1138 results found
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Customize Evaluation Dashboard
In GLM, on the Evaluator Dashboard or Application Evaluation Assigned Dashboard the results displayed in the Eval 1 column are super confusing. I have an entry that reads "80% (1/6)" and "100% (2/7)".
Once the evaluation period is closed, I may want to add the average score as a column, but I don't like it or need it while we're in progress.
What is important during the evaluation period is tracking how many have been completed and assigned.
My request:
1. To show/hide the average score (and split from the # of reviews stats)
2. To show/hide the # of…1 vote -
Order In Which Requests Are Presented
Our board likes to finalize their Evaluation #2 in our board meetings. While we can sort them into alphabetical order, once you have completed your review and Saved it you have to back out and go back to Your Evaluations. There is a button to go to the next request, but it randomly presents one. So the board members never end up on the same request if you select next. Would be helpful if they were by default presented in alphabetical order. Thanks!
1 vote -
search
Please bring back the search bar in the Merge Templates page.
Before the modernization updates, there used to be a search bar in the Merge Templates page. It is now not there anymore. Can you please bring it back? It was useful. I know that I can "Control+F" to find it, but this feature would still be nice to have.2 votes -
Rich text interaction details
In addition to document uploads within Interactions, it would be very helpful to have the option for rich text formatting within the "Details" section of an interaction. This would be very helpful to be able to add bulleted notes.
2 votes -
applicant home page
I recommend adding an optional "home page" that applicants see upon logging in, not just the apply page or their own dashboard. I would love to be able to link applicants to our guides and resources, rather than hosting them on our website (which I'm told does something to our SEO/the AI crawlers, if we have too many resources posted), where non-engaged nonprofits can access those things.
1 vote -
Direct image upload for forms (instead of external links)
Adding an image to a form or process requires administrators to host it externally (on their website, Box.com, postimages.org, etc), and then paste the link. I would like to suggest enabling administrators to upload images directly within the form itself, so the image is stored internally as part of the form, making a smoother form building process.
1 vote -
Search by Student ID
It would be helpful to be able to search for students by the student ID associated with their account.
1 vote -
Add the Option to Change the Sequence of Boxes on the Public Apply Page
Support said that for our public apply page that has our two applications/process boxes and then the tutorial box, we cannot change the sequence and suggested submitting this idea here. Right now, the tutorial is first, then our main application/process, then our secondary one, and I would love to be able to change the order to put the tutorial box last/below.
1 vote -
Grantee Survey
Our team is interested in creating a survey for our grantees to utilize to help gauge our giving effectiveness. We would like to be able to assign grantees this survey and compile their answers on how satisfied they are with our application process, communication, etc. A follow-up form would not be as conducive, since it would only pertain to a certain grantee regarding a certain grant request. Would this be something GLM could incorporate?
1 vote -
Filtering Award Types in Organization Requests
It would be helpful to be able to filter requests in an organization's profile by Type or Process so we can see what amount we gave for each Payment Type or by Process. For example, we can now customize the Type of payment so it would help if we could filter by One time, Installment, Charitable, Matching, etc.
1 vote -
Include PDF attachment of the form submitted in auto emails to reviewers
It would be great if on the automatic emails for form submissions, it would include the form as a PDF attachment. We have staff who need to review them and send them onto folks who dont have system access. So I have to go in and download the PDF and then email it to them.
1 vote -
application packet
A client was frustrated with the GLM portal because it’s not user-friendly. They couldn’t submit feedback on the idealab page, so I’m sharing it here:
more intuitive and descriptive labels, and someone who is customer facing should talk through the workflow that happens with each page with the techy software developers.You will see the same two ikons for pdfs. One on the left and one on the right. There is no label for these. But if you think to hover, you find the one on the left is print submission and the one on the right is view submission. Two…1 vote -
Check memo sync from GLM to CSuite
C-suite Field check memo to update under Installment Form in GLM/SLM
Check Memo is a great addition in C-suite, it would be great to have the field in GLM/SLM and set the memo there. This would allow for our grants and scholarship team to set the memo and not have to wait for the grant to be created in c-suite to go in and set the memo.1 vote -
Batch print packets for closed requests
It would be helpful if we could batch print packets for CLOSED grant requests. For instance, we often use Requests and Decisions to pull up all closed requests for a process, then open each one to download the final grant report packets, merge them, then send them to our committees. It's a cumbersome and time-consuming process. While we could (and have) built reports to do this, it doesn't include the attachments, which we also need.
2 votes -
Recurring Donation Posting Date
Currently when a recurring donation is posted, it uses the donation date as the date of the planned recurring donation. However, if the donation is actually posted a few days later, the actual donation date should be used, not when the recurring donation was originally scheduled. That creates a timing/reporting issue especially at year end. For example, if someone has a recurring donation scheduled for December 30 but it is actually paid and posted on January 3, that should be a donation in the new tax year, not the old one.
1 vote -
submit idea
Currently recurring donations require manual intervention to post the donation. Because the donation is recurring, it should not require manual intervention. It should post automatically like all other Stripe donations.
1 vote -
NTEE Code Not Available in Reporting
The NTEE Code and NTEE Code Description are not currently available in Reporting. This is something we wish to start looking from a Financial & Compliance perspective.
1 vote -
New User Search Feedback
As part of our July 2026 Monthly Release, we introduced a toggle that allows you to preview the new User Search page.
The new Search allows each user to customize the grid to meet their individual needs -- column selection, order, and size. The column selector includes custom fields from the user registration form.
We want your input! Please use this thread to share any feedback, suggestions, or questions about the new search page.
1 vote -
New Organization Search Feedback
As part of our July 2026 Monthly Release, we introduced a toggle that allows you to preview the new Organization Search page.
The new Search allows each user to customize the grid to meet their individual needs -- column selection, order, and size. The column selector includes custom fields from the organization registration form.
We want your input! Please use this thread to share any feedback, suggestions, or questions about the new search page.
1 vote -
Prepopulate Integer, Decimal and Currency fields within tables with a 0
Summary rows or columns in tables dont always calculate correctly if cells are left blank. Prepopulating integer, decimal and currency fields with a 0 would increase the accuracy of reports created with summary fields.
I have attached a image of a section of our zip code table. I have found that not completing all of the cells throws off the summary calculation. I end up finding these errors in our custom reports and have to go back and fill in a zero for the unanswered question to correct the sum.
1 vote
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