896 results found
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mrust@sjchf.org
It would be nice to be able to format the “total” row as a currency field in a table question.
5 votes -
Batch Build and Edit Committees
Building review committees is time consuming and burdensome. Our list of 130+ volunteer committee participants changes annually. It takes MANY hours to select each existing committee in the universe, review and compare to an existing list for the changes and individually add new members, delete old ones, and build new profiles for net new participant. Building new profiles is also challenging since it can't be done on the committee building page so one needs to navigate to a separate window taking the steps to build a new profile and assign a password (yet another extra step).
It would save many…
5 votes -
Randomly Assign Evaluators
In our process each applicant receives at least three reviews from three different evaluators. It would be nice if I could randomly assign evaluators to the applicants. I currently do this by creating an excel file with the applicants on the vertical axis and the evaluators on the horizontal. I assign each applicant a number and use a random number generator to assign the applications each reviewer is expected to review. To be able to do this quickly within the GLM system would be great. I know some of the competitors provide this option.
5 votes -
run report on who modified a form
It would be helpful if we could run a report on who the last person was to modify a form. For example, if an admin prints follow ups and marks them complete, it would be great to see who marked it complete if we have multi staff working in the follow up stages.
5 votes -
Choose a specific date for a follow up form to be assigned
Please provide the option to allow us to manually key in a date for when the follow up form is to be assigned. Where the applicant cannot see the follow up form when they logon and to not allow the applicant to receive any emails regarding the follow up form until the date that the follow up form is assigned. It’s very rare to have down time but when there is any, we can begin to assign follow up forms with a future assignment date.
5 votes -
Integration of Multi-fund Detail
When sending letters to grantees, I like to let them know which funds their grant came from. We do a lot of multi-fund grants and so I'd like to have each fund and amount listed. Sometimes there are multiple installments from one fund, so I don't want to pull in installment fields. To my understanding, I can only get this information into a merge template if I create custom fields in a form attached to the request (like the approval form) and manually enter them. This is a more tedious than I'd like. It would be great if this information…
5 votes -
Export Form Questions via Reports
Would like a way to export the questions that are asked in Application, Evaluation, Follow Up forms via the Reporting function. This would be used to compare questions that are asked across different processes.
5 votes -
Preview Application Form
Please add back the live form preview option on the new user dashboard rather than just the PDF option.
5 votes -
lcs@bermudafoundation.org
Can you create a question bank so that we can easily copy questions that already exist on other forms??
5 votes -
sue.sneeringer@dca.nm.gov
being able to be alerted when an applicant makes a change to their profile/account.
5 votes -
Third party email bounce notifications
Someone else suggested, but the idea was archived, so want to reiterate that we also would strongly appreciate a notice being sent to applicants if a third party email address bounces. We were again spending a lot of staff hours identifying bounced third party emails one by one, and notifying applicants. Unfortunately, this made for a very tight turnaround in some cases.
5 votes -
dark mode
we need a working dark mode.
5 votes -
Downloads should have unique names
Every download has the same name. It is confusing when you're downloading many different applications/evals/etc for internal archiving. The downloaded file needs the process name and the applicant name and year when I download. I just end up with ApplicationPacket (1), ApplicationPacket (2), etc., I have to rename every single file one by one so I don't lose track of which is which.
5 votes -
Bulk Copy Applications
At BACF we have 11 different committees that review applications based on their funding alignment. Our current process is running a universal application. We then create individual processes for each of our committees, and manually copy applications into the processes for the committees that will review it. For example, we may get a funding request from the American Red Cross that has funding alignment across 3 different committees. I would then manually copy that request into each of the three processes for those committees to review.
Where this becomes cumbersome is that I have to go into each application individually…
5 votes -
Program Officer Assigned Follow Up
When a Follow Up is submitted by a grantee, we would love for that Follow Up to show in the dashboard of the Program Officer who worked with that organization during the application stage so they can easily tell they have a report to review and approve. We have the Program Officer assigned at the LOI/Application/Evaluation stage, but then we aren't able to maintain that assignment through Follow Ups.
Currently, I, as the administrator, get an email when a follow up has been submitted, and then because there's no way to bring in the assigned Program Officer on the email…
5 votes -
comment
We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.
Wouldn't hurt if we could attach a document to a comment :)
5 votes -
recurring grants
It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.
5 votes -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
5 votes -
There needs to be a way to delay the automatic email for follow up's
Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.
5 votes -
Be able to add more DocuSign fields in Merge Templates
In addition to multiple signatories, I'd like to be able to add DocuSign fields such as Date Signed, text boxes and radio boxes.
5 votes
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