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  1. I would love to give the Grant Manager role the ability to generate AI Summaries for applications. Currently, only the Administrator role has access to this feature, but it's the GMs that are reviewing the applications internally. It could be a feature that can be turned on/off per user or per role.

    1 vote

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  2. We need a more efficient way to track which references students have requested, including contact information and submission status, without having to open each individual application. This is especially important for third or fourth references, which are only required for certain scholarship opportunities or unique situations.

    Additionally, there should be a way to automatically notify a reference if a student changes their selection, so the original reference knows they are no longer required to submit. Currently, a significant amount of time is spent responding to emails and manually confirming when reference requests have been withdrawn.

    2 votes

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  3. 1 vote

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  4. Right now, when our grantees apply for renewing grants, they see a pop-up box that tells them have already applied. Eventually there is another button to "apply again" but overall it's a very confusing process and we are spending a lot of time walking applicant through it. Is there a way to streamline this or make it easier? Feels like the older system worked better.

    2 votes

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  5. We receive approximately 600 applicants through our universal application each cycle. It would be great if certain components of the application could be automatically scored such as GPA or SAI from FAFSA.

    Automating these purely objective metrics would significantly reduce the time burden on reviewers and administrators. Most important to me is minimizing the need for follow-up corrections due to scoring inconsistencies.

    3 votes

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  6. Currently tax receipts are just auto-generated and tend to get lost in a lot of donors' spam inboxes. We should be able to create a template/ email to send out with the yearly tax receipts.

    1 vote

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  7. Currently I do not believe a tribute can be made on a grant. We would like to make a grant to an organization in honor of someone. We only see the capability to make a tribute to someone on a normal donation.

    1 vote

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  8. When creating a merge doc, it would be convenient to be able to access the choice box for .pdf or .doc at the top of the merge template list, rather than having to scroll to the bottom of the list to make that choice.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  9. On the profiles tab in a campaign, I can see the associated TicketID for each person so I know who has a ticket assigned to them but when I export the CSV the TicketID is not one of the columns in the exported file. This makes it difficult to determine who is an invited guest or the ticket purchaser and who is actually attending.

    1 vote

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  10. For our processes it would be helpful to have the option for a "conditionally approved" status that lies between regular "draft approved" and "approved". Also being able to make batch actions on any of these three levels of approval is also ideal.

    2 votes

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  11. 1 vote

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  12. I would love an option to batch generate AI Summaries from the dashboard in SLM. We have hundreds of applicants that create thousands of applications, this would be a great asset so we do not have to open each application to select this. Great time saver.

    3 votes

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  13. Please allow admins the option to edit user fields. While Foundant Support is generally very responsive to requests, it seems unnecessary to have to bother the team every time we would like a change made to our registration page. thank you!

    3 votes

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  14. I love the new feature for the AI Summary on LOIs & applications. However, I would like to be able to pull the AI Summary into a report or search.

    Thank you.

    3 votes

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  15. When third parties are assigned letters of recommendations for scholarship applications, sometimes they are not able to upload the letter themselves. Instead, a member of the scholarship administration team will upload the letter (which was emailed to us) on their behalf. Even when we upload the letter for them, it is still marked as incomplete from the applicants view of the application. It would be helpful if it was marked as complete if the letter was uploaded, whether or not it was uploaded by a third party.

    [Repost of an archived idea, hoping to get traction!]

    3 votes

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  16. For processing electronic payments.

    1 vote

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  17. Integration with Dext for receipt capture, employee expense claims and receipt storage.

    1 vote

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  18. Add capability to include screenshots/images within Notes. This allows you to fully capture what may be needed for reference in the future when accessing a given application.

    7 votes

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  19. We use the table feature for applicants to enter their budgets, which we often require quotes for. Right now we have to make a separate question for applicants to upload their quotes which can make it complicated in the grant review and approval process -- trying to figure out which quote goes with which line item. Creating a "file upload" option for table cells (right now options are text, integer, decimal, currency, date, and drop down list) would make this easier for administrators, reviewers, and applicants!

    0 votes

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  20. It would be really helpful to include a salutation field in the user profile form in GLM that can also be an available merge field in the email templates. It's not always appropriate to address applicants by their first name or prefix and last name. Having that flexibility would be really useful.

    1 vote

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