1098 results found
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Duplicate the Donation Legal Terms checkbox - place a new checkbox in the Grant Portal.
The new, current checkbox was recently released as part of the Giving Hub updates. We would like to duplicate the checkbox into the Grant Portal, under Grant Requests, so that fundholders have to check a box to acknowledge Miami Foundation-specific terms.
16 votes -
charity check report
Export ALL GuideStar Charity Check Information
There is an archived idea with this same title that shows as "Implemented", but that's not actually accurate. Currently, the only Charity Check fields available in the reporting tool are:
Charity Check Verification Date
Charity Check Tax Id
Charity Check Publication 78 Date
Charity Check IRB Date
Charity Check BMF Date
Charity Check Deductibility Code(s)
Charity Check Non-private StatusThis leaves out a whole host of other fields that display in the Charity Check tabs. At the very least I would like to have access to the Charity Check organization name so I can…
6 votes -
AI Summary Reporting
I love the new feature for the AI Summary on LOIs & applications. However, I would like to be able to pull the AI Summary into a report or search.
Thank you.
3 votes -
Applicants to See Third Party Request Complete When Admin Uploads Letter
When third parties are assigned letters of recommendations for scholarship applications, sometimes they are not able to upload the letter themselves. Instead, a member of the scholarship administration team will upload the letter (which was emailed to us) on their behalf. Even when we upload the letter for them, it is still marked as incomplete from the applicants view of the application. It would be helpful if it was marked as complete if the letter was uploaded, whether or not it was uploaded by a third party.
[Repost of an archived idea, hoping to get traction!]
3 votes -
Assigning Follow-Ups to Multiple Users
It would be great if we could assign follow up reports to multiple users within an organization and they could sync. In our program, we typically have multiple people involved in the grant award and currently, we only have the ability to assign a follow up to one person, meaning that if another is to fill out and submit the report, I need to manually change who it is assigned to. For example, one of the groups awarded through our program uses a grant manager who is currently trying to access their report to add a new file but cannot…
34 votes -
Follow Up are Yellow even after submission and marked Complete
Follow Ups are showing up as Yellow - even though the Follow Up Report was submitted and marked complete by the administrator. Visually it looks like the charity owes a report, but once you go in and look, you will see it has been submitted and marked complete. It's confusing. How about making it a different color (i.e., purple), and then it might remind administrators to close it out. Or add a separate button to close out the grant, or as someone may have mentioned to date-stamp to show when it was marked complete. The Yellow makes you think the…
2 votes -
Add a time-frame clause to this new option in Process Manager
GLM/SLM - Process Request Limit: Limit the number of requests submitted per applicant with the new 'Maximum Number of Requests per Applicant' option in Process Manager
For the above new option, we would like to have a time-frame added to it. We sometimes use the same process from year-to-year and our applicants are permitted to apply each year. We just do not want them to submit a duplicate request for multiple projects in the current grant cycle, so adding dates would be helpful.
1 vote -
Records per page
Option to have more than 100 but not ALL in the items per page picker. Often the filer results are into the hundreds but an ALL selection would be too many on a page.
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 -
Filter option when looking at organization history.
It would be very helpful to have a filter function when applicants (in our case, organization primary contacts) are viewing their organization history. Right now, they have to sort / scroll past all abandoned applications, cannot filter by date, etc.
4 votes -
Add the ability to print Sent Emails from GLM
I would love to have the ability to print or download Sent Emails that were sent through the GLM system. Currently, the only option is to open the email, copy it, and paste it into a new document.
11 votes -
Batch Download Email History
For organizations subject to Right to Know laws, being able to batch export a request's or a contact's email history would be hugely helpful. As it is, you cannot print out emails, you have to copy them into a separate document.
3 votes -
Email History Button - New Applicant Dashboard
It would be super helpful to have a button that would take you to either the organization's email history or the contact email history on the new applicant dashboard. Right now there is no button that takes you there, so you have to go into a request, go to contact info, and pull the email history from there.
27 votes -
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 -
vshingleton@lynchburgfoundation.org
Donation Only for Event Campaigns - Check Payments
Currently, donors can donate to an event campaign without having to purchase a ticket through the giving portal, but if a donor would like to donate to a campaign by check, there is no option to manually enter a donation only transaction using a check payment through c-suite. By allowing us to add an additional donation with manual ticket entry, this would create much more ease in allowing donors to have a variety of payment options when contributing to a campaign.
1 vote -
Enhance the group email feature to extend to consumer provider list views (list of applications within a Cycle)
Our grant managers need to be able to use the Group Message feature for the applications list view within the Program Manager > Cycle.
We have asked Support and Client Engagement multiple times to get this feature enabled, but we can currently only install workarounds.
The current Group Message setting, when enabled, appears to only be available when choosing the Cycle record (not while choosing the applications within the Cycle)
Current selection made: Program Manager > Settings > Security > Feature and Function Permissions > Cycle > Enable Group Email > Add roles here (Foundation Associate and System Admin)
Current…
1 vote -
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 -
Inhibit tax receipts if a event purchaser covers credit card fees
Simplify the email follow up event purchasers receive so all required documentation is in one email. Currently, if an event attendee pays via Stripe and covers the CC fee, they get an event email AND a tax receipt email if these are both turned on. The tax receipt email is clunky since it's not merged for event purchases. We had to turn off auto-emails for tax receipts through Stripe in order to keep this process smooth during our event sales.
1 vote -
Make 'See More' in comment windows a different color
On the new dashboard, when comments are so long that they don't entirely fit in the preview box, the user must click on 'See More' to reveal the full message. I find that it blends in and would love for it to be a different color to stand out from the message itself. That's an easy fix, right?
3 votes -
Close request without marking a follow-up complete
I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.
11 votes
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