844 results found
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Formula Fields Breaking Date Recognition in Reporting
Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…
3 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.
3 votes -
GLM Applications synced to CSuite as an attached file
PDF of successful GLM applications are synced over to CSuite when grant awards are made, living under "Attached Files" in the grant record
3 votes -
Processes
Hello, I would like to suggest to add a function that will allow to re-order the filter for processes (not process manager). If processes have years currently the old processes will appear at the top and new processes at the bottom. And as we work more on new processes as older processes are almost complete, the function to re-order them will be very helpful. Thank you
3 votes -
UA- Assign evaluations for a reviewer across different processes
UA- Assign evaluations for a reviewer across different processes. We have randomized reviews for our UA applicants (usually 500 applicants) and 70+ reviewers. It is so time consuming to assign each evaluator to their 20 applicants (which can be 200+ unique processes for each evaluator).
This is similar to another idea, but I want to make sure it inlcdes UA too.
3 votes -
SLM Profile Telephone - Option to Select "Mobile"
In SLM, I think it's good to make a telephone number a required field, but it would be nice to have a checkbox next to it to categorize it as "Mobile" or "Mobile #" since most students these days only have that anyway. Otherwise, they end up typing their mobile number in the second field needlessly.
3 votes -
auto email at grant period midpoint
Option to send auto emails at the midpoint of the grant period. No need for any reporting at that point, but we want to remind grantees to contact us if they have questions or anything has changed.
3 votes -
"organization changed" administrator notification, don't copy org primary
For the "organization changed" event type notification, it would be nice to have the option to send a notification to GLM Administrator ONLY, and not copy the the organization's primary contact.
There are many cases when I would like to be notified of organization updates, to ensure they're done correctly or to turnover in an organization, but would not be appropriate to copy the org primary.
3 votes -
Telephone Number
It would be nice to have a 'phone number' question type to select when creating an application so that the applicant doesn't have to worry about how to format their phone number when entering it. Something like --xxxx would be great so that every phone number entry followed the same formating.
3 votes -
GLM Metrics Dashboard Award Rate of Applications
Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.
3 votes -
Award Details Grant Total Line
Add a Grant Total Line on Award Details Tab so that we don't have to go back to the Application or Follow-ups to figure out how much we have given and still owe.
3 votes -
Ability turn off automatic e-mails for individual requests
We often have to turn off automatic e-mails for short period of times when we work on individual requests and do not want the applicant to receive a notification.
Sometimes, we forget to turn the automatic e-mail back on in the tool manager and it creates confusion.
It would be great to be able to toggle off (an on) automatic e-mails for an individual request, directly in the request.
3 votes -
Ability to Export Organization Packet in Word
We use the organization packet a lot to share information with our committee members. We would like to be able to export it in Word, in order to edit some of the information we share.
3 votes -
Search for registered organizations
I would like to be able to search for organizations that have registered but have not submitted or started an application.
3 votes -
character limit in comments
Would be great if the character limit in comments be increased to 5000 from 2000. Site visit notes are usually longer and requires users to create multiple comments and coding them 1/3, 2/3, 3/3...
3 votes -
Application Start date in application drafts bucket
Often times we extend the application for only specific students (however, this can range from 50 ot more or less students). I do not know the names of the students since the school cannot divulge that information. I was hoping to look at the start date of their drafted application in order to identify the students I am extending the opportunity for based on the donors request. A start date in the drafted applications would be very helpful for this purpose.
3 votes -
Grant adjustment documentation and automation
Grant adjustment documentation and automation (new idea) – I want to have a special workflow where I can have an “amendment form” that, if approved, will push out due dates, adjust the grant purpose, etc. while still retaining the original terms agreed to.
3 votes -
DocuSign
Is it possible to have SLM integrate with DocuSign with the committee chairs in addition to the applicants?
3 votes -
copy request
I would like to see an option to rename a request in the process of copying it. Kind of like a 'save as' process, if I were able to add in a word or two to the end of the Project Name in the process of copying it, that would be very handy.
3 votes -
Merge just the next installment
We'd like to be able to insert the "next installment" in our letters to grantees vs. a table that shows all installments. At this time the table is our only option aside from merging the total award amount.
3 votes
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