1034 results found
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Report to show Board Members by Organization in GLM
I wonder if there is a way to create a report that shows certain information by Organization. For instance, if I wanted to see which organizations are in a certain area, I could run a list with addresses. If I wanted to see Board information for a particular Organization (or Organizations) I could run a list that would have the Organization name along with a list of the board members they included on their most recent grant request. Or maybe I could go to a certain grant cycle and run a report on that one cycle that shows addresses or…
2 votes -
default answers (multiple choice)
It would be awesome to be able to assign a default answer to a multiple-choice question (radio button or checkboxes). maybe a check box in the list for "Make this the default answer", if unchecked, there is no default answer. If checked, that selection is the default.
This would be helpful when we have an internal question that is required, but will not need to be answered unless a change is needed. For example, "Does the board require an amendment to consider this grant for approval? Y/N." The grant manager doesn't need to answer this question until after the board…
2 votes -
Organize the follow ups
Please provide a way to remove completed electronic signature agreements and completed interim reports from the "follow ups complete" list without having to close the grant. either separate tabs for each or a way to remove them altogether.
2 votes -
Managing different GLM/SLM sites on different tabs
I would like the ability to manage different GLM/SLM sites on different tabs in the same browser without being logged off automatically. For example, earlier today I was almost done creating an new email template in SLM. I attempted to open up a new tab to assist an applicant and the system automatically logged me out of the other SLM tab. I lost everything that I was working on and this isn't the first time that this has happened. Thank you!
2 votes -
LOI Denial Emails
Right now if an LOI is being Denied there is no way to attach an email so it goes automatically; it has to be done manually. Can that be changed in the future?
2 votes -
Ability to set user Inactive from the User Summary or Update User page
Provide the ability to set a user inactive from the User Summary or Update User page. This would make it easier to deactivate user profiles while viewing their information. Currently, the only way to deactivate a user is through the Users Search page.
2 votes -
Add a bar chart for "Total Submitted Applications" to the Metrics Dashboard.
Add a chart for "Total Submitted Applications" in addition to the existing "Unique Applicants" chart.
2 votes -
Rank Order applications during Evaluation
We would like the option to to Rank Order applications during Evaluation in lieu of giving a 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.
2 votes -
templates
We have two affiliate funds and one supporting organization, each with its own employees and distinct identity. As we grow, it’s important that none of them feel “erased” by having award letters come only from our umbrella organization. The ability to combine multiple templates into a single award letter would be a huge help for us.
2 votes -
Make Fund IDs More Visible in Portal
It would be very helpful to make Fund ID numbers visible more easily on Fund Manager. At the Community Foundation of the Ozarks, we regularly urge agency partner fund advisors to use Fund Manager to initiate grant requests, but we still have several who email in their requests or simply reach out with questions about their funds. We have been encouraging them to use their fund ID numbers when emailing a grant request or questions, so we can ensure we look at the correct fund, but fund IDs are NOT currently easy to find in Fund Manager. They usually have…
2 votes -
Evaluator Reassignments
It is great to have the new simplified way to unassign evaluators from opportunities. However, it would be nice to also have the option to reassign evaluator roles on the same screen. Currently, if I unassign evaluator X from five of the evaluations they have been assigned, but want to maintain the ten they have completed, I have to make sure to write down which evaluations were cancelled so that I can pull them up and reassign them to another evaluator. It would be much easier to enter evaluator X's evaluation assignments, click the ones that need to be 'unassigned'…
2 votes -
Reportable Admin-only data on organizational summary
I'd like to be able to add "admin only" visibility fields to the organizational summary, in such a way that they can be reported on. This would be helpful as a way to code organizations and their work as e.g. "healthcare" or "legal support" without having to add that to every single application.
2 votes -
Editing/Deleting a Comment
Currently, the ability for a user with a Grant Manager role to edit or delete a comment added to an organization or a request is tied to the Manage Requests permission (allowing them to approve, deny, close, and abandon a request).
I'd like to suggest that Grant Managers be able to edit and delete their own comments regardless of their ability to approve, deny, close, or abandon a request.2 votes -
Evaluators Can See Pinned Comments?
It came to our attention in the middle of a committee meeting that a pinned comment was viewable to all evaluators. We've been using this feature to flag orgs for a variety of reasons and this information shouldn't be shared with evaluators. It would be great if there was an option to toggle on/off which users can see these.
2 votes -
third party back to draft (reopen) / UI/UX for Save/Submit
During this UA cycle I have had an inordinate number of third party requests accidentally click Submit instead of Save, and then not be able to edit their request, they email me, they have to send me what they want to put in the form, and then I add it for them.
It would be great if we could address this in two ways: 1) allow administrators to "revert back to draft" or reopen the third party submissions. They would still need to communicate with me, but it would save their time of opening the request, copying/pasting questions to rewrite…
2 votes -
admin attach additional documents to slm request
I would like to propose adding functionality to the SLM Admin role to allow admins to attach documents to SLM opportunity requests that are not part of the application itself. For example, sometimes we receive letters of recommendation for students which have already been submitted by another recommender, or I have to compile some details about the student/situation that are pertinent to my reviewers' understanding of the application. It would be great to be able to hit an "attach a document" button within the Document Viewer to add an additional upload on that particular student's opportunity.
2 votes -
sanela.radoievici@greatermelbournefoundation.org.au
Completing a CSuite sync from Live to Sandbox breaks the integration with GLM sandbox. It would be extremely beneficial to have this integration re-establish automatically where there is a connection in live.
This avoids having to contact support each time a sync has been completed from CSuite Live to CSuite Sandbox.
2 votes -
jmize@durrfoundation.com
Please add the ability to export the history of grants made on the Requests Page to an Excel sheet. Currently, you cannot copy nor export, so I end up retyping the history for my board which is tedious and allows for errors in the data.
2 votes -
nmitchell@cfbroward.org
GLM - In the Eligibility Center it would be nice to have search options of First Name, Last Name, Eligibility Form, as well as Organization Name, to be able to see any submissions by anyone in the organization, (within a selected time frame).
2 votes -
AI Summary Reporting
I love the new feature for the AI Summary on LOIs & applications. However, I would like to be able to pull the AI Summary into a report or search.
Thank you.
2 votes
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