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GLM & SLM Idea Lab

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  1. I would like to propose adding functionality to the SLM Admin role to allow admins to attach documents to SLM opportunity requests that are not part of the application itself. For example, sometimes we receive letters of recommendation for students which have already been submitted by another recommender, or I have to compile some details about the student/situation that are pertinent to my reviewers' understanding of the application. It would be great to be able to hit an "attach a document" button within the Document Viewer to add an additional upload on that particular student's opportunity.

    2 votes

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  2. Completing a CSuite sync from Live to Sandbox breaks the integration with GLM sandbox. It would be extremely beneficial to have this integration re-establish automatically where there is a connection in live.

    This avoids having to contact support each time a sync has been completed from CSuite Live to CSuite Sandbox.

    2 votes

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  3. Please add the ability to export the history of grants made on the Requests Page to an Excel sheet. Currently, you cannot copy nor export, so I end up retyping the history for my board which is tedious and allows for errors in the data.

    2 votes

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  4. I would like to be able to pull the visibility of a field into a report. I've come across a field that is on several of our processes and it's supposed to be an Internal visibility field, but on some processes it's visibility is set to Everyone. It would be so much easier if I could run a report to see which processes or forms that field has the incorrect visibility so I know which one's I need to correct versus having to manually click into each process and verify one-by-one.

    It could be a great tool to confirm that…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Admin →
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  5. GLM - In the Eligibility Center it would be nice to have search options of First Name, Last Name, Eligibility Form, as well as Organization Name, to be able to see any submissions by anyone in the organization, (within a selected time frame).

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  6. I accidentally deleted a comment since I was not use to the new dashboard look and See More is sort of hidden in the preview of the comments. Foundant couldn't do anything to help. Would be great if there was a recently deleted or bold the See More.

    5 votes

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  7. Option to have more than 100 but not ALL in the items per page picker. Often the filer results are into the hundreds but an ALL selection would be too many on a page.

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  8. It would be helpful on under the Committee tab to see evaluation status. Being able to add a column on the main committee list that shows 2/10 evaluations complete. Then when you click into that committee, you could get more details on who hasn't completed their scores or their status. Currently the only way we see this is by going into each process separately. This is time consuming when we just need an overall whole number.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Admin →
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  9. We utilize several internal grant processes in GLM to account for monies flowing from one of our funds to another fund within our organization. We recently realized that syncing these grants from GLM to CSuite only allows for an external grant to be created in CSuite. It would be great to allow for creation of INTERNAL Grants when synced with CSuite so we can designate Source Fund and Destination Fund.

    We want to use the sync functionality and originate ALL grants from GLM.

    6 votes

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  10. Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.

    41 votes

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  11. It would be nice to be able to customize the decision status viewability by school (and to select a specific date, rather than a set number of days after the decision has been made).

    I have a healthy selection of schools that would like us to hold notifications to the students until they host their own award ceremony. These schools want to make the initial announcements of awards to the students (keeping the awards a secret until then).

    I need to be able to accurately pull reports for my board, but I can't if I can't enter all of the…

    1 vote

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  12. Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  13. It would be helpful to have an "alternative organization name" field that would automatically be searched when searching for an organization by name. This would be usefull when an organization has had a name change or has multiple names. Thanks!

    3 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  14. It would be very helpful if collaborators or others in an organization could see any administrator comments made within an LOI or application. Currently, only the applicant can see the comments. If the applicant is asking for help from a collaborator, it is necessary that the collaborator see our comments.

    9 votes

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  15. We would love a log for all activity on follow-up forms, so we can see which edits were made and when, and whether edits were made by the applicant or program officer.

    9 votes

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    Proposed Idea  ·  1 comment  ·  Follow Ups  ·  Admin →
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  16. It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.

    I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.

    9 votes

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  17. I was wondering if anyone would find value in the ability to weight evaluation questions. We are exploring the idea of funding general operating requests and project-based requests, all from one process. If we were able to weight questions or make some scoring questions optional, this would prevent and help us with our evaluation of LOIs and Applications.

    9 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  18. It would be helpful for SLM to include a spelling/grammar check tool within the scholarship applications for students to use when writing their essays or short answer responses. I know that some internet browsers have a spell check included, but it might be helpful from the student side to have a more comprehensive tool to help with spelling, grammar, etc. as they write their responses.

    36 votes

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  19. We recently moved from Word document letter templates to email award notifications, and would love the ability to include CSuite Grant ID# in our GLM email correspondence. Currently, the selection of fields that can be merged into an email template is very limited, and there is no way to include a unique identifier that grantees can use to reference a specific grant.

    6 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  20. It would be very helpful to have an additional status between “Application Submitted” and “Application Complete.”
    Our organization manages more than 300 scholarship opportunities, and when a student submits an application, the system automatically tests their responses against the eligibility rules for each scholarship. However, if staff discover an error while reviewing the application, correcting it becomes a complicated process.
    Currently, we must re-test the applicant to determine whether they still qualify for the same scholarships. If the corrected information changes their eligibility, staff then have to manually remove or deny those scholarships. This creates additional work and can be…

    1 vote

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