1013 results found
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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 -
schedule emails
It is as simple as, we would like to have the option to schedule send emails in SLM.
8 votes -
Make "Next Pending Application" button stay in the same scholarship process
Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.
8 votes -
Legal Name Field in GLM Profiles
Nonprofits often run under a DBA or have a common name they use that does not always match their 501 c 3 IRS Designation name. If there was a field in the GLM profile that allowed for a legal name and common name, syncing that over to C-Suite, which already has a legal name field, would be IMMENSELY helpful.
8 votes -
Third Party Response Reminder
It would be helpful to be able to customize the Third Party Response Reminder e-mails. We would like to include a deadline for the third party to respond.
8 votes -
Organization searches - back to results function
I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.
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 -
Make Password Visible When Resetting for a User
I'm frequently asked to reset people's passwords when they've forgotten their login or have had a staff change at an organization. It's a really small thing, but it would be super helpful if, when setting up a password on behalf of someone else, that password field was visible, rather than showing up as the little character dots. I understand why we can't view user passwords for security purposes, but when I'm setting up a password for someone else, it would be great to confirm that I'm not typing anything incorrectly as I do so!
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 -
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 -
Multiple emails for grant letters
When sending grant documents (grant letters), currently C-Suite only allows for one primary email address and if you want to add a second to be cc'd, you need to add it manually. It would be helpful if C-Suite allowed for a primary and secondary email address to be added and have that be automatically added to the cc section when sending grant letters.
We have many organizations who request multiple email addresses to be contacted when they're receiving a grant and unfortunately right now we can't do it as it's too much of a manual process to add in a…
7 votes -
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.
7 votes -
Evaluation Form Due Dates
In GLM/SLM it would be great to add due dates for evaluation forms. Automated emails could then be attached and reminders to complete evaluations could be automated.
As a small staff, I have to remember to do this, along with all the other things we are doing. While I do keep in close contact with our committees, it would be lovely for this system (where we have invested a significant amount of $$) to take on some of the burden, instead of leaving it on our shoulders. ...work smarter, not harder...
7 votes -
Limit Checkbox Selections
We would love the ability to limit the number of check marks applicants are able to select on certain checkbox questions. We ask folks to limit the number their choices, but often times they over select.
7 votes
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