923 results found
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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 -
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 -
Comments being transferred over to summary dashboard of organizations
Comments being transferred over to summary dashboard of organizations
1 vote -
Ability to edit dates for campaign income statements
Would like the ability to edit dates related to the income statement in campaign /have "campaign" available as a financial filter in Reports. I'd like to use the same campaign year after year.
1 vote -
Ability to add the number of RSVPs in a household in Campaigns
It would be helpful to be able to change the number of RSVPs in campaigns per profile, especially when you're adding household profiles. It makes sense for single profiles to have a single RSVP, but when a household is attending, that RSVP should be for 2 people (or however many are in that household).
1 vote -
Document viewer
May I suggest a document viewer for those under the documents tab? A colleague states it would be nice to be able to preview a document without downloading it.
7 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 -
Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
6 votes -
batch create voucher from custom reports
because in the grants module under the voucher bucket, you can't maintain custom filtering that can be used over and over, it would be great to be able to batch approve payments and batch create vouchers from the custom reports module.
1 vote -
Ability to have customize Message when event is sold out
In the GivingHub event registration flow, it would be great to be able to customize the message when it is sold out. Or preventing registration on the main page by disabling the button so a message can say, contact us to get on the waitlist.
1 vote -
AI Summary Expansion & Permissions
Allow other non-applicant roles (Evaluator, Program Officer) the ability to generate AI summaries with the site admin managing this access through permissions that can be set at both a user and role level.
3 votes -
UA - administrator visibility of amount spendable per opportunity
I've heard more than one client that it would be helpful to have a space in SLM/UA to track the spendable amount of each opportunity (similar to the process budget). The clients would use this question to track amounts awarded against the spendable balance to know "where they are" in the balance. If this could integrate from CSuite, that would be even better, but non-integrated clients have also asked for this so ideally, it's something that needs either option.
1 vote -
Applicants should be able to receive a confirmation email once they have had to resubmit an application.
As of now, if an applicant has to resubmit an application due to it being deemed incomplete, they can not receive a second confirmation email. This is critical, especially for smaller organizations, as it saves time and reassures applicants that their resubmittal has been processed.
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 -
Universal Application Column Filters
It would be very helpful to add an additional one or two column filters to the process, applicant, project name and eval 1 & 2 headings. I have Graduating High School and Applicant ID currently set. I would like to add Student Status and graduating year so I can see at a glance what I need for the applicant. I have to go into the application to get the info I need which can be time consuming.
4 votes -
text boxes cut off
One of our evaluators brought to my attention that when she is completing evaluations – that the response to questions set up as text boxes are being cut off and it does not give her the ability to scroll. This seems to create a less than optimal experience for her and others. I realize to avoid this – I could create all questions as Text Area questions, but would prefer not to have to do this.
5 votes -
New Column Idea for Grant History
In the GLM, I often use the Request History tab of an organization in my work. I would really like to be able to see a column with the amount of each grant request from that organization even if the grant was denied. Additionally, I believe this "Amount Requested" column would be helpful for both approved and denied grants because sometimes our board approves of only a portion of the requested funds.
Thank you!
4 votes -
run report on who modified a form
It would be helpful if we could run a report on who the last person was to modify a form. For example, if an admin prints follow ups and marks them complete, it would be great to see who marked it complete if we have multi staff working in the follow up stages.
6 votes
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