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  1. Would love to have the option to make a comment on an application or organization/contact profile into an ALERT that would then appear for all internal users in some easy-to-identify way. Maybe a "!" icon next to the record when viewing a list of records, and the message in red at the top when the record is opened? Right now, there's no way to flag an issue (org is out of compliance, owes a report, ED owes me $5, etc.).

    11 votes

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    Under Consideration  ·  1 comment  ·  CRM  ·  Admin →
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  2. Hi All,
    On December 6th, 2023 we updated the theme/general styling of GLM/SLM. We hope you all are enjoying these shifts in design, but in our commitment to continual improvement, we wanted to create a space where feedback could be collected. As you adopt the new look and feel, please use this idea to help continue to iterate with your feedback.

    Best,
    Sammie

    8 votes

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    12 comments  ·  UI/UX  ·  Admin →
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  3. It would be great if GLM could send multiple automatic reminders to grantees about follow-up due dates. We've found it helpful to give grantees a 30-day reminder about a follow-up, but would love it if GLM could send another automatic email a few days before the due date as well to make tracking easier for our grants administrator.

    5 votes

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  4. In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.

    4 votes

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  5. In line with Trust-Based Philanthropy, more and more foundations are completing verbal reporting with grantees, where the foundation staff completes the written follow-up form based on a conversation with a grantee. We have been doing this as an internal follow-up form, but would like the option for the grantee to view what we've typed into the form and confirm that it is accurate and complete before submitting the report and marking it as complete. Other than downloading each follow-up form packet as a PDF and emailing it to them for their manual feedback, is there a way to either:
    1.…

    2 votes

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  6. Once the student hits submit on the UA, is there a way to change the font color of those opportunities that have additional information pending. Currently everything is black or blue, would like to change the "EDIT APPLICATION" to RED to catch the students eye.

    2 votes

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  7. I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"

    2 votes

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  8. From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?

    5 votes

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  9. Our Foundation supports a nonprofit healthcare system. Our Foundations grant both internally to departments to better the patient experience and externally to nonprofit organizations in the communities we serve. Therefore, we have to have an external application process and an internal application process. Multiple times this year, I had applicants moving too fast and not reading which application they were clicking the "Apply" button for and even though the questions weren't making sense, just kept going and submitting. That created a lot of rework for both our operations team and the applicant to copy the content over to the correct…

    4 votes

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  10. Perhaps we leave an inordinate amount of comments (?) but it is driving me crazy that I have to scroll all the way to the bottom to hit the Add Comment button. Can that show up at the top instead.

    Thank you for all your attention.

    1 vote

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  11. We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
    Be able to still show name, but not personal contact info.

    20 votes

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  12. When the evaluator opens the application to evaluate, the page automatically scrolls down. You are not able to see the description of the opportunity which is at the top of the page. Can it open to where the page does not move and the description can be highlighted or made larger?

    1 vote

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  13. I would like to request editing capability for the information that is displayed about each scholarship opportunity in the UA when the student is matched to them after completing and submitting the UA. I would like to be able to add details like the dollar amount of each scholarship opportunity as well as change the wording for the "Edit Application" to be more clear that there is more that the students must do to complete those applications once matched to the opportunities.

    1 vote

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  14. We have a budget form with a table for Revenue and a table for Expenses. It would be great to be able to calculate the net (revenue minus expenses) without the applicant having to do math or cut-paste totals from the separate tables into a third table or field.

    20 votes

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  15. Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.

    11 votes

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  16. In the SLM Follow Up Drafts bucket, I am trying to add a Process Name as a column and there doesn't seem to be a way to do that. This would be helpful so we can see follow up assigned across multiple SLM processes.

    5 votes

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  17. 46 votes

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  18. Need to be able to branch from table responses. For example. We formerly used 2 radio button questions for reporting year and reporting month. When grantees respond with specific months (end of quarters), certain question groups will open.

    Now, we want to convert 2 questions into 1 table (a column for year and another for month), but we can't use our branching groups now.....:-(

    6 votes

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  19. Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.

    Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.

    Example:

    * 20% -- A
    * 20% -- B
    * 20% -- C
    * 20% -- D
    * 20 % -- E
    * 20% -- F
    TOTAL: 120% <-- would be rejected because it is not 100%

    7 votes

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  20. Could you format the summary row in tables to match the format on the rows above. In particular, use the thousands "comma"? It looks weird now if you use a summary row because the formatting is different.

    4 votes

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