1075 results found
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Sharing Final Grant Reports with Evaluators
Forward Final Grant Reports to Evaluators who approved the request w/o having to create a .pdf...much like we can assign evaluators. Maybe assign evaluators to view Final Grant Reports
20 votes -
Shared Documents - batch upload and download / batch checkmark
I'd like to be able to batch upload files into Shared Documents. Currently I need to sit there and upload each of my 50+ files individually one after another and it's very tedious, with lots of clicking.
Relatedly, I would also like to see a batch download function where I can download all documents in a Shared Documents folder, instead of clicking each one.
I would also like to reiterate an idea posted by my colleague Billie Pandy in a former post - it would also be very helpful if we had an option to check "all documents in this…
20 votes -
Delete Questions
The capability to delete a question within an active application.
20 votes -
Add titles to reports
It would be great if there was a way to give a report a title, so it is print-ready. Currently, I export it as a pdf and then add the title there. Without Adobe Acrobat Pro, I wouldn't be able to do that, so I would think this is a challenge for those who don't have it.
20 votes -
batch emails
It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.
19 votes -
Add Resubmission Date under Follow Ups/Submitted tab
Please either add a column that is a Resubmitted date, or modify the date that is shown under Submitted to be the most recent date the form is submitted. It only shows the original submission date. Often, after reviewing payment request forms, we revert the form back to Draft so grantee can correct/complete form and resubmit. But when we look at Submitted tab it still shows their original submission date, not the date they submitted their corrected version. We like that we can export the Submitted date...thanks for implementing that! Enhancing with above suggestion will make that feature all the…
19 votes -
foundation assigned grant numbers
We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…
19 votes -
Exporting Comments
Would it be possible to build in the functionality to to export Organization Comments? (Ideally, I'd find it really helpful if both the Comments & the Organization description could be included in the pdf produced by "Print Organization Packet", but failing that any kind of export functionality for comments would be great!)
The same question also applies for project comments (we just happen to use the organization ones more).
19 votes -
rename LOI
It would be nice to rename LOI since they aren't really letters, but an application. We want to go to a 2 step application process, the first is an application, and the second is all the attachments.
19 votes -
Multiple emails for grant letters
When sending grant documents (grant letters), currently C-Suite only allows for one primary email address and if you want to add a second to be cc'd, you need to add it manually. It would be helpful if C-Suite allowed for a primary and secondary email address to be added and have that be automatically added to the cc section when sending grant letters.
We have many organizations who request multiple email addresses to be contacted when they're receiving a grant and unfortunately right now we can't do it as it's too much of a manual process to add in a…
18 votes -
multiple automated emails
The option to add multiple automated emails would significantly improve efficiency. For example, a "report due" automated email is sent to grant recipients 30 days and 7 days before the report is due.
18 votes -
Third Party Entry - Include Applicant Name
It would be helpful to have the applicant's name appear on the third-party response form. Currently, it shows the applicant's name on the dashboard, but when the third party clicks on Start to submit the information it only shows the "process" or "award" name. Having the student's name appear at the top of the form would help responders keep track of the student they are working on.
Some of our third parties complete a LOT of responses and I've heard from many of them that this would be really helpful.
18 votes -
archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
18 votes -
Denied applications on Dashboard
On numerous occasions, I have been asked how many organizations were declined for a specific process in a prior year, and which organizations were declined. It would be helpful to see this from the dashboard. Currently, denial drafts are visible, but not denials. Since there is no way to see this from the dashboard, I need to create a report to obtain this information which seems like a lot of effort for something that should be quickly accessed from a dashboard. I realize I could go to Search-->Requests and Decisions, but usually I also need to capture how much $…
18 votes -
Ability to Copy Universe in SLM
We would like to have the feature of copying Universes so we don't have to go back to Sandbox, edit, and then port over to the main site. We made many changes in the live site hoping we could copy for next year, and realized that functionality doesn't exist.
18 votes -
revert question to no answer
Unclick a radio button answer.
18 votesWould this only need to be an admin function or would you want the ability for your end users as well?
-sammie
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Attachments in the grant application - build on until size limit has been met
Allow the grantees to add multiple attachments until the size limit has been met per attachment item. As it is only one attachment at a time. Any added after the first cancels out the first attachment.
18 votes -
popup reminder to view print packet when submitting application
As mentioned previously by Angie in this suggestion (http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/12344550-print-packet-option-by-save-and-submit-buttons), applicants aren't really using the print packet option to check for file upload errors or for changes in the text (which sometimes occur after pasting in and saving the application). I like Angie's idea of a button, or possibly a popup reminder ("Are you ready to submit - have you looked at the print packet to see if there were any errors in text or uploads?"). Either way, maybe "Preview" or "Preview Application" would make more sense than "Print Packet" to the applicant.
18 votes -
Printing out emails
It would be very helpful if I could print out sent emails from the GMS. My workaround is to copy myself on my email templates but I'd like the ability to go and print out any sent emails, as needed.
18 votes -
Request Documents > Enable > Multiple file upload
Rather than uploading one file at a time, enable batch uploads. Thanks!
18 votes
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