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31 results found

  1. Hide Abandoned Applications

    6 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Kira shared this idea  · 

  2. Add "Abandoned" requests as its own category on the dashboard

    12 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Kira supported this idea  · 

  3. Amicable Divorce for Eligibility Quiz & Process

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Kira shared this idea  · 

  4. eligibility quiz

    10 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Kira supported this idea  · 

  5. Administrator Comments in Quick Report for Submissions.

    7 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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  6. Exporting Comments

    19 votes

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    Proposed Idea  ·  10 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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  7. Limit Primary Contact Selection to Administrators

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Kira shared this idea  · 

  8. Show Decision Status

    12 votes

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    Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Admin →
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    Kira commented  · 

    I agree with Lacey - moving the "show decision status" to the process manager would be a great update. Thank you!

  9. Folders for Communications Templates

    102 votes

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    5 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Kira supported this idea  · 

  10. Request History as an Internal Form Field

    8 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Kira shared this idea  · 

  11. Grantee Failed to Complete Follow-up

    6 votes

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    4 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Admin →
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  12. calendar for GLM synced with outlook or google calendar

    14 votes

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    0 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Admin →
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    Kira supported this idea  · 

  13. Report Creation and Distribution Automation

    18 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Kira commented  · 

    I love this idea. It would be great if we could also automate an email that gives a quick view of outstanding follow-ups.

    Kira supported this idea  · 

  14. batch charity check

    39 votes

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    17 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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  15. Automatic emails to evaluators

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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  16. SLM: Adding Upload Responses to Quick Grid Views

    9 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Kira commented  · 

    In GLM, we give our evaluators the option to upload images in their evaluation. If I could batch download all images uploaded as a response to one question in an evaluation form in one process, that would be so great!

  17. GLM Evaluator portal Process filter and sort order

    26 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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  18. GLM: Block new application if grant report isn't complete

    48 votes

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    7 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Kira commented  · 

    If the software could alert applicants that they have a follow-up due in another process before they begin an application, that would be really helpful. We probably wouldn't block them from starting a new application but would really love for them to be given notice.

    Similarly, we would like applicants to receive an alert if any fields in their organization info are missing.

  19. 'Archive' button in GLM reports?

    50 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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  20. Summary report for individual reviewers

    106 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Kira commented  · 

    We currently use the submission assignee field for a report as described. However, this field includes the name of the person who submitted the application. If the need to filter this out could be eliminated, it would be a great step towards streamlining our process. Thanks so much!

    For Amy's example specifically - If you are just looking to glance at completeness and your Foundant license includes the custom columns feature, we have had some success with adding a custom 'evaluator' column to the dashboard.

    Kira supported this idea  · 
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