1004 results found
-
follow
We recently implemented a quarterly report for one of our grants - it would be great if there was a way to assign the same follow up more than once rather than creating a copy of the report for each quarter.
4 votes -
Folders for Communications Templates
It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.
107 votesHey All,
Would you need multiple levels of folders or would one level be enough?
-
Opportunity Specific Questions - see the total # of opportunities it applies to
UA - Application - See the total # of opportunities a 'opportunity specific question' applies to.
I have several questions that are only for need-based scholarships. On every one of these questions I have to check my 40-50 opportunities. It would be very helpful to see the total number that are checked to help me be sure I have them all.
1 vote -
Branching logic in printable form for admins.
Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.
5 votesWhat information would be important for you to be able to easily see.
-
Branched question to be red when they have not been assigned rules.
Branched questions with incorrect question will be marked red. It would be for branched questions to be marked red if no rules have been assigned yet.
5 votes -
Quick access to recent searches
It would be great to have quick access to recently searched or recently modified/accessed requests or organizations. I find myself in and out of a lot of requests in one day and it would be nice to have quicker access to recent ones without having to re-search each time. I saw someone posted this previously with 9 votes but it was archived. Thanks.
5 votesHello Katy,
have you tried using the auto search feature on request and decision, does this help meet the need OR would you have the idea of named searches you can frequently reference.
-
Hide "add to cart" button in grant catalog grants
With grant catalogs, we're able to hide the donate button until we're ready to let donors contribute; however, we are not able to hide the "add to cart" button for each individual grant when someone clicks directly into that grant from the grant catalog. For our Match Days, some organizations like to have the unique URL for their specific grant catalog item to promote which bypasses the top level grant catalog. This is where we cannot suppress until "Match Day" starts.
1 vote -
Could AI verify transcripts?
A requirement for our scholarship application is that the student must upload an academic transcript. I am currently having to open over 140 applications, then open the document in the transcript section of the application to verify it is actually a transcript. Could AI be developed to open and interpret the document to confirm it is a transcript? It would be a huge time-saver for staff.
1 vote -
eligibility quiz
In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.
10 votes -
Automatic email triggered by question in application
I'd like to see an automatic email be sent based on a question answered on the application. For example, "Would you like information on the other financial aid assistance we offer?" And if they click "Yes" then an email with more information is sent.
1 vote -
Evaluation "side by side" lock
It would be helpful if Evaluators could "lock" the dotted line that allows them to split the screen between the Application & Evaluation. Having to reset it with each of over 200 applications is both a pain and adds up to a lot of time.
1 vote -
Allow more than 2 Evaluations for a process
Allow for more than 2 Evaluations for a process. We have different groups of reviewers that would evaluate the same applications against a different set of criteria.
1 vote -
Scheduling Visits in Application
I work with three volunteer-led initiatives where grant applicants must schedule a conversation after submitting their application, but before grant decisions. We used to Jotform and embedded Calendly as an application question, which cut down on the administrative burden of follow-up emails to ensure applicants booked their meeting.
Currently, we have a checkbox that applicants check to confirm their understanding that their application is complete once they schedule the conversation. In the application received/submitted email, we provide them with the link to schedule. We ended up having to do a lot of follow-up. We're considering embedding a scheduling link directly…
1 vote -
country
Right now, your Country Code field shows a full country, but then EXPORTS it as a two letter abbreviation. This makes it functionally useless for any reporting because we need to know what country something is in and not the two letter abbreviation which I fail to understand the usefulness of.
1 vote -
Internal follow-ups viewable by applicant?
In line with Trust-Based Philanthropy, more and more foundations are completing verbal reporting with grantees, where the foundation staff completes the written follow-up form based on a conversation with a grantee. We have been doing this as an internal follow-up form, but would like the option for the grantee to view what we've typed into the form and confirm that it is accurate and complete before submitting the report and marking it as complete. Other than downloading each follow-up form packet as a PDF and emailing it to them for their manual feedback, is there a way to either:
1.…6 votes -
Tutorial Pages without Links to Entire Platform Knowledge-base
I would love to see the tutorials for applicants, evaluators, and third-parties hosted on pages that don't link to the entire knowledge-base of the GLM and SLM platforms. I would love to link these pages on each of the dashboards for these roles, but I am currently hesitant because those users could click on links of topics that are not related to what they need to do in the system, which could lead to confusion.
1 vote -
Additional options for viewing uploaded documents
In our organization, we ask for applicants to self-report information and to also provide an uploaded document or image that shows proof of what has been entered. In the current configuration, the document viewer window is stationary and does not allow administrators to move the viewer to the side in a way that allows them to also view the application in a side-by-side format. Below is a copy of what I see that needs to be relocated while remaining visible. Is this movement able to be made possible either by opening docs in a new tab or by moving the…
2 votes -
Show number of users assigned to process
Add an icon or label to or near the 'Assign Users' button (on the Update Process page) to indicate how many users are currently assigned to the process.
3 votes -
Assign evaluations by student in the Evaluation Assigned bucket
Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student. This is still not possible with the new update if a student has already been assigned to evaluators. This is the message that is received: One or more selected request(s) has an evaluation already assigned. If they are in the assigned bucket then of course they will already have evaluators assigned to them so…
6 votes -
Adding percentages to the Table feature
We would like to replace our budget template with tables but we need to be able to show %'s for each expense section and revenue area. In particular, we need to be able to identify the applicant's 10% match in the revenue section. Adding %'s to the Table feature would be helpful so we could do away with applicant's having to download the budget template and then upload it again.
7 votes
- Don't see your idea?