1053 results found
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Automatic email FROM our evaluators once they have completed an evaluation
We should be able to receive an automatic email from our evaluators once they have completed an evaluation. This would be a time-saving program enhancement for scholarship management.
2 votes -
We are liking the new Org Summary page and are wondering if any modifications are allowed? For example, for each request if the follow up ha
We are liking the new Org Summary page and are wondering if any modifications are allowed? For example, for each request if the follow up has been submitted or closed, can it state that instead of them all saying follow up assigned? It is not helpful to have that if it isn't totally accurate info. I noticed that even if all the reports are closed, it still says follow up assigned and that is frustrating.
2 votes -
It would be great if we were able to sort Fund Fee Types in alphabetical order.
It would be great if we were able to sort Fund Fee Types in alphabetical order.
2 votes -
Be able to create and assign a series of tasks to a profile.
Feature Suggestion: Task Set Automation with Relative Due Dates
I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:
Task: Send thank-you letter
Due: 1 month from task assignment
Task: Share copy of signed fund agreement
Due: Immediately or within 1 week
Task: First reporting update
Due: 6 months from fund establishment
This would be especially useful when a donor gives a gift or establishes a fund. I…2 votes -
Make the Fund Name from CSuite visible in GLM forms besides the Installment Form.
CSuite/GLM synced grants: Applicants that receive multiple grants from designated funds need to be able to see the Fund Name in order to easily differentiate between the grants they have received. It needs to be available for other forms and merge fields too. Specifically on Follow Up forms and in email merge templates.
2 votes -
Resizing tables in Evaluator side-by-side view
One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.
It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.
While the two panes of the application/evaluation can be resized, this is…
2 votes -
Shared Documents
I would love to be able to organize/rearrange the files I upload into the Shared Documents. A drag and drop feature like the e-mail templates would be fantastic.
2 votes -
Primary Evaluator
Adding a label for Primary evaluator would also be a helpful benefit. We often assign a primary and secondary reviewer to each evaluation and Foundant currently does not seem to have a way to note this withing the system.
2 votes -
download all
In the Application 'document viewer', i was wondering if it would be possible to request the additional of a 'download all' button.
I need to download all of the attachments as separate PDF files, which currently requires me to click the download icon up to 20 times per application.
This has been submitted by multiple users over the years. I don't think it would be difficult to implement. PLEASE consider it.
2 votes -
Add And/Or Search Options to Search Requests & Decisions
We'd love to have the option to use the "Search Requests & Decisions" function in GLM to quickly figure out how much we've granted to an organization. Unfortunately, some of our larger grantees have used different fiscal sponsors over the years, so we are unable to get an idea of the number of grants and their amounts through the "Search" and "Quick Export" tab. Can we have the option to have an "Add" and "Or" button so we could target multiple specific organizations or request titles? Thanks!
2 votes -
Administrator Comment Default to "Share with Applicant"
The administrator comments is a great feature- we use it to give applicants feedback during our draft phase review. We usually DON'T wish to share those administrator comments with evaluators. Customization around these comments would be incredibly helpful. For example, it is cumbersome for our Program Officers to click the "share with applicant" checkbox for each comment (and sometimes one gets forgotten and shared with evaluators-yikes!). It would be amazing if we could have access to that in a site setting to default that check box as checked (share with applicant). Or add a feature to share both might be…
2 votes -
Sort and Filter Uploaded Documents
It would be nice for GLM to have the capability to store, search, and sort documents within the Organization's Documents tab. Our team would like to upload site visit reports and grantee impact reports, so it would be more streamlined to be able to filter and sort through the entire Documents tab, especially if there are 10+ documents stored there.
2 votes -
Add "grant type" as integration with CommunitySuite
When a grant is awarded, in the Decision form, add a field that integrates with the "Grant Type" field from CSuite.
2 votes -
Save Formulas For Reporting
We use a scholarship scoring rubric that uses weighted scales for Income & GPA. In order to alleviate the workload for our evaluators, we don't ask them to score income or GPA since it is a fixed score based on the scale.
We calculate these scores along with a total score using formulas within reporting. Currently, I am keeping the 9 lines of formula used to calculate the scores in a Word doc and copying and pasting each of the 9 lines into SLM Reporting for each Opportunity.
It gets pretty time consuming, considering that we have 150+ reports to…
2 votes -
Save Formulas For Reporting
Our scholarship scoring rubric uses weighted scales for income and GPA. To alleviate the workload for our scoring committees, we don't ask them to score income or GPA because it is a fixed score based on our scale, we use the formulas to calculate those scores and also a total score.
There isn't a way to save formulas within reporting to where I could just copy and paste once or ideally, I would like to save the formula "set" and turn it on and off.
It gets pretty time consuming to copy and paste each of the nine lines of…
2 votes -
Turn off LOI submissions after a certain number is reached
We only want to accept a certain number of letters of Inquiry. The process we have been using is to turn on submission by setting the Visibility field to Public, and then turning it to Restricted once we have reached the desired number.
This past funding cycle, we received three times our maximum in the first two minutes. The manual approach is no longer working for us.It would be great if the system could be set to accept only a certain number of LOIs and then automatically set the Visibility field to Restricted. Alternately, it could be set to…
2 votes -
Expand organization address fields for international addresses
In GLM, the address fields do not allow for international organizations, and the strict requirements often make it so international applicants have to input incorrect information in order to create a profile. It would be great if these fields could accommodate international addresses.
2 votes -
Calculating Evaluator Score Column from Decimal Questions
Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!
2 votes -
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
2 votes -
Adding the application Number as a Tab
It would be nice to view the application numbers for each grant. I often times have to go into the applications during any part of the process even after closing the application. It would be nice to see the application number so I could avoid clicking into several of the same grant name to find the correct application. Please do not remove the other tabs just add this option or allow it to be editable.
2 votes
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