951 results found
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Bulk update profiles to student designation
It would help it I could bulk update profiles to a student designation.
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 -
Batch Emails for Targeted State or Province
Batch Emails for Targeted State or Province
Location: Proposal for Batch Email Functionality in Organizations > Search Criteria > State
It would be helpful to allow batch email functionality within the "Organizations > Search Criteria > State" tool from the Administrator Dashboard. Enabling targeted and timely communication to organizations during emergency scenarios, such as California wildfires or other state-specific disasters, to remind groups in need of grant funding to apply for our Disaster Grant.1 vote -
Attach file uploads to admin notifications
If a grantee uploads a file when submitting a follow-up, it would be helpful if that file could be attached to the notification email sent to admins and others so they don't have to log into GLM to download it.
This would also be useful for applications, especially when working with colleagues who don't have easy access to the system (or want to).
1 vote -
Collaborator Permissions
Applicants love the collaborator feature, but they are confused with "Can view, Can edit or Can submit" because they do not understand the permissions are additive. Would it be possible to change these to "Can view", "Can edit" and "Can edit and submit"? Even an explanatory pop-up would be helpful.
Would also like an additional checkbox "Allow to invite other collaborators" or such. My applicants are asking for this. Either that or include it as part of the Submit permission.
I know that this was submitted in the past, I am suggesting it again.
1 vote -
Update Granthub Pro to Utilize Grant Hub User Interface/Landing Page
Update GrantHub Pro to match the landing page and user interface of GrantHub for a smoother transition and ease of use. Essentially reskinning Granthub Pro to utilize the regular Granthub user interface with the added functionality of granthub pro.
1 vote -
Ineligible organization
We have recently had an issue with some partners not submitting reporting(like over a year overdue) and then cutting off all communication with us. Per our grant making policy this makes the organization ineligible for funding until the previous grant contract is fulfilled(meaning we get some type of report or account of grant monies.) We are looking at the idea of seeing if it was something that could be implemented to have a box or button that is able to be clicked on(toggle on and off so once they come back into good standing that goes away) an admin side…
1 vote -
Ability to modify/add fields in the "Edit Payment" window under "Installment Form"
In the "Edit Payment" pop-up window that is an option under "Installment Form", it would be very helpful if we could edit existing/add new field names in that pop-up window.
1 vote -
Master Tribute Summary
I am currently having an issue where we are not getting a full picture of donations that include tributes. The Tribute Donation Summary report will only include the names of tributes for online donations if the donor selects to notify the family of the person, if they leave it blank it automatically marks not to notify. When checks or other donations are entered by staff the notify option is left blank in many occasions they are included in the Tribute Donation Summary. We would like to have a more comprehensive report of all tributes not just the ones that are…
1 vote -
Reassign organization when request has followups
Now that users can be connected to multiple organizations -- We have users who had historically applied for both organization and personal artist grants under the same account, so we were looking forward to getting the personal requests moved over to a personal "organization" for them. It's a problem that we can't move anything that was awarded/assigned followups, even though those requests are closed. It would be very helpful to be able to do this so they can see all their personal history in the same place.
1 vote -
Display Certain Rows
There should be a feature that allows you to control how many rows you want in your report. For example, I'm building out a Top 25 Report based on total giving and it would be beneficial if I can restrict the report to display only the 25 organizations that have received the most funding without needing to set a manual cap that is subject to change to filter them out.
1 vote -
Automatic Email for Account Holders when Portal opens
Send an automatic email to people who have opened accounts when the scholarship application portal opens (as well as an automatic email when there is only 1 week left).
1 vote -
Add functionality in tables to clone columns
Just as we can clone rows in tables, I think it would be even more impactful to clone columns. As one use case, we have a table question in a follow-up form that asks for several different outputs (each row being a different output) for each month in a quarter, with each column being a different month. This would have been way easier to build out with a Clone Column feature.
1 vote -
Assign Primary Contact as Default "Applicant" for Grants Synced from CSuite to GLM
There are some grants that we process in CSuite and then sync over the GLM. The intention is that we can use email templates for batch notifications in GLM to send to the organizations. We also assign follow-up forms for these grants.
However, the emails and follow-ups aren't working. It seems to be because the Applicant is listed as "Unassigned". All of the organizations for these grants already have GLM accounts, so I would love to see the Primary Contact be the default "Applicant", which would enable us to perform these functions in batch. Any way to improve this integration…
1 vote
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