1034 results found
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It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.
It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.
3 votes -
Move Save Summary button above process description
After more than 6 years at Foundant, I still forget to click Save Summary when editing process summary bc it is usually out of my line of sight. Clients do this all the time. Moving it into line of vision would really help people not lose changes.
3 votes -
Show Merge documents in alphabetical order
On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.
3 votes -
Add DocuSign "bucket" to Dashboard
I'd like to have a DocuSign bucket/status box added to the DashBoard, just like the buckets for all other forms and their statuses (LOI, Applicaiton... FollowUps, etc.) to ease tracking the status of our grant agreements.
3 votes -
Better tables with predefined choices for columns.
Often I have a series of yes/no questions that might be easier or less intimidating to an applicant if they were in a single table. While I know that I can create that using a drop down menu, it would require less of the system, and potentially move faster if it were a choice for a column setting. The same concept (creating a column setting) would also be useful to number rows that data is entered in.
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 -
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 -
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 -
Add Apple file formats to document viewer
We're getting an increasing number of applicants submitting their attachments in Apple file formats (primarily Numbers and Pages) and currently have to either download, convert and reupload them as compatible files or have applicants send in new documents via email in order to make the attachments viewable in GLM for our review team. Is there way to get the document viewer to work with Apple formats?
2 votes -
branching question in follow up form
Allowing branching questions within a follow up form will improve the grantee experience by only answering the most relevant questions based on the responses.
2 votes -
Limit Organization Applications per Process
Limit the number of Organization applications. We need the option to limit the number of organization applications to one (1). We tried using the "Enable Request Limit" feature, however, this only prevents users from submitting more than one. Multiple users within an org can start applications. This prevents our ability to see accurate number of orgs applying.
2 votes -
Add Request ID to search criteria
We print the Request ID in most of our reports. It would be very handy to be able to search for a request using this unique identifier.
2 votes -
Bulk Download
We would like the ability to bulk download print packets after they have been moved forward. As it stands now, there is no alternative workflow for batch downloading the print packets once the evaluations have been completed.
2 votes -
Duplicate Search by Organization Name
Duplicate Search - I need to list organizations by Organization name, when conducting duplicate searches. I think that used to be an option.
2 votes -
Create & Attach Merge Docs in Batch
Merge multiple docs to applications: It would be helpful to be able to choose multiple requests and have the option to create a merge doc and save to the request for each one, all at once. This would give the option to create merge docs and save to requests in batches.
2 votes -
Option to give collaborators access to admin comments
Please give an option to allow Collaborators to have the ability to see the Administrator comments. This causes many problems within our application process. Maybe include the option for admin to click a box that either allows visibility to ONLY the primary applicant OR the primary applicant AND collaborators. Same with uploaded documents.
2 votes -
Ability to Bulk Edit Table Cells
It would be great to be able to bulk edit the a table in GLM/SLM to change cell content, visibility etc without having to open, edit and save each cell individually. It's time consuming and a tedious process. Being able to edit the table, change all the fields, and then save, would be awesome to see!
2 votes -
ways to see reference information vs using application
We need a more efficient way to track which references students have requested, including contact information and submission status, without having to open each individual application. This is especially important for third or fourth references, which are only required for certain scholarship opportunities or unique situations.
Additionally, there should be a way to automatically notify a reference if a student changes their selection, so the original reference knows they are no longer required to submit. Currently, a significant amount of time is spent responding to emails and manually confirming when reference requests have been withdrawn.
2 votes -
roberth@butlerfamilyfoundation.org
Right now, when our grantees apply for renewing grants, they see a pop-up box that tells them have already applied. Eventually there is another button to "apply again" but overall it's a very confusing process and we are spending a lot of time walking applicant through it. Is there a way to streamline this or make it easier? Feels like the older system worked better.
2 votes
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