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  1. Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.

    Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.

    Example:

    * 20% -- A
    * 20% -- B
    * 20% -- C
    * 20% -- D
    * 20 % -- E
    * 20% -- F
    TOTAL: 120% <-- would be rejected because it is not 100%

    11 votes

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  2. If an applicant uploads an iPhone photo (.heic photo) then you will not be able to view it within the system. You will need to download it to your computer first. Would like to be able to view .heic photos within the system.

    7 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  3. 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!

    90 votes

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  4. Could you format the summary row in tables to match the format on the rows above. In particular, use the thousands "comma"? It looks weird now if you use a summary row because the formatting is different.

    7 votes

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  5. Often times we extend the application for only specific students (however, this can range from 50 ot more or less students). I do not know the names of the students since the school cannot divulge that information. I was hoping to look at the start date of their drafted application in order to identify the students I am extending the opportunity for based on the donors request. A start date in the drafted applications would be very helpful for this purpose.

    4 votes

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  6. I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.

    8 votes

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  7. 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.

    28 votes

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  8. I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.

    10 votes

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  9. People with Board Member/Community Member designations who are in the system only to evaluate grants should only have access to the processes they are assigned to. Right now, they can use the "request and decision" tool and see org history for everything in GLM- this is concerning to us for a variety of privacy reasons.

    5 votes

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    1 comment  ·  Admin →
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  10. 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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  11. It would be helpful to be able to print just the questions associated with one opportunity in the Universal Application. Currently you can preview, but when you print the questions list it prints the entire UA. Donors like to be able to see their application, and aren't interested in and get confused by seeing more than what they need.

    7 votes

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  12. I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.

    9 votes

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    Feedback Needed  ·  1 comment  ·  Search  ·  Admin →
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  13. It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.

    8 votes

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    Feedback Needed  ·  2 comments  ·  Email  ·  Admin →
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  14. Hello!

    I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.

    Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.

    I know a personal solution would be for us to create EQ's in the order we want the processes to…

    13 votes

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    1 comment  ·  Admin →
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  15. Currently, anyone with the "Grant Manager" role needs to have requests assigned to them by an admin. Admins do this by going to a request's summary page and linking the Grant Manager there. However, you need to do this ONE REQUEST AT A TIME. We have over 350 requests that we need to assign to a grant manager (we need flexibility in deactivating privileges, so we cannot make them an admin). That means an admin will need to go to 350+ request summaries and repetitively assign the request to this user.

    Please make batch options for that available. Ideally, the…

    12 votes

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  16. Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."

    116 votes

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  17. We would love to have the access/freedom to edit the language on the apply page on our own, as opposed to having to go through support!

    8 votes

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  18. It would be very helpful if we had the ability to mass upload documents from file to the email attachments in GLM. It would also be great if we had the ability, with a checkbox, to mass delete the email attachments once we are done with them.

    8 votes

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    Feedback Needed  ·  4 comments  ·  Email  ·  Admin →
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  19. It would be great if Collaborators had the ability to see the Administrator comments that are visible to the Applicant.

    10 votes

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  20. I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.

    5 votes

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