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  1. Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant .

    54 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    SB Levine supported this idea  · 

  2. Follow up incomplete

    50 votes

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    3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    SB Levine commented  · 

    The majority of our grants are "up to" amounts. It has happened that a grant is in the end not needed because other funding was received. The follow-up is then not relevant for the grant. Since we auto assign the follow-up forms, it would be helpful to have incomplete as an option. Also since a follow-up is required for payment, and the grantee does not complete the form after several prompts, incomplete is helpful for tracking purposes to show why payment was not made.

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  3. Separate overdue Follow Ups from "Drafts" section on open requests dashboard

    58 votes

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    Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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  4. Add functionality in tables to clone columns

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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  5. Side by Side Questions on Form

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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  6. Rearrange Decisions and Follow Up Forms List

    9 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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  7. admin comment character count

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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  8. Minimum Character Count

    3 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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  9. It would be helpful if Admin could copy a question from one process to the other.

    30 votes

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    1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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  10. follow up due date entry field

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Admin →
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  11. Search all user log in activity

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Admin →
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  12. Date auto format

    14 votes

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    0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Admin →
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  13. Organizational Summary - Amount Requested

    8 votes

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    2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  14. foundation assigned grant numbers

    19 votes

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    Proposed Idea  ·  8 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    SB Levine commented  · 

    We currently us an Admin visible only question that we fill in before the grant application is marked complete. This is especially important for renewal grants. It would be great if this was a "Submission" field so that it was always available as an option on the dashboard screens, otherwise it has to be a read only shared question on every form.

    SB Levine supported this idea  · 

  15. In Follow-Ups Draft list - Please include Process Name

    11 votes

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    1 comment  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  16. Doing Business As or AKA searches

    11 votes

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    13 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  17. Add additional "Document Types" under Request Documents

    23 votes

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    4 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  18. Add county to the organization info

    10 votes

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    3 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  19. Ability to view additional fields on the Request Summary

    24 votes

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    5 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  20. Suggestions for Custom Columns

    14 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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