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  1. 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.

    15 votes

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    3 comments  ·  Follow Ups  ·  Admin →
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  2. The email the system sends to a third party is editable except for the link to the request. Would it be possible to make that link much more visible? Like a button or header size or something?

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  3. It would be really beneficial for reviewers to be able to see all information that applicants enter/type in the table cells when using the side-by-side evaluation display. Currently, the number of characters that display per row is very limited.

    9 votes

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    3 comments  ·  Reviewing  ·  Admin →
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  4. Add the ability to add an access code to a universal application

    1 vote

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  5. 8 votes

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    0 comments  ·  CRM  ·  Admin →
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  6. There appears to be unnecessary spacing added below the instruction field when building an application or other form. I suggest removing this formatting so instructions appear more naturally grouped with the relevant questions. If the additional spacing is necessary, I suppose we could add that in by adding a blank question field.

    9 votes

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

    21 votes

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    2 comments  ·  Merge Docs  ·  Admin →
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  8. Would be very helpful to have a Stewardship/Donor Profile section in SLM, or if it could be in CSuite and sync over to SLM. We like to give the students information regarding who their scholarship donor is, and why they chose to initiate a scholarship fund. It would be helpful to have a place in SLM that the information was stored, with a picture of the donor(s) or person being memorialized, and then we could include a link in the students award notification to that donors information. The student could then click on the link and see the history of…

    2 votes

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    1 comment  ·  Admin →
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  9. I'd love the option to add question mark icons next to our application questions that would invite applicants to hover over them if they want information as to why we are asking the question. It would go a long way in making the process more transparent and minimizing the power gap. (Similar to what you offer in the Process Manager)

    17 votes

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  10. Please remove restrictions on "Add User" information fields!! Only allowing certain formats for phones/addresses/postal codes restricts inputting accurate information. (Can't input extensions for phone numbers, international phone numbers, international addresses.)

    1 vote

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  11. Similar to a CRM, or email software.. Being able to add "tags" to an organization would be extremely helpful.

    Some grant opportunities are specific to certain organizations based on location, the cause they represent (arts, animals, economic development, etc.) or possibly the size of organization/if they are new.. and so on.

    Utilizing a tag system would allow us to search for these characteristics quickly and batch email vs. going through our entire organization list and hand-picking who is eligible every time we announce a new grant opportunity.

    One argument is to send each opportunity to everyone on our list, but…

    5 votes

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    0 comments  ·  Search  ·  Admin →
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  12. 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.

    18 votes

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  13. It would be really nice for Grant Managers to have the option in Tools to be able to create and send group emails to their Reviewers on specific application processes. I do recognize there are areas that you can send emails to all of them but it's buried within the dashboard/application and if you picked more than one application it would send multiple emails to the reviewers. It would be nice to do it on a higher level.

    5 votes

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    0 comments  ·  Email  ·  Admin →
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  14. Check Memo is a great addition in C-suite, it would be great to have the field in GLM/SLM and set the memo there. This would allow for our grants and scholarship team to set the memo and not have to wait for the grant to be created in c-suite to go in and set the memo.

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  15. 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!

    82 votes

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  16. When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one…

    9 votes

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  17. When you click Search committees it would be nice if the list of committees was alphabetized by name.

    8 votes

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  18. I would like to be able to search for organizations that have registered but have not submitted or started an application.

    3 votes

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    0 comments  ·  Search  ·  Admin →
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  19. Would be great if the character limit in comments be increased to 5000 from 2000. Site visit notes are usually longer and requires users to create multiple comments and coding them 1/3, 2/3, 3/3...

    3 votes

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  20. I have one Scholarship fund holder (older individual who does not do computers) that wants paper applications for her reviewing. Unless I'm missing another way to get, the pdf button gives us an inordinately large fonted and clunky formatted document that is way too many pages long. Can you guys change the margins, layout and font sizes please??

    5 votes

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