927 results found
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Returned Checks From the Bank
Returned Checks. When a check is returned due to insufficient funds, etc. it would be great if there is a feature that allows the original bank deposit to show the original amount of the deposit but allows an individual check to be returned so that the transaction matches what happens on your bank statement. Also, when these transactions cross months, the reconciliation isn't as straightforward.
1 vote -
User Registration
We would greatly appreciate a revamp of the new user registration. Currently, we have a lot of new users at existing organizations in our system creating duplicate organization accounts because of the way the registration ties organizations and users together. We need a way for a new user to be able to register themselves, and then either select their organization and be approved by an admin, or allow an administrator to send a quick invite link to the new user where the organization is already selected for them.
This would cut down on the amount of time internal staff spend…
1 vote -
Metrics Dashboard - Denied Requests
Thanks again for implementing the metrics dashboard! Seems like it covers all key areas except for a better breakout for denied requests so wanted to suggest adding 2 graphs (maybe for past 6 months and another for past 12) for those that can be drilled into to see more data.
1 vote -
Batch Printing from Your Follow Ups
I just voted on Evaluator batch print function that someone else posted and would also like to suggest a Batch print function for "Your Follow Ups". With a lot of our grants, staff leads assign internal follow ups to their selves to complete verbal reporting with our partners so being able to download/print those batch lists would be really useful vs. viewing/scrolling down a lengthy page.
1 vote -
Branching from Individual Table Cells
I'm aware we currently have the capability to branch questions off of aggregated table cells (thank you for implementing!). However, any plans in the near future to branch off of any individual cell responses? That would be so much more helpful for us.
For example, we currently ask on an application for org. leaders' demographic percentages to be entered in a table and one of the categories is "Other historically disenfranchised groups". If they indicate a % in that cell other than 0, a branched text area question appears asking them to name the specific group(s). Since it's required to…
1 vote -
amostue@carpenter-foundation.org
I think users/members of an organization should be able to make other users in their organization inactive rather than admin having to do it on the backend.
It appears that a lot of users were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated. We as admin don't know who's current in their organizations and who is inactive. They know. Additionally, board members and board presidents change roles frequently. It would be helpful if organizations could manage that themselves as opposed to admin having to do that.
1 vote -
Introduce ability to audit user interactions with system
I need to be able to pull a report that shows when my VP signs Grant Agreements. Also, could be useful for security--knowing who is logged in, how long they are logged in, and what actions they took.
1 vote -
Address Autocomplete during Registration
During the registration process, it would be very helpful if the address had an autocomplete option similar to how many online retailers do these days.
When filling in the address 1 line, the system would automatically start showing the full street address based on what the applicant has input so far. Then, they'd be able to select their address from the drop-down list and this would automatically populate the remaining address fields on the registration form.
This is a common practice with online retailers today and would be incredibly helpful in GLM/SLM as many applicants don't correctly input their address…
1 vote -
Add Drag/Drop Feature to Shared Documents
Bringing this idea back since it appears it has been archived. Would love the ability to clean up folders--especially after the start of a new year.
1 vote -
play jeopardy music while save progress bar is displayed.
We need something to entertain us while waiting on save bar progress.
1 vote -
Dashboard notes column for admins (SLM)
It would be very helpful to have a custom Notes or Comments column available that admins can write directly in on the dashboard, especially since pinned comments are not currently an option in SLM.
Use case: 1 universal application submitted turns into 5 scholarship applications, so 500 UA submissions could lead to 2500 applications in submitted. I as an admin then go in by student and vet their applications before marking them complete. If there are notes I want to make for that specific scholarship application, there is currently not a way to do that in the application that are…
1 vote -
Bulk update profiles to student designation
It would help it I could bulk update profiles to a student designation.
1 vote -
Document Viewer in Documents Tab
I would like to see a document viewer in the documents tab similar to the application feature. Even with descriptive file names, it is time consuming to download each document to review it. We use GLM to store all documents connected to a grant so the number of files can get large.
1 vote -
Annual tax receipt
Annual tax receipt- have an option that can be clicked/chosen if donor requests to only receive an annual receipt listing all their donations that year.
1 vote -
Scroll through Processes and Up/Down Navigation
In Process Manager, allow scrolling and up/down navigation. The same functionality available in Applications, yet in Process Manager.
1 vote -
custom fields
Create custom fields that include date and comment fields. The date so we can see when it was last updated, and comments so we can add more detail. This would be a huge enhancement, making custom fields much more intelligent and informative!
1 vote -
Process Summary as a field in Reporting
It would be useful to be able to pull the Process Summary in an email. Every year before I open the scholarships, I send the donors a copy of the criteria using word mail merge. This would be much simpler.
1 vote -
SLM be able to get the Process Summary as a merged field in an email template
It would be useful to be able to have the Process Summary as a merged field in an email template. Every year before opening the scholarships, I send the donors a copy of their criteria using word merge. It would be easier to just send them an email from SLM.
1 vote -
Separate Letters for eligibility quiz and applications
It would be very helpful to have a note go to the students automatically saying that their Universal Eligibility quiz has been successfully submitted and then a separate letter stating that they successfully fille out the individual applications that are part of the application
1 vote -
gthornbury@gtrcf.org
It may be helpful to have an option in GLM to require organizations to pass a charity check before they can submit an application. This would save some manual steps a little later on in our process.
1 vote
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