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  1. When evaluators are assigned applications as a batch action, it would be really helpful if an automatic email could go out to each evaluator letting them know they have been assigned applications for a particular process (one email per process, not per application). Currently, the only way evaluators can receive an automatic email is if each application is assigned one by one. That's time-consuming for the person assigning the evaluators, and that would generate a lot of individual emails to each evaluator. Having automatic emails go out to evaluators after batch assignments are made would eliminate the current two-step process…

    6 votes

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    2 comments  ·  Batch  ·  Admin →
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  2. Allow for merge fields to be used in Donation email body - currently only name & salutation are available, however more merge fields are allowed in Donation notify email body

    https://support.foundant.com/hc/en-us/articles/5626818564375-Donations-Content

    3 votes

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    1 comment  ·  Email  ·  Admin →
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  3. A popup or alert system to add notes on the request and organization side for evaluators would be helpful.

    4 votes

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  4. On the Universal Application, a description of each opportunity is provided to the students on the Applicant Opportunities tab. It would be very helpful if these descriptions could be a merge field in email templates.

    2 votes

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  5. Please move the button up to the top. I have multiple processes so when I copy to a new one, the button to mark draft or submitted is often off the page and out of view so I miss it. Then I copy again and have 3 applications in the system and have to delete two of them while making sure I am deleting the correct ones. This is a simple fix.

    3 votes

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  6. We need side-by-side columns for our evaluators so that they can see how their individual application score compares to the group of evaluators' average score. Only the person in the admin role can see the average group score. And, if the admin is also an evaluator, things get messy quickly in a meeting. An admin/evaluator can never see both their individual score column and the average score column without flipping between roles. Having the ability to see individual scores and average scores on ONE PAGE in side-by-side columns will greatly help with our evaluation meetings and enable us to make…

    9 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  7. The new giving hub does not permit grouping of funds. This is something useful that we will be losing. In addition, there be ability to default to "show additional funds" format. In addition, this "additional funds" is not sorted by priority, but only alphabetically.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Change the default for the settings to be CLOSED not open when an applicant first opens the form.

    2 votes

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  9. I would like an option to download a version of the online grants catalog. It could be as simple as a list of the non-profits featured or be more detailed and include the brief request, organization name and website. This would help us mail versions of the catalog to donors who prefer paper over digital and allow our Development team to have a paper document to show when meeting with prospective donors.

    2 votes

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  10. Can you please add a progress bar so the applicant can see how much they have to do to submit the application?

    2 votes

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  11. Send an automatic email to people who have opened accounts when the scholarship application portal opens (as well as an automatic email when there is only 1 week left).

    1 vote

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  12. It would be helpful for our grantees to receive a message when a previous report was accepted (completed on our end) so they can move onto the next report that’s due. The only notification they receive is if the reports are sent back as incomplete.

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  13. GLM - It would be great to be able to add more than just one custom field to the evaluator dashboard.

    4 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  14. We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.

    48 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  15. 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

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  16. We would like the ability to 'Close' an application, rather than 'abandon' or 'deny'. We leverage GLM to have a General Inquiry, which we then copy applications to different processes depending on a conversation with the applicant. Once we're done - not moving forward through the system, it causes confusion for the applicant to see the original as denied/abandoned.

    47 votes

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    2 comments  ·  Statuses  ·  Admin →
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  17. 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

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    0 comments  ·  Batch  ·  Admin →
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  18. Asking an applicant to compose an email to their anonymous third party is an extra step that overcomplicates things. The applicant has to deal with opening up an email interface, copy-pasting a pre-written message, etc. And for what? It's redundant to send the third party an email explaining that they'll be getting another email.

    It should work like references on a resume. Provide us with the third party's email address, and we'll contact them ourselves. Simple as.

    8 votes

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  19. Add an icon or label to or near the 'Assign Users' button (on the Update Process page) to indicate how many users are currently assigned to the process.

    4 votes

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  20. In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.

    12 votes

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