931 results found
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Metrics Dashboard Date Range
It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.
8 votes -
Organization Merge History
From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?
8 votes -
Organizational Summary - Amount Requested
It would be helpful if you could customize (at least one column) on the Organizational Summary page. For example, "Type" is not useful to us, but "Amount Requested" would be. Our Trustees often award more or less than the organization requested and it would be helpful to see this information.
8 votes -
Batch email recipient
Please add deleting a recipient from a batch email before sending, with having to exit the email template altogether. Thanks!
8 votes -
third party link
The email the system sends to a third party is editable except for the link to the request. Would it be possible to make that link much more visible? Like a button or header size or something?
8 votes -
Ability to close 1 evaluation
I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.
8 votes -
process summary
It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.
8 votes -
Apply Page Language
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!
8 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 -
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 -
View History: by all of the organization's people
it's great that within an organization, everyone can view all of the applications that were submitted. Unfortunately, they can not see the followups. this is a challenge when a new person takes over a project and they don't use the same account. as well the primary contact which is usually the executive director can not even see the followups to know if they have been complete or what was shared. this would be so helpful for our non-profits so they can easily share application and followups... thanks
8 votes -
Allow Administrator Comments to be seen by evaluators
When entering in a comment in the Administrator Comment field, I can check a box that allows the comment to be seen by the applicant. I would LOVE a checkbox that allows the comment to be seen by the evaluators as well (particularly staff evaluators). Thanks for your consideration!
8 votes -
allow multiple users of an organization to copy applications started by other users
If an organization has multiple users, and user A creates a request, as the product works currently user B can NOT copy over that data when they enter a new application. I'm requesting that all users be able to copy data from all existing requests for an organization no matter who created the request.
8 votes -
Add county to the organization info
It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.
8 votes -
Payment Screen Charity Check
Would it be possible to add a Guidestar Charity check button on the payment screen in the area by the payment amount? This would be helpful in making sure the charity check was done before making the payment. In the past I have forgotten to do this at the time of making payment, a button here would help if it is possible.
8 votes -
Saving all documents in one packet
I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.
For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.
This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.
Currently, we have to go to each separate proccess to create packets and save...very time consumming!
8 votes -
Organization Merge History
A merge history should be included in case an error is made or in case an organization changes its name. Information should include the date of the merge, the names of the organizations merged, and the name of the user who did the merge.
Thanks,
Mary
posted April 25, 2013 by Mary Nicosia, GMA Foundations
8 votes -
Evaluation Reports
We conduct two rounds of evaluations on every grant application. After the first round we provide the results to the second group of people evaluating. Finally, at our board meeting we provide the results from both rounds of evaluations.
We currently provide these to our evaluators through a fairly complicated merge document that we process after each evaluation. We were hoping that you all could create a report for all evaluations done, as well as a nicely laid out print packet of whichever evaluations were needed.
Additionally, we have our second round evaluators check a yes, no or maybe box…
8 votes -
Print Packets - Form Title on Cover Page
It would be very helpful to have the form title on the cover page of the print packets. We compile copies of the application print packet, evaluation 1 print packet and evaluation 2 print packet and it would be very helpful to see which form it is on the first page of the packet.
posted September 11, 2013 by Julia Boerth, First Hospital Foundation
8 votes -
Pop-up message
It would be nice to have an option for an editable pop-up message that applicants would see once they are logged in (similar to the landing page message, but something they would have to notice and would see only once they log in). It could be used to notify applicants of any changes to the process or, really, anything that seems important.
7 votes
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