1119 results found
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Add a Year Filter for Requests on the Organization Page
Viewing all requests on the Organization page can be slow for organizations with long grant histories. Adding a “Last 12 Months” or year‑based filter would allow us to quickly see recent requests without loading the full list. For example, we have one organization with 671 total requests, but only 32 from the past year. This would improve performance and usability.
TCF
3 votes -
Can over character limits be formated to be red?
Ok, we all know red means alert. I have so many applicants who get confused about not being able to submit an LOI, Application, or Follow-up due to being over the character limit. There is no visual cue to direct them. Can that please be changed and save me the time of having to figure out what the problem is, having to increase the character count or explain it one more time?
14 votes -
Assignment grid - making it more user friendly
When assigning applications to reviewers in the Meeting Manager, there used to be a super helpful feature that allowed you to 'pin' a reviewer to the far left of the table to more easily assign them to applications. Now, if you even have more than 2 reviewers (which is always the case!), it's very hard to have to scroll all the way to the right and then all the way back to confirm you're assigning the right person to the right application!
2 votes -
Collaborator and Upload Questions
It would be nice to give applicants the option to share or not share file upload questions to collaborators. For instance, if the applicant is uploading sensitive documents, ie. pay rates, a collaborator may not need to see uploaded document information.
2 votes -
Frequency of design/format update is disruptive
Unless it's content critical, please minimize design/format updates. It disrupts the flow of work. Every time I get familiar with the new format, something else changes, so I have to adjust; this slows down the workflow and is quite annoying.
1 vote -
Eligibility Center Overhaul
We use an eligibility quiz on many of our processes and I think the Eligibility Center could use an update.
1. Add the ability to search by Organization Name rather than First and Last Name of the applicant.
2. The Eligibility Results and Eligibility Submissions tabs are similar enough that they should be one tab that allows the administrator to see whether the submission passed or failed, view the answers, and reset/reopen the quiz.
3. There should be a way for a failed submission to show the applicant what question(s) caused it to fail and why (conditional logic text box…4 votes -
Sending Follow-Ups to Multiple contacts at an organization
Often with our grantees, we typically have multiple people working in tandem on different aspects of the report. While they are set up as collaborators, only one person is getting the reminder when upcoming reports are due. We would like to ensure that folks from departments such as the finance or program teams are all receiving the same advanced notice!
35 votes -
Add Multiple Users to a Request
If multiple users in the system are involved with a request, allow for the request be cross-listed under both/all user accounts. Similarly to collaboration, users will be able to work together on an application, but the request will then appear in both/all users' request histories.
10 votes -
Multiple Evaluations in GLM
When looking at the overall process, the user is only allowed two evaluations per process. We have a unique situation where we have areas of community need and are looking to divide up the applications. We were hoping to add more evaluations to four (4) so we can create separate evaluations for a better experience for our reviewers. We were also hoping to create unique evaluations that are more in line with each application that comes through our process.
I am suggesting being able to add more evaluations in each process in case two is NOT enough for the process.
3 votes -
Organization Summary Dashboard: Request Status
Currently on the Organization Summary Dashboard, the request status no longer represents the status at a form level.
For example; the status will be "Follow Up(s) Assigned" on the dashboard, but submitted on the form level.
Organization Summary Dashboard should have the same request status as the Organization Request Summary Table available when using merge field templates.
1 vote -
Search Organization by Sort Name
I don't know if there is another way to do this, but the last time this suggestion was posed, only one person voted and it got Archived. :(
What I want to see, is; if an Organization has a name change, that we can still find the organization by the old name. We update the Org. name ourselves (it is in lock down from Applicants/Contacts) and we add into the Sort Name with the new name and then (Formely: Old Org Name). My imagination tells me that we use to be able to search by Sort Name as well, but…
5 votes -
Primary Contact Descriptor
Could there be a small pop-up when your cursor goes over this field that explains how the primary contact works?
Our applicants often think "primary contact" indicates who will receive communications about their application. They frequently email saying they kept trying to change the primary contact and were unsuccessful.
We would like applicants to know that
1) the primary contact is the executive director/officer
2) site administrators control who is the primary contact
3) all communications are sent to the user that submitted an applicationThanks for your suggestions on how best to make this information clear to applicants!
Kira…
8 votes -
December 2024 Applicant Experience Release Feedback
This is a common idea for all feedback related to releasing the new Applicant Experience: Apply Page and Dashboard.
10 votes -
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.
6 votes -
lynn@allegrettifoundation.org
Before the change in GLM UI, you could access the Charity Check tab within the LOI form of an organization. It made the work flow easier. With the new GLM UI you have to go to the organization summary page to access the left column of choices to access Charity Check. Is there a reason the Charity Check link couldn't be a part of the new Financials and Compliance tab that is now where the Charity Check tab was in the LOI Form? The way it is with the new UI, it causes several extra clicks to go between several…
1 vote -
Compliance
I am LOVING the new product updates and so is my team. It would be so helpful for those of us that are pass-through funders for federal funds to include a way to manage SAM/UEI codes and audit requirements per 2CFR 200 through the compliance and financial features. Even if this required an administrator to annually or semiannually update the feature per the federal code, it would still be helpful to have this tied to the organization rather than the individual application per this feature.
1 vote -
mhutto@invtrustco.com
It would be great if applicants could preview the apply page info for our restricted grant process either on the Public Apply Page or the actual Apply Page without having to enter an access code. We have applicants that forget how to reapply annually for this restricted process and finding info without entering the access code would be helpful. The access code would actually be needed to to apply.
1 vote -
Grant Manager Access to Organization and User Information
It would be great to have the option to set permissions for Grant Managers as it relates to which user and organizational information they have access to. Right now, a Grant Manager that has been assigned certain processes (and follow ups etc related to those processes) still has access to the entire User and Organization Database. It would be great to reduce that, so that the Grant Manager is only able to see the Organizations and Users that relate to that process (such as any previous or current applicants etc). Or at the very least to be able to toggle…
1 vote -
Custom Logo Sizing on Mobile Login Page GLM/SLM
The logo sizing on the mobile login pages for GLM/SLM seems to be synced to the sizing on a web browser. This can make the logo look overly large and not be uniform with the text fields and text on the login page. Custom sizing would be great!
5 votes -
AI Summary
I would love an option to batch generate AI Summaries from the dashboard. I have 65 grants right now for my spring grant cycle, and rather than individually clicking into every form to generate a summary, it would save me a lot of time in my workflow to batch generate and then go in and copy over!
29 votes
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