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  1. 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

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    2 comments  ·  Email  ·  Admin →
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  2. I'd like to have an additional bucket I can put LOIs and Applications in that shows I've reviewed the application and there's an issue. As it is now, if it's in "Submitted", it implies we haven't looked at it yet, and if it's in "Complete" it implies there's no issue. I realize GLM was designed so that if there is an issue with an LOI/Application, we revert it to Draft status so the applicant can correct the issue, but in an effort to be as burdenless as possible, we often just reach out with an email and ask them to…

    7 votes

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    1 comment  ·  Statuses  ·  Admin →
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  3. The email the system sends to a third party is editable except for the link to the request. Would it be possible to make that link much more visible? Like a button or header size or something?

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  4. It would be helpful to be able to sort by process when reviewing all follow-ups.

    7 votes

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  5. 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."

    7 votes

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  6. Nonprofits often run under a DBA or have a common name they use that does not always match their 501 c 3 IRS Designation name. If there was a field in the GLM profile that allowed for a legal name and common name, syncing that over to C-Suite, which already has a legal name field, would be IMMENSELY helpful.

    7 votes

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    0 comments  ·  CRM  ·  Admin →
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  7. It would be helpful to be able to customize the Third Party Response Reminder e-mails. We would like to include a deadline for the third party to respond.

    7 votes

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  8. 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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  9. We input scholarship fund information as instruction questions on our UA application form. We would like to be able to share these to our evaluation forms so that the applicants and the evaluators both have the fund information with staff only needing to update the fund information in one place (currently we have to update in both the application and on the evaluation forms).

    7 votes

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  10. We ask our awarded students for their photo in their initial follow up/award acceptance. I think it would be great to have a photo spot on the profile itself that we could have the kids (or us) add to their profile once they are a scholarship recipient. Would make it up close and personal every time we have to do something in SLM.

    7 votes

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  11. 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.

    7 votes

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    Feedback Needed  ·  4 comments  ·  Email  ·  Admin →
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  12. Since shifting to UA the PDF Application Packet file names are no longer titled with the student's name. This adds a step for us because now we have to download each packet and then change the name so that every file isn't called "ApplicationPacket"

    7 votes

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    1 comment  ·  Admin →
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  13. It would be helpful if you could use the batch Close Request function when their are still open follow ups. We terminate students who have submitted their follow for the semester but have to go individually in to the request to close it. Since you can close a request with open follow ups on an individual basis you should be able to do it by batch as well.

    7 votes

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  14. As we are running a quick report for Submissions, we found it would be helpful if one the fields we could include would be Administrator Comments. In our process, we have two administrators reviewing and there are actions that must be taken with each applicant to supply more info, clarify a narrative, or upload new documents. Instead of having to open each and every application to see these comments, the option to have them in the quick report would save a lot of time.

    7 votes

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  15. I'm frequently asked to reset people's passwords when they've forgotten their login or have had a staff change at an organization. It's a really small thing, but it would be super helpful if, when setting up a password on behalf of someone else, that password field was visible, rather than showing up as the little character dots. I understand why we can't view user passwords for security purposes, but when I'm setting up a password for someone else, it would be great to confirm that I'm not typing anything incorrectly as I do so!

    7 votes

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  16. 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…

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  17. I want to be able to organize archived processes like I can available, active processes. We have so many different processes that are copied over from year to year that the list gets very long and it'd be nice to organize it by process rather than whatever random order in which the process gets archived.

    7 votes

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    1 comment  ·  Admin →
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  18. When applicants are in preview mode, the warning by each question when they enter data should make clear that it will not be saved. Some applicants do not understand that Preview mode does not link to actual application fields.

    7 votes

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  19. It appears that online grant agreement terms can be changed by the administrator after the agreement has been signed by the grantee--perhaps even inadvertently by editing an approval form to make a change to a shared question or by editing the general grant agreement form. If that is correct, it would be helpful to have a way to lock the grant agreement as signed by a particular grantee to prevent changes after signing.

    7 votes

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    1 comment  ·  Admin →
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  20. It would be helpful to see a list of upcoming grant payment deadlines on the dashboard. Perhaps each process or grant could be set up to have a 15 or 30 day notification window. Needing to run a report seems like too many steps for something so central to our operations. Thanks for considering it.

    7 votes

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