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  1. Follow Ups are showing up as Yellow - even though the Follow Up Report was submitted and marked complete by the administrator. Visually it looks like the charity owes a report, but once you go in and look, you will see it has been submitted and marked complete. It's confusing. How about making it a different color (i.e., purple), and then it might remind administrators to close it out. Or add a separate button to close out the grant, or as someone may have mentioned to date-stamp to show when it was marked complete. The Yellow makes you think the…

    2 votes

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  2. Option to have more than 100 but not ALL in the items per page picker. Often the filer results are into the hundreds but an ALL selection would be too many on a page.

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  3. For organizations subject to Right to Know laws, being able to batch export a request's or a contact's email history would be hugely helpful. As it is, you cannot print out emails, you have to copy them into a separate document.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  4. I have noticed in multiple template field lists that the use of the Fund Public Name is not an available option. To not have the Public Name available for all templates that have the Fund Name option defeats the purpose of the Public Name. It would be nice if the Public name was the default name used on templates or at least an option on all templates.

    9 votes

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  5. Have 2 Score Fields in Reporting - one for LOI Evaluation Scores, and one for Grant Application Evaluation Scores. For Example, this would eliminate the need to filter out the scores when creating Reports for a process that has an LOI (because the current "Score" field combines the scores of the LOI and the Grant Application). Once the grant applications move onto the Evaluation stage, Board Members prefer scoring on the grant application because it's more current, and for Foundations like ours, we conduct in-person site visits, and Board Members are completing the Application Evaluations based on our site visit…

    2 votes

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    Planned  ·  1 comment  ·  Reporting  ·  Admin →
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  6. It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!

    3 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  7. I would like to be able to add and remove buckets from the Open Requests section of the administrator dashboard. I have two different application processes, and I would like to quickly and easily see statuses for both of them on the dashboard, instead of having to click into application statuses, apply a filter to view one process, and then change the filter to view the other process.

    3 votes

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  8. Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.

    40 votes

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  9. We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.

    6 votes

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  10. As the evaluation fields cannot be pulled into merge templates, we have built our due diligence processes into an internal-only section of the application form. As a result, this means that the application is extremely long, and we are needing to continuously scroll up and down to review the required information. It would be much better if we could have a side-by-side view, such as you get with the evaluation stage.
    We could build the due diligence into the evaluator 1 stage to do this, but none of the fields could then be included in our merge templates. If these…

    3 votes

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    Proposed Idea  ·  1 comment  ·  Merge Docs  ·  Admin →
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  11. 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.

    2 votes

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  12. The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.

    4 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  13. It would be helpful for SLM to include a spelling/grammar check tool within the scholarship applications for students to use when writing their essays or short answer responses. I know that some internet browsers have a spell check included, but it might be helpful from the student side to have a more comprehensive tool to help with spelling, grammar, etc. as they write their responses.

    34 votes

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  14. An SLM Lite version available for GLM users that only have a few (2) scholarships. It could possibly be offered as a 2+2 option for advanced licenses.

    2 votes

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  15. Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM

    87 votes

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  16. I should be able to "drill down" the data on all data shown on the dashboard. For example in the amount awarded chart on the metrics dashboard, I would like to click on the bar graph and have an spreadsheet of all the grants included in that bar graph.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  17. Looking for a way that when someone goes into their 3rd party dashboard, they can see all the processes/opportunities that are grouped together and will be marked complete when they upload an item. See example of possible format attached.

    2 votes

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  18. I was wondering if anyone would find value in the ability to weight evaluation questions. We are exploring the idea of funding general operating requests and project-based requests, all from one process. If we were able to weight questions or make some scoring questions optional, this would prevent and help us with our evaluation of LOIs and Applications.

    8 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  19. I understand that there is a feature that allows follow ups to be submitted either sequentially or in any order. This is helpful if you want all follow ups to follow the same rules. However, we need most of our follow ups to be submitted sequentially, and then just a couple of them to be able to be submitted at any time.

    We have deadlines for each of our follow ups, but applicants are welcome to submit certain follow ups with a later deadline (i.e. match documentation) before the others (a final grant report, for example, which we do 3…

    5 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  20. The "applied (with check mark)" is confusing our grantees. Grantees can make multiple applications to the same process. They have no idea that "Applied" means they have the correct application submitted. Can you change "Applied" to "Apply". The following page warns them of duplicates anyway. Why confuse things.

    3 votes

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