37 results found
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Checkbox for Set School Flag
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 votesHello, 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.
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Ability to edit a scholarship
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 votesHello, 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.
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auto fill
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 votesHello, 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.
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Scholarships - Add "Complete All" option in Paid bucket
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 votesHello, 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.
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The new scholarship award letter is appreciated. However, we need to be able to sort the order to match the order of scholarship letters
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 votesHello, 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.
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scholarship description field
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 votesHello, 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.
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fund advisor letter
Scholarship letters added for fund advisors notifying them of the current year recipients.
4 votesHello, 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.
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Remove Student Name From Grant Record
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 votesHello, 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.
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Adding Student number-link to update School?
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 votesHello, 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.
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Bring back the option to exclude scholarship fees for individual scholarships
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 votesHello, 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.
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cancel scholarship payment description/note/reason
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 votesHello, 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.
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Filter Option for "Closed" Scholarships on custom report
Add the ability to filter the Scholarship custom report to exclude closed scholarships.
8 votesHello, 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.
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Scholarship recipient school/grantee
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 votesHello,
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
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Scholarship Alternate
I love the addition of the field to add scholarship alternates. I have two suggestions....
- We Should be able to chose NONE.
- 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 voteHello,
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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Thank you
- We Should be able to chose NONE.
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Scholarship auto approve not functional with post by payment
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 voteHello, 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.
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Reissuing a canceled scholarship award
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 votesHello, 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.
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Comprehensive grant and scholarship report
Comprehensive grant and scholarship report
It would be great to have a single report that would combine grant and scholarships. We currently need to run two reports to get the grants and scholarship detail because unpaid scholarships are not included on the grant report7 votesHello, 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.
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CSuite/SLM Close Scholarships Integration
If a scholarship award is closed in CSuite, can this be integrated and reflected as closed in SLM simultaneously?
4 votesHello, 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.
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Post all take post by payment into account in New to Open Bucket
There is currently no way to batch move scholarships from New to Open with Post by Payment taken into consideration. Currently clients have to do this one by one scholarship.
8 votesHello,
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
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choose a different G/L account for scholarship/grant refunds
Csuite currently posts refunds for grants and scholarships to the G/L expense account for each. We would like the ability to select another G/L account for these refunds to be recorded in. Our past system allowed for a revenue account to be used so there was no netting of expenses and revenues from different years. If it is not possible for a default account to be set up, could a selection be made each time the refund is processed.
10 votesHello, 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.
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