96 results found
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Require Primary Advisor Approval
When a fund advisor is the primary fund advisor but also marked as the one that MUST (Require Primary Advisor Approval) approve any grants from the fund and they submit a new grant in the portal, they must still approve their own grant.
The explanation in CSuite (?) says "If enabled, grant requests made by anyone other than the primary fund advisor must first be approved by the primary fund advisor before being converted to a grant". That sounds to me like the primary fund advisor should NOT have to approve their own submission.
The advisor doesn't even receive any…
3 votes -
Make Grant Service Area multiple choice instead of dropdown.
Currently Grant Service Area is a dropdown option and a user can only select one option. However, we currently use Grant Service Area as individual counties and a grantee may serve more than one county. it would be extremely helpful for reporting and tracking to have this field as a multiple choice instead of restricting to one option.
6 votes -
grant payment filter
It would be helpful if there were a filter option within the Approval buckets to list any grants where the payment in the Grant Payment Schedule still needs an approval. It's easy to miss in the process and there's no way to know if that first approval step has been made for all grants before moving onto the second round of review and approvers.
4 votes -
grant notification to grantees - have two default emails
Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.
18 votes -
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
5 votes -
Sync grant summary from GLM into CSuite
Synch grant summary from GLM into CSuite
The majority of our staff our CSuite only users so it would be helpful to have the grant summary import when synching GLM grants to CSuite. Right now, we are having to edit each grant to add the grant summary into CSuite.3 votes -
Notify fund advisor when a recurring grant is about to expire
Create an alert or an email notice to donors when they have a recurring grant that is about to end, so they can set up a new recurrence if they choose. Right now, recurrences just end without notification and unless we run reports to follow-up with donors, they may not recall that they set an end date.
10 votesThis will be releasing with the release of the new portals in Aug 2024.
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Grant Dashboard
Grant dashboard includes Denied Grants. Denied Grants are not Grants. Please correct this.
2 votes -
Batch attach file to grant
It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.
16 votes -
On Hold Grants
It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.
18 votes -
Pending grant requests should be listed on grants tab of donor portal
It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.
11 votes -
Donor portal: Add a required check box when submitting a grant to confirm Grant Eligibility
It would be helpful to have donors acknowledge and confirm with a required checkbox before submitting a grant to confirm that the grant they are submitting is not to be used for Non-Eligible Grantees.
Meaning grants cannot be made for memberships, fulfillment of legally binding pledges, tickets to events, or anything else that provides benefits to the fund holder.
We have several donors that submit grant requests where this is unclear and we have to call and confirm. This checkbox would allow them to acknowledge and call us if any questions about the grant's intention come up.
30 votesThis is a June release :)
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Auto-populate all emails into Grant Email Award letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields.
14 votes -
Increase character count in grant description field
It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.
We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.
19 votes -
attaching files
We have a donor who just made 33 grants from their DAF, not using the portal. In cases like this where the portal isn't used, we send them an email confirmation of the grant(s) they recommended and then attach a pdf of that email to the grants in case our auditors want to see the grant recommendation confirmation.
We also receive donations from donors who want the payment to be split over multiple funds, so the same issue arises on that side as well of attaching the same documentation to multiple records.
It would be great if there was a…12 votes -
NEW GRANT LETTER PROCESS: Date Stamp for Process Documents in Batch
The new process to download grant letters in bulk as word document currently has the Batch ID, CheckID, Vendor, Document (grant letter) and Amount. Please add a field to include the date when this batch was created. It's helpful as to not send duplicate grant letters from weeks ago.
13 votes -
Grant Letters - Need Ability to Customize Process & Edit Letters
It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.
Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.
Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…
40 votes -
Grant Letter emails should be included in an organization's email history!
Grant Letter emails should be included in an organization's email history!
14 votes -
grant type guidestar
It would be great if it were possible for the "Grant Type" (we use NTEE codes) to auto-populate from Guidestar when doing the Guidestar Charity Check. Currently, staff has to manually look them up in our organization's separate Guidestar account for each grantee when processing an award.
43 votes -
canceled grant status
When a grant is canceled the status should say "canceled' not "paid" - this is very confusing especially for the fund advisors using the portal
9 votes
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