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931 results found

  1. 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.

    14 votes

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    4 comments  ·  Reporting  ·  Admin →
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  2. In SLM, I think it's good to make a telephone number a required field, but it would be nice to have a checkbox next to it to categorize it as "Mobile" or "Mobile #" since most students these days only have that anyway. Otherwise, they end up typing their mobile number in the second field needlessly.

    3 votes

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  3. Would be great if the character limit in comments be increased to 5000 from 2000. Site visit notes are usually longer and requires users to create multiple comments and coding them 1/3, 2/3, 3/3...

    7 votes

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    1 comment  ·  Admin →
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  4. Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    93 votes

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    Feedback Needed  ·  13 comments  ·  Email  ·  Admin →
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  5. 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.

    16 votes

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  6. I've heard from several of our evaluators that they would like to be able to see the actual number of applications that they have left to score. For instance, under Pending it might say they have 50 left but if students qualify for multiple opportunities, they might only physically look at 15 (because the scores are automatically applied to the other opportunities of that student). They find it frustrating not knowing how much time they will need to carve out of their schedule for scoring.

    16 votes

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  7. 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!

    15 votes

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    1 comment  ·  Email  ·  Admin →
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  8. Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.

    13 votes

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  9. 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!!!

    12 votes

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  10. An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.

    7 votes

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  11. Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.

    3 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  12. Currently, if I copy a table in another application like Excel or a web browser, it pastes all the values into the destination cell. It would be great if I (and our grantees!) could paste or upload table data from other sources.

    6 votes

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  13. 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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    0 comments  ·  Email  ·  Admin →
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  14. 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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  15. 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.

    13 votes

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  16. 11 votes

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    Feedback Needed  ·  0 comments  ·  CRM  ·  Admin →
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  17. 54 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. The email the system sends to a third party is editable except for the link to the request. Would it be possible to make that link much more visible? Like a button or header size or something?

    8 votes

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    1 comment  ·  Email  ·  Admin →
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