844 results found
-
Application Data to Sandbox
Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!
5 votes -
New Applicant/User
New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.
5 votes -
New administrator comment notification to applicant
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!
5 votes -
Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
5 votes -
Follow-up Due Dates Shareable in Other Follow-ups
It would be great to allow Follow-up Due Dates to be shared within Decision forms or future follow-ups. For example, within our Decision process and within our Grant Agreements (follow 1), we mention that grantees will need to complete a Final Report (follow-up 2). We would like to auto-populate the Due Date of the follow-up 2 in both the Decision process and the Grant Agreement so that grantees can sign-off that they acknowledge and commit to the final report. Being able to auto-populate this field based on system due-dates would allow for efficiency as well as minimize human error. This…
5 votes -
Text Ranking with Score
We would love the ability to display ranking options in text to our evaluators, such as
Extremely Clear
Very Clear
Somewhat Clear
Not So Clear
Not at All ClearBUT - We'd like to store them as numeric data so that
Extremely Clear =5
Very Clear =4
Somewhat Clear =3
Not So Clear =2
Not at All Clear =1To be clear, we don't want to show the numeric to the evaluator, just the text.
Currently, we use a complicated formula to calculate the data.5 votes -
Access code
Applicant's often ask me about a Access Code. We never use them.
It would be helpful if you can include a statement at the end of where it says .... "at the top of this page..." another sentance that says "If you you have not been provided an access code - please click on the home button above.5 votes -
Turn off Copying for Third Party Questions
If returning applicants use the copy feature, unfortunately, the system also copies their previously received third party letters of recommendation. In other words, letters of recommendation from the prior grant cycle are copied to the new application.
Please allow us to turn off copying for third party questions.
5 votes -
Adding Hyperlink Capability for Applicants
Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.
5 votesAre you looking for this to be allowed in a text area responses or a separate area for links?
-
Custom Columns in Search Requests & Decisions Screen
It would be great to customize which columns show on the Requests & Decisions search screen like it does on the workload pages.
5 votes -
GLM - Have Internal facing questions ommitted from the Copy Functionality when the Copy is performed by the Applicant
Having administrative Internal answers from a previous grant application (for example, we have in Internal question group where we provide additional information for our grant review committee) copy into a new grant application when the applicant is using the copy feature from their last cycle request is not ideal.
5 votes -
Preset individual assignment dates for follow up forms
We would like to be able to preset the dates that each follow-up form will be assigned. We have forms that we only want to be completed within a certain period of time but would like to be able to set up the assignments when the Application is approved so we don't have to go back and assign the follow ups at a later date. This should also send the notification email when the form is therefore assigned and available and not at the time that we preset it up.
5 votes -
SLM Follow
In the SLM Follow Up Drafts bucket, I am trying to add a Process Name as a column and there doesn't seem to be a way to do that. This would be helpful so we can see follow up assigned across multiple SLM processes.
5 votes -
ChatGPT
A donor questioned how AI might impact scholarship and grant applications, something I hadn't considered. I wonder if there's been any discussion about building in some check to ensure AI hasn't written answers.
5 votes -
Candid Charity Check question for EIN of Fiscal Sponsor
An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.
5 votes -
Tag System for Organizations
Similar to a CRM, or email software.. Being able to add "tags" to an organization would be extremely helpful.
Some grant opportunities are specific to certain organizations based on location, the cause they represent (arts, animals, economic development, etc.) or possibly the size of organization/if they are new.. and so on.
Utilizing a tag system would allow us to search for these characteristics quickly and batch email vs. going through our entire organization list and hand-picking who is eligible every time we announce a new grant opportunity.
One argument is to send each opportunity to everyone on our list, but…
5 votes -
bulk email to evaluators
It would be really nice for Grant Managers to have the option in Tools to be able to create and send group emails to their Reviewers on specific application processes. I do recognize there are areas that you can send emails to all of them but it's buried within the dashboard/application and if you picked more than one application it would send multiple emails to the reviewers. It would be nice to do it on a higher level.
5 votes -
C-suite Field check memo to update under Installment Form in GLM/SLM
Check Memo is a great addition in C-suite, it would be great to have the field in GLM/SLM and set the memo there. This would allow for our grants and scholarship team to set the memo and not have to wait for the grant to be created in c-suite to go in and set the memo.
5 votes -
PDF of application
I have one Scholarship fund holder (older individual who does not do computers) that wants paper applications for her reviewing. Unless I'm missing another way to get, the pdf button gives us an inordinately large fonted and clunky formatted document that is way too many pages long. Can you guys change the margins, layout and font sizes please??
5 votes -
Allow iPhone photos (.heic photos) to be viewable in Document Viewer
If an applicant uploads an iPhone photo (.heic photo) then you will not be able to view it within the system. You will need to download it to your computer first. Would like to be able to view .heic photos within the system.
5 votes
- Don't see your idea?