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  1. When evaluators are assigned to grant applications making sure the mandatory fields are completed, if not, giving them an alert before they can submit/finish.

    6 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  2. A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.

    6 votes

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  3. Resurrecting a request from another user that was archived.

    We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.

    Original request submission:
    We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
    I would like there to be…

    6 votes

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  4. Add the ability to add an auto-email template so users can be notified when a document is added to the documents tab. Especially if applicant facing.

    6 votes

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  5. Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.

    6 votes

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  6. It would be wonderful if we could rearrange the forms in Process Manager to have them alphabetical or whatever arrangement makes most sense for each user

    6 votes

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  7. Allow the collaborator feature for grant manager profiles so grant managers can add collaborators to a grantee's profile.

    6 votes

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  8. Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.

    6 votes

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  9. 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.

    6 votes

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  10. To avoid sending all automatic emails to every grants manager in a process. It would be helpful to be able to have emails attached to a specific requests be automatically directed to the grants manager assigned to the request?

    6 votes

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    Feedback Needed  ·  2 comments  ·  Email  ·  Admin →
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  11. We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…

    6 votes

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  12. It would be great if it was possible to have the option to share Evaluation comments with Applicants.

    6 votes

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    1 comment  ·  Admin →
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  13. It would benefit if evaluators can view the average score page, like an administrator has access to. Currently each evaluator has to drill into each application to view the average score. And if you have 20-50 applications to review, it is frustrating and time consuming to come up with the average score for each application. Viewing the application Evaluation page listing all applications and their average scoring would be helpful.

    6 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  14. From what I can tell, applicants are unable to delete application drafts. I realize as admin we can delete drafts but I am wondering if applicants would delete drafts is they were able to. We have many draft applications that seem to be abandoned. I was going to make a practice of deleting draft applications once a year so they don't pile up. I wonder what other do

    Idea posted April 18, 2012 by Erin Baird, Allegany Franciscan Ministries

    6 votes

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  15. We would really like to have the rich text editor also available for the email templates. We would like to be able to underline/bold/italics/bullet points/etc for emails that are automated from the system.

    We will often bypass sending an auto email to instead spend the work doing them individually specifically because we cannot add emphasis in the text. Please consider adding this functionality!

    6 votes

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    1 comment  ·  Email  ·  Admin →
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  16. It would be great if... there was an alert for applicants notifying them that they have an active grant. With a few exceptions, we do not allow organizations to have more than one active grant (per program) at a time. Recently, I had a couple applicants submit applications who already had active grants. I did not know they had active grants until I looked at each organization's history. It would be great if the active grant was highlighted on their dashboard or they received an alert when applying for a grant notifying them that they had an active grant. This…

    6 votes

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  17. We create merge documents of scholarship applications for our selection committees. Unfortunately, the only place to do this in bulk is from the Request & Decisions page. This page doesn't allow for any additional columns to sort or filter by so we are required to create a filtered report and manually go through the R & D page to manually select each student we want included in the batch. This is very tedious and time consuming. I would love to see the ability to create documents from the workflow buckets that allow for custom columns and filtering or add that…

    5 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  18. Add option to "Close Request" after marking final report complete. Right now you have to go back to the request to do it, or do it in bulk.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  19. Reposting from

    https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/39352042-show-character-count-to-applicants-on-text-boxes#{toggle_previous_statuses}

    Unfortunately, the text boxes do not show a character count while the applicant is filling them in so they are forced to guess and test their content over and over. This becomes frustrating and causes headaches.

    Consistency is key to ease.

    5 votes

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  20. The logo sizing on the mobile login pages for GLM/SLM seems to be synced to the sizing on a web browser. This can make the logo look overly large and not be uniform with the text fields and text on the login page. Custom sizing would be great!

    5 votes

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