457 results found
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Be able to create and assign a series of tasks to a profile.
Feature Suggestion: Task Set Automation with Relative Due Dates
I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:
Task: Send thank-you letter
Due: 1 month from task assignment
Task: Share copy of signed fund agreement
Due: Immediately or within 1 week
Task: First reporting update
Due: 6 months from fund establishment
This would be especially useful when a donor gives a gift or establishes a fund. I…2 votes -
Make the Fund Name from CSuite visible in GLM forms besides the Installment Form.
CSuite/GLM synced grants: Applicants that receive multiple grants from designated funds need to be able to see the Fund Name in order to easily differentiate between the grants they have received. It needs to be available for other forms and merge fields too. Specifically on Follow Up forms and in email merge templates.
2 votes -
Resizing tables in Evaluator side-by-side view
One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.
It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.
While the two panes of the application/evaluation can be resized, this is…
2 votes -
Ability to Create Own "View More" folder in Organization Documents
Similar to the Form 990 on the Organization > Documents -- it would be great to have the option to create one for other types of documents that Organizations submit annually. My personal example of this would be Financial Audits; where the Folder would be called 'Financial Audits' and when you click "View More" you would be able to see each year uploaded. Currently, each document is it's own file and it can become very cluttered.
BONUS points if a question from the application/end of grant form could push to this folder
1 vote -
Custom Column for Follow Up Assignment Popup
It would be nice for the follow up assignment popup to be able to include a column that notes if the contact is the primary contact for that organization and/or include contact title. This would help with removing extra workflow steps for ensuring that the correct person is being assigned grant agreements, etc.
1 vote -
Please add a "Tabled" line in the Application Evaluation section
Please add a "Tabled" line in the Application Evaluation section. So much easier to keep track of tabled applications throughout the year if they need to be revisited in a subsequent grant round within the same process.
3 votes -
Reapplying
The new process to reapply for a grant seems a bit redundant and confusing.
I used to direct non-profits to click on "Apply" and they're in to the new submission.Now they need to click on Apply, then the button says "Applied" - past tense makes it confusing to me and them, and then the button says "Apply Again."
I think to simplify, the 2nd screen should have the "Apply Again" button...and not Applied.
What I don't want, personally, is to have to walk every non-profit through these steps to reapply.
1 vote -
Enhancement: SSO and MFA
- Editing MFA text and emails. Eg. The page that prompts the user to set TOTP. Change naming convention when MFA is added to authenticator app. When a user scans the QR code to set their TOTP, change default text based on the SmartSimple environment.
- MFA batch reset functionality. Right now we manually have to reset MFA for each user.
- Enable automatic redirect to SSO link for users when they log in with username/password instead of showing them an error page asking them to login again using SSO link. This is a standard feature available for most apps that offer single…
1 vote -
Default answer and auto populate on applications
I would like to be able to set a default answer to questions on the application. Like for drop down or radial buttons, I want to choose a default and then have the option to change it if needed. It would also be useful for information to auto populate from one question to another. For example, the project title would autofill to another question that is a summary of the request.
1 vote -
automatic emails
Automatic email sent to applicant when application is marked as complete. Similar to the automatic email that is sent when an application is submitted.
1 vote -
bulk update fund advisor permissions
There should be an option in the bulk updates for funds to bulk update fund advisor permissions for the portal. Currently, if we want to update permissions for what is viewable/what actions are available for users to through the portal, we have to individually update each profile. For an org that has as many fund advisors as we do, this is very time consuming and inconvenient. An option to bulk update these permissions would be very helpful.
1 vote -
SLM UA Separate auto emails: One for submitting Eligibility Quiz & One for submitting completed Application
(Applicable to the UA) We need to have two separate automated emails: one for when students submit their eligibility quiz (to confirm the quiz has been submitted and to then share information on next steps) and one for when they complete a full application for each of their eligible scholarship opportunities. Is this in the works for the UA? Currently the same "thank you for submitting your application" email is being sent to students when they submit their eligibility quiz AND when they submit their complete applications. This is causing students confusion.
1 vote -
Remove the grey!
Can we default reports to export without formatting? The grey seems unnecessary. It would also be great if emails through the system weren't grey either. Thanks!
1 vote -
universal application in GLM
It would be great to have a universal application in GLM like in SLM. Where you can enter the eligibility of each process in the universe and applicants only have to fill out 1 application and get matched to what they actually qualify for. This is crucial!
1 vote -
Inactive Users Should Not Require an Email Address
Currently if a user is inactive they are required to have an email address. This is not useful when the new user in their role uses the previous employees email address. ie) ceo@testcompany.ca
If the new user uses the previous employees email then you are required to come up with a dummy address for the inactive employee. This is not ideal.
Inactive employees should NOT require an email.
3 votes -
GLM Initial Set-up of New Account
We've had many grant award checks returned for "no receptacle" or "insufficient address" due to the application in GLM auto filling with whatever address was put in when the organization's account was initially set up. Most people will put their physical address in this spot. It would be helpful if when setting up new accounts in GLM both the mailing address and the physical address of an organization were required, then for the mailing address to be the default for the grant application. Any way around this issue?
2 votes -
email
With the new view, email history is very difficult to find. It would be great if there were a tab on the left or in one of the blocks in the new view that would bring users quickly to the email history. Right now, it is not visible, and there are many clicks to get to the email. It is not very intuitive as set up now.
1 vote -
emails
With the new organization view, email history is hard to find. I did find out you can get to them with multiple steps that seem time consuming and awkward. Please put email history link either on the left side of the front page or on the blocks of info. Right now, they are buried.
1 vote -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
1 vote -
It would be nice to have a shortcuts option on the homepage or side bar!
It would be great if we could choose to have a "shortcuts" list on the homepage or in the side menu bar for funds, profiles, campaigns, or pages (like "Funds") that we frequently visit.
1 vote
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