1116 results found
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2-Factor Authentication by Phone or Email
We want to require our GLM users to enable 2-factor authentication, but are concerned about asking them to download an app to do so. Most of them probably aren't using an authenticator app anywhere else. We would like to offer them the option to have a code sent to their phone or email to authenticate so they are not required to download an authenticator app.
6 votes -
share instruction
Allow Instruction Question type to be shared. We use this to provide external links to guidance documents at the top of each form. It would be VERY HELPFUL to be able to update the link once, rather than in every form.
9 votes -
Report-able comments
It would be great to be able to run reports on comments!
6 votes -
Allow Evaluation Form Fields to Be Shared as Read‑Only Across Forms
Please allow evaluation fields to be shared as read-only fields across forms.
We use evaluation forms for internal review and coding, with one reviewer per request. Our first evaluation captures the initial review prior to the Grants Committee discussion, and a second evaluation is used to carry forward key information for the board docket and final decision. Having read only shared fields would prevent re-entry, reduce errors, and ensure consistency between evaluations.
While this may not apply to workflows with multiple evaluators per request, it would be extremely valuable for organizations using evaluation forms for sequential internal reviews.Thank you.…
6 votes -
Historical grant information - highlight on dashboard
Can you please make the "Historical" menu option on the applicant dashboard more prominent or easier to identify? We have been fielding requests from a large number of organizations for documents they could easily find themselves, if they realized that the data was available under that menu. With "Historical" grayed out, they aren't even seeing it until we point it out to them. We are having to send them instructions (see attachment) to help them understand how much data is at their fingertips and how to access it.
4 votes -
Report to show Board Members by Organization in GLM
I wonder if there is a way to create a report that shows certain information by Organization. For instance, if I wanted to see which organizations are in a certain area, I could run a list with addresses. If I wanted to see Board information for a particular Organization (or Organizations) I could run a list that would have the Organization name along with a list of the board members they included on their most recent grant request. Or maybe I could go to a certain grant cycle and run a report on that one cycle that shows addresses or…
6 votes -
Ability to "Create Documents" from workflow buckets
We create merge documents of scholarship applications for our selection committees. Unfortunately, the only place to do this in bulk is from the Request & Decisions page. This page doesn't allow for any additional columns to sort or filter by so we are required to create a filtered report and manually go through the R & D page to manually select each student we want included in the batch. This is very tedious and time consuming. I would love to see the ability to create documents from the workflow buckets that allow for custom columns and filtering or add that…
7 votes -
Open in new tab
The new system search results are a helpful view but have lost the functionality to open organization or user pages in new tab by using a right click. The only options available now are to copy or export the table. This functionality also is lost when previewing an organization merge, making it impossible to compare details beyond the date created without having to completely start over. Please bring back the option to open links in a new tab when viewing results in a table.
3 votes -
MCP
MCP connector for Community Suite and GLM so that users can connect via AI tools like Claude or Codex.
3 votes -
scoring
For excel reports to be able to pull the total score of all evaluators on an application
3 votes -
Collaborator added Functionality
With the collaborator feature, it would be nice to be able to have the option to have a check box to share admin comments to the collaborators if needed. Now that collaborators can assist applicants, admin comments are only visible to applicants.
5 votes -
canceled vs denied
It would be helpful to be able to see denied grants and scholarships on the dashboard to understand the full picture of the each process.
Additionally, it would be helpful to have a feature that allows us to mark a scholarship as cancelled if the recipient decides not to attend the program or utilize the funds. This would allow us to distinguish between what was not approved/denied and what was approved but not being used.
3 votes -
Interactions - Limit User to certain role
With the new Interactions feature, it would be great to limit the User name on the list. Currently lists all our external evaluators. We'd like to limit the user tag to Administrator and Grants Manager
3 votes -
Automatic email for LOI/Application when moved from Submitted to Complete
When we move from LOI or Applications from Submitted to Complete - an automatic email to be sent would allow an applicant to know where the application was in the process. It would be an efficient way for us to communicate with applicants.
3 votes -
Reporting Filtering Permission
Add Additional permission to restrict a user from being able to filter custom reports. The current most restricted permissions for viewing custom reports retains the ability for the user to edit the existing filters on the report, then in part allow the user to view any information they desires to filter down into.
2 votes -
Funds from GLM to CSuite in Installments
Right now our process is that when a grant is approved, we add the installments and then when I sync to CSuite I have to manually select what funds the grants are coming out of.
It would save me a lot of time if I could select the funds in GLM and then when I sync the grants, they are automatically assigned to the funds I picked in GLM.
7 votes -
Dual-Screen Process Manager
I want to be able to edit two processes side by side without having to go back and forth.
8 votesHi Steve,
Please tell me more about this need. I assume it is because you are making similar edits to both forms at the same time. Is that correct?
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Ability to upload emails/documents into new interactions feature
Some of our team members share an email or Word doc describing their recent site visit or virtual meeting with an organization. It would be great to have the option to upload those files as interactions in the new layout.
3 votes -
Option to give collaborators access to admin comments
Please give an option to allow Collaborators to have the ability to see the Administrator comments. This causes many problems within our application process. Maybe include the option for admin to click a box that either allows visibility to ONLY the primary applicant OR the primary applicant AND collaborators. Same with uploaded documents.
4 votes -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
14 votes
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