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  1. I would like to request editing capability for the information that is displayed about each scholarship opportunity in the UA when the student is matched to them after completing and submitting the UA. I would like to be able to add details like the dollar amount of each scholarship opportunity as well as change the wording for the "Edit Application" to be more clear that there is more that the students must do to complete those applications once matched to the opportunities.

    1 vote

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  2. Can we add a feature to reporting to be able to pull responses to specific questions on the evaluation forms? I have a question that is an action item: Refer to Board, Ask for more info, or deny app.

    I need a way to count the # of responses to this question by their answer. We use this + eval rubric score to assess the quality of the applications we receive. I've not been able to figure out how to pull this in the reporting module.

    4 votes

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    0 comments  ·  Reporting  ·  Admin →
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  3. Within Universal Applications, there are two spots that due dates must be updated, both within the Summary section and then also within the Application section. These due dates do not update when one is updated which creates confusion. I thought I had updated the due date on our Universe (on the Summary tab) before posting the UA for applications, but then noticed that students' drafts were showing a past-due error for last year's due date. I had to hunt around to figure out where the old due date was stored and ask Support for help to figure out how to…

    2 votes

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  4. Would it be possible in the future for applicants to type in their EIN and it would prepopulate their Organization Name? It would help ensure that there aren't differences in spelling/format between organization names and would get rid of some steps for our merge template creation!

    2 votes

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    0 comments  ·  Search  ·  Admin →
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  5. It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
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  6. It would be nice to have a 'merge template' concept included in the supplemental questions so that applicants see "[Scholarship Opportunity Name] Supplemental Questions" when they are working on each opportunity. This will help them remember which set of supplemental questions they are completing when they may have multiple opportunities still open.

    1 vote

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  7. In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.

    4 votes

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  8. Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.

    6 votes

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    1 comment  ·  Payments  ·  Admin →
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  9. Remove the Rating system from Evaluations as a required field.
    Our Evaluations never show as Complete even when they are because we do not use a rating system to evaluate grants.

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  10. It would be nice to have the ability to change the email confirmation sent to a new user. We find most applicants select "Continue without checking" resulting in emails sent through Foundant ending up in their spam folder.

    3 votes

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  11. When sending documents through DocuSign via Foundant we want to let multiple people be able to do it. At the moment Foundant only allows it to be connected to one account so other people are not able to receive the documents that they sent out on DocuSign. If there was a way to have separate Foundant accounts connected to different DocuSign keys.

    2 votes

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  12. It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.

    6 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  13. Add a pop up window that confirms deletion of a Reporting Data Set. It's far too easy to accidentally hit the delete button instead of the edit button - and per support, it is not possible to recover a deleted Reporting Data Set.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  14. Hi All,
    On December 6th, 2023 we updated the theme/general styling of GLM/SLM. We hope you all are enjoying these shifts in design, but in our commitment to continual improvement, we wanted to create a space where feedback could be collected. As you adopt the new look and feel, please use this idea to help continue to iterate with your feedback.

    Best,
    Sammie

    10 votes

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    12 comments  ·  UI/UX  ·  Admin →
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  15. It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    3 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  16. When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".

    Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".

    1 vote

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    0 comments  ·  Search  ·  Admin →
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  17. I recall there is a feature where applicants can copy responses from one application to another if we turn this on. Would you consider adding a copy feature for follow ups so applicants who need to complete multiple follow ups can copy responses from one follow up to another?

    4 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  18. It would be great to customize which columns show on the Requests & Decisions search screen like it does on the workload pages.

    6 votes

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  19. When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.

    7 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  20. Currently, when I create a table that may have an unknown number of rows used (such as asking applicants to list the date, time, location of grant-funded events), I just have to guess at what might be the right number of rows to add. If an applicant only uses one row of 10 available, the application packet will still print all 10 rows and use up a lot of space. Can blank rows be collapsed in the application packet?

    (Even better would be to allow applicants to add rows if needed, but I suspect that's more complicated.)

    2 votes

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