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50 results found

  1. Assign Follow Up to Reviewer

    46 votes

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    8 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Sally Gillespie supported this idea  · 

  2. Due date for evaluations

    83 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Sally Gillespie commented  · 

    If this happens, it would be nice it the date format could be just the mm/dd/yyyy without the time info

    Sally Gillespie supported this idea  · 

  3. Delete users

    91 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Sally Gillespie supported this idea  · 

  4. Evaluating Follow-up submissions

    102 votes

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    Proposed Idea  ·  62 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Sally Gillespie supported this idea  · 
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    Sally Gillespie commented  · 

    Evaluating grantee follow-up reports is a fundamental part of our process and of the work done by our grants committee. GLM just needs to mirror the process for reviewing an evaluating applications. Allow follow-up reports to be assigned to evaluators, allow us to create an evaluation form for evaluators to complete, and display it side-by side with the grantee submitted report. Hard to understand why that would be so difficult. Can't you just create another phase of the process and model it after the current evaluator process?

    I should add, that the ability to display attachments submitted with the final report should also be the same as in the application review process. Currently, the only option is to download before viewing.

  5. Hide/Archive Option for Templates

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Sally Gillespie supported this idea  · 

  6. Financial Views

    19 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sally Gillespie supported this idea  · 

  7. account transfer

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sally Gillespie shared this idea  · 

  8. Recognize soft credits on donor profiles

    41 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Sally Gillespie commented  · 

    It would be ideal if soft credits could be listed under the profile's donor record in a similar manner to how Advised donations show up. It is critical that we be able to see an individual's or household's entire donor footprint when looking at their profile record

    Sally Gillespie supported this idea  · 

  9. multiple reminder emails

    57 votes

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    Planned  ·  4 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Sally Gillespie supported this idea  · 

  10. Is there a way to give an organization a warning when they log in to apply for another grant cycle that they have an outstanding follow up f

    54 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  11. update templates versus delete templates

    59 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  12. Differentiate between applicant-abandoned and administrator-abandoned applications

    76 votes

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    2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Admin →
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    Sally Gillespie supported this idea  · 

  13. Grant Request Amount on Application Packet

    99 votes

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    Proposed Idea  ·  9 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  14. Summary report for individual reviewers

    115 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Sally Gillespie supported this idea  · 

  15. birthday - option to not include year

    119 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Gillespie supported this idea  · 

  16. Household opportunities should show on Individual profiles

    65 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sally Gillespie supported this idea  · 

  17. Apply Page Process Customization

    13 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  18. sort column on process manager page

    10 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sally Gillespie supported this idea  · 

  19. Folders for Reports

    106 votes

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    Planned  ·  11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Sally Gillespie supported this idea  · 

  20. evaluation score -

    11 votes

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    3 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Sally Gillespie supported this idea  · 
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