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  1. 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.

    10 votes

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  2. In addition to being able to share a question to one form from another, it would be great if I could share a whole question group from one form to another. It would be a great time-saver.

    10 votes

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  3. I need a table summary row that is a simple calculation, not just a sum.

    Like A-B-C=D

    11 votes

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    1 comment  ·  Admin →
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  4. 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

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  5. Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.

    Public: Visible to applicants; applicants able to apply when open
    Internal: Not visible to applicants
    Restricted: Only visible to applicants with the corresponding access code

    Based on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.

    10 votes

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  6. 10 votes

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    Feedback Needed  ·  0 comments  ·  CRM  ·  Admin →
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  7. When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.

    10 votes

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    3 comments  ·  Reporting  ·  Admin →
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  8. We frequently follow-up with third-party respondents in applications. It's time-consuming to click into each application, process, email history to make those connections. We'd like "email third-party respondents" as one of the bulk option for selected applications.

    10 votes

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    1 comment  ·  Email  ·  Admin →
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  9. There appears to be unnecessary spacing added below the instruction field when building an application or other form. I suggest removing this formatting so instructions appear more naturally grouped with the relevant questions. If the additional spacing is necessary, I suppose we could add that in by adding a blank question field.

    10 votes

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  10. When you click Search committees it would be nice if the list of committees was alphabetized by name.

    10 votes

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  11. It would be helpful to be able to sort by process when reviewing all follow-ups.

    10 votes

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  12. I find the language on the Universe confirmation page confusing. It says the applicant is eligible for the following opportunities, it's not 100% clear that the applicant must continue to apply. I'd suggest moving the blue "Continue" button to the top, or changing the message to read: "Based on your answers, you may apply for the scholarships listed below. Click the blue Continue button at the bottom of the page to complete the applications."

    10 votes

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  13. 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%

    10 votes

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  14. For dollar amounts, commas and decimals to automatically appear when entering amounts.
    Allow summing across columns.
    Sums should take the same format as what is entered in the fields. Currently, when summed, the dollar amounts appear as just a number with no dollar sign, commas, or decimals.

    Allow for selecting of the specific fields to sum rather than all fields with the column.

    10 votes

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  15. For those of you who work with special projects who need to collect reports from multiple sources it's hard to keep track of when certain report dates are due. My wish item is for the GLM to have an email/calendar integration to mitigate any "through-the-cracks" issues. Kind of like the tasks feature seen in CSuite. I would like this feature in the GLM.

    10 votes

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  16. It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.

    10 votes

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  17. Right now if I (admin) upload a third-party document (say a scholarship recommendation) on behalf of a recommender--because s/he can't figure it out or it doesn't work for some reason--it doesn't display to the applicant that it has been uploaded. They can't see it in the "count" summary (0/2 or whatever in their application summary) and they can't see it if they look in the application itself. It looks like I haven't uploaded anything - so then they're concerned it hasn't been uploaded and have to call or email me for reassurance. Please change this so that it shows up…

    10 votes

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    1 comment  ·  Email  ·  Admin →
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  18. Please add the ability to attach a document to an email template.

    10 votes

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    2 comments  ·  Email  ·  Admin →
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  19. Perhaps I'm missing something, but I would like to be able to add additional contacts to a request, without assigning them a password to log in. We use the cc/bc option a lot in our letters and the only way I can see to add these additional contacts requires me creating them, which them prompts the assignment of a password and them subsequently receiving an email about their account creation. Can there be a way to just add additional contacts that we can choose to merge with documents when we create them?

    10 votes

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    0 comments  ·  Email  ·  Admin →
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  20. It would be helpful to sort processes in alpha order on process manager summary page.

    10 votes

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