931 results found
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Contact Information for Organization and Individual Profile
Applicant Contact Information
I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.
6 votes -
Timing of Automated Emails
This idea was posted back in 2019 and had 20+ upvotes. Our grantees receive their automatic email reminders for forms in the middle of the night - about 3am CST! Support says that emails begin sending automatically at 2am, and continue until they have all been sent. There needs to be an option to adjust this. Nonprofit employees shouldn't worry about their phones pinging in the middle of the night. "Hey, it's us! Just popping into your bedroom to remind you that your follow up form is due tomorrow!" LOL
17 votes -
Organizational Summary
For the organizational summary page, it would be helpful to distinguish between open and closed grants. For example, when viewing a grantee with multiple grants, the summary currently shows all requests—even those that are closed. Displaying only open requests in the summary would make it easier to see active items at a glance. If users want to review closed requests, they can click the ‘View’ button.
2 votes -
Non-Assigned Users to View Follow Up Forms (GLM)
I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.
18 votes -
Email History Button - New Applicant Dashboard
It would be super helpful to have a button that would take you to either the organization's email history or the contact email history on the new applicant dashboard. Right now there is no button that takes you there, so you have to go into a request, go to contact info, and pull the email history from there.
1 vote -
aallieri@cfpbmc.org
Add a column 'Donation Advisor' to the donations page on the portal so fundholders can see who advised donations, where applicable.
7 votes -
Eligibility Center Overhaul
We use an eligibility quiz on many of our processes and I think the Eligibility Center could use an update.
1. Add the ability to search by Organization Name rather than First and Last Name of the applicant.
2. The Eligibility Results and Eligibility Submissions tabs are similar enough that they should be one tab that allows the administrator to see whether the submission passed or failed, view the answers, and reset/reopen the quiz.
3. There should be a way for a failed submission to show the applicant what question(s) caused it to fail and why (conditional logic text box…1 vote -
vshingleton@lynchburgfoundation.org
Donation Only for Event Campaigns - Check Payments
Currently, donors can donate to an event campaign without having to purchase a ticket through the giving portal, but if a donor would like to donate to a campaign by check, there is no option to manually enter a donation only transaction using a check payment through c-suite. By allowing us to add an additional donation with manual ticket entry, this would create much more ease in allowing donors to have a variety of payment options when contributing to a campaign.
1 vote -
Enhance the group email feature to extend to consumer provider list views (list of applications within a Cycle)
Our grant managers need to be able to use the Group Message feature for the applications list view within the Program Manager > Cycle.
We have asked Support and Client Engagement multiple times to get this feature enabled, but we can currently only install workarounds.
The current Group Message setting, when enabled, appears to only be available when choosing the Cycle record (not while choosing the applications within the Cycle)
Current selection made: Program Manager > Settings > Security > Feature and Function Permissions > Cycle > Enable Group Email > Add roles here (Foundation Associate and System Admin)
Current…
1 vote -
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.
1 vote -
Custom PDF
When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color
5 votes -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
6 votes -
Inhibit tax receipts if a event purchaser covers credit card fees
Simplify the email follow up event purchasers receive so all required documentation is in one email. Currently, if an event attendee pays via Stripe and covers the CC fee, they get an event email AND a tax receipt email if these are both turned on. The tax receipt email is clunky since it's not merged for event purchases. We had to turn off auto-emails for tax receipts through Stripe in order to keep this process smooth during our event sales.
1 vote -
new layout mobile
New layout of website does not work well on mobile devices - especially iPhone. I used to be able to look up a grantee and get quick information (last grant, details, amount paid, etc) - now I can't even see the landing page to navigate to a specific grantee. And if I get to their grant history, I can't see the grants listed.
2 votes -
Make 'See More' in comment windows a different color
On the new dashboard, when comments are so long that they don't entirely fit in the preview box, the user must click on 'See More' to reveal the full message. I find that it blends in and would love for it to be a different color to stand out from the message itself. That's an easy fix, right?
1 vote -
Add And/Or Search Options to Search Requests & Decisions
We'd love to have the option to use the "Search Requests & Decisions" function in GLM to quickly figure out how much we've granted to an organization. Unfortunately, some of our larger grantees have used different fiscal sponsors over the years, so we are unable to get an idea of the number of grants and their amounts through the "Search" and "Quick Export" tab. Can we have the option to have an "Add" and "Or" button so we could target multiple specific organizations or request titles? Thanks!
4 votes -
Internal Automatic Reminders
Hi! We would love to have the option to either (1) Have internal automatic reminders sent to administrators, or (2) Have an automatic email option in the Follow Ups sent to Administrators as a reminder. We need this because we have included a Membership Process in our GLM portal, where non-profits are given a free membership to coworking space. We don't want to automatically assign a follow-up report that asks if they'd like to renew their membership in case we don't want to renew their membership, but we would like some sort of automation to remind us that their membership…
4 votes -
We would like the capabilities to delete organizations and users so we can clean up our GLM database.
We currently have an organization that we cannot delete due to a charity check that was conducted. Although this organization has no requests or contacts associated with it, the charity check issue prevents us from removing it. We also would like to have the ability to delete old users who are not tied to our grant applications, not just make them inactive. We currently do not use a CRM program and have used GLM as our main source for data.
2 votes -
Is there a way to allow evaluators to submit a committee decision?
I asked Barksley: Is there a way to allow evaluators to submit a committee decision? He said: Evaluators can be assigned to requests and add decision comments when approving or denying a request, but there isn’t a built-in feature for evaluators to submit a single committee decision as a group. Each evaluator enters their input individually during the decision process. I have to create a separate google form to capture the committee's decision as a collective.
1 vote -
SLM Lite version as an option for GLM
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.
1 vote
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