1121 results found
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Documents: Show Applicant Default
When uploading Documents, please make the Show Applicant the Document box a default setting I can click so it sticks. That way when I upload 25 commitment letters, I don't have to continue to drop down to click the box. It's extremely tedious and a bit painful for my carpel tunnel wrist.
1 vote -
Evaluator progress
We need a progress report, accessible from the Dashboard, that shows the progress of each evaluator by # of evaluations and what status they are in: No login, Pending, Draft, Complete. A quick color coded bar: White, Red, Orange, Green would be all that's needed and make it easy to identify who needs to complete evaluations as deadlines draw near. This could also be accomplished by buckets of status, with evaluator names located within each bucket OR a Percentage Complete after each Evaluator name. And of the above three would help in identifying evaluators that need a nudge.
2 votes -
Can we have the ability to reorder archived processes in GLM?
I know others have asked for this, I think it would be really helpful for any foundation or funder that has multiple processes per year. Right now, our program officers are seeing an increasingly longer list of randomly-ordered processes to choose from when they're filtering. Our Archived list count is currently 38, and we've only been using GLM since 2024! Even just defaulting to an alphabetic order, as opposed to "the order in which processes are created" or whatever it is currently, would be helpful.
2 votes -
Remove grey background from site emails
I would like for the background of emails generated by the site to be free of formatting. Currently, regardless of the template's formatting, the email arrives surrounded by a border that is formatted with a grey background. This means that if you reply to this email or forward it, your next email will retain this grey background, unless you go through the process of stripping it.
1 vote -
Shared Documents
I would like to be able to upload documents in the "shared documents" folder and only have one process be able to view certain documents.
1 vote -
program expense ratio calculation
The Financials & Compliance tab and information is a very helpful addition in GLM and the info icons that explain total revenue, total expenses, etc. are great. It would be helpful to reviewers if there was comparable explanation and context about how the program expense ratio is calculated.
1 vote -
program expense ratio calculation
The Financials & Compliance tab and information is a very helpful addition in GLM and the info icons that explain total revenue, total expenses, etc. are great. It would be helpful to reviewers if there was comparable explanation and context about how the program expense ratio is calculated.
1 vote -
Email History - Add Ability to Open a Sent Email in its Own Tab to Print or Save
In the new table view for Email History, there is no ability to open a sent email in a new tab or on its own page. Previously, we were able to do this as a way to save/print a digital/physical copy of a sent email. It would be beneficial to add this functionality back into the Email History section.
How We Use this Feature & Why It's Important:
We send grant award notifications through GLM emails. If we need to pull a record of a notification for an Audit or for backup documentation that the grantee requests, we used to…1 vote -
Hide Follow-ups in Process Manager
When we copy a process, we need to copy many follow-up forms so we are prepared for different scenarios (ie if multi-year installments are granted, etc.) We don't know when we are building the process how many of the follow-up forms will prove useful. When there are lots of extra follow-up forms, we loose functionality in the assign follow-ups window. If we delete the follow-ups, however, we loose valuable work that we may need to re-do if circumstances change and we need to add the follow-up again.
Could follow-up forms be hidden in the process manager? If this could work…
1 vote -
update options for file download names
when downloading LOI and application documents, it would be helpful for the file name (option) to be the date submitted, not (only) the date of the download
1 vote -
Decimal places for scores
Add decimal places / decimal points for scores so that we can view differences in scores that are very similar. This is extremely important for reports but also helpful for reviews (evaluator views).
1 vote -
Merged Organization Status
Currently, organizations only show as Active or Archived in the Data Visualization Tool, and there's no way to tell if one was merged into another. A "Merged" or "Deleted" status for organizations, consistent with how merges are shown for users, would be helpful so we can easily identify merged organizations.
1 vote -
Funds as beneficiaries
Hi - we have beneficiaries to a Charitable Lead Trust where the annuity payment goes to another Fund(s) here at our Foundation. We can only set the beneficiary to a profile. Thanks!
1 vote -
Increase Character Limit for Interactions on the Organization Summary Page
Our team uses the Interaction section on the Organization Summary page to document site visits, meetings with organizations, and notes from those conversations. We have found that the current 2,000-character limit is not always enough to capture the level of detail needed.
It would be helpful if the character limit could be increased, or if administrators could configure the limit for their site. This would allow us to keep all notes from a meeting or site visit in a single Interaction rather than having to shorten them or split them across multiple entries.
1 vote -
New email templates to appear at top of list
When I create a new email template it automatically goes to the bottom of the template list and I have to drag it to the top. As we are working on it and, in most cases, about to send it out it would be better if the most recent templates appeared first. Alternatively you could introduce sorting functionality.
1 vote -
customization of Payment forms
It would be ideal if "due date" was changed to "payment date" or an option to select from both.
Also, being able to chose from "payment date" (executed) to "payment confirmed (cashed/etc) would also be helpful.
3 votes -
"Internal Description" in Campaign should be specific to campaign
Currently "Internal Description" in a marketing campaign pulls existing data from the internal description on the Fund that is connected to the campaign. It would be helpful if "Internal Description" was its own field connected to the campaign itself and could be used in reports. This would enable another source of data for campaigns. Or it would be helpful to be able to have a custom field for campaigns.
2 votes -
soft credit
I would love to be able to include Soft Credit information on Donation Reports.
2 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
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