1138 results found
-
Insert an image into emails
Someone may have posted this somewhere, but it would be really nice to be able to put images in an email without having to use a link! Thanks.
4 votes -
Expand Email interface/targeting in SLM
Current Limitation
As I understand it, SLM users can send a batch email by filtering students within Open Requests. While helpful, it only exposes a limited set of fields. Meaningful segmentation often requires additional reportable fields, custom responses, or workflow-driven data points that are not available in the Open Requests filter. As a result, users frequently must export, manually filter outside the system, and email students separately.
Proposed Enhancement: Criteria-Based Emailing Using Full Reportable Fields
Introduce the ability to send an email directly within SLM using any reportable field, not just the limited filter options in Open Requests.
Core Concept…1 vote -
AI
Integrate with learnings from ChatGPT i.e. have ChatGPT conduct a review of the 990; import its findings into an Evaluation
8 votes -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
10 votes -
brandy.thrower@arkansas.gov
The new Organization Summary for administrators is missing the "organization email history". Viewing the email history is necessary in my documentation process.
4 votes -
Allow "Other: _____" Text option at the end of Checkbox questions
Every other form builder application allows you to add an "Other: _____" text box at the end of Checkbox questions. It's a simple way to catch exceptions that you're not thinking of.
53 votes -
batch print award email notifications
Hello, for our auditing purposes, it is helpful for us to be able to batch print pdf's or once big pdf of the email notifications of awards. Additionally, it would be best if that has a time stamp on it as well for date sent as that is part of the critical data. When you view individual email correspondence you don't see that information, only when looking up the email history in the tab drop down. Right now I have to copy them all and put them into Excel or Google Sheets and then make a pdf.
1 vote -
SLM/UA Decision: Waitlist
It would be nice to have a section on the admin dashboard that allows applications to be marked as 'alternates' so they don't have to remain in the 'evaluations closed' section. As the site is now, there is no way to hold an application as an alternate other than leaving it in the evaluations closed status.
1 vote -
Automatic email FROM our evaluators once they have completed an evaluation
We should be able to receive an automatic email from our evaluators once they have completed an evaluation. This would be a time-saving program enhancement for scholarship management.
4 votes -
GLM: Block new application if grant report isn't complete
Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM
87 votesThank you for the idea.
Would you hope this is implemented across all processes?
-
SLM Lite version as an option for GLM
An SLM Lite version available for GLM users that only have a few (2) scholarships. It could possibly be offered as a 2+2 option for advanced licenses.
2 votes -
Notify applicants when they enter their EIN that they are not eligible?
We have a handful of organizations that are in default for completing final reports (follow-ups) from previous years' grant cycles (some before we started in GLM). Our policy is that they are ineligible to apply for another grant if they have not completed their previous requirements. Is there a way to automatically notify them when they enter their EIN that they are not eligible and need to contact us to discuss?
2 votes -
Third Party Dashboard - Request with Common Opportunities
Looking for a way that when someone goes into their 3rd party dashboard, they can see all the processes/opportunities that are grouped together and will be marked complete when they upload an item. See example of possible format attached.
2 votes -
Let Grantees Submit SOME Follow Ups Out of Order
I understand that there is a feature that allows follow ups to be submitted either sequentially or in any order. This is helpful if you want all follow ups to follow the same rules. However, we need most of our follow ups to be submitted sequentially, and then just a couple of them to be able to be submitted at any time.
We have deadlines for each of our follow ups, but applicants are welcome to submit certain follow ups with a later deadline (i.e. match documentation) before the others (a final grant report, for example, which we do 3…
5 votes -
Internal follow-up assignment visibility
Submitted on behalf of a client:
I would like the existence of internal follow ups to be visible on the applicant's dashboard. Even if they can't see the information in the internal follow up, the lack of visibility/availability for the client interferes with sequential follow up assignment. Internal/applicant visibility should be a separate issue from interna/applicant assignment.
It would be good if an applicant could see that there is an internal follow up assigned associated with their request. This visibility could be controlled via a setting toggle.
1 vote -
Evaluator experience
When using the text box option for answers requiring no more than 250 characters, the text is cut off when evaluators use side-by-side functionality. The workaround is for the evaluator to drag the dotted line dividing the sections to the left, but that is cumbersome and time-consuming. It would be nice to have these short responses automatically wrap when displaying during side-by-side evaluations like the questions that use 'text area' for more than 250 character responses.
1 vote -
new user summary
The Request section of the SLM new user summary is difficult to navigate. When multiple scholarships are listed, it would be helpful if awarded scholarships appeared at the top.
2 votes -
Integrated Custom Fields in Universe Forms
We would like the ability to add integrated custom fields from CSuite into Universe Forms.
We capture data such as DOB on our application and would like that to integrate to a students CSUITE profile, instead of having to run a bulk update.
6 votes -
Embedded AI checker
Embedded AI checker to note level of AI written language on submissions.
25 votes -
AI Summary: Feedback
Please post your feedback on the new AI summary tool below!
6 votes
- Don't see your idea?