1092 results found
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TABLES
Adding the column row total is wonderful, but there is a need to be able to subtotal them. I'm trying to create a financial report for my grantees to complete, and it would be nice to see the subtotal of the total column so they and I can know how much money is left in that particular category. Now, what I will have to do is export the table into Excel and create my formulas to subtotal and total the columns, which is, in my opinion, a huge waste of my time.
1 vote -
kbakhshi@fmscleveland.com
When creating a document and when viewing the Merge Docs on the communications page, they are not sortable. I wish the list was alphabetized, or sortable. Right now we have to scroll through dozens of templates.
6 votes -
Document upload option on applicant dashboard
Resurrecting a request from another user that was archived.
We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.
Original request submission:
We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
I would like there to be…6 votes -
There needs to be a way to delay the automatic email for follow up's
Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.
5 votes -
Follow-up Due Dates Shareable in Other Follow-ups
It would be great to allow Follow-up Due Dates to be shared within Decision forms or future follow-ups. For example, within our Decision process and within our Grant Agreements (follow 1), we mention that grantees will need to complete a Final Report (follow-up 2). We would like to auto-populate the Due Date of the follow-up 2 in both the Decision process and the Grant Agreement so that grantees can sign-off that they acknowledge and commit to the final report. Being able to auto-populate this field based on system due-dates would allow for efficiency as well as minimize human error. This…
8 votes -
Please, please, please add "Fund Names" into the available merge fields for email templates!
When notifying someone of a grant award, we have always referenced the fund name in a check letter. As we move notifications to email, we need to be able to include the Fund Names. In CommunitySuite-integrated processes, the field exists already in the Installment form. It would be great if that field were both shared to other forms and as a merge field for email templates!
3 votes -
Add functionality in tables to clone columns
Just as we can clone rows in tables, I think it would be even more impactful to clone columns. As one use case, we have a table question in a follow-up form that asks for several different outputs (each row being a different output) for each month in a quarter, with each column being a different month. This would have been way easier to build out with a Clone Column feature.
2 votes -
GLM Application Form - Preview Mode Very Confusing
Unfortunately, I’ve had a couple of organizations inadvertently fill out the questions on the application after clicking the “Preview” button on the Apply page instead of the “Apply”. This is super confusing and I was wondering if there is a way to “grey out” the fields in the preview version so that they cannot fill out the form. Or have clear warnings at the top or next to the questions. It’s been very time consuming for those thinking they have almost completed the application form only to realize it can’t be saved.
1 vote -
GA applicant list
Hello! In the SLM portal, applicant names for our Universe are only alphabetizable by first name. Please also include the ability to alphabetize the list within the portal by last name.
Thanks,
Rachael1 vote -
customize fields in process summary
We have 5 identical (or close to it) processes for our grants (2 yr cycle). Each process has a Director and Grant Manager(s) that are unique to it. It would be nice to have that information in the Process Summary. It would also be helpful if those fields were available as merge fields.
2 votes -
Remove an Applicant
I really need a way to remove an applicant without "abandoning" them or "denying" them. If I deny, they find out they didn't win the award. If I abandon, it goes to their request history, and then they can see it and email with questions. There are times we just need to remove them. An example would be: Our donor's evaluate, and one year there was an applicant in the pool for her son's memorial scholarship, that had bullied the deceased son. She came to us, and we needed to remove that applicant. There are instances where we just need…
1 vote -
Set CSuite Service Area and Grant Type in GLM approval form
Our grant approval workflow include setting the value for custom fields in the grant approval form (grant subtype, type of support, etc.). Then the Service Area and Grant Type need to be added after the grant is synced with CSuite. It would be SO helpful to be able to set the CSte Service Area and Grant Type field here as well so that coding does not have to be done in two places. In other words, change from a read-only field in GLM to an editable field like the custom field are.
5 votes -
Editable recognition name text box in Giving Hub
While processing online donations from the Giving Hub, I'm noticing that the "How do you want to be recognized" field is being misunderstood by many donors. It would be great if the text box verbiage was editable so we could change it to say something like -- "Optional: How do you want your name listed if different from above? (i.e. nickname)"
1 vote -
Send denial email when application is denied.
I need a denial email to be sent to the applicant when I hit deny on the application. When the application is approved, an email is sent. But I have to go in and send a separate email after I have denied the request. I don't want to deny a request but forget to notify them!
4 votes -
Create calculations between report dashboard sources in custom reports
Ex. Total Personnel in Budgets - Total Personnel in Fringe
2 votes -
Create application form outside of process (SLM)
In SLM, I feel it would be helpful to be able to develop a form template outside of processes (maybe I'm missing this somewhere, but the only place I have found "create new form" has been inside a process under "change form"). I'd like to have an independently created Application template (that stays then untouched or modified, so I know where I started) that I can then copy and adjust into my processes. This could also apply for Follow-Up forms, etc. Essentially, I'd like the Create New Form button or a Create form template button inside the Forms tab within…
2 votes -
Customize Batch Evaluator Packets
Would there be a way to customize what is shown on an evaluator packet? We typically allow board members to view a folder of evaluator packets, but they get long and we want to make it easier for board members to quickly digest a grant. Is there a way to either customize what we include in the packets or easily batch download the executive summaries for all of our grants in a given cycle?
3 votes -
Merge Template - Attach to Email Feature
My proposed idea is to create a "Create Document and Attach to Request AND Attach to Email" button next to the current "Create Document and Attach to Request" button. This would perform both actions at the same time. Currently, attaching a document to an email requires manually uploading the document.
3 votes -
stock public securities principal
Stock Gift Adds Incorrect Amount to Principal Balance
The "initial" value a donor receives for a stock gift is DIFFERENT than the proceeds (also called in CSuite gross amount or net deposit). Please allow a field to enter the principal amount to be recorded for stock gifts.
For example...
Initial Value of Gift (receipt for donor) = $100,000
Gross Amount / Net Deposit - Proceeds to Fund (once the stock is sold) = $95,000
The fund receiving the stock gift is immediately underwater because $100,000 is recorded to the CSuite principal but the fund balance is $95,000.1 vote -
Comments, Dates, Email
We would love to be able to add dates to comments, not just have it be the date we are adding the comment. That way we might be able to sort comments.
Not to mention copy and pasting emails with information in it.4 votes
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