1034 results found
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"Click to Drill In" on Amount Awarded on the Dashboard
It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.
5 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
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UA Opportunity Printing
In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.
5 votes -
Document viewer hyperlinks
Hyperlinks are not clickable in the document viewer. Which means I would need to download the file to access links (defeating the purpose of the document viewer). Being able to click to links right from the document viewer would help streamline our work.
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 -
evaluator
Maybe this exists already....it would be so helpful to be able to filter evaluators by process - we have a committee for each grant and clicking through each time while referring to the original committee list is cumbersome. If I could filter evaluators to only show the ones who would score a particular grant program, I could get through assignments much quicker.
5 votes -
Give the choice to cc secondary contact in emails
In sending out emails to applicants, in most cases they are already going to the primary contact (grant writer, Dev Director, program mgr. etc.) And the ED or CEO is almost always the secondary contact. It seems silly for the drop-down option to be "cc primary contact"...when it should include the option of "cc secondary contact". We just completed our entire first GLM process, and have only now realized that we've not been cc'ing the ED of most organizations!! This puts the onus on the primary to share. And yes, I guess we should have been adding a cc to…
5 votes -
Board/Community Member Permissions in GLM
People with Board Member/Community Member designations who are in the system only to evaluate grants should only have access to the processes they are assigned to. Right now, they can use the "request and decision" tool and see org history for everything in GLM- this is concerning to us for a variety of privacy reasons.
5 votes -
Collapse branching logic rule groups
I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.
5 votes -
Merge Templates and Charity Check
I would love to see the ability to merge charity check data fields into merge templates. You can do it in reporting, but not merge templates. This would be very helpful for me.
5 votes -
Dear Foundant:
Can we add to the Greeting page language to add “Administrator administrator@grantinterface.com” to their address book so that our emails will be sure to land in their inbox! Put it in a different color font so that it will be noticed when they open this software.
We continue to have problems delivering emails to our grantees and creates duplicate work for us. Thank you.
5 votes -
Allow more characters in the phone number extension field
Hello! The ability to add telephone number extensions is great, but it assumes all extensions are three digits. Perhaps you could make this more flexible to accommodate all extension lengths.
5 votes -
Evaluation Summary - for staff evaluator role
(Suggested by fellow grants staff Trudy Wild)
Currently there is an attractive summary of all panelist scores and comments (Dashboard / Application Evaluation Open / Summary) - but only staff can access this (Our evaluations are anonymous and un-shared). This is available per application, with questions down the left hand side and staff evaluator names across the top.
We'd like for a single staff evaluator to be able to view his own summary. This should encompass all applications in one view - with questions down the left hand side and applicant organization names across the top.
posted September 16, 2013…
5 votes -
Read only reports for board members
I would like the board members to have read only access to reports. Standard reports and saved reports would be great. At this time board members are also administrators and the chance for them to accidentally blow something up is too risky.
5 votes -
Nominator Role
Need the ability for someone to nominator another person or organization to receive a grant. The nominator is not the recipient but needs to initiate the application. The recipient will receive the award and will need to be assigned follow up forms.
4 votes -
Searching for users with NO assigned role
Would be helpful to be able to search for users with NO assigned role so that someone can easily identify them and then assign them roles. Currently, the search function only allows to search by Role--obviously that omits a whole group of folks who were never assigned roles when their user account/contact was created. Ideally they would have been assigned a role at the beginning, but when a new GM comes and wants to clean up the system/make sure everyone is rightfully assigned, there's currently no way to do so without individually accessing THOUSANDS of user accounts to check.
4 votes -
Internal question groups
It would be nice if we could assign visibility to entire groups of questions, so we could have an "Internal Use Only" group of questions that our applicants can never see. And every question in that group would be "Internal" by default.
4 votes -
Can we have checkboxes for "All" and "Page" selections at the bottom of an application list (right above Batch Action button)
Can we have checkboxes for "All" and "Page" selections at the bottom of an application list (right above Batch Action button)? Right now they are only at the very top of the list. After taking a batch action the page refresh still has the same things selected and to de-select it I have to scroll all the way to the top and then ALL the way to the bottom again to move to the next page of data.
4 votes -
Allowing a true count of students in a UA under the submitted bucket
When a student submits their General Application in the UA, you can only see a true number count by pulling a report. It would be helpful if those individual students would show up as submitted, since they have submitted a General Application. The drafted students shows correctly, but it shows 0 for submitted when that it not accurate. Right now they just get moved to the individual opportunity immediately instead of showing in the submitted bucket.
4 votes -
sum format
Sum Formatting in Tables
When a table sums a column of amounts i.e. a currency (£), the format of the sum is simply numbers ######. Can the Sum function for the table be formatted to match the formatting of the cells it is adding up e.g. £###,###.##?
4 votes -
Add Ability to Select Specific AR Account when Creating Invoices
When creating an invoice through the "Invoice" module, it would be convenient for the creator to have the ability to select a specific AR account rather than always posting to the generic AR account.
For instance, our Foundation has Notes Receivable, Contributions Receivable, Income Tax Receivable, Interest Receivable, and various other AR accounts that we would like to be able to use when creating an invoice, but we are forced to post directly to Accounts Receivable.
4 votes
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