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1704 results found

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

    During a grant cycle, we will have a dozen or so requests that are abandoned. It would be helpful to have a category on the dashboard to show the number from that process that were abandoned just the same as you can see approved or denied.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Dashboards  ·  Admin →
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  2. Opportunity Name Merge on Shared Supplemental Questions

    It would be nice to have a 'merge template' concept included in the supplemental questions so that applicants see "[Scholarship Opportunity Name] Supplemental Questions" when they are working on each opportunity. This will help them remember which set of supplemental questions they are completing when they may have multiple opportunities still open.

    1 vote

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  3. Formula Fields Breaking Date Recognition in Reporting

    Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…

    2 votes

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  4. 4 votes

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  5. Allow e-mails to be delayed or scheduled in advance

    We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.

    22 votes

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  6. Include Organization in User Profile Change notification

    Currently in the notification administrators receive when a User Profile is updated, it only lists the fields that the user updates. Therefore, unless they change their email, it is hard to tell which organization this user is from just based on the email. The notification email should therefore include the Organization Name as well.

    2 votes

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  7. schedule emails

    It is as simple as, we would like to have the option to schedule send emails in SLM.

    4 votes

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  8. Edit applications

    Applicants should be able to edit their own applications up until the deadline. SLM should add efficiency. Our 1-person scholarship staff does not have time to edit applicants for students or send them back to draft. O

    1 vote

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  9. Allow copying for CSuite processes

    We use GLM to code every donor advised grant using our extensive taxonomy. As we generate these grants in CSuite, it would be great to be able to Allow Copying for CSuite processes as this would cut down significant time the team is spending manually entering data.

    2 votes

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  10. font

    It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.

    4 votes

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    2 comments  ·  Email  ·  Admin →
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  11. Change the color of the Assign Next Form button to distinguish it from Assign Evaluators

    In my workflow, as an administrator, after reviewing an LOI, I most often assign the LOI for evaluation. Now that the "Assign Next Form" button is at the bottom of the form right next to the assign evaluations button, I have accidentally clicked it on multiple occasions. I have thankfully caught it right away and been able to reverse everything without creating an issue with the applicant. It would be helpful to have a visual distinction between those two buttons. Maybe green for assign next form - like a green light to proceed? It is helpful to have both options…

    1 vote

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  12. Add Resources button to toolbar in Applicant view

    We often get questions about what financials and other documentation will be expected of the applicant, and gathering these materials is often the most time-consuming part of the application process. We include this information on our website, but this makes our website less streamlined and requires applicants to leave GLM. Because of this, I think it would be helpful to add a Resources section alongside the Apply and Organization History buttons. Here, the applicant could preview and download requested attachments in advance of that stage in the application process. In speaking with Foundant, I understand this toolbar is hardcoded, but…

    2 votes

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  13. Customize process stage names and request statuses

    Customize process stage names and request statuses – I want to be able to change the name of the process stages (like LOI) and the request statuses so that they align with our internal terminology.

    2 votes

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  14. Tables on the profile registration page

    Tables on the profile registration page – I want to be able to add tables to the registration pages so that I can collect demographic information at the organization and applicant level.

    1 vote

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  15. Grant adjustment documentation and automation

    Grant adjustment documentation and automation (new idea) – I want to have a special workflow where I can have an “amendment form” that, if approved, will push out due dates, adjust the grant purpose, etc. while still retaining the original terms agreed to.

    3 votes

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  16. Question Library: Show all answers in the same column on reports

    Question Library - As an admin, I want to be able to add the same question across multiple forms and have the responses all tie together in reporting. Currently, if I add a new question to separate processes, I have to re-create that question in every single process and then the responses don’t show up in the same column in reporting.

    2 votes

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  17. delete slm committees

    Currently, SLM has no "delete committee" functionality, so every committee you ever set up stays visible and junks up the view. I would like to delete one year's committees and set up the new year's committees, as personnel change from year to year. Thanks!

    4 votes

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  18. Using Integers in the Label Column for Reporting Charts

    I recently bumped into an issue where I could not use the field I wanted as a label column for a report chart. I wanted to create a chart that shows the amount we've given for each individual year, and I could not use the year as a label in the chart because it is an integer-specific field. I would love the ability for integer fields to be chosen as label columns in reporting graphs.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  19. Make "Next Pending Application" button stay in the same scholarship process

    Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.

    6 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  20. SLM- Sorting Drafted applications based on creation date

    I have only a certain criteria of students part of the universal application that I want to extend their deadlines. I don't have their names and cannot obtain from schools under the school's policy. I planned on determining who these students were based on the date they started the application, but this data is nowhere on SLM. So now I have no idea who the extension was for and will not send an email to complete the application to 700+ students when I know there is less than 30.

    2 votes

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