103 results found
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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 -
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 -
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.
2 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 -
Process Manager
In the process manager, there is currently 2 buckets for processes to live:
-Available
-ArchiveWe'd like to see a third option for processes to live for historical management:
-Available/Active
-Unavailable/Inactive
-Archive/HistoricalWe have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.
It would also…
14 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 -
amostue@carpenter-foundation.org
I think users/members of an organization should be able to make other users in their organization inactive rather than admin having to do it on the backend.
It appears that a lot of users were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated. We as admin don't know who's current in their organizations and who is inactive. They know. Additionally, board members and board presidents change roles frequently. It would be helpful if organizations could manage that themselves as opposed to admin having to do that.
3 votes -
Attach Files to multiple Journal Entries at one time
Each month, our organization has dozens of journal entries that are imported for payroll and other month-end close items. Importing these entries is great as they spread across multiple funds. However, after importing, it's a pain to attach the same file dozens of times for documentation purposes. It would be extremely helpful if there was a button on the "list" journal entry screen (the one that shows all pending or approved entries) to attach a singular file to all selected entries.
I think this could work similarly to the "Post all" feature available so you don't need to post each…
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.)
2 votes -
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.)
2 votes -
Shared Question across processes
We have a question used in several processes. I propose a question maintained in the process manager than can be added to multiple processes. We would have one location to maintain the response options for simplicity/authority. It would also streamline reporting metrics with uniform answers for comparison.
8 votes -
Preview Button on New Applicant Dashboard
For the new applicant apply page, for the preview application button, is there a way to have it show as the application and not the PDF? We have several applications that use branching logic and the full load out in the PDF may confuse applicants.
4 votes -
comment
We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.
Wouldn't hurt if we could attach a document to a comment :)
5 votes
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