94 results found
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Organization Contact - Delete PDF
This could already be an option, but often grantees and applicants have to request that documents be deleted since they do not have the option to do so themselves.
1 vote -
training tutorials
In GLM and SLM, when onboarding new staff members who will be administrators to the environment, there is not really a clear way to lead them through training. The training used to be straight forward with Base Camp and the videos were sequential in logic to help build a true understanding of the software tools. Maybe I'm missing something, but I don't find anything like that now in the Learning Center. There's a catalog of videos and FAQs, but unless I go in and hand pick the ones I want my staff person to take, there's no great way to…
3 votes -
Organizational Information Section - that is evergreen
We would really like to have information uploaded to an Organizational page/section. For example - one-time upload of 501(c)3 documents, board members, organizational chart, the reason for non-profit, D&O insurance ect. A place where they can change when needed, but not each grant cycle.
26 votes -
Follow Up Reports available with past applications under Organization History tab
It would be great if follow up reports showed up along with the past applications under the Organization History tab so all the members of an organization could see this important part of an application. With the high rates of turn over at a lot of these organizations having the follow report tied to the person who submitted the report is very limiting.
12 votes -
Make the Fund Name from CSuite visible in GLM forms besides the Installment Form.
CSuite/GLM synced grants: Applicants that receive multiple grants from designated funds need to be able to see the Fund Name in order to easily differentiate between the grants they have received. It needs to be available for other forms and merge fields too. Specifically on Follow Up forms and in email merge templates.
2 votes -
Default answer and auto populate on applications
I would like to be able to set a default answer to questions on the application. Like for drop down or radial buttons, I want to choose a default and then have the option to change it if needed. It would also be useful for information to auto populate from one question to another. For example, the project title would autofill to another question that is a summary of the request.
1 vote -
Administrator comment
Please change the color of the Administrator Comment box!
When we provide comments for our applicants, they are constantly complaining that the box blends in with the rest of the white and off-white colors and words on the screen. It's true!
Please change the white box to a colored box or allow administrators to choose the color of the box or change the text color for administrator comments. This small change would improve the applicant experience.
8 votes -
Expand organization address fields for international addresses
In GLM, the address fields do not allow for international organizations, and the strict requirements often make it so international applicants have to input incorrect information in order to create a profile. It would be great if these fields could accommodate international addresses.
2 votes -
Stop Applicant from Reapplying
Please add a toggle that admin can switch to Stop applicants from applying for the same process twice. This feels like it should be the default anyway. We had over 400 hundred applications this last round. Duplicates cause huge issues with some getting approved and awarded $ twice. A Warning Message isn't enough; if they can still click that Apply button, they will...
3 votes -
Administrator Comments Visible to Collaborators
It would be very helpful if collaborators or others in an organization could see any administrator comments made within an LOI or application. Currently, only the applicant can see the comments. If the applicant is asking for help from a collaborator, it is necessary that the collaborator see our comments.
3 votes -
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 -
Flag application questions that still need completing
Applicant requested a navigation or flag for questions that still need to be completed.
1 vote -
applicant dashboard
On the applicant dashboard, it would be helpful in Historical to show by default (without needing to expand) the status of the request. From the applicant's perspective, it's key to know if a request was denied, approved and completed, or abandoned. It's nice to see immediately what was successful and what was not. The arrow to expand next to the category heading is not clear.
1 vote -
Increase Custom Message Visibility
Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.
9 votes -
Option to remove "See Opportunities" button
We would like to remove or deactivate the "See Opportunities" button on the left-hand To Do panel. All of our applicants can get to the apply page by clicking "Apply", and having more than one pathway creates confusion.
2 votes -
Allow Users to Upload Files to Organization Documents
Currently we request financial audits at the application and report stage in a grant cycle. This often means the same audit lives in two places.
I would be great if users could upload files (audits, in this case) to the Organization Documents tab to keep everything in one place.
4 votes -
amcelroy@cfrichmond.org
Improve the new applicant dashboard in SLM. We utilize SLM primarily for our scholarship program but do also have two awards programs that we also use SLM to run the nomination process. Our scholarship processes are all connected with eligibility quizzes, therefore when the scholarship season is closed, our dahsboard now looks like this. Please consider making the yellow card larger to fill the top space so that 1. All the information populates without needing to click 'See More,' and 2. Makes the new dashboard more appealing for a user as the current view is empty and looks incomplete.
One…
1 vote -
Draft Due Dates Update Automatically w/New Process Due Date
When extending the due date for a process, the LOIs that were already in draft status didn't update to the new due date. This caused confusion for the applicant when trying to submit the LOI. The solution was for our team to go into each draft individually and change the due date for drafts created before the process extension. (Drafts created after the extension showed the new due date.)
3 votes -
Preview Application Form
Please add back the live form preview option on the new user dashboard rather than just the PDF option.
5 votes -
Allow either/or requirement on questions
In GLM/SLM on the application allow for an option to require one of two questions. For example: Enter Budget OR Upload Budget. Right now we need to have them both unrequired to allow for one to remain blank but would like to require that at least one of them be filled out.
1 vote
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