1128 results found
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Allow either/or requirement on questions
In GLM/SLM on the application allow for an option to require one of two questions. For example: Enter Budget OR Upload Budget. Right now we need to have them both unrequired to allow for one to remain blank but would like to require that at least one of them be filled out.
1 vote -
Batch Printing from Your Follow Ups
I just voted on Evaluator batch print function that someone else posted and would also like to suggest a Batch print function for "Your Follow Ups". With a lot of our grants, staff leads assign internal follow ups to their selves to complete verbal reporting with our partners so being able to download/print those batch lists would be really useful vs. viewing/scrolling down a lengthy page.
3 votes -
amostue@carpenter-foundation.org
I think users/members of an organization should be able to make other users in their organization inactive rather than admin having to do it on the backend.
It appears that a lot of users were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated. We as admin don't know who's current in their organizations and who is inactive. They know. Additionally, board members and board presidents change roles frequently. It would be helpful if organizations could manage that themselves as opposed to admin having to do that.
3 votes -
Fiscal Sponsor Mapping to C-Suite
Currently, for a payment to go to a fiscal sponsor from GLM to C-Suite, it was recommended that the Applicant in GLM be the fiscal sponsor and not the organization applying for the grant. This would change the applicant to the Fiscal Sponsor in GLM, moving the record of the application away from the actual applying party. It would be great if there was a way that you could connect a Sponsoring Organization to C-Suite instead of a Sponsored Organization, so that the application record could still be tied to the actual applicant in GLM.
1 vote -
Attach Files to multiple Journal Entries at one time
Each month, our organization has dozens of journal entries that are imported for payroll and other month-end close items. Importing these entries is great as they spread across multiple funds. However, after importing, it's a pain to attach the same file dozens of times for documentation purposes. It would be extremely helpful if there was a button on the "list" journal entry screen (the one that shows all pending or approved entries) to attach a singular file to all selected entries.
I think this could work similarly to the "Post all" feature available so you don't need to post each…
1 vote -
ability to delete pledges with pledge adjustments
I would like the ability to delete pledges with pledge adjustments. Thank you
1 vote -
Group Evaluators
There should be a way to evenly split the applications assigned to evaluators. We receive many grant applications and some reviewers do not have the time to read all applications.
1 vote -
scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
2 votes -
Evaluator Descriptions
It would be helpful to have the option to move, make bold, or otherwise highlight the Evaluator Descriptions which appear under the scholarship name when an evaluator is reviewing an application in SLM. It is easy to miss the Evaluator Descriptions where they are now and it would help to have them stand out and be more visible/noticeable to evaluators during the review process.
3 votes -
Document Viewer in Documents Tab
I would like to see a document viewer in the documents tab similar to the application feature. Even with descriptive file names, it is time consuming to download each document to review it. We use GLM to store all documents connected to a grant so the number of files can get large.
3 votes -
Multiple Automatic Reminders for Follow-Ups
It would be great if GLM could send multiple automatic reminders to grantees about follow-up due dates. We've found it helpful to give grantees a 30-day reminder about a follow-up, but would love it if GLM could send another automatic email a few days before the due date as well to make tracking easier for our grants administrator.
31 votes -
kbakhshi@fmscleveland.com
Add a Search Bar on request history page, within an organization summary.
It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.
6 votes -
Merge field for year to use across merge documents like reports for a title
In the list of merge fields have a field for just the year e.g. 2025 so it can be used across all merge reports to put in title e.g. 2025 Board Report
1 vote -
Add Ability to Bulk Delete Email Addresses and Phone #'s from specific profile types.
Add functionality to be able to bulk delete email addresses and/or phone numbers from a specific type of profile. Two options that would help are:
- Add 'type of profile' field to the Download options in Profile Bulk Update
- Add fields 'Email ID' 'Phone ID' in custom report column options.
2 votes -
Rank Order Evaluation
We would like the option to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.
I posted this idea 5 years ago and it is still an issue for us.
2 votes -
Red flagging
Red flagging organizations or individuals if they have not completed a follow up report. Saw an idea about stopping an application if the organization has not completed a follow up. This idea would be along the same lines however if would be a more prominent visual alert in foundations work flows
4 votes -
Ability to removed closed bank accounts from Account listing
We would like the ability to remove closed bank accounts from the Reconcile Bank Account module. They just recently made a change to include those and we would like the ability to remove them from that list.
2 votes -
grant catalog
Provide direct access to the grant catalog on the donor portal dashboard without having to first click on grants.
1 vote -
recurring grants
It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.
6 votes -
charity check
There is a discrepancy between GLM and CSuite charity checks. When a private foundation applies it 'passes' the charity check unless you think to check in the Publication 78 box. When you run the same org in CSuite, a more obvious charity check message about their private foundation status displays. It would be helpful to have a more clear way of flagging private foundations within GLM before applicants get further in the process.
5 votes
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