Frances

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  1. 124 votes

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    Planned  ·  23 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Flag idea as inappropriate…  ·  Admin →

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    Frances supported this idea  · 
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    Frances commented  · 

    I agree with all of the suggested uses and we would use it also if it was available. However the point about having a second/different person to sign is an important issue. We often find that the individual completing the form is not a signing authority for the organization and signing off on Grant Agreements/any document becomes difficult when only one person is assigned to each request. The ability to send a document on for signing within the request or to have a 2nd assigned individual will be necessary for this integration to work smoothly. And yes, I would want to see the DocuSign document generated within the system with the final signed document visible within the system also.

  2. 15 votes

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  3. 11 votes

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  4. 64 votes

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    Feedback Needed  ·  10 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Frances commented  · 

    We particularly get this request from charities working in the developing world and they send the form on to international field staff for their responses to the application questions - they may not have the ability to open PDFs nor can they be assigned as a 3rd party due to internet accessibility issues.

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  5. 147 votes

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    Planned  ·  44 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 84 votes

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    Proposed Idea  ·  9 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Flag idea as inappropriate…  ·  Admin →

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    Frances commented  · 

    Yes!! We have had to manually do this for years!!

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  7. 12 votes

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    Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Frances commented  · 

    I would definitely use this to remind our Granting Committee to get their evaluations done!

  8. 2 votes

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  9. 36 votes

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    Frances commented  · 

    It would simplify my life greatly if there were automatic deadline reminder emails that could be configured for the LOI and Application Stages as well as the Evaluations that are assigned to committee members, etc. We send reminders to those applicants/evaluators that are showing "draft" or "incomplete" shortly before the deadline as a courtesy to alert of them of the approaching deadline (ideally each organization could customize their reminders are currently happens with follow-up reminders). We also send a notice to applicants once the deadline has passed that we cannot accept their application (effectively notifying them that we are abandoning their application). It would be great to automate this also (similar to a "past due" reminder notification for follow-ups).

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  10. 38 votes

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  11. 17 votes

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    Frances commented  · 

    I would like the option of automatic "deadline approaching" reminders for the Application AND the LOI stage also. We do this as a courtesy to all charities that are interested in applying to the foundation or are part-way through our process. It would be fantastic to have this automated in the process so that I do no have to manually do it.

    Frances supported this idea  · 
  12. 133 votes

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    Proposed Idea  ·  19 comments  ·  GLM & SLM Idea Lab » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Frances commented  · 

    This would also be helpful for Grant Agreements where the individual completing the form (often a coordinator or development person) cannot sign off on the agreement because they do not have signing authority (usually requires a member of the Executive Team or the CEO/President/ED, etc).

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  13. 85 votes

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    Feedback Needed  ·  21 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 126 votes

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    Proposed Idea  ·  16 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Frances commented  · 

    I would second this suggestion - we used "denied" as "ineligible" and "declined" as "decision made by the board to not fund".

  15. 22 votes

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    11 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Flag idea as inappropriate…  ·  Admin →

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    Frances commented  · 

    This would make my life so much easier. We currently have an entirely excel based tool that we use and manually input the scores (both raw and weighted) for each criteria for each grant assessed so that we can report on them in the future.

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