839 results found
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reneamuellerleile@rosenaufoundation.org
Additional standard merge fields available in email templates and the ability to customize / add your own to the forms. We have information that must legally be included in our approval and denial letters which are not available to be merged into the email, so we need to stop and fill in each manually, reducing the efficiency of automation within GLM.
5 votes -
Reverting documents
On a couple of occasions, I have accidentally reverted an application from application draft to LOI draft. Unfortunately, this erases all entries that were made to the application. I would like to see if this can be altered to allow all information that is entered in application draft to be retained. Otherwise, the applicant must re-enter all information and upload associated documentation again. I understand this is my mistake, but this is not a user friendly feature. Thank you.
1 vote -
Manager Evaluations
Currently, once a manager evaluation has been assigned, if the manager reviews it and then realizes it should be reassigned to another manager, if he saves it (even without answering any questions), it locks the evaluation and it cannot be reassigned. This is an issue and has not always been this way. I would like to recommend this be changed so if needing to reassign an evaluation, it can be done without issue by the administrator, even if it has been saved. This has been a very big issue for us during our current grant process and I'd like to…
9 votes -
Send denial email when application is denied.
I need a denial email to be sent to the applicant when I hit deny on the application. When the application is approved, an email is sent. But I have to go in and send a separate email after I have denied the request. I don't want to deny a request but forget to notify them!
1 vote -
It would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
t would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
2 votes -
Automatic Scholarship Thank You note submission
It would be nice to hook a donor email to a scholarship opportunity so that students can automatically send them a thank you note from their follow up form. I know this would be possible to do through the third party field but it would be too much work to add the donor email to each follow up form. Plus, this would require us to give a donor email to the students, which some donors may not like.
1 vote -
Automatic Emails Editable
Can there be an automatic email for the "LOI Declination?" Or better yet, can it be determined by the administrators which emails are automatic or not?
1 vote -
Ability to export page URLs as a report field
In GLM, it takes a LONG time to navigate to a specific request. Summary of that process: home screen > search > organizations > type org name > wait for results to load > comb through all results > click on correct org name > requests > comb through all requests > click on correct request name > finished. That's a TON of steps.
It'd be very helpful if we could export the unique URL of all requests. I'm thinking it could be a report field? this would enable us to set up an offline spreadsheet containing direct links to…
3 votes -
Easier report user interface
Running reports is too complicating. It would be great to have an easier user interface for running reports / saving reports / even automatically emailing reports on a pre-set frequency.
Have a standard batch of already created reports for the most commonly run reports where you can easily adjust a few parameters/filters like process, date range, funding category, etc..
But also keep the ability to customize a report if a standard report does not give you the information you require.
8 votes -
cherie.good@dawnfoods.com
We have expanded to use this application to our Europe locations. As of right now, the Amount Requested is hard coded to ONLY dollars. Is there any interest in expanding this to other currencies?
1 vote -
Automatic Email to admin for late Follow-up Forms
Admins should have the feature to receive an automatic email when a grantee misses their follow-up deadline. This would help admins with follow-ups assigned at different times to keep track of grantees who don't turn in their reports on time.
4 votes -
Comments, Dates, Email
We would love to be able to add dates to comments, not just have it be the date we are adding the comment. That way we might be able to sort comments.
Not to mention copy and pasting emails with information in it.4 votes -
Badge-like notification when new submissions/follow-ups appear on dashboard
We often have dozens — if not hundreds — of LOIs, approvals, applications, and follow-ups on our dashboard at once. It would be wonderful to have a visual indicator any time a new LOI, application, or follow-up is submitted. For example, let's say I log in at 9am and my dashboard indicates 133 follow-ups in the "Submitted" bucket. I come back to my desk at 10am, refresh the dashboard, and there are now 135 follows-ups in the submitted bucket. "135" now glows with a different color and a "+2" alert. Once I click into my Submitted follow-ups, that alert resets…
2 votes -
Export batch as separate documents
Currently, exporting a batch of templates compiles all documents into a single file, which often requires them to be manually split at a later stage. It would be greatly appreciated if we could automatically export all selections to separate documents.
2 votes -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
4 votes -
Star Grant Reports for Sharing
I would love a way to flag or star specific grant reports with high-quality content/photos for sharing out. We are working on sharing more of our grantee success stories and it would be great to save specific reports we want to share later on, potentially with the ability to create a report of these follow ups so we can find them easily.
1 vote -
Batch Edit Report Deadlines
We typically have multiple organizations who miss the deadlines for our grant reports. We would like to be able to batch edit deadlines for those reports so we can more quickly make them available for completion and don't have to go into each report to edit individually.
4 votes -
Radio Question Type - Other
It would be great if we could have 'other' as an option for a radio question that gives you (the builder) the choice to automatically produce a text box for applicants to input data around their selection. Currently you have to build 'other' into the question and then build a branched question group, which can not only get messy, but can make the application flow feel very disjointed, depending on the build.
15 votes -
Shared Question Across Forms
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 -
Project URL in Evaluations
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.
2 votes
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