other colleagues are on leave.

    11 votes

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  18. We frequently follow-up with third-party respondents in applications. It's time-consuming to click into each application, process, email history to make those connections. We'd like "email third-party respondents" as one of the bulk option for selected applications.

    10 votes

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    1 comment  ·  Email  ·  Admin →
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  19. currently have an evaluator bulletin where reviewers can post questions to foundation admin that they need to ask the applicants. Questions are linked to a project, other reviewers can see all the questions and the answer. Staff receive a notification when a question is posted, all evaluators get a notification when a response is submitted by staff.

    2 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  20. In sending out emails to applicants, in most cases they are already going to the primary contact (grant writer, Dev Director, program mgr. etc.) And the ED or CEO is almost always the secondary contact. It seems silly for the drop-down option to be "cc primary contact"...when it should include the option of "cc secondary contact". We just completed our entire first GLM process, and have only now realized that we've not been cc'ing the ED of most organizations!! This puts the onus on the primary to share. And yes, I guess we should have been adding a cc to…

    4 votes

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    1 comment  ·  Email  ·  Admin →
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