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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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1119 results found

  1. 11 votes

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    Feedback Needed  ·  0 comments  ·  CRM  ·  Admin →
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  2. I find the language on the Universe confirmation page confusing. It says the applicant is eligible for the following opportunities, it's not 100% clear that the applicant must continue to apply. I'd suggest moving the blue "Continue" button to the top, or changing the message to read: "Based on your answers, you may apply for the scholarships listed below. Click the blue Continue button at the bottom of the page to complete the applications."

    11 votes

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  3. Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.

    Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.

    Example:

    * 20% -- A
    * 20% -- B
    * 20% -- C
    * 20% -- D
    * 20 % -- E
    * 20% -- F
    TOTAL: 120% <-- would be rejected because it is not 100%

    11 votes

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  4. We would love to have the access/freedom to edit the language on the apply page on our own, as opposed to having to go through support!

    11 votes

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  5. 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

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    Under Consideration  ·  1 comment  ·  Email  ·  Admin →
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  6. Currently, when an Administrator adds comments to the system Admin Comments fields there is a checkbox to show the comments to applicant. If the checkbox is checked for the applicant to view the comments, the Evaluators will not see the comment. If the box is not checked, evaluators will see the comment.

    Ideally, there is another check box that prevents both evaluators and applicants from viewing the comments. It should be an "Admin only" checkbox.

    11 votes

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  7. It would be helpful to have the option to add another "after Due Date" automatic email to Follow-ups. Right now only "To Assignee 7 days after Due Date" is available and we'd like a "To Assignee 14 days after Due Date" as well.

    11 votes

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  8. Is there a plan to capture email replies from a system generated email in email history for an organization?

    11 votes

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  9. Could we please see the name of the Process in the Draft Follow-Ups table? It would make reviewing the status of numerous upcoming Follow-Ups much easier. Might it be listed instead of the Form Name? Thanks for your help.

    Kathryn

    11 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  10. Right now the system only saves the first date an applicant saved an LOI or application draft. You have no idea if someone has abandoned the application or if they are slowly working on it. Is there a way to show when someone last saved an application or LOI? Furthermore, can you create a report that would show this information? Right now, quick export only shows the first date an application or LOI was saved so if you made the first change then maybe the date would be correct in quick export...?

    11 votes

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    0 comments  ·  Dates  ·  Admin →
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  11. We would love to be able to see whether a past grant was declined at the LOI stage or the application stage on the organization summary page. Currently, the application status simply says "denied" if a grant was declined, but for us it is important to know at which stage a past grant was declined. As it is now, we have to go through multiple steps, looking at what we have from the applicant and determining if it is a full application. Simply stating that information on the organization summary page would make this an even better "at a glance"…

    11 votes

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    Feedback Needed  ·  7 comments  ·  Statuses  ·  Admin →
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  12. Many times a non-profit changes its organization's name or does business under another name other than their legal name. It would be very helpful if the GLM system had a field called "DBA or AKA" in which you could enter other names by which the organization is known. In GLM, our foundation lists an organization according to their legal name and we try to stick to that for consistency for entering organizations names in their GLM record. The legal name may be longer or cumbersome and the organization ends up going by a shorter name or acronym which people know…

    11 votes

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  13. It would be helpful to have the option to set up automatic emails to selected administrators when an evaluation form is completed, or better yet when all evaluators have completed their required questions. I know most evaluations happen on set cycles and deadlines, but we have some that are considered on a rolling basis, so it would cut out some room for error/delay if we could receive a nudge when our evaluators are finished.

    10 votes

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    Proposed Idea  ·  2 comments  ·  Email  ·  Admin →
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  14. We would like the ability to choose which Contact Fields are visible to the evaluator, with an option to show a Unique Applicant ID (that is not the current system generated one). Having all fields [HIDDEN] and not providing a way to identify each application eliminates the reviewers ability to determine which applications they want to recommend to move forward in the process, as our Foundation does not abide by highest score practices.

    We have to implement anonymous review practices based on applicant/evaluator conflict of interest (i.e. Foundation Staff Reviewing applications from Foundation Staff). In order to ensure this is…

    10 votes

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    Proposed Idea  ·  2 comments  ·  Reviewing  ·  Admin →
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  15. If multiple users in the system are involved with a request, allow for the request be cross-listed under both/all user accounts. Similarly to collaboration, users will be able to work together on an application, but the request will then appear in both/all users' request histories.

    10 votes

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  16. 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?

    10 votes

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    1 comment  ·  Reporting  ·  Admin →
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  17. When a staff member leaves an organisation - rather than going through and reassigning the requests and follow ups - it would be ideal if the requests and follow-ups associated with their user were automatically reassigned to the primary contact for the organisation.

    10 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  18. This is a common idea for all feedback related to releasing the new Applicant Experience: Apply Page and Dashboard.

    10 votes

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  19. We have a question used in several processes. I propose a question maintained in the process manager than can be added to multiple processes. We would have one location to maintain the response options for simplicity/authority. It would also streamline reporting metrics with uniform answers for comparison.

    10 votes

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  20. We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!

    10 votes

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