916 results found
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SLM be able to get the Process Summary as a merged field in an email template
It would be useful to be able to have the Process Summary as a merged field in an email template. Every year before opening the scholarships, I send the donors a copy of their criteria using word merge. It would be easier to just send them an email from SLM.
1 vote -
Separate Letters for eligibility quiz and applications
It would be very helpful to have a note go to the students automatically saying that their Universal Eligibility quiz has been successfully submitted and then a separate letter stating that they successfully fille out the individual applications that are part of the application
1 vote -
gthornbury@gtrcf.org
It may be helpful to have an option in GLM to require organizations to pass a charity check before they can submit an application. This would save some manual steps a little later on in our process.
1 vote -
Batch Emails for Targeted State or Province
Batch Emails for Targeted State or Province
Location: Proposal for Batch Email Functionality in Organizations > Search Criteria > State
It would be helpful to allow batch email functionality within the "Organizations > Search Criteria > State" tool from the Administrator Dashboard. Enabling targeted and timely communication to organizations during emergency scenarios, such as California wildfires or other state-specific disasters, to remind groups in need of grant funding to apply for our Disaster Grant.1 vote -
Attach file uploads to admin notifications
If a grantee uploads a file when submitting a follow-up, it would be helpful if that file could be attached to the notification email sent to admins and others so they don't have to log into GLM to download it.
This would also be useful for applications, especially when working with colleagues who don't have easy access to the system (or want to).
1 vote -
Option to Disable Question List Button for Branching Processes
We use branching questions in our grant application that are set to internal so we can branch an applicant to the application we want them to complete and not have multiple processes in our site. I just realized that when an applicant clicks on the "Question List" button in their site, this shows them ALL of the questions in our application, regardless of how the application should be branched. The fact that applicants can see the entire question list for an application seems to negate the purpose of branching. This is very confusing for applicants because they do not know…
5 votesHello,
You are correct in that all branch groups are displayed in the question list; we follow this as best practice for projects like project streamlining so that applicants don't become surprised by the amount of time the application will take them. We also encourage as a best practice that you add instructions to the branch groups for that visibility and communication explain when they will see that group.
However, Internal Questions should not be displayed to applicants. Please report this to our support team so that we can review it.
- The Foudnant Team
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Collaborator Permissions
Applicants love the collaborator feature, but they are confused with "Can view, Can edit or Can submit" because they do not understand the permissions are additive. Would it be possible to change these to "Can view", "Can edit" and "Can edit and submit"? Even an explanatory pop-up would be helpful.
Would also like an additional checkbox "Allow to invite other collaborators" or such. My applicants are asking for this. Either that or include it as part of the Submit permission.
I know that this was submitted in the past, I am suggesting it again.
1 vote -
Automatic Scholarship Thank You note submission
It would be nice to hook a donor email to a scholarship opportunity so that students can automatically send them a thank you note from their follow up form. I know this would be possible to do through the third party field but it would be too much work to add the donor email to each follow up form. Plus, this would require us to give a donor email to the students, which some donors may not like.
3 votes -
Update Granthub Pro to Utilize Grant Hub User Interface/Landing Page
Update GrantHub Pro to match the landing page and user interface of GrantHub for a smoother transition and ease of use. Essentially reskinning Granthub Pro to utilize the regular Granthub user interface with the added functionality of granthub pro.
1 vote -
Ability to modify/add fields in the "Edit Payment" window under "Installment Form"
In the "Edit Payment" pop-up window that is an option under "Installment Form", it would be very helpful if we could edit existing/add new field names in that pop-up window.
1 vote -
Automatic Emails Editable
Can there be an automatic email for the "LOI Declination?" Or better yet, can it be determined by the administrators which emails are automatic or not?
3 votes -
Ability to export page URLs as a report field
In GLM, it takes a LONG time to navigate to a specific request. Summary of that process: home screen > search > organizations > type org name > wait for results to load > comb through all results > click on correct org name > requests > comb through all requests > click on correct request name > finished. That's a TON of steps.
It'd be very helpful if we could export the unique URL of all requests. I'm thinking it could be a report field? this would enable us to set up an offline spreadsheet containing direct links to…
3 votes -
Master Tribute Summary
I am currently having an issue where we are not getting a full picture of donations that include tributes. The Tribute Donation Summary report will only include the names of tributes for online donations if the donor selects to notify the family of the person, if they leave it blank it automatically marks not to notify. When checks or other donations are entered by staff the notify option is left blank in many occasions they are included in the Tribute Donation Summary. We would like to have a more comprehensive report of all tributes not just the ones that are…
1 vote -
Reassign organization when request has followups
Now that users can be connected to multiple organizations -- We have users who had historically applied for both organization and personal artist grants under the same account, so we were looking forward to getting the personal requests moved over to a personal "organization" for them. It's a problem that we can't move anything that was awarded/assigned followups, even though those requests are closed. It would be very helpful to be able to do this so they can see all their personal history in the same place.
1 vote -
docusign
Is it on the radar for enabling the DocuSign to be sent to the primary contact instead of the applicant?
4 votes -
Shared Question Across Forms
Currently only questions that exist on the Eligibility, LOI, and Application forms within a process can be added as a Shared Question to the Evaluation, Decision, and Follow Up forms. We would like the ability to add a Shared Question to ANY form within a given process no matter what form it was originally added to.
For example, if we add a "Reasons for Decline" field to an Evaluation form, we'd like to be able to pull that same field in as a Shared Question to a Decisions form.
3 votes -
Project URL in Evaluations
It would be great if we could click on a Project URL during an evaluation and it be a hyperlink to take us to the URL. Instead we have to copy the URL and paste it in another browser window to view it.
3 votes -
Display Certain Rows
There should be a feature that allows you to control how many rows you want in your report. For example, I'm building out a Top 25 Report based on total giving and it would be beneficial if I can restrict the report to display only the 25 organizations that have received the most funding without needing to set a manual cap that is subject to change to filter them out.
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.
6 votesWhat information would be important for you to be able to easily see.
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archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
18 votes
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