928 results found
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SLM: Ability to turn off opportunities on student dashboard/conf. page.
We would like the option for students to not see the opportunities they qualify for when they submit their application. We do not understand the purpose or why this is necessary. It tends to cause more questions and confusion. This is misleading for students if they qualify for a lot of opportunities, but don't receive a scholarship or only get one.
We do not want these to show up on the applicant dashboard as well as the confirmation page.
We would appreciate the option to have this feature turned on or off, even for opportunities that have Supplemental Questions.
1 vote -
Create calculations between report dashboard sources in custom reports
Ex. Total Personnel in Budgets - Total Personnel in Fringe
1 vote -
Batch unapprove grants from Csuite
There is a weird process you need to do to prevent GLM grants from being processed before a grant agreement has been received...you have to toggle the GLM approval button on then off so the system recognizes the imported Csuite grant. This is annoying and inefficient. There is a batch approve option, why not just add the batch unapprove option?
1 vote -
Create application form outside of process (SLM)
In SLM, I feel it would be helpful to be able to develop a form template outside of processes (maybe I'm missing this somewhere, but the only place I have found "create new form" has been inside a process under "change form"). I'd like to have an independently created Application template (that stays then untouched or modified, so I know where I started) that I can then copy and adjust into my processes. This could also apply for Follow-Up forms, etc. Essentially, I'd like the Create New Form button or a Create form template button inside the Forms tab within…
1 vote -
SLM: Customize Third Party Dashboard Columns
I'd like to be able to customize the Third Party Dashboard columns to indicate if the request is a transcript, a letter of recommendation, or something else. Currently, the requestee has to click on each request or remember each email to know what is waiting for them. It may be helpful to have a descriptor column of the nature of the request.
2 votes -
SLM- UA New Student Dashboard & Confirmation page - please sort in same order as the Opportunities page
The student sees the 'Assigned to You' list and the Confirmation Page opportunities in a random order. Please let us control that based on how they are listed on the opportunities tab. It would look way better to be in Alphabetical order.
1 vote -
Process building
I'd love to have a side by side feature in the create process area, meaning it would be good to be able to also edit any email templates that are needed (or forms) within a process, but within the same screen. I don't know if this could be done via a pop up window, or if it could be the side by side view (similar to what an evaluator would have), but I'd love to not have to add a second open tab or have to get out of a process any time I need to go update or add…
1 vote -
Toggle between friendly names
I'd like to be able to have different friendly names on outgoing emails for different programs. Ideally, it would be another choice on an email template/message.
1 vote -
GLM CommunitySuite Questions: Add Grant Type
It would be incredibly beneficial if GLM included a CommunitySuite question type that allows users to directly select options from the "Grant Type" dropdown list in CommunitySuite.
Currently, we list this question in our GLM applications, and our Grant Manager manually selects the grant type. However, this information isn't automatically linked to CommunitySuite, requiring our Financial Manager to also go into CSuite and designate the 'Grant Type' for each grant processed.1 vote -
archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
15 votes -
bulk update
Howdy! We are trying to increase our usage of electronic payments for grantees and are updating tens and hundreds of profiles at a time.
As it stands now, updating ACH settings in CSuite require two separate bulk updates - one for ACH settings to add account and routing number, and the second for changing the default payment type. That means culling two reports to 'match' the profiles ID (which is the most labor intensive part of the process).
2 votes -
Integrate bill pay to payment tracking
We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.
5 votesHey All,
If people are willing to share their Bill pay solutions that will help us investigate integrations.
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Text Ranking with Score
We would love the ability to display ranking options in text to our evaluators, such as
Extremely Clear
Very Clear
Somewhat Clear
Not So Clear
Not at All ClearBUT - We'd like to store them as numeric data so that
Extremely Clear =5
Very Clear =4
Somewhat Clear =3
Not So Clear =2
Not at All Clear =1To be clear, we don't want to show the numeric to the evaluator, just the text.
Currently, we use a complicated formula to calculate the data.6 votes -
docusign
Is it on the radar for enabling the DocuSign to be sent to the primary contact instead of the applicant?
3 votes -
Credit card fees on campaign Income Statements
The income statement for CAMPAIGNS should include all the expenses - including credit card processing fees. We need a full view of the financials for each campaign. Thank you!
1 vote -
search users/organizations added to grant manger permissions
I would like to be able to turn off the ability to search users (in GLM and SLM) and search organizations (in GLM) for grant mangers.
As a grant manager in SLM, I am able to search and view contact info for students (who are minors) that I am not assigned to.
1 vote -
rearrange forms in Process Manger
It would be wonderful if we could rearrange the forms in Process Manager to have them alphabetical or whatever arrangement makes most sense for each user
6 votesConfirming you are referencing the general forms tab with in the page.
Please not that can be sorted by the column header, today.
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automated email
It would be great to set up an automated email sequence for applicants that was timed around incomplete draft applications. For example, one week after an application is started, an automated template email is sent with a "thank you for starting an application, if you have questions or need help please reach out to....don't forget the application deadline is X"....and similar. I try and send reminders to our in-progress draft applicants regularly; having an automated sequence would be really great--similar to what you see in email marketing packages.
3 votes -
Send denial email when application is denied.
I need a denial email to be sent to the applicant when I hit deny on the application. When the application is approved, an email is sent. But I have to go in and send a separate email after I have denied the request. I don't want to deny a request but forget to notify them!
2 votes -
It would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
t would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
2 votes
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