844 results found
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sync awards from CSuite to SLM
We import awards into CSuite for scholarships where the applications originate outside of SLM (i.e. our education foundation partners who manage their own application processes but we pay awards for them) and then sync them to SLM to be able to use the Follow Up functionality for getting necessary paperwork from the awardees. BUT--- there is no way to de-dupe the users in the CSuite to SLM sync process, so duplicate applicant profiles are created in SLM when we do this if the student already has a SLM profile. It creates a lot of extra manual work to have to…
2 votesHi Rachel,
which fields would you use to de dupe?
best
sammie
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Option to turn off ability to create a print packet and download attachments for evaluators
Want the ability to remove the "Create Print Packet" button from the evaluator's screen and remove the ability to download documents that have been uploaded into an application. Concerned that evaluators can download sensitive information such as transcripts, FAFSA, etc.
4 votes -
Allow for Copy + Paste or Import in Tables
Currently, if I copy a table in another application like Excel or a web browser, it pastes all the values into the destination cell. It would be great if I (and our grantees!) could paste or upload table data from other sources.
4 votes -
More than sum in table summaries
I need a table summary row that is a simple calculation, not just a sum.
Like A-B-C=D9 votes -
schedule emails
It is as simple as, we would like to have the option to schedule send emails in SLM.
7 votes -
ChatGPT
A donor questioned how AI might impact scholarship and grant applications, something I hadn't considered. I wonder if there's been any discussion about building in some check to ensure AI hasn't written answers.
5 votes -
Allow "Approve Request" to be toggled on or off in the process summary
It would be great if we could toggle the "approve request" feature on and off - especially at the LOI stage, but really at either. It is concerning that someone could approve the request accidentally. Right now we have turned off any automatic emails so that if this does happen the applicant isn't alerted, but it would be nice to simply turn the feature on only when needed.
1 voteHi Paula,
would you turn this off for specific users?
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Search for registered organizations
I would like to be able to search for organizations that have registered but have not submitted or started an application.
3 votes -
character limit in comments
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 -
Ability to add attachments
Currently, the only way to provide a form to be completed is through links. I'd like to attach an excel spreadsheet that needs to be completed and uploaded by applicants. We have run into issues where links to forms break and it would be much simpler to provide the attachment within the application question.
11 votes -
Show Password to user logging in
It would be helpful to have the ability for the user to click "Show Password" when they are logging in. I've spent a lot of time this year with users (evaluators) struggling with sign in and it's always user error. "Show Password" could help.
10 votes -
Give the choice to cc secondary contact in emails
In sending out emails to applicants, in most cases they are already going to the primary contact (grant writer, Dev Director, program mgr. etc.) And the ED or CEO is almost always the secondary contact. It seems silly for the drop-down option to be "cc primary contact"...when it should include the option of "cc secondary contact". We just completed our entire first GLM process, and have only now realized that we've not been cc'ing the ED of most organizations!! This puts the onus on the primary to share. And yes, I guess we should have been adding a cc to…
2 votes -
Candid Charity Check question for EIN of Fiscal Sponsor
An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.
5 votes -
Application Start date in application drafts bucket
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.
3 votes -
font
It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.
7 votes -
Grant adjustment documentation and automation
Grant adjustment documentation and automation (new idea) – I want to have a special workflow where I can have an “amendment form” that, if approved, will push out due dates, adjust the grant purpose, etc. while still retaining the original terms agreed to.
3 votes -
Question Library: Show all answers in the same column on reports
Question Library - As an admin, I want to be able to add the same question across multiple forms and have the responses all tie together in reporting. Currently, if I add a new question to separate processes, I have to re-create that question in every single process and then the responses don’t show up in the same column in reporting.
2 votes -
delete slm committees
Currently, SLM has no "delete committee" functionality, so every committee you ever set up stays visible and junks up the view. I would like to delete one year's committees and set up the new year's committees, as personnel change from year to year. Thanks!
4 votes -
Make "Next Pending Application" button stay in the same scholarship process
Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.
8 votes -
SLM - Committee Chair designation?
Would this be helpful for anyone else? I'd like it for our current workflow, who to communicate with, etc.
2 votes
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