850 results found
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Batch Deny - Additional Fields
It would be great to have the ability to batch deny requests AND complete any of the prompts on the Denial Form that would apply to all.
Currently, when we batch deny, the only fields available to apply to all are the decision date and the decision comment, but it would be so nice to have all of the prompts on the denial form for that process available. For example, we have an "eligible to return" question on our Denial Form, and I have to select that field for each request individually.
2 votes -
New Column Idea for Grant History
In the GLM, I often use the Request History tab of an organization in my work. I would really like to be able to see a column with the amount of each grant request from that organization even if the grant was denied. Additionally, I believe this "Amount Requested" column would be helpful for both approved and denied grants because sometimes our board approves of only a portion of the requested funds.
Thank you!
2 votes -
Comparative balance sheets with the ability to input comparative date
IT would be nice to have the option to select the comparative date in the balance sheet comparative presentation instead of only having the listed options (year over year, month over month). For instance, I would like to compare my current balance sheet to the prior year end, and then be able to prepare a cash flow that ties into it for the YTD. In that way, I can have a complete set of financial statements (balance sheet, income statement and cash flow) that all relate to each other for the same time period.
2 votes -
Evaluation Closed Date
Ability to pull a report by the date an evaluation was closed
2 votes -
mrust@sjchf.org
It would be nice to be able to format the “total” row as a currency field in a table question.
2 votes -
Allow Users to Upload Files to Organization Documents
Currently we request financial audits at the application and report stage in a grant cycle. This often means the same audit lives in two places.
I would be great if users could upload files (audits, in this case) to the Organization Documents tab to keep everything in one place.
2 votes -
Make Grant Category field reportable
Please make Grant Category a reportable field! Why make us create a custom field to have a second layer of grant categorization when there i
2 votes -
Add 'Unresponsive" as a dropdown for grant reporting
If a grant recipient has not completed required reporting within a specified timeframe AND has been unresponsive to outreach attempts, it would be ideal to have the option to mark the report(s) as incomplete/unresponsive. That creates a marker for future grant considerations
2 votes -
Add Ability to Bulk Delete Email Addresses and Phone #'s from specific profile types.
Add functionality to be able to bulk delete email addresses and/or phone numbers from a specific type of profile. Two options that would help are:
- Add 'type of profile' field to the Download options in Profile Bulk Update
- Add fields 'Email ID' 'Phone ID' in custom report column options.
2 votes -
read-only access to application documents for scholarship reviewers
Hi! I'm writing to request an update to the SLM/GLM reviewer experience that is regarding the cybersecurity of our scholarship and grant applicants. Currently, reviewers within the SLM/GLM can choose to either view or download scholarship or grant applications or the documents uploaded within them. For scholarship applications, these documents include things like FAFSA reports that include personal financial information. For grant applications, that could include things like tax returns, audits, and budgets.
I would like to request an update to the settings for Reviewers to be able to be given "read-only" access, meaning they would only be able to…
2 votes -
Email Templates: Add a "Next" and "Back" Arrow Buttons to Move Through the Email Templates
Suggestion: When working on updating email templates, it would be very helpful to have an arrow button for “Next” and “Back” to easily navigate the email templates.
Current Process: Now, the process requires that you go back to the email template section, pick the next template from the list, wait for it to open, make changes, save, go back to the email template listings page and then repeat that for every template. I noticed that you already have an arrow that forwards you to the next form in other stages within the dashboard, but not in the email templates section.…2 votes -
Rank Order Evaluation
We would like the option to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.
I posted this idea 5 years ago and it is still an issue for us.
2 votes -
Draft Due Dates Update Automatically w/New Process Due Date
When extending the due date for a process, the LOIs that were already in draft status didn't update to the new due date. This caused confusion for the applicant when trying to submit the LOI. The solution was for our team to go into each draft individually and change the due date for drafts created before the process extension. (Drafts created after the extension showed the new due date.)
2 votes -
Draft Due Dates Update Automatically w/New Process Due Date
When extending the due date for a process, the LOIs that were already in draft status didn't update to the new due date. This caused confusion for the applicant when trying to submit the LOI. The solution was for our team to go into each draft individually and change the due date for drafts created before the process extension. (Drafts created after the extension showed the new due date.)
2 votes -
Ability to removed closed bank accounts from Account listing
We would like the ability to remove closed bank accounts from the Reconcile Bank Account module. They just recently made a change to include those and we would like the ability to remove them from that list.
2 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
2 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
2 votes -
Deleting Questions
This has happened to me twice now. We should be able to delete questions even though we've answered and deleted the responses. This has messed up my applications.
2 votes -
Pinned Comment - Author & Timestamp
When going in and pinning an existing comment (created before the "pinned comment" feature), it automatically changes the timestamp and author of the comment to whoever marked it as pinned. This doesn't make sense because the content of the comment itself hasn't changed. Pinning a comment shouldn't effect the author or date the original comment was made.
2 votes -
conflict of interest notification
I would love an automated email to administrators for GLM/SLM for a conflict of interest question. That way we can see it and assign another evaluator. We shoot for a certain number of reviews of applications and if someone has a conflict of interest we would want to assign a different reviewer for that application.
2 votes
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