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  1. It would be very helpful to have a Complete All option in the Scholarships Paid bucket (just as it is in the Grants Paid bucket). Currently, we have to click into each scholarship record and choose Complete one-by-one.

    3 votes

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    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  2. It would be ideal to have a summary field on the scholarship records, like we do on grant records, to be able to capture notes in a report.

    0 votes

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    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  3. We enclose a copy of the scholarship letter when we mail the student their scholarship award letter. It would be incredibly helpful if the scholarship award letter order of printing could be modified to match that of checks and scholarship letters. Currently the scholarship award letter seems to print in order of scholarship ID. There does not seem to be a method to assignment of scholarship ID numbers - they do not match the order of the import file.

    4 votes

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    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  4. Many clients have really messy lists of college/universities they have paid one time, individuals, or k-12 schools that shouldn't be included that they have to spend a significant amount of time cleaning up when setting up payee fields. Currently this is an all or manual one by one process. If there were a checkbox that comes up when you hit set school flag and you could go down a list and select what you want to add that would save admins so much time!

    8 votes

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  5. Please bring back the option to exclude individual scholarships from being charge a scholarship fee.

    We just found out that this is no longer available. When we have to redo a scholarship, and depending on the reason for the reissue, we do not always charge a scholarship fee,

    It was so convenient when, all we needed to do was click on 'exclude' on the scholarship screen. We have been informed that we now have to do journal entries or modify the admin fee settings.

    2 votes

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  6. Currently the description field in the scholarship ID is not reportable anywhere. Can this be added to a default report or allowed for custom reporting?

    4 votes

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  7. I love the addition of the field to add scholarship alternates. I have two suggestions....

    1. We Should be able to chose NONE.
    2. We should be be able to enter a student's name, that is not in the Database. I like that we can chose students in the system but not all alternates have received other awards.
    1 vote

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

  8. When processing "post by payment" scholarships that also have "auto approve" selected, the auto approve is not functional and requires an approval before grants can be vouchered. Suggest that the functionality of auto-approve related to post by payment scholarships is corrected.

    1 vote

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  9. There should be a way to edit scholarship/schol fund rather than delete it and re-enter. We had a new staff enter 25 scholarships to an incorrect fund, so those all had to be unposted, unapproved, deleted, etc. and they all have to be re-entered as there is no way to edit the fund or scholarship. These did not come from SLM.

    9 votes

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  10. When creating a scholarship from SLM or manually within cSuite, the student name is being populated in the grant description field by default. We have students that wish to not share their names, so this make this process much more labor intensive having to manually edit the names out each and every time.

    3 votes

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  11. Wondering if it is possible when you add a student number to the student profile, if a different school is selected then what was originally entered for the Scholarship recipient, the information can link or have a prompt to change the school for said scholarship recipient? We usually have a lot of students change schools from their application date to distribution, it would be awesome if the information can be linked to update in both places, or a prompt to change.

    3 votes

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  12. Scholarship letters added for fund advisors notifying them of the current year recipients.

    4 votes

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  13. I noticed in SLM that many students use auto fill to load their saved address into the application. There is an Address 2 line (for apartment I assume). When they auto fill however, their city populates in Address 2 and I then have to go in and manually delete the city from that line. Is there a way to program the Address line so that auto fill is deactivated for that?

    6 votes

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  14. When adding the payment line for a scholarship show the dropdown of schools/ID's from the student's record, if present, to choose from first instead of the full list of grantees.

    3 votes

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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  15. Add the ability to filter the Scholarship custom report to exclude closed scholarships.

    8 votes

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  16. I would like to "save" after sorting by payment date in the scholarship open bucket so it shows the current payment due on top. I can sort it, but it reverts back to the current payment on the bottom.

    1 vote

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    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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  17. When partially canceling a scholarship award, include an added field of note/description/reason to document on the scholarship line why the payment was canceled

    10 votes

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  18. If a scholarship award is closed in CSuite, can this be integrated and reflected as closed in SLM simultaneously?

    4 votes

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  19. Passing idea along from a client: better documentation/standard operating procedures for how to reissue a canceled scholarship award/installment for a specific scholarship recipient. Helpful to know best practices, common workflow issues, and general things to note in both CSuite/SLM, if synced.

    In their words: "This exact scenario must happen with plenty of Foundations awarding scholarship and there has got to be an easier, less confusing and frustrating way to fix it. It would be helpful if an article or SOP is developed for instances like this. This HAS to be a common occurrence when it comes to scholarship awards. Students…

    5 votes

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  20. We entered several of our existing scholarship renewals in Csuite using the post by payment option as we recently converted to using Csuite. These scholarships are not in SLM. Some of these students did not renew. There is no option to cancel these scholarships since they never posted. The only solution to remove them from scholarship payable is to delete the entire scholarship. Having the ability to cancel as of certain date in Csuite with help us with tracking scholarships so we can view the cancellations.

    2 votes

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