1075 results found
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Add "grant type" as integration with CommunitySuite
When a grant is awarded, in the Decision form, add a field that integrates with the "Grant Type" field from CSuite.
2 votes -
It would be nice to be able to edit the text in the Apply screen directly without having to request changes from the support team.
It would be nice to be able to edit the text in the Apply screen directly without having to request changes from the support team.
3 votes -
Side by Side Questions on Form
Previous similar requests have been archived. I am revising this request, hoping it will gain traction.
It would be nice to be able to drag and drop, or place questions next to each other than have them just cascade down the page. If a question was short enough, it would be nice to save space and place it next to another short question. This would be beneficial for multiple radio button or drop down questions.
4 votes -
Save Formulas For Reporting
We use a scholarship scoring rubric that uses weighted scales for Income & GPA. In order to alleviate the workload for our evaluators, we don't ask them to score income or GPA since it is a fixed score based on the scale.
We calculate these scores along with a total score using formulas within reporting. Currently, I am keeping the 9 lines of formula used to calculate the scores in a Word doc and copying and pasting each of the 9 lines into SLM Reporting for each Opportunity.
It gets pretty time consuming, considering that we have 150+ reports to…
2 votes -
Save Formulas For Reporting
Our scholarship scoring rubric uses weighted scales for income and GPA. To alleviate the workload for our scoring committees, we don't ask them to score income or GPA because it is a fixed score based on our scale, we use the formulas to calculate those scores and also a total score.
There isn't a way to save formulas within reporting to where I could just copy and paste once or ideally, I would like to save the formula "set" and turn it on and off.
It gets pretty time consuming to copy and paste each of the nine lines of…
2 votes -
Document Viewer for Documents tab and for all Request documents
We would love to have a Document Viewer function for the Documents tab, as well as for all documents connected to a given request. Having to download a document just to see it every time is hugely inconvenient, as is having to go through several forms to look for a given document. More Document Viewer functionality would save a lot of time.
3 votes -
Batch Deleting Follow Ups
Every process, we reuse one follow up form to collect sensitive ACH information. It would be a great to be able to batch delete those follow ups from that years process versus going into each organization's application for each year.
1 vote -
Merge Organizations
When merging organizations, it would be nice to be able to see the information on the organizations selected without having to open up one to see its information and then having to go back to "Search - Organizations - Duplicate Search" to see the information on another one selected. When I try to use the back button it doesn't work. Perhaps I am doing something wrong.
3 votes -
mrust@sjchf.org
It would be nice to be able to format the “total” row as a currency field in a table question.
6 votes -
Let's Encrypt Certificates for custom domains
Ability to enable 'Let's Encrypt', which would allow us to issue our certificates with our url without having to jump through additional hoops.
0 votes -
Profile images included in campaign report to review list of attendees
If there was a report for campaigns that also pulled in the image data of the profiles, it would help donor services team members review large attendee event lists and learn donors/businesses/trustees' faces/logos and their names/titles while also recognizing easily who will be in attendance at the event. It would be a great philanthropic tool and overview.
1 vote -
Turn off LOI submissions after a certain number is reached
We only want to accept a certain number of letters of Inquiry. The process we have been using is to turn on submission by setting the Visibility field to Public, and then turning it to Restricted once we have reached the desired number.
This past funding cycle, we received three times our maximum in the first two minutes. The manual approach is no longer working for us.It would be great if the system could be set to accept only a certain number of LOIs and then automatically set the Visibility field to Restricted. Alternately, it could be set to…
2 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 -
evaluation deadline reminder
Wouldn't it be wonderful if we could program LOI/Application Evaluation Dates into the process AND ALSO set up automater reminder emails that go to assigned evaluators before these deadlines?!
4 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 -
GLM grant approval
It would be very helpful to have approval from GLM to CSuite reflected in the approval log for grants.
3 votes -
Rearrange Decisions and Follow Up Forms List
It would be really helpful for the organizer in me to be able to move around/re-arrange Follow Up Forms as well as Decisions. When creating new ones they go straight to the bottom, but if I could group them together in ways that would help my workflow that would be great!
9 votes -
Prim Date on profile
Hi, I would like to be able to add the Prim Date on the address section of a profile to a report. We have many donors who move for the winter or summer to different parts of the country. Being able to report on this would help us in building mailing lists.
1 vote -
As our team members change, we need the ability to change the approver on funds by bul
As our team members change, we need the ability to change the approver on various fund groups using a batch method. We have thousands of funds, and this is not practical to do one at a time. Thank you for your support.
1 vote -
fonts
Please include the ability to select specific fonts throughout the SLM platform, in addition to a button that removes text formatting, so that processes, email templates, and all text experienced from a user can be uniform and consistent.
I sometimes copy and paste text from other sources, like a Google Doc, Chat GPT, etc. and the platform gives us no way to keep fonts and formatting consistent. This is such a basic feature that really should be implemented ASAP. Thank you!
1 vote
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