1020 results found
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GLM/SLM Syncing to CSuite - Add Manual Profile Match Option
When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).
Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.
13 votes -
Flagging Unsupported Characters
Members of my team spent hours on chat trying to troubleshoot why they could not upload files to organizational profiles while I could. The issue at hand was the use of an unsupported character in the file name... the system did not give us any indication of this, nor did support staff ask about the file name. We managed to figure it out on our own.
Would be great to either list unsupported characters in file upload spaces, or to have a pop up message when an unsupported character is preventing file upload.
4 votes -
Allowing a true count of students in a UA under the submitted bucket
When a student submits their General Application in the UA, you can only see a true number count by pulling a report. It would be helpful if those individual students would show up as submitted, since they have submitted a General Application. The drafted students shows correctly, but it shows 0 for submitted when that it not accurate. Right now they just get moved to the individual opportunity immediately instead of showing in the submitted bucket.
4 votes -
Automatic email for LOI/Application when moved from Submitted to Complete
When we move from LOI or Applications from Submitted to Complete - an automatic email to be sent would allow an applicant to know where the application was in the process. It would be an efficient way for us to communicate with applicants.
2 votes -
show character count to applicant on text boxes
Reposting from
Unfortunately, the text boxes do not show a character count while the applicant is filling them in so they are forced to guess and test their content over and over. This becomes frustrating and causes headaches.
Consistency is key to ease.
6 votes -
sum format
Sum Formatting in Tables
When a table sums a column of amounts i.e. a currency (£), the format of the sum is simply numbers ######. Can the Sum function for the table be formatted to match the formatting of the cells it is adding up e.g. £###,###.##?
4 votes -
Add Ability to Select Specific AR Account when Creating Invoices
When creating an invoice through the "Invoice" module, it would be convenient for the creator to have the ability to select a specific AR account rather than always posting to the generic AR account.
For instance, our Foundation has Notes Receivable, Contributions Receivable, Income Tax Receivable, Interest Receivable, and various other AR accounts that we would like to be able to use when creating an invoice, but we are forced to post directly to Accounts Receivable.
3 votes -
Condensed List View for New Applicant Dashboard
With the updated applicant dashboard featuring a card/tile layout, applicants, particularly students, can face usability challenges when they’re eligible for multiple scholarships. For example, if a student qualifies for just six or more scholarships, they have to scroll to view all their opportunities.
To improve the user experience, especially for applicants managing several grants/opportunities, please consider adding a toggle option for a condensed or list-style view. This view could reduce the size of the cards or display opportunities in a single row-based layout, allowing applicants to see more at once without excessive scrolling.
This enhancement would make navigating the dashboard…
15 votes -
Vetting new organizations
As a community foundation, we fund mainly around one county in NJ. We often see folks starting a profile in GLM that are clearly way outside of our region. We've had one organization that started a profile with fake information (e.g., 555-5555 phone number, and a fake website etc). Was wondering if there is a way of limiting who is able to start a profile in our system? More specifically, we'd want to give the ability for anyone with a NJ address to start a profile, but anyone outside NJ would need to be approved before they could start a…
4 votes -
eligibility center slm
In the SLM Eligibility Center, I would like to request a "What Changed" update screen after rerunning eligibility on an applicant. Currently the process just re-runs, and it is up to the user to determine what changes to the application's eligibility occurred. This is particularly problematic if the changes include removing/being un-matched with an opportunity, because the user must then go abandon that opportunity for the student if we do not want them to have the ability to apply without being actually eligible. So it would be helpful if there was a list of changed that popped up after the…
4 votes -
Affiliate Access to CSuite
We have 13 affiliates. Right now, we do not allow our affiliate staff to have access to CSuite to update CRM data, but we would LOVE to be able to do that. They all have to use a third party software to do so because we do not allow them direct access. Our concern is with donor privacy and we do not want affiliate staff members to be able to see contacts that have not donated to their affiliate funds. Will it ever be possible to setup affiliates users so they can only see donors that donate to their specific…
3 votes -
multiple automated emails
The option to add multiple automated emails would significantly improve efficiency. For example, a "report due" automated email is sent to grant recipients 30 days and 7 days before the report is due.
22 votes -
Additional Multi Factor Authentication Options
My organization recently implemented Multi Factor Authentication for logging into GLM. Unfortunately, the only option available is to download an authentication app to verify logins. It would be helpful to have other options, such as receiving a code via text message or email, in addition to the authentication app for verification.
28 votes -
Changes to Shared Documents
In Shared Documents, add feature to change file name after upload. Also add feature to allow movement of old files into new folders.
3 votes -
2-Factor Authentication by Phone or Email
We want to require our GLM users to enable 2-factor authentication, but are concerned about asking them to download an app to do so. Most of them probably aren't using an authenticator app anywhere else. We would like to offer them the option to have a code sent to their phone or email to authenticate so they are not required to download an authenticator app.
4 votes -
Allow Multiple Files to be Uploaded to a Single File Upload Question
Please allow for the ability to upload multiple files to a single upload question.
Currently, it is only possible to upload one file per question. It would be very helpful and much more effective if the File Upload question type allowed for multiple files to be uploaded to a single upload question, as opposed to needing one file upload question for each upload.
Alternatively, the option to upload a folder to a file upload question would be another possible remedy.
78 votes -
Allow visibility to see who is actively logged in
Particularly when we are down to the deadline wire for committee member scoring in Foundant, it would be helpful not only to know the last login of the users, but also easily see who all is actively logged into our system at any point in time. This would help me understand who is still working vs. who I need to reach out to. I do not want to bother our busy volunteers if they are already doing what I need them to do.
3 votes -
beth@cincinnatischolarshipfoundation.org
As you continue to tweak the new profile views in SLM, I suggest that you add an email history link to the profile page. With the help of Aden on chat, I found it after clicking on the edit pencil and then clicking on the 3 dots where it is one of 3 selections.
3 votes -
Year to date/year at a glance
I want to be able to see on my dashboard total requests vs total approvals, and total amount $ awarded for the current year to date and the entire year prior.
3 votes -
Allow different titles for user who is attached to multiple organizations
As I believe it is currently implemented, a user's account only allows them a single title, but they can be connected to multiple Organization records. A person's title may vary between the organization's they are affiliated with - they may be a Development Director for one organization, but the Board President for another. I would like a person's title to be stored at the User+Organization level, not the User level.
3 votes
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