1001 results found
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Scoring Questions - Optional or Weighted
I was wondering if anyone would find value in the ability to weight evaluation questions. We are exploring the idea of funding general operating requests and project-based requests, all from one process. If we were able to weight questions or make some scoring questions optional, this would prevent and help us with our evaluation of LOIs and Applications.
6 votes -
bank reconcilation
the ability to upload deposits and ACH from your bank statement and then the ability to match records to your bank statements. A similar function as the check upload and match but on the deposit side.
1 vote -
Access to the same features in SLM & GLM within the same License Level
It would be really great to have access to similar features in both SLM & GLM when you have the same license level. For example we have standard license for both but only have access to Third Party References in SLM, whereas in order to access that in GLM, you have to upgrade to the Advanced License.
1 vote -
Follow Ups
Allow awarded grantees to upload documents to the follow-up section, such as a grant agreement or final report. This feature can allow for verified PDF signatures on grant agreements from grantees.
1 vote -
Sequential & Open Submission Logic
Follow Up Submission Logic setting:
Instead of the sitewide setting of every Process being set for Follow Ups to either be submitted in Open or Sequential order, can this setting be available on the Process level? This would allow us to have some processes that allow open submission and other processes to require sequential submission.
(#FoundantSummit2022 session group idea)
Resubmitted original idea by Lacey Matney Sortman10 votes -
aallieri@cfpbmc.org
Add a column 'Donation Advisor' to the donations page on the portal so fundholders can see who advised donations, where applicable.
6 votes -
Organization Summary Feedback
As part of our June Monthly Release, we introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment. This was added to the Live environment in August.
This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback…
5 votesHi Everyone!
Thank you for the initial feedback.
With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:
-Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.
-Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.
Foundation Status:
There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.
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We would like to
We currently have 3 administrators. The first administrator views each submitted application and then moves it to the complete status for the next 2 administrators to complete their reviews. We would like to see if an auto generated email could be set up to alert the other administrators when that application has been moved into the complete bucket.
4 votes -
Merge Template
When creating a merge document, it would be nice to be able to choose at the top of the screen, whether or not it is a .pdf or .doc. Scrolling to the bottom of the list of merge templates takes extra time, especially when creating many merge docs. It would also be very nice to be able to choose one type of document and all of your merge docs would be that type of document until you toggle it off.
Thank you.
3 votes -
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.
21 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?
4 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.
2 votes -
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…
3 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.
9 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.
9 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
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