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69 results found

  1. Tasks and Reminders

    Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    66 votes

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  2. Question List as Word Doc.

    It would be nice to be able to extract an application question list as a Word .doc instead of as a .pdf? We provide this list to our applicants, but it has internal only questions that appear, so it would be very helpful to be able to format this document as we see fit. - Thank you!

    68 votes

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  3. process summary

    It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.

    7 votes

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  4. GLM Application "Packet"

    We would like to see an option that allows us to obtain a .pdf "packet" of all requests when bulk selecting organization's in GLM. From anywhere in GLM, when you select multiple grants, you should be able to bulk produce one singular pdf with all of the selected applications in on document.

    2 votes

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  5. Organization searches - back to results function

    I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.

    5 votes

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  6. SLM - ability to copy group or questions while creating an application

    Pretty self explanatory. Sometimes questions are so similar, you just need to make a little change. How frustrating to have to re-invent a wheel.

    5 votes

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  7. Collapse branching logic rule groups

    I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.

    3 votes

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  8. Duplicate Org Search/Merge Help

    When doing a duplicate organization search/merge, it would be extremely helpful to have the last login date with the other basic info on the list of organizations. Right now you are just seeing two identical listings for the same organization with no way to tell which one is the newer/more up to date one without completely interrupting the process of what you are doing when you are choosing which organization is primary.

    17 votes

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  9. Please add a Copy to Another Process Button to the Submitted Section

    Please add a Copy to Another Process button in the Submit Section. I can tell when a request should go to another process but I am forced to mark it as complete and assign an evaluator and then send it back to submitted (which I often miss because the button is at the bottom of the page and I have to scroll down to find it! Move that up while you are adding the new button, please.) It would be much simpler to have a button there as well to allow me to move it to an internal system. Thanks.

    4 votes

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  10. I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican

    I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.

    2 votes

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  11. Mass Upload and Delete Email Attachments

    It would be very helpful if we had the ability to mass upload documents from file to the email attachments in GLM. It would also be great if we had the ability, with a checkbox, to mass delete the email attachments once we are done with them.

    3 votes

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  12. Automatic Emails for Grant Managers

    To avoid sending all automatic emails to every grants manager in a process. It would be helpful to be able to have emails attached to a specific requests be automatically directed to the grants manager assigned to the request?

    4 votes

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  13. Last used column for reports

    With staff turn over sometimes we don't know which was the report or data set they used for tasks that they were mostly in charge of. It would also help folx looking to clean out foundant, they could sort by last used and feel confident deleting something that hasn't been used for a long time.

    2 votes

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  14. Collaborators and Admin Comments

    It would be great if Collaborators had the ability to see the Administrator comments that are visible to the Applicant.

    1 vote

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  15. Eligibility-minimize rules for easy scrolling.

    In the eligibility section on the UA, it would be helpful if we could minimize each rule group so that we can easily find the rule group that needs work. Some of our scholarships have a lot of rules, so a minimize feature would be great. An alphabetize feature would be helpful too.

    5 votes

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  16. if a process is turned off, so too is the associated eligibility quiz.

    If a process is turned off, so too is the associated eligibility quiz. This is VERY confusing for applicants...they see an eligibility quiz and assume they need to fill it out, even though that process is closed. It makes them think they are not eligible to apply for the open process, when in actuality they were just filling out a form for a closed process and get an error message.

    1 vote

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  17. Search Bar

    Could we keep the search bar and headers at the top (freeze them)? When you are scrolling down (up to 500 rows), it's easy to lose track of the header and I have to scroll all the way up just to search if I can't find what I'm looking for. If the search bar stuck, I could just enter my search criteria and keep moving without all of the scrolling to top to view the header or search.

    3 votes

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  18. follow up page

    On the Follow Up page it would be helpful if there was a column for "Form Submission Date". Currently their is a "Due Date" column but no indication what date the form was submitted. This would be helpful so we can see on one page an overall summary of how timely the Grantee is on submitting their Follow Up forms and which forms are past due.

    22 votes

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  19. Add Social Media to GLM Organization Info

    I would love to see fields for social media handles (facebook, twitter, instagram) added to the "Organization Info" to GLM and Csuite. This information is very useful to our marketing and storytelling work.

    Currently, we have these fields in our Grant Agreement form in GLM, but unfortunately this means the grantees have to submit this duplicate information for each grant request. Since this information remains mostly static, it would be great if the organizations could simply submit this information once, and store this information with the organization's profile, instead of in each individual request.

    6 votes

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  20. add installments

    I have just bumped into GLM's limitation for increasing a grant amount after installments have been paid, even though follow-ups are pending and the grant isn't closed. I searched for other posts on this topic and fund several that had all be archived for lack of votes. Our Community Foundation needs the ability to increase award amounts because when we do not initially fund a proposal in full, we often talk to our donors about helping bridge the gap. For reporting on grant activity and outcomes, it's important that these "follow-on" grants are linked to the same request. There are…

    1 vote

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