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  1. In SLM, you cannot batch assign follow ups for different opportunities within the same General Application. It is very time consuming to assign the same set of scholarship follow ups to each different opportunity individually. This idea needs to be taken a step further to allow different opportunities within a GA to be batch assigned at once. Thanks!

    5 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  2. Please change the color of the Administrator Comment box!

    When we provide comments for our applicants, they are constantly complaining that the box blends in with the rest of the white and off-white colors and words on the screen. It's true!

    Please change the white box to a colored box or allow administrators to choose the color of the box or change the text color for administrator comments. This small change would improve the applicant experience.

    8 votes

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  3. There used to be a feature where you could insert an image to the instructions box of a form even if the added question did not have the option for rich text. It would be great if we could get that back! The image that used to be in one of our forms is now broken and I haven't been able to get it back (it says the image cannot be loaded from the passed link.)

    2 votes

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  4. When can see when a user last logged in but it would be great to be able see their entire log in history. We often get applicants that say “I started the application a month ago”, but we can’t actually see if they logged in a month ago, we can only see they last logged in today!

    5 votes

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    0 comments  ·  Dates  ·  Admin →
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  5. Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!

    10 votes

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    0 comments  ·  Reporting  ·  Admin →
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  6. We would love to include grant catalog fields in all of our grant request processes so that if a grant would be something that would appeal to a donor advisor fund we could sync the request from GLM to CSuite to make it available online for them to consider (plus track the donations). The problem is, all grant catalog fields are required, so it's all or nothing. It would be very repetitive for the user to type this information twice or for us to copy information from the application to the grant catalog fields.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Form Building  ·  Admin →
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  7. Adding a label for Primary evaluator would also be a helpful benefit. We often assign a primary and secondary reviewer to each evaluation and Foundant currently does not seem to have a way to note this withing the system.

    2 votes

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  8. In the Application 'document viewer', i was wondering if it would be possible to request the additional of a 'download all' button.

    I need to download all of the attachments as separate PDF files, which currently requires me to click the download icon up to 20 times per application.

    This has been submitted by multiple users over the years. I don't think it would be difficult to implement. PLEASE consider it.

    2 votes

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  9. When a staff member leaves an organisation - rather than going through and reassigning the requests and follow ups - it would be ideal if the requests and follow-ups associated with their user were automatically reassigned to the primary contact for the organisation.

    9 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  10. The administrator comments is a great feature- we use it to give applicants feedback during our draft phase review. We usually DON'T wish to share those administrator comments with evaluators. Customization around these comments would be incredibly helpful. For example, it is cumbersome for our Program Officers to click the "share with applicant" checkbox for each comment (and sometimes one gets forgotten and shared with evaluators-yikes!). It would be amazing if we could have access to that in a site setting to default that check box as checked (share with applicant). Or add a feature to share both might be…

    2 votes

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  11. Recently in SLM, we've had multiple 3rd party persons reach out to us to have the Request Link email resent to them so they can complete a student's letter of recommendation. To keep track of and know that they were sent, opened, etc., would it be possible to include those emails sent from the administrator's side of the platform in the searchable Email History module in the Communications section? We had a few that we resent tell us that they didn't even receive the ones from the admin. We also told them to look for the administrator@grantinterface.com sender address. Something…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  12. Would love the ability to select multiple award types. We have a number of grants that are payment up front (when the grant is approved) + an added matching grant when an organization is able to fundraise a certain amount and we match their fundraising funds 1:1.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.

    Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.

    31 votes

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  14. It would be very helpful to add an additional one or two column filters to the process, applicant, project name and eval 1 & 2 headings. I have Graduating High School and Applicant ID currently set. I would like to add Student Status and graduating year so I can see at a glance what I need for the applicant. I have to go into the application to get the info I need which can be time consuming.

    5 votes

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  15. There should be a way for an admin to upload a follow up report without having to proxy as the applicant. Many of our reports are emailed to us rather than the applicant going into the system to upload a document.

    20 votes

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  16. 3 votes

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  17. Previous similar requests have been archived. I am revising this request, hoping it will gain traction.

    It would be nice to be able to drag and drop, or place questions next to each other than have them just cascade down the page. If a question was short enough, it would be nice to save space and place it next to another short question. This would be beneficial for multiple radio button or drop down questions.

    4 votes

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  18. We use a scholarship scoring rubric that uses weighted scales for Income & GPA. In order to alleviate the workload for our evaluators, we don't ask them to score income or GPA since it is a fixed score based on the scale.

    We calculate these scores along with a total score using formulas within reporting. Currently, I am keeping the 9 lines of formula used to calculate the scores in a Word doc and copying and pasting each of the 9 lines into SLM Reporting for each Opportunity.

    It gets pretty time consuming, considering that we have 150+ reports to…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  19. Our scholarship scoring rubric uses weighted scales for income and GPA. To alleviate the workload for our scoring committees, we don't ask them to score income or GPA because it is a fixed score based on our scale, we use the formulas to calculate those scores and also a total score.

    There isn't a way to save formulas within reporting to where I could just copy and paste once or ideally, I would like to save the formula "set" and turn it on and off.

    It gets pretty time consuming to copy and paste each of the nine lines of…

    2 votes

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  20. We would love to have a Document Viewer function for the Documents tab, as well as for all documents connected to a given request. Having to download a document just to see it every time is hugely inconvenient, as is having to go through several forms to look for a given document. More Document Viewer functionality would save a lot of time.

    3 votes

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    Planned  ·  0 comments  ·  Admin →
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