1072 results found
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TABLES
Adding the column row total is wonderful, but there is a need to be able to subtotal them. I'm trying to create a financial report for my grantees to complete, and it would be nice to see the subtotal of the total column so they and I can know how much money is left in that particular category. Now, what I will have to do is export the table into Excel and create my formulas to subtotal and total the columns, which is, in my opinion, a huge waste of my time.
1 vote -
IRS Pub78 Data actually NOT available in reporting
Hello from OKC! I've found a couple of threads that suggest it is possible to pull into a report all the fields available under the Charity Check > Publication 78 tab. I'm able to pull some but not all. I even chatted with support this morning just to make sure I'm not missing this. Specifically, I'd like to pull in the Organization Name field from the IRS Publication 78 tab within the CharityCheck module. I can pull the general org name field from the orgs profile (as they've entered it) but not the name as the IRS has it listed…
1 vote -
GLM Application Form - Preview Mode Very Confusing
Unfortunately, I’ve had a couple of organizations inadvertently fill out the questions on the application after clicking the “Preview” button on the Apply page instead of the “Apply”. This is super confusing and I was wondering if there is a way to “grey out” the fields in the preview version so that they cannot fill out the form. Or have clear warnings at the top or next to the questions. It’s been very time consuming for those thinking they have almost completed the application form only to realize it can’t be saved.
1 vote -
GA applicant list
Hello! In the SLM portal, applicant names for our Universe are only alphabetizable by first name. Please also include the ability to alphabetize the list within the portal by last name.
Thanks,
Rachael1 vote -
Remove an Applicant
I really need a way to remove an applicant without "abandoning" them or "denying" them. If I deny, they find out they didn't win the award. If I abandon, it goes to their request history, and then they can see it and email with questions. There are times we just need to remove them. An example would be: Our donor's evaluate, and one year there was an applicant in the pool for her son's memorial scholarship, that had bullied the deceased son. She came to us, and we needed to remove that applicant. There are instances where we just need…
1 vote -
Evaluation Score Export for Evaluators
It would be very helpful to have functionality built into the Evaluator role that allows each evaluator to download a quick export of all of their scores for each application. The custom columns feature does not allow for enough columns to be added so that all scores can be seen by each evaluator. Currently, Admins have to run reports of all scores and provide these to each individual evaluator so they can see all of their scores in one place.
1 vote -
Editable recognition name text box in Giving Hub
While processing online donations from the Giving Hub, I'm noticing that the "How do you want to be recognized" field is being misunderstood by many donors. It would be great if the text box verbiage was editable so we could change it to say something like -- "Optional: How do you want your name listed if different from above? (i.e. nickname)"
1 vote -
stock public securities principal
Stock Gift Adds Incorrect Amount to Principal Balance
The "initial" value a donor receives for a stock gift is DIFFERENT than the proceeds (also called in CSuite gross amount or net deposit). Please allow a field to enter the principal amount to be recorded for stock gifts.
For example...
Initial Value of Gift (receipt for donor) = $100,000
Gross Amount / Net Deposit - Proceeds to Fund (once the stock is sold) = $95,000
The fund receiving the stock gift is immediately underwater because $100,000 is recorded to the CSuite principal but the fund balance is $95,000.1 vote -
Funding History in Reporting Tool
We would love to see the ability to pull the funding history of an organization applying to a new process into a form and/or the reporting tool so that we can easily incorporate that data into our evaluation.
Ideally we could access the funding data currently available in the "Print Organization Packet" (# of requests granted, total $ granted, total $ paid), but even a simple Funding History - Y/N available in the reporting tool would be amazing so we don't have to do a bunch of manual work to look up each organization or run multiple reports just to…
1 vote -
Include Applicant Field to Add Third Party Name with the Email Address:
Include Applicant Field to Add Third Party Name with the Email Address:
To help us keep track of Third Party Recommendations and contact those persons if needed, it would be helpful to have a field where the applicant enters the name of the person that they are entering the email for when initializing a Third Party Request. We've added a name field to the Third Party form portion that we can control, but that doesn't help us in the pre-deadline portion of our process. Thanks for your consideration!
1 vote -
It would be helpful to be able select "Hide Amounts" under Bulk Edit Funds feature.
It would be helpful to be able select "Hide Amounts" under Bulk Edit Funds feature. You can select "Hide Memorial Amounts" and "Show History on Portal", but you cannot make a bulk edit for "Hide Amounts". Thank you!
1 vote -
Committee Names in Reporting
We need the ability to pull committee name in reporting. Each year our team needs to verify with external committee managers who is participating on their committee in the coming year. Since these individuals are volunteers, they often change. Right now, we can't run a report to match users names and emails to assigned committee.
1 vote -
Students using Copy Process are bringing over admin answers
We have renewable scholarships and ask the students to fill out a shortened version of the application for their renewal award. We just had a student fill out their shortened renewal application, but when I went to review it, there were internal admin-only questions that were already answered! I double checked the process and they are listed as internal so the student shouldn't have been able to see those questions so how was he able to answer them?
It turns out the student used the Copy Process feature to copy answers from his original application to help him fill out…
1 vote -
Automated notification to User when Donation comes in from Profile with Specific Relationship Type
We created a relationship type to connect profiles with Board Members. We would love to receive an automated notification email when one of those profiles made a Donation.
1 vote -
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 -
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 -
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
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