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  1. Currently only questions that exist on the Eligibility, LOI, and Application forms within a process can be added as a Shared Question to the Evaluation, Decision, and Follow Up forms. We would like the ability to add a Shared Question to ANY form within a given process no matter what form it was originally added to.

    For example, if we add a "Reasons for Decline" field to an Evaluation form, we'd like to be able to pull that same field in as a Shared Question to a Decisions form.

    3 votes

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  2. It would be great if we could click on a Project URL during an evaluation and it be a hyperlink to take us to the URL. Instead we have to copy the URL and paste it in another browser window to view it.

    3 votes

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  3. Please move the button up to the top. I have multiple processes so when I copy to a new one, the button to mark draft or submitted is often off the page and out of view so I miss it. Then I copy again and have 3 applications in the system and have to delete two of them while making sure I am deleting the correct ones. This is a simple fix.

    3 votes

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  4. There should be a way for an admin to upload a follow up report without having to proxy as the applicant. Many of our reports are emailed to us rather than the applicant going into the system to upload a document.

    21 votes

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  5. There needs to be a way to link GLM Organizations to QB Online or Desktop via Other rather than Vendor. Vendor linkage is fine for true vendors who have provided a good or service, but the IRS requires that grantors receive no goods or services from their grantees. This is a legal definition. Thus, you are mixing two distinct groups whom a grantor pays.

    1 vote

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  6. Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.

    5 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  7. It would be helpful for our grantees to receive a message when a previous report was accepted (completed on our end) so they can move onto the next report that’s due. The only notification they receive is if the reports are sent back as incomplete.

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  8. It is possible to add a chart to your data set in "run report", however, this is not the most useful because you cannot export these charts in any way. The only way to use this data visualization would be to screenshot the chart and paste it elsewhere.

    I suggest it be possible to download the chart the same way you can download a chart from the metrics dashboard in the run report function.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
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  9. Ability to view the "Advanced Options" tab at any stages in SLM. Currently only when there are no follow ups assigned can you make changes to the visibility of the request which has been an issue for us.

    1 vote

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    0 comments  ·  Admin →
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  10. Abandon Follow Ups

    It would be helpful to have the option to Abandon a Follow Up form. Right now, that is not an option and the only way to remove the Follow Up from the dashboard is to Delete it.

    Our foundation assigned a Follow Up form for a survey after our giving day. The survey Follow Up is not required, so we are not chasing down nonprofits to complete the survey once we got past the due date. However, we now have a number of those incomplete Follow Ups on the dashboard, which I will have to Delete. The…

    41 votes

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    2 comments  ·  Follow Ups  ·  Admin →
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  11. When viewing merge documents in the Documents tab of a request, I'd like to be able to view the document (like the Document Viewer in applications and follow up forms) rather than having to download it.

    4 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  12. In addition to multiple signatories, I'd like to be able to add DocuSign fields such as Date Signed, text boxes and radio boxes.

    6 votes

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  13. Hello,

    Our grantees are receiving automated reminder emails attached to their grants at 2am. This is leading to confusion and overlooked emails because folks assume they are not legitimate emails. Is it possible to adjust the time that automated email reminders are sent to during business hours? Thank you!

    2 votes

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  14. I would like the Reset Password feature reinstated. The new way is not a time saving enhancement.

    2 votes

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  15. With the new feature of Adding and Removing Applicants to Multiple Organizations, the grant managers need to be able to have this feature, too!! PLEASE PLEASE PLEASE

    1 vote

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  16. I do see this was brought up in years past, but was hoping to renew interest in the topic. It would be great when using the Date question type to be able to select the format in which you would like that date provided. It would be great to be able to ask for a month and year, for example, especially when asking for degree conferral dates, where a specific day is often not known.

    8 votes

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  17. We definitely need the ability to add at least three custom columns - 2 is just too few. But while we are limited in the number of columns we can add, it is heartbreaking to have a precious Evaluator column wasted on a system column we don't use. Additionally, because this particular column is there we can't use the Scoring question type, because it will populate this columns with numbers that won't mean anything to our Evaluators and will confuse them. We rank on a 1 through 4 scale with 1 the highest and 4 the lowest - only the…

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  18. Giving the permission to upload shared files/documents to Grants Managers.

    2 votes

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  19. We have a question used in several processes. I propose a question maintained in the process manager than can be added to multiple processes. We would have one location to maintain the response options for simplicity/authority. It would also streamline reporting metrics with uniform answers for comparison.

    8 votes

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  20. One master login and password for any applicant. We are part of a RAG. Most use Foundant. It would be great if the applicants could log in once to get to all grant makers. One more step to a single application.

    1 vote

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