991 results found
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Remove grey background from site emails
I would like for the background of emails generated by the site to be free of formatting. Currently, regardless of the template's formatting, the email arrives surrounded by a border that is formatted with a grey background. This means that if you reply to this email or forward it, your next email will retain this grey background, unless you go through the process of stripping it.
1 vote -
Automated Campaign Emails
It would be helpful if we could set up automatic emails for individuals registered for an event campaign to send reminder/event details, and follow-up emails from CSuite, instead of having to download the list and upload it to another platform.
1 vote -
1. Is there a way to set up alerts when we are approaching our ticket limit? 2. Is there a way to set up automatic emails to individuals reg
Adding a feature to campaigns that would send automated alerts as we are approaching our registration capacity, so that we have time to access before the campaign defaults to sold out.
1 vote -
Push grant information to applicant's ORCID
We would like to push grant DOIs to ORCID records for our applicants. This would reduce burden on them and also provide verified award details on their ORCID. It would also help build an ecosystem where grant output would be easier to track...
Since we can already push reviewer service to ORCID, it would be great to add the ability to push grant data to ORCID.
1 vote -
crossref registration of awards
All of our awards will be assigned DOIs at crossref. We do this so we can more easily track outputs through reference to the grant DOI. It would be great if the system could allow us to do this within SmartSimple rather than manually filling out forms at CrossRef.
1 vote -
Link a data field to the Research Organization Registry for allowed institutions
Our applicants apply as individuals, not as a part of an organization. However, all of our applicants work at organizations that are registered at ROR (Research Organization Registry). It would be great if users could use the ROR number OR select from a list of ROR organizations to identify the institution at which they will be doing their work. Manually adding institutions based on their ROR information is our current solution, but as our applicant pool expands, this is getting challenging to curate.
1 vote -
Make ORCID data available in applications
We need biographical sketch information in our applications. We do not want do deal with uploaded files - they are a pain to proof for consistency AND uploaded files are also hard to pull data from when analyzing trends on applications. All of our science applicants have ORCIDs which contain all of these data. However, there is currently no way to select ORCID data (which is already displaying on the profile) to populate fields on the application form.
It would be great to be able to have fields on the application and allow applicants to select from ORCID records of…
1 vote -
Shared Documents
I would like to be able to upload documents in the "shared documents" folder and only have one process be able to view certain documents.
1 vote -
program expense ratio calculation
The Financials & Compliance tab and information is a very helpful addition in GLM and the info icons that explain total revenue, total expenses, etc. are great. It would be helpful to reviewers if there was comparable explanation and context about how the program expense ratio is calculated.
1 vote -
program expense ratio calculation
The Financials & Compliance tab and information is a very helpful addition in GLM and the info icons that explain total revenue, total expenses, etc. are great. It would be helpful to reviewers if there was comparable explanation and context about how the program expense ratio is calculated.
1 vote -
Email History - Add Ability to Open a Sent Email in its Own Tab to Print or Save
In the new table view for Email History, there is no ability to open a sent email in a new tab or on its own page. Previously, we were able to do this as a way to save/print a digital/physical copy of a sent email. It would be beneficial to add this functionality back into the Email History section.
How We Use this Feature & Why It's Important:
We send grant award notifications through GLM emails. If we need to pull a record of a notification for an Audit or for backup documentation that the grantee requests, we used to…1 vote -
Search Organization By Status
Right now, finding an archived organization means either remembering its name and searching for it, or searching all organizations and scrolling down to the archived list at the bottom, which can take a long time to load. A simple active/archived filter, just like the one for users, would make this much quicker and easier!
2 votes -
Hide Follow-ups in Process Manager
When we copy a process, we need to copy many follow-up forms so we are prepared for different scenarios (ie if multi-year installments are granted, etc.) We don't know when we are building the process how many of the follow-up forms will prove useful. When there are lots of extra follow-up forms, we loose functionality in the assign follow-ups window. If we delete the follow-ups, however, we loose valuable work that we may need to re-do if circumstances change and we need to add the follow-up again.
Could follow-up forms be hidden in the process manager? If this could work…
1 vote -
update options for file download names
when downloading LOI and application documents, it would be helpful for the file name (option) to be the date submitted, not (only) the date of the download
1 vote -
Decimal places for scores
Add decimal places / decimal points for scores so that we can view differences in scores that are very similar. This is extremely important for reports but also helpful for reviews (evaluator views).
1 vote -
Merged Organization Status
Currently, organizations only show as Active or Archived in the Data Visualization Tool, and there's no way to tell if one was merged into another. A "Merged" or "Deleted" status for organizations, consistent with how merges are shown for users, would be helpful so we can easily identify merged organizations.
1 vote -
Funds as beneficiaries
Hi - we have beneficiaries to a Charitable Lead Trust where the annuity payment goes to another Fund(s) here at our Foundation. We can only set the beneficiary to a profile. Thanks!
1 vote -
Increase Character Limit for Interactions on the Organization Summary Page
Our team uses the Interaction section on the Organization Summary page to document site visits, meetings with organizations, and notes from those conversations. We have found that the current 2,000-character limit is not always enough to capture the level of detail needed.
It would be helpful if the character limit could be increased, or if administrators could configure the limit for their site. This would allow us to keep all notes from a meeting or site visit in a single Interaction rather than having to shorten them or split them across multiple entries.
1 vote -
New email templates to appear at top of list
When I create a new email template it automatically goes to the bottom of the template list and I have to drag it to the top. As we are working on it and, in most cases, about to send it out it would be better if the most recent templates appeared first. Alternatively you could introduce sorting functionality.
1 vote -
Conact on summary page be larger font and bold
The contact information in the top left corner of the summary is so tiny compared to the rest of the page's font size. Zooming in on the browser is not a solution.
2 votes
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