1072 results found
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SLM UA Separate auto emails: One for submitting Eligibility Quiz & One for submitting completed Application
(Applicable to the UA) We need to have two separate automated emails: one for when students submit their eligibility quiz (to confirm the quiz has been submitted and to then share information on next steps) and one for when they complete a full application for each of their eligible scholarship opportunities. Is this in the works for the UA? Currently the same "thank you for submitting your application" email is being sent to students when they submit their eligibility quiz AND when they submit their complete applications. This is causing students confusion.
1 vote -
universal application in GLM
It would be great to have a universal application in GLM like in SLM. Where you can enter the eligibility of each process in the universe and applicants only have to fill out 1 application and get matched to what they actually qualify for. This is crucial!
1 vote -
emails
With the new organization view, email history is hard to find. I did find out you can get to them with multiple steps that seem time consuming and awkward. Please put email history link either on the left side of the front page or on the blocks of info. Right now, they are buried.
1 vote -
It would be nice to have a shortcuts option on the homepage or side bar!
It would be great if we could choose to have a "shortcuts" list on the homepage or in the side menu bar for funds, profiles, campaigns, or pages (like "Funds") that we frequently visit.
1 vote -
Customize the Organization Request Summary
I am loving the new organization request summary. Can it be customized? I would like to take an answer from a multiple choice internal question off the grantee's final report and have that show up on the request summary.
1 vote -
Make grant catalog fields in GLM optional by default with option to make required
We would love to include grant catalog fields in all of our grant request processes so that if a grant would be something that would appeal to a donor advisor fund we could sync the request from GLM to CSuite to make it available online for them to consider (plus track the donations). The problem is, all grant catalog fields are required, so it's all or nothing. It would be very repetitive for the user to type this information twice or for us to copy information from the application to the grant catalog fields.
1 vote -
Multiple Payment Types
Would love the ability to select multiple award types. We have a number of grants that are payment up front (when the grant is approved) + an added matching grant when an organization is able to fundraise a certain amount and we match their fundraising funds 1:1.
1 vote -
Batch Deleting Follow Ups
Every process, we reuse one follow up form to collect sensitive ACH information. It would be a great to be able to batch delete those follow ups from that years process versus going into each organization's application for each year.
1 vote -
Let's Encrypt Certificates for custom domains
Ability to enable 'Let's Encrypt', which would allow us to issue our certificates with our url without having to jump through additional hoops.
0 votes -
Profile images included in campaign report to review list of attendees
If there was a report for campaigns that also pulled in the image data of the profiles, it would help donor services team members review large attendee event lists and learn donors/businesses/trustees' faces/logos and their names/titles while also recognizing easily who will be in attendance at the event. It would be a great philanthropic tool and overview.
1 vote -
Prim Date on profile
Hi, I would like to be able to add the Prim Date on the address section of a profile to a report. We have many donors who move for the winter or summer to different parts of the country. Being able to report on this would help us in building mailing lists.
1 vote -
As our team members change, we need the ability to change the approver on funds by bul
As our team members change, we need the ability to change the approver on various fund groups using a batch method. We have thousands of funds, and this is not practical to do one at a time. Thank you for your support.
1 vote -
fonts
Please include the ability to select specific fonts throughout the SLM platform, in addition to a button that removes text formatting, so that processes, email templates, and all text experienced from a user can be uniform and consistent.
I sometimes copy and paste text from other sources, like a Google Doc, Chat GPT, etc. and the platform gives us no way to keep fonts and formatting consistent. This is such a basic feature that really should be implemented ASAP. Thank you!
1 vote -
Comments being transferred over to summary dashboard of organizations
Comments being transferred over to summary dashboard of organizations
1 vote -
Ability to edit dates for campaign income statements
Would like the ability to edit dates related to the income statement in campaign /have "campaign" available as a financial filter in Reports. I'd like to use the same campaign year after year.
1 vote -
Ability to add the number of RSVPs in a household in Campaigns
It would be helpful to be able to change the number of RSVPs in campaigns per profile, especially when you're adding household profiles. It makes sense for single profiles to have a single RSVP, but when a household is attending, that RSVP should be for 2 people (or however many are in that household).
1 vote -
Prevent Duplicate Applications in GLM
Please consider only allowing one application per process by each organization. I saw duplicate application from single applicant most of the time. I would be greatly appreciate if it is fixed soon.
1 vote -
batch create voucher from custom reports
because in the grants module under the voucher bucket, you can't maintain custom filtering that can be used over and over, it would be great to be able to batch approve payments and batch create vouchers from the custom reports module.
1 vote -
Ability to have customize Message when event is sold out
In the GivingHub event registration flow, it would be great to be able to customize the message when it is sold out. Or preventing registration on the main page by disabling the button so a message can say, contact us to get on the waitlist.
1 vote -
We would like the capabilities to delete organizations and users so we can clean up our GLM database.
We currently have an organization that we cannot delete due to a charity check that was conducted. Although this organization has no requests or contacts associated with it, the charity check issue prevents us from removing it. We also would like to have the ability to delete old users who are not tied to our grant applications, not just make them inactive. We currently do not use a CRM program and have used GLM as our main source for data.
1 vote
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