995 results found
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if a process is turned off, so too is the associated eligibility quiz.
If a process is turned off, so too is the associated eligibility quiz. This is VERY confusing for applicants...they see an eligibility quiz and assume they need to fill it out, even though that process is closed. It makes them think they are not eligible to apply for the open process, when in actuality they were just filling out a form for a closed process and get an error message.
8 votes -
54 votes
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Apply Page Process Customization
Hello!
I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.
Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.
I know a personal solution would be for us to create EQ's in the order we want the processes to…
14 votes -
Make it easier to know when to close a request
I want to close a request when all follow ups have been completed and the grant/scholarship has been paid. I currently don't have visibility on these two pieces of info on the same workload page.
Ideas - make grant balance an custom field on follow ups workload page, or grant status (though that's a CSuite only field); have a count similar to third party of follow ups complete on the approval page as a column.
28 votes -
Mass Upload and Delete Email Attachments
It would be very helpful if we had the ability to mass upload documents from file to the email attachments in GLM. It would also be great if we had the ability, with a checkbox, to mass delete the email attachments once we are done with them.
8 votes -
Tasks and Reminders
Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!
94 votes -
Collaborators and Admin Comments
It would be great if Collaborators had the ability to see the Administrator comments that are visible to the Applicant.
10 votes -
Batch assignment of requests to someone with the "Grant Manager" role
Currently, anyone with the "Grant Manager" role needs to have requests assigned to them by an admin. Admins do this by going to a request's summary page and linking the Grant Manager there. However, you need to do this ONE REQUEST AT A TIME. We have over 350 requests that we need to assign to a grant manager (we need flexibility in deactivating privileges, so we cannot make them an admin). That means an admin will need to go to 350+ request summaries and repetitively assign the request to this user.
Please make batch options for that available. Ideally, the…
12 votes -
Automatic Emails for Grant Managers
To avoid sending all automatic emails to every grants manager in a process. It would be helpful to be able to have emails attached to a specific requests be automatically directed to the grants manager assigned to the request?
6 votes -
Question List as Word Doc.
It would be nice to be able to extract an application question list as a Word .doc instead of as a .pdf? We provide this list to our applicants, but it has internal only questions that appear, so it would be very helpful to be able to format this document as we see fit. - Thank you!
92 votes -
Duplicate Org Search/Merge Help
When doing a duplicate organization search/merge, it would be extremely helpful to have the last login date with the other basic info on the list of organizations. Right now you are just seeing two identical listings for the same organization with no way to tell which one is the newer/more up to date one without completely interrupting the process of what you are doing when you are choosing which organization is primary.
32 votes -
Summary report for individual reviewers
Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."
119 votes -
Make the email templates list more readable
We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.
11 votes -
Batch Create Merge Docs AND Attach to Request
Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.
17 votes -
follow up page
On the Follow Up page it would be helpful if there was a column for "Form Submission Date". Currently their is a "Due Date" column but no indication what date the form was submitted. This would be helpful so we can see on one page an overall summary of how timely the Grantee is on submitting their Follow Up forms and which forms are past due.
23 votesHi All,
Curious if you can share what page specifically you are referring to. Is it the actually follow up view?
Best
sammie
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23 votes
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Include email responses in Contact email history
The contact email history would be a much better tool if it included all correspondence with the applicants. Only being able to view emails sent to the applicant and not seeing responses makes it an incomplete history.
40 votes -
Two contacts assigned to grant applications.
Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.
166 votes -
Administrator to submit for applicant
It would be helpful to allow Admins to submit for an applicant. We have instances of students/nonprofits completing their application but not hitting the submit button before the deadline. It is cumbersome to change the deadline for that applicant, proxy in as them (or have them sign in) to click submit. It's especially time intensive for SLM UA where a student has multiple opportunities, and therefore, multiple places where a deadline would need to be changes.
Similarly to reverting an application status, it would be nice to be able to progress an application from the admin side.
8 votes -
multiple reminder emails
Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)
58 votes
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