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  1. Bringing this idea back since it appears it has been archived. Would love the ability to clean up folders--especially after the start of a new year.

    1 vote

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  2. We need something to entertain us while waiting on save bar progress.

    1 vote

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  3. It would be helpful to have the option to move, make bold, or otherwise highlight the Evaluator Descriptions which appear under the scholarship name when an evaluator is reviewing an application in SLM. It is easy to miss the Evaluator Descriptions where they are now and it would help to have them stand out and be more visible/noticeable to evaluators during the review process.

    3 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  4. It would be very helpful to have a custom Notes or Comments column available that admins can write directly in on the dashboard, especially since pinned comments are not currently an option in SLM.

    Use case: 1 universal application submitted turns into 5 scholarship applications, so 500 UA submissions could lead to 2500 applications in submitted. I as an admin then go in by student and vet their applications before marking them complete. If there are notes I want to make for that specific scholarship application, there is currently not a way to do that in the application that are…

    1 vote

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    0 comments  ·  Custom Data  ·  Admin →
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  5. It would help it I could bulk update profiles to a student designation.

    1 vote

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  6. I would like to see a document viewer in the documents tab similar to the application feature. Even with descriptive file names, it is time consuming to download each document to review it. We use GLM to store all documents connected to a grant so the number of files can get large.

    1 vote

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  7. Annual tax receipt- have an option that can be clicked/chosen if donor requests to only receive an annual receipt listing all their donations that year.

    1 vote

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    0 comments  ·  Custom Data  ·  Admin →
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  8. In Process Manager, allow scrolling and up/down navigation. The same functionality available in Applications, yet in Process Manager.

    1 vote

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  9. I saw the idea below had been submitted but was archived. I would like to submit this same request again.

    Staying logged in to GLM and SLM at the same time.: Please make it so you can be logged into SLM and GLM at the same time. Many of us work with both scholarships and grants and not being able to stay logged into both is very inconvenient.

    2 votes

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  10. Could the user email history tab, for a user that is not admin, show up when they log in? Having it easier for them to locate would be wonderful.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  11. Create custom fields that include date and comment fields. The date so we can see when it was last updated, and comments so we can add more detail. This would be a huge enhancement, making custom fields much more intelligent and informative!

    1 vote

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  12. When sending letters to grantees, I like to let them know which funds their grant came from. We do a lot of multi-fund grants and so I'd like to have each fund and amount listed. Sometimes there are multiple installments from one fund, so I don't want to pull in installment fields. To my understanding, I can only get this information into a merge template if I create custom fields in a form attached to the request (like the approval form) and manually enter them. This is a more tedious than I'd like. It would be great if this information…

    5 votes

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  13. We would love the ability to limit the number of check marks applicants are able to select on certain checkbox questions. We ask folks to limit the number their choices, but often times they over select.

    6 votes

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  14. Batch Print blank forms from Process Manager

    We have 57 separate application Processes that we manage each year. Univeral application is not an option as each application has specific and varying criteria. Although we work hard to normalize wording of questions while inserting specific and simply things like word counts.

    Each year we open each process application and try to analyze anomalies. One way is to print each application, each evaluation, each follow-up form to PDF using "Question List". Once in PDF they may be analyzed as a group with different tools.

    The ability to Batch Print the Process Manager…

    6 votes

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  15. It would be useful to be able to pull the Process Summary in an email. Every year before I open the scholarships, I send the donors a copy of the criteria using word mail merge. This would be much simpler.

    1 vote

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  16. It would be useful to be able to have the Process Summary as a merged field in an email template. Every year before opening the scholarships, I send the donors a copy of their criteria using word merge. It would be easier to just send them an email from SLM.

    1 vote

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    0 comments  ·  Email  ·  Admin →
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  17. It would be very helpful to have a note go to the students automatically saying that their Universal Eligibility quiz has been successfully submitted and then a separate letter stating that they successfully fille out the individual applications that are part of the application

    1 vote

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  18. Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!

    2 votes

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  19. It may be helpful to have an option in GLM to require organizations to pass a charity check before they can submit an application. This would save some manual steps a little later on in our process.

    1 vote

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  20. Batch Emails for Targeted State or Province
    Location: Proposal for Batch Email Functionality in Organizations > Search Criteria > State
    It would be helpful to allow batch email functionality within the "Organizations > Search Criteria > State" tool from the Administrator Dashboard. Enabling targeted and timely communication to organizations during emergency scenarios, such as California wildfires or other state-specific disasters, to remind groups in need of grant funding to apply for our Disaster Grant.

    1 vote

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    0 comments  ·  Batch  ·  Admin →
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