931 results found
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Invalidating data in a field
Prevent invalid data in a field with a stop alert. It would be great if you could invalidate an applicant's improper entry in a field. For instance, if a certain org. budget size is an eligibility criterion, It'd be great if non-confirming entries got a "stop" message to refer back to instructions, guidelines, contact staff with questions, etc. So if an award cycle is intended for orgs. with budgets less than say $200K, it would offer an alert or error message to the applicant for any figure above that amount.
3 votes -
Add a link to Organization Summary from Request Summary
Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without…
3 votes -
Dual-Screen Process Manager
I want to be able to edit two processes side by side without having to go back and forth.
2 votes -
Custom Logo Sizing on Mobile Login Page GLM/SLM
The logo sizing on the mobile login pages for GLM/SLM seems to be synced to the sizing on a web browser. This can make the logo look overly large and not be uniform with the text fields and text on the login page. Custom sizing would be great!
2 votes -
k.morris@mhjf.org
It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!
2 votes -
Customizable Administrator Dashboard
I would like to be able to add and remove buckets from the Open Requests section of the administrator dashboard. I have two different application processes, and I would like to quickly and easily see statuses for both of them on the dashboard, instead of having to click into application statuses, apply a filter to view one process, and then change the filter to view the other process.
2 votes -
Remove "none" from the user comments field in new org summary view
(submitting on behalf of a user)
In the new organization summary view, users can view the cards for an org's users. On these cards, in addition to name, title, email, and phone number, there is a field for comments about that user. Currently, if there are no comments, it says "none" here. Feedback from a user would prefer this to be blank to indicate an absence of data, rather than showing "none" which implies an intentional lack of comment.
2 votes -
Pass a Javascript variable to a ReportProperty
Allow to pass a javascript variable to a ReportProperty syntax.
It will be very useful in a SmartCheckValidation.
Example (in SCV):
var sID;
var sResults = @ReportProperty(1234,exportdata,,sID)@;2 votes -
Organizational Summary
For the organizational summary page, it would be helpful to distinguish between open and closed grants. For example, when viewing a grantee with multiple grants, the summary currently shows all requests—even those that are closed. Displaying only open requests in the summary would make it easier to see active items at a glance. If users want to review closed requests, they can click the ‘View’ button.
2 votes -
Field for Tax Receipt - Preferred Mode of Delivery
I have some donors who prefer their tax receipts to be send via mail (or email). There should be way to filter for this under "Donations Needing Receipts" other than using the "Do Not Email" field (because some donors wish to receive emails for other communications, but hard copies of tax receipts).
2 votes -
Ability to Create Own "View More" folder in Organization Documents
Similar to the Form 990 on the Organization > Documents -- it would be great to have the option to create one for other types of documents that Organizations submit annually. My personal example of this would be Financial Audits; where the Folder would be called 'Financial Audits' and when you click "View More" you would be able to see each year uploaded. Currently, each document is it's own file and it can become very cluttered.
BONUS points if a question from the application/end of grant form could push to this folder
2 votes -
Add "Reply to" email as a searchable/viewable field on email templates
The longer an organization is in the system, the more likely they are to have many admins and many email templates. Whether it's a large team that needs to find their own email templates among a larger team or a new admin that needs to update "reply to" fields from their predecessor, there's not a fast way to see the "reply to" for email templates. Adding it to the email template list would be VERY helpful.
2 votes -
New Org. Summary Print Packet download button
On the new organization summary, the Print Packet download button always downloads the same pdf of all the org. requests no matter which tab you click on in left-side menu. Makes sense if you're on the Requests tab but would be more helpful to be able to download the info. from the tab/screen you're currently on when clicking the button (e.g. Contacts or Comments).
2 votes -
automatic emails
Automatic email sent to applicant when application is marked as complete. Similar to the automatic email that is sent when an application is submitted.
2 votes -
evaluator submission time and date
I'd like to be able to pull a report based on the time and date when an evaluator submitted an evaluation form. That data exists - it can be found under a request's submission history - but I want to be able to know when the evaluator submitted the form, not when it was marked as complete.
2 votes -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
2 votes -
Insert an image into emails
Someone may have posted this somewhere, but it would be really nice to be able to put images in an email without having to use a link! Thanks.
2 votes -
Allow evaluation fields to be pulled into merge templates
As the evaluation fields cannot be pulled into merge templates, we have built our due diligence processes into an internal-only section of the application form. As a result, this means that the application is extremely long, and we are needing to continuously scroll up and down to review the required information. It would be much better if we could have a side-by-side view, such as you get with the evaluation stage.
We could build the due diligence into the evaluator 1 stage to do this, but none of the fields could then be included in our merge templates. If these…2 votes -
brandy.thrower@arkansas.gov
The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.
2 votes -
Time Stamp added to 'Initial Submit Date' custom column
It would be really helpful to have a timestamp added to the 'Initial Submit Date' custom column, so we can see the submission time. We have just closed a grant round, and had an application sneak through after the deadline, but unless we go into the submission log for each individual application we have no way of identifying which one it is!
2 votes
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