1094 results found
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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 -
3rd Party Email Resends by Admins in Email History
Recently in SLM, we've had multiple 3rd party persons reach out to us to have the Request Link email resent to them so they can complete a student's letter of recommendation. To keep track of and know that they were sent, opened, etc., would it be possible to include those emails sent from the administrator's side of the platform in the searchable Email History module in the Communications section? We had a few that we resent tell us that they didn't even receive the ones from the admin. We also told them to look for the administrator@grantinterface.com sender address. Something…
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 -
Multiplication column feature in Tables
We would love to have the ability to create a table that contains a multiplying total column. For example, we would like column D to be the sum of column B multiplied by column C.
2 votes -
ThankView Integration with GLM/SLM
Wondering if this could be a benefit to other Foundation or if others are even using it outside of GLM/SLM. We're in the very early stage in trying to find a way to have Grantee do reporting video or Students submit video as a thank you to donors. As we lookinto the option, we don't really want to have to manage another platform outside of the ones we currently have.
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 -
Bulk Edit Admin Fee Types by SubGroup
Bulk Edit Admin Fee Types by SubGroup - It would be nice to be able to do this, as the functionality already exists for other types of groups, etc. But it is not possible to do this by subgroup (i.e. all nonendowed funds at the same time).
2 votes -
Abandoning/Closing and Application within the Application View
It would be nice to abandon/close an application when you're in it. Having to exit back out into the request tab and count which one you were in is confusing. The only way to be sure I'm abandoning the correct application is to open it but the option to abandon/close is only on the request summary view. I added images for better clarification
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 -
Fund Advisor Portal Reports
After talking to Foundant Support, I think it would be nice for fund advisors to be able to generate reports. Specifically, if fund advisors can pull a report with donor names, addresses, gift amounts, etc., rather than having to click into each donor's profile, would be helpful for the nonprofits and donors we serve.
2 votes -
GLM Initial Set-up of New Account
We've had many grant award checks returned for "no receptacle" or "insufficient address" due to the application in GLM auto filling with whatever address was put in when the organization's account was initially set up. Most people will put their physical address in this spot. It would be helpful if when setting up new accounts in GLM both the mailing address and the physical address of an organization were required, then for the mailing address to be the default for the grant application. Any way around this issue?
2 votes -
data field labels
Create a "short name" option for fields that the user defines when designing a form so that data exports do not require manual manipulation of the column headings to create something functional for display purposes rather than having the entire question serve as the label for that column.
2 votes -
Customize Data in Metrics Dashboard
The vast majority of the default Metrics Dashboard data is related to decisions and payments/disbursements. Our organization does not facilitate payment through SLM/CSuite, so these charts/datasets are blank/not useful to us at all.
It would be great to be able to customize this dashboard to reflect the data in real-time that is most important to our organization (largely applicant data, so for example, race/ethnicity data, geographic location, number of applicants per program, etc).
2 votes -
Number of Documents for Organization Summary
The number of documents shows up at the request level but not at the organization level. Seeing the number icon on the Documents tab would be helpful because it would indicate that information has been uploaded. I believe the number of comments shows up at the organization level, so would the number of documents be able to be added?
2 votes -
Option to remove "See Opportunities" button
We would like to remove or deactivate the "See Opportunities" button on the left-hand To Do panel. All of our applicants can get to the apply page by clicking "Apply", and having more than one pathway creates confusion.
2 votes -
Learning Center Admin Control
In the new Learning Center, we should be able to have an administrator-level account, so that we can create new users for our staff, assign them training courses, and view their progress in completing each of those. It's a missed opportunity to not have this.
2 votes -
Suppress Inactive Funds, Profiles from Search
Create an option to suppress funds, profiles, etc. that have been marked inactive from search results.
2 votes -
document upload
It would be great if we could save a list of Uploads in the "Document" tab of the Request Summary that we could simply click to upload to that account...instead of uploading it for every request. Similar to email attachments -- they are saved in the system and can automatically be attached. But we want to be sure a particular document shows on every students dashboard, we have to upload it with every approval.
2 votes
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