970 results found
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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 -
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 -
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 -
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 -
New applicant dashboard
With the New Applicant Dashboard feature, we would love to be able to manually change the status of a request on the Request Panel to Action Needed, even if there is no assigned follow-up form associated with the request. Sometimes, we have applicants that submit requests, and we do a first round due diligence check that requires follow-up on the back end via email with no official form, but action may still needed from the applicant. Under the New Applicant Dashboard feature, these requests would fall under the No Action column even though action is needed, there is just no…
4 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 -
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
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