895 results found
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Follow up incomplete
It would be helpful if follow ups could be marked as "incomplete" or "not submitted", not just "complete". There are times when an organization doesn't submit a follow up and the only way to close the request is to delete the follow up, or mark it complete, when it isn't actually complete.
4 votes -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
2 votes -
Delete grant date in the denial process
Is there any way to delete the "Grant Date" field from the denial process? As the request has been denied,there is no grant date.
1 vote -
Separate, non Follow-Up form to Collect Thank You Notes from Students
The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow up forms. The choice between having fewer common follow ups (general thank you) and a large number of opportunity-specific follow ups (to get a specific follow up) is not a great one. A dedicated way of exporting these or emailing a donor directly would also be…
2 votes -
AI Summary Expansion & Permissions
Allow other non-applicant roles (Evaluator, Program Officer) the ability to generate AI summaries with the site admin managing this access through permissions that can be set at both a user and role level.
2 votes -
Assign Follow-Ups for Evaluation/Review
Please can we be given the ability to assign follow-ups for review/evaluation to other team members. It would be super helpful if we could do this within the system.
4 votes -
Add ability to edit the subject line for email notification
Could we please add the ability to edit the subject line of the email notification? This would allow us to include a French translation where needed.
6 votes -
Reviewer Feedback
We are manually going into each application and downloading the reviewer feedback and sending it to the applicant. This is very time consuming and tedious. If we could have an automation for the feedback to be available to the applicant on their dashboard that would be very helpful.
1 vote -
Allow either/or requirement on questions
In GLM/SLM on the application allow for an option to require one of two questions. For example: Enter Budget OR Upload Budget. Right now we need to have them both unrequired to allow for one to remain blank but would like to require that at least one of them be filled out.
1 vote -
Fiscal Sponsor Mapping to C-Suite
Currently, for a payment to go to a fiscal sponsor from GLM to C-Suite, it was recommended that the Applicant in GLM be the fiscal sponsor and not the organization applying for the grant. This would change the applicant to the Fiscal Sponsor in GLM, moving the record of the application away from the actual applying party. It would be great if there was a way that you could connect a Sponsoring Organization to C-Suite instead of a Sponsored Organization, so that the application record could still be tied to the actual applicant in GLM.
1 vote -
Sage
Integration with Sage
2 votes -
grants manager
I would like to be able to prevent a grants manager from changing answers on forms. Or maybe restrict certain questions. They need access to things that auditors can't access, so I can't use that role. I have customized the grants manager role, but this is not an option. Use case: I have a program officer that may be changing the answer to a question, and we don't want her to do that.
1 vote -
Attach Files to multiple Journal Entries at one time
Each month, our organization has dozens of journal entries that are imported for payroll and other month-end close items. Importing these entries is great as they spread across multiple funds. However, after importing, it's a pain to attach the same file dozens of times for documentation purposes. It would be extremely helpful if there was a button on the "list" journal entry screen (the one that shows all pending or approved entries) to attach a singular file to all selected entries.
I think this could work similarly to the "Post all" feature available so you don't need to post each…
1 vote -
ability to delete pledges with pledge adjustments
I would like the ability to delete pledges with pledge adjustments. Thank you
1 vote -
Ability to Bulk Update RSVP and attendance in Campaigns
Hi, Currently there is the ability to import profiles to a campaign. It would be extremely helpful if we could also bulk import RSVP and attendance also instead of updating each profile 1 by 1. We currently use a 3rd party app for invites to an event. We build the list in CSuites through campaigns.
5 votes -
Group Evaluators
There should be a way to evenly split the applications assigned to evaluators. We receive many grant applications and some reviewers do not have the time to read all applications.
1 vote -
Side by Side Questions on Form
Previous similar requests have been archived. I am revising this request, hoping it will gain traction.
It would be nice to be able to drag and drop, or place questions next to each other than have them just cascade down the page. If a question was short enough, it would be nice to save space and place it next to another short question. This would be beneficial for multiple radio button or drop down questions.
2 votes -
No warning for required fields missing on UA questions
On any question type, if you miss a required field and click into the Applicant Opportunities tab to select opp specifics and try to save, there is no warning showing you have missed filling in a required space, the page goes nowhere, nothing occurs.
Please add a warning of some sort that a required field is missing.2 votes -
multiple automated emails
The option to add multiple automated emails would significantly improve efficiency. For example, a "report due" automated email is sent to grant recipients 30 days and 7 days before the report is due.
7 votes -
Merge field for year to use across merge documents like reports for a title
In the list of merge fields have a field for just the year e.g. 2025 so it can be used across all merge reports to put in title e.g. 2025 Board Report
1 vote
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