1108 results found
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Return to Dashboard from Reports & Data Sets Pages
Can there be a button added to the Reports & Data Sets pages that allows us to return to the dashboard rather than relying on the separate home page window to stay open? Or add the banner with our company logo, Search button, Tools button, etc. at the top of Reports & Data Sets pages? Thanks!
2 votes -
Create a "file upload" option for table cells
We use the table feature for applicants to enter their budgets, which we often require quotes for. Right now we have to make a separate question for applicants to upload their quotes which can make it complicated in the grant review and approval process -- trying to figure out which quote goes with which line item. Creating a "file upload" option for table cells (right now options are text, integer, decimal, currency, date, and drop down list) would make this easier for administrators, reviewers, and applicants!
1 vote -
Historical grant information - highlight on dashboard
Can you please make the "Historical" menu option on the applicant dashboard more prominent or easier to identify? We have been fielding requests from a large number of organizations for documents they could easily find themselves, if they realized that the data was available under that menu. With "Historical" grayed out, they aren't even seeing it until we point it out to them. We are having to send them instructions (see attachment) to help them understand how much data is at their fingertips and how to access it.
4 votes -
Salutation Field on GLM User Profile
It would be really helpful to include a salutation field in the user profile form in GLM that can also be an available merge field in the email templates. It's not always appropriate to address applicants by their first name or prefix and last name. Having that flexibility would be really useful.
1 vote -
Introduce a new workflow task type to copy uploaded files
Add the ability to copy existing uploaded file(s) from one upload custom field to another anywhere in the system, with support for @triggerobject. syntax in multiple workflow triggers.
10 votes -
Allow grant applicants to view evaluations in the portal
Allow grant applicants to view evaluations within the portal. This will be a great learning tool for them, and remove the step of having the admin or grant manager download the evaluations and email them by request.
1 vote -
GLM and Screen reader Accessibility
We received a note from one of our applicants stating that they are unable to use their screen reader software with GLM. I was given some resources about adjusting the visual accessibility of browsers to use GLM, but I wanted to put in those applicants idea about improving the accessibility of GLM for those applicants with low or no vision.
3 votes -
samantha.rowbottom@state.mn.us
It looks like it may have been updated recently, but can it be added to the grant manager settings to allow them to see other requests in the organization profile? It used to be that the grant manager role could see other requests even if they couldn't click into them, that gave them a good idea of an organization's grant history with us, but without that available to view now, it's difficult for our team to collaborate and connect over shared grantees.
1 vote -
samantha.rowbottom@state.mn.us
Would it be possible to allow administrators/grant staff to download application answers without the attachments included? We are sometimes sharing applications with leadership, but having to edit the PDFs to remove attachments like due diligence and audit information is tedious. If we could choose to download the application packet with or without the attachments would be so helpful.
2 votes -
jmize@durrfoundation.com
Please add an export to an Excel sheet option to the Requests page. I cannot copy the requests, and I cannot export the information for my board members who wish to have the history of requests and decisions on the board agenda.
1 vote -
Primary Contact default for unassigned requests
For requests being sent from C-Suite to GLM, please can the follow-ups default to the organization's primary contact. Currently, it seems to assign them alphabetically, which is not helpful. For unassigned requests, the follow-ups should ideally always default to the primary contact in GLM.
1 vote -
Allow Custom Fields in Search Criteria,
Allow for the use of Customized Fields in search criteria for organizations and users, not all current fields are useful. An example of this is TAX ID - This is not a useful search field
1 vote -
Evaluator progress
We need a progress report, accessible from the Dashboard, that shows the progress of each evaluator by # of evaluations and what status they are in: No login, Pending, Draft, Complete. A quick color coded bar: White, Red, Orange, Green would be all that's needed and make it easy to identify who needs to complete evaluations as deadlines draw near. This could also be accomplished by buckets of status, with evaluator names located within each bucket OR a Percentage Complete after each Evaluator name. And of the above three would help in identifying evaluators that need a nudge.
2 votes -
Email Address Copying Issues
I am having a very hard time working through the system and gathering email addresses to communicate. Since the new display was updated now your email addresses don’t show fully in the dashboard. In the past I was about to highlight and copy the email address, but now if they are too long, which most are, I cannot. This is a recommendation to display the email addresses where you can see the entire thing:
1 vote -
Can we have the ability to reorder archived processes in GLM?
I know others have asked for this, I think it would be really helpful for any foundation or funder that has multiple processes per year. Right now, our program officers are seeing an increasingly longer list of randomly-ordered processes to choose from when they're filtering. Our Archived list count is currently 38, and we've only been using GLM since 2024! Even just defaulting to an alphabetic order, as opposed to "the order in which processes are created" or whatever it is currently, would be helpful.
2 votes -
Grant Letter Email Subject Line
Add the ability to set a Default Subject Line for Grant Letter Emails in Grants Content.
4 votes -
Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to…
1 vote -
"Internal Description" in Campaign should be specific to campaign
Currently "Internal Description" in a marketing campaign pulls existing data from the internal description on the Fund that is connected to the campaign. It would be helpful if "Internal Description" was its own field connected to the campaign itself and could be used in reports. This would enable another source of data for campaigns. Or it would be helpful to be able to have a custom field for campaigns.
2 votes -
soft credit
I would love to be able to include Soft Credit information on Donation Reports.
2 votes -
Customize Link Preview Cards for sharing url to portal
A Link Preview Card is that clickable photo that appears when you share a link on social media.
For SLM / GLM / Giving Portal, these cards don't have any pictures when you share their urls, which makes them look sketchy / broken.
I would like to be able to add metatags to the <head> of the HTML of our SLM/GLM/Giving Portal so that a nice picture shows up when we share links to these things.
1 vote
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