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  1. Tasks and Reminders

    Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    66 votes

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    Feedback Needed  ·  8 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Email reminder of deadline for applicants in draft stage

    Hear me out.... an automatic email message that is sent out to all applicants who are in the draft stage, as a reminder to complete their application for the grant cycle that is ending. "Dear applicant, you currently have an application for the (insert grant cycle name) grant cycle in draft. Don't forget that the application deadline is tomorrow (insert date). We look forward to receiving your application."

    52 votes

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    Proposed Idea  ·  5 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Allowing Organization Primary Contact add and remove contacts

    It would be great if the primary contact in GLM organization profile could add/remove contacts rather than our team having to do that. We have a lot of turnover with our non-profits and they keep making new profiles when they could just be a new contact. And rather than our team having to add/remove, it would be great if the primary did that on their own.

    28 votes

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  4. Adding Pronouns

    I know there is a place to add fields to user forms, which we've done. But to actually see the pronouns, you need to be in the user record or editing the user field information. It would be useful to have the pronoun information show up on the Contacts tab of an organization record and/or on the Contact Info tab on a submitted request. As it is now, our board has no way of seeing this information because they can't go into user records. We're really hoping to make respecting individual identity a top priority and this change would make…

    22 votes

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  5. Question List as Word Doc.

    It would be nice to be able to extract an application question list as a Word .doc instead of as a .pdf? We provide this list to our applicants, but it has internal only questions that appear, so it would be very helpful to be able to format this document as we see fit. - Thank you!

    68 votes

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    Feedback Needed  ·  10 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Ability to Copy Universe in SLM

    We would like to have the feature of copying Universes so we don't have to go back to Sandbox, edit, and then port over to the main site. We made many changes in the live site hoping we could copy for next year, and realized that functionality doesn't exist.

    13 votes

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    0 comments  ·  Universal Application  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Total Award Amount

    On the back end of SLM, we can see a total dollar amount for all scholarships awarded to an applicant in the request history. It would be helpful for scholarship applicants to see a total dollar amount as well. Right now, they have to select "View Details" and then "Award Details" to view the amount they have been awarded. This means they have to go through all those steps and manually calculate the total scholarship award amount.

    39 votes

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  8. SLM Follow up drafts - not all are truly drafts

    For multi year scholarships, we have info we'll need from the student each subsequent year. Those follow ups now show in "drafts" but really, they are not in draft stage, they are upcoming or pending. It would be great to have those in their own bucket in the followup box on the dashboard so we can keep those separate from current/real time drafts we need to be aware of.

    6 votes

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    3 comments  ·  Follow Ups  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 23 votes

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  10. Add a chime or sound to the chat function when a response comes in

    Please add an alert (chime, bell, etc.) to the chat function. When using chat, I often will move back to doing work while I wait for the chat to begin or, a response that is taking a few minutes. I have to continually check back to be sure the response hasn't come in. An alert in the form of a sound would be helpful rather than having to check back every few minutes. Thanks.

    34 votes

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  11. Summary Column in Tables

    I love the addition of tables and the summary row but I also would like to see a summary column so we can have totals automated on both ends of the table.

    8 votes

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    0 comments  ·  Form Building  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Make it easier to know when to close a request

    I want to close a request when all follow ups have been completed and the grant/scholarship has been paid. I currently don't have visibility on these two pieces of info on the same workload page.

    Ideas - make grant balance an custom field on follow ups workload page, or grant status (though that's a CSuite only field); have a count similar to third party of follow ups complete on the approval page as a column.

    21 votes

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  13. Jump applicants to part(s) of application that are incomplete

    When the universal application lists things that still need to be completed before an applicant can submit, is there a way they can be linked so an applicant can click and be taken to that incomplete section?

    7 votes

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    0 comments  ·  Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →
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  14. Merge Templates Revisions

    I would like to be able to edit name/description of a template w/o having to re-upload it. Thanks

    7 votes

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    1 comment  ·  Merge Docs  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Allowing larger file sizes

    Our applications typically require a lot of uploads. They also have a lot of conditional logic. For instance, if someone is applying for a smaller amount of money, we ask for less financial documents, It would be nice if the allotment for file size allowance per application took the conditional logic into account instead of making it all cumulative. We bump into the issue of not having enough file size space in our applications all the time, and often steal a megabyte or two from one upload field to accommodate another, only to need to steal from somewhere else, etc.

    4 votes

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    1 comment  ·  Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →
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  16. college addresses available to merge

    Two ideas for this... 1 is just making college addresses that are added in follow up forms to be available for merge templates. 2 is to establish a way that all foundant customers can submit confirmed correct college addresses - share the knowledge!

    12 votes

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  17. Sync SLM/GLM users to CSuite Profiles

    We have a large volunteer scholarship evaluator team and would love to be able to track the groups year over year via Profile Types or Campaigns in CSuite. It would be nice to be able to easily sync all Users marked "Committee" to CSuite in a similar fashion to syncing Students when awarding scholarships. We are currently manually creating each profile in CSuite, if they do not already have a profile, and we have over 200 reviewers each year.

    11 votes

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  18. Organizing Universes

    It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.

    6 votes

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    1 comment  ·  Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Notification of Administrator when User Makes Profile Changes (address, phone, email, etc.)

    It would be helpful for administrators to receive a notification when a user makes a change, such as address, phone, etc. in both GLM and SLM, but especially SLM. Sometimes different systems are used for communications, etc. and we can't make those updates if we aren't aware of changes made by users.

    9 votes

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    Planned  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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  20. same email for more than one organization

    It would be nice if a user could be easily registered under more than one organization, using the same log in credentials to enter the grant management system. Hey, a girl can dream! :) Thank you!

    5 votes

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    0 comments  ·  Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →
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