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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. I have read the entries about mobile interface and responsive design, and they seem to focus on the application experience, but we are interested in having the responsive design display our logo properly. It does not size for mobile viewing and is a little unattractive when the landing page opens. Can this be fixed?

    3 votes

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  2. It would save me a lot of time if the application opened with the various sections closed so that I could navigate to the desired section more quickly. This would be from any workload page from within the request summary. I've circled the collapsed section in my example. I'd like all of them to be collapsed upon opening the application.

    2 votes

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    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

    -The Foundant Team

  3. Often in the middle of an evaluation or even if there was a significant change to a grant after it was approved, we will want to allow the applicant to revise their application. As of now, we have to save the evaluation form and then copy and paste it back over if the evaluator already started their evaluation. If there was a way to enable the applicant to edit the application even when it's in evaluation assigned phase or in follow-up draft phase, that would be helpful.

    3 votes

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    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

    -The Foundant Team

  4. I think it would be nice to be able to drop questions next to each other in the processes. Right now, you can only order the like a list, but I think it would be advantageous to allow rearranging like that. Maybe like have a two column format instead of one column. I would love this to help make shorter looking applications and forms while still pulling the info. This could also possible be used to collect project budget info without having a super long group, visually.

    going from
    Q1
    Q2
    Q3
    Q4

    to formatting like
    Q1
    Q2. Q3
    Q4

    2 votes

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    -The Foundant Team

  5. On the registration page, could users select their organization from a dropdown list of existing orgs instead of creating a new organization each time? We are a University-related foundation, meaning that most of our organizations are schools or centers (a long, but mostly known list). However, we primarily track our grants by individual (faculty members, for example). Given the large number of individuals in each school, it isn't feasible for me to add each new user to existing organizations, so currently we have them type their organization name from a list we provide, and I do a lot of merging…

    4 votes

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  6. Blocking new LOI submissions when past follow ups are not completed.
    It would be very helpful if grantees cannot submit or even open a new LOI or application without having all their previous follow ups submitted as is the case within a process, just not across processes in different years.

    1 vote

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    -The Foundant Team

  7. I would love to see parent information collected on the SLM contact page that is a standard sync to CSuite, with the ability to map or create new profiles. We add parents of scholarship recipients to CSuite with a profile type of "Scholarship Parent" and we link the profile with the student's profile. It is a pretty major project every year for us, with a lot of opportunity for error.

    1 vote

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  8. 2 votes

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    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

    -The Foundant Team

  9. In GLM, when one is creating a new process, it would be HUGELY helpful to have three buttons at the ready. 1) see the process you are creating 2) see the process from the standpoint of the applicant and 3) see the process from the standpoint of the committee reviewer who will be evaluating. It is so confusing trying to jump between the correct pages and see how things are looking and/or lining up. It would also be helpful, after the process is created, to be able to jump in and "apply" for the grant process as a "test case",…

    1 vote

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    -The Foundant Team

  10. Is there a way to let the applicant know that they did not match to any scholarship opportunities on the confirmation page?

    1 vote

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    -The Foundant Team

  11. Ability to import Applicant and scholarship award information from outside organizations (high schools or CC) to be able to request follow-up forms and communicate with the applicant regarding their award, etc. Very similar to the scholarship import to CSuite.

    2 votes

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    1 comment  ·  Admin →
  12. Can't vote for the previously posted idea. This would be very helpful when our board members roll off.

    1 vote

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    -The Foundant Team

  13. I would like to have the ability set 2 follow-up Notification Days. One, for a 14-day reminder and another for a 7-day reminder

    4 votes

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    1 comment  ·  Email  ·  Admin →
  14. It should be possible to use questions that utilize branching and access all of the branched options within a regular question group (very similar to qualtrix, where you can have a regular question mixed in with a question with branching in a single section).

    7 votes

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    1 comment  ·  Admin →
  15. It would be a nice feature to have an "$ Award Details" tab on the applicant's dashboard so they can easily view their amount awarded. Additionally, it would be helpful that applicants can also see the breakout of payments on the same tab (i.e. payment 1 + payment 2 = total awarded amount). Our Finance Dept. does not call these "installments" but rather we process first payments (80% of the total award) after DocuSign agreements completed between our organization and the applicant.

    3 votes

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    1 comment  ·  Admin →
  16. When looking at an installment form, you can see the number of follow ups that are attached to that installment. It would be nice to be able to see the names of those follow up forms on each installment form, and possibly have a link to each follow up.

    1 vote

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    -The Foundant Team

  17. We would love a feature that would allow us to plot our grantees on a map to present to our Board in the board book.

    6 votes

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    1 comment  ·  Admin →
  18. I would like to see a unique automatic email that is sent after the applicant submits their Universe. I want it to be 100% clear to students that they still have more work to do. I've detailed the additional steps in parts of my Universe, but I think the unique email would really drive the message home.
    I'm thinking it could be super simple, like this:

    Dear {{Applicant.FirstName}},

    Congratulations, your "Universal" scholarship application for {{Process.Name}} has been successfully submitted on {{Submission.InitialSubmitDate}}. Now you should know which individual scholarship opportunities you qualify for, and you can complete any Supplemental Questions for…

    5 votes

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  19. We often need to pull request documents from applications in bulk. It would save time if this could be done in a batch, via Reports or other method (the template for the new batch process for payments comes to mind but exporting Request Documents is doubtless much more involved).

    6 votes

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  20. Ideally, the permissions available for each role would have a default set of permissions, but these would be customizable. For example, we would like external evaluators to have access to the applicant's request history. This could be accomplished by allowing us to turn on this permission to the Staff Evaluator role or turn off undesirable permissions in the Board Member role. Our external reviewers should not be able to view all staff evaluator and board member scores. They score anonymously.

    2 votes

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    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

    -The Foundant Team

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