12 results found
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Search Organization by Sort Name
I don't know if there is another way to do this, but the last time this suggestion was posed, only one person voted and it got Archived. :(
What I want to see, is; if an Organization has a name change, that we can still find the organization by the old name. We update the Org. name ourselves (it is in lock down from Applicants/Contacts) and we add into the Sort Name with the new name and then (Formely: Old Org Name). My imagination tells me that we use to be able to search by Sort Name as well, but…
4 votes -
k.morris@mhjf.org
It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!
2 votes -
Add And/Or Search Options to Search Requests & Decisions
We'd love to have the option to use the "Search Requests & Decisions" function in GLM to quickly figure out how much we've granted to an organization. Unfortunately, some of our larger grantees have used different fiscal sponsors over the years, so we are unable to get an idea of the number of grants and their amounts through the "Search" and "Quick Export" tab. Can we have the option to have an "Add" and "Or" button so we could target multiple specific organizations or request titles? Thanks!
4 votes -
Additional Custom Columns
We really need more than 2 custom columns to be able to accurately sort and filter Applications both for Evaluator assignment by the administrators, and for our Evaluators doing the rating. Even just one more custom column would make a big difference. I've requested elsewhere, but in case there is a connection, we would also appreciate the reverse, which is to hide the default columns we don't need - or at least the Score column, which is just very confusing given the way our process works, so we do the best we can to hide it, but it is very…
21 votes -
Link to User's Account in the Select User Window
Select User Window
It would be helpful to have the User Name link directly to their user accounts in the Select User Window to make deactivating or changing account roles quick and easy.2 votes -
Alphabetizing search in a different, better way
When typing a last name in the search bar, the list of all with the last name of, for example, "Smith" come up. It would be greatly helpful if the Smiths were listed in alphabetical order of their first name, NOT prefix ("Ms., Mr., Mr. and Mrs.). Could that please be changed?
2 votes -
Adding the application Number as a Tab
It would be nice to view the application numbers for each grant. I often times have to go into the applications during any part of the process even after closing the application. It would be nice to see the application number so I could avoid clicking into several of the same grant name to find the correct application. Please do not remove the other tabs just add this option or allow it to be editable.
3 votes -
Ability to sort in the Documents folder
I see that someone else had suggested this but the idea was archived. In the documents folder, there is no way to reorder the documents. It puts them in order of the date they are uploaded. It gets a bit confusing when adding documents later into the process and they are out of sequence. The only way to rectify is to delete the documents and reupload them in the order desired. But then if something else is submitted that should be kept such as background information prior to the approval or denial of the request, they're out of sequence again.…
8 votes -
GA applicant list
Hello! In the SLM portal, applicant names for our Universe are only alphabetizable by first name. Please also include the ability to alphabetize the list within the portal by last name.
Thanks,
Rachael1 vote -
search users/organizations added to grant manger permissions
I would like to be able to turn off the ability to search users (in GLM and SLM) and search organizations (in GLM) for grant mangers.
As a grant manager in SLM, I am able to search and view contact info for students (who are minors) that I am not assigned to.
1 vote -
EIN Prepopulating Organization Names
Would it be possible in the future for applicants to type in their EIN and it would prepopulate their Organization Name? It would help ensure that there aren't differences in spelling/format between organization names and would get rid of some steps for our merge template creation!
3 votes -
Set defaults to have Active and Inactive profiles searched in GLM/SLM
When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".
Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".
2 votes
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