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  1. Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.

    Public: Visible to applicants; applicants able to apply when open
    Internal: Not visible to applicants
    Restricted: Only visible to applicants with the corresponding access code

    Based on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.

    10 votes

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  2. We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
    Be able to still show name, but not personal contact info.

    26 votes

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  3. I'd like to have an additional bucket I can put LOIs and Applications in that shows I've reviewed the application and there's an issue. As it is now, if it's in "Submitted", it implies we haven't looked at it yet, and if it's in "Complete" it implies there's no issue. I realize GLM was designed so that if there is an issue with an LOI/Application, we revert it to Draft status so the applicant can correct the issue, but in an effort to be as burdenless as possible, we often just reach out with an email and ask them to…

    7 votes

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    1 comment  ·  Statuses  ·  Admin →
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  4. In SLM evaluations, you are only able to add two custom columns to the user dashboard and are required to keep applicant first and last name.

    Our foundation uses blind review to align with our DEI initiative. When following blind review, the applicant first and last name appear as [HIDDEN] (see screenshot) and are unable to be removed. Our reviewers have given feedback that they would like the opportunity to have those be optional columns so that they are able to pull in more relevant information like high school attended, major, GPA, etc.

    Removing the requirement to keep first and…

    12 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  5. add a pop up when you click Application Incomplete to say "are you sure? this will revert the application to Draft" or a popup similar to when you merge an org. and have to type MERGE to confirm.

    4 votes

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    0 comments  ·  Statuses  ·  Admin →
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  6. We'd like to be able to insert the "next installment" in our letters to grantees vs. a table that shows all installments. At this time the table is our only option aside from merging the total award amount.

    3 votes

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    1 comment  ·  Merge Docs  ·  Admin →
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  7. Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!

    11 votes

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  8. Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.

    13 votes

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  9. The email the system sends to a third party is editable except for the link to the request. Would it be possible to make that link much more visible? Like a button or header size or something?

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  10. Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.

    80 votes

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    3 comments  ·  Email  ·  Admin →
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  11. I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.

    76 votes

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    2 comments  ·  Statuses  ·  Admin →
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  12. 10 votes

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    Feedback Needed  ·  0 comments  ·  CRM  ·  Admin →
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  13. View for students needs updating. We previously used a different software. Each section (family, academics, essays, etc.) had it's own customizable icon with a picture and a progress bar to show what % of that section was completed. SLM UA looks so daunting for students.

    20 votes

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  14. We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    46 votes

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    8 comments  ·  Follow Ups  ·  Admin →
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  15. Currently the columns in tables are all the same width, but there are use cases where it would make sense for one column to be wider than another.

    For example, in our budget we have 5 columns - Expense, Request, Cash Match, In-Kind Match, and Calculation/Description. By my calculation if you have 5 columns only 33 characters are visible at one time. However, in our use case, 3 of the fields would not contain more than 7 characters (plus the characters for the column headings). Being able to resize those columns would free more real estate for fields where users…

    15 votes

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  16. Could you format the summary row in tables to match the format on the rows above. In particular, use the thousands "comma"? It looks weird now if you use a summary row because the formatting is different.

    6 votes

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  17. If an applicant uploads an iPhone photo (.heic photo) then you will not be able to view it within the system. You will need to download it to your computer first. Would like to be able to view .heic photos within the system.

    7 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  18. When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.

    11 votes

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    3 comments  ·  Reporting  ·  Admin →
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  19. I've heard from several of our evaluators that they would like to be able to see the actual number of applications that they have left to score. For instance, under Pending it might say they have 50 left but if students qualify for multiple opportunities, they might only physically look at 15 (because the scores are automatically applied to the other opportunities of that student). They find it frustrating not knowing how much time they will need to carve out of their schedule for scoring.

    16 votes

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  20. It would be really useful if the Copy Previous Answers function worked for all requests under an Organizational profile instead of just the specific User profile. This would be helpful for some of our organizations who experience high turnover or for folks who are applying when other colleagues are on leave.

    12 votes

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