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  1. A requirement for our scholarship application is that the student must upload an academic transcript. I am currently having to open over 140 applications, then open the document in the transcript section of the application to verify it is actually a transcript. Could AI be developed to open and interpret the document to confirm it is a transcript? It would be a huge time-saver for staff.

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  2. I'd like to see an automatic email be sent based on a question answered on the application. For example, "Would you like information on the other financial aid assistance we offer?" And if they click "Yes" then an email with more information is sent.

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    0 comments  ·  Email  ·  Admin →
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  3. Add to the Follow Up workflow a Deferral bucket.

    We allow most recipients to defer their award for up to one year. It would be great to have this on the dashboard as a workflow option. Of course adding a third function at the bottom of a Submitted Follow-up - "follow-up deffered"

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    0 comments  ·  Follow Ups  ·  Admin →
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  4. It would be helpful if Evaluators could "lock" the dotted line that allows them to split the screen between the Application & Evaluation. Having to reset it with each of over 200 applications is both a pain and adds up to a lot of time.

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    0 comments  ·  Reviewing  ·  Admin →
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  5. Currently, when building a form in GLM it allows us to sync certain CSuite fields from the grant. We would like to be able to sync the Fund Name from CSuite to GLM.

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    0 comments  ·  Form Building  ·  Admin →
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  6. Allow for more than 2 Evaluations for a process. We have different groups of reviewers that would evaluate the same applications against a different set of criteria.

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  7. I work with three volunteer-led initiatives where grant applicants must schedule a conversation after submitting their application, but before grant decisions. We used to Jotform and embedded Calendly as an application question, which cut down on the administrative burden of follow-up emails to ensure applicants booked their meeting.

    Currently, we have a checkbox that applicants check to confirm their understanding that their application is complete once they schedule the conversation. In the application received/submitted email, we provide them with the link to schedule. We ended up having to do a lot of follow-up. We're considering embedding a scheduling link directly…

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  8. Right now, your Country Code field shows a full country, but then EXPORTS it as a two letter abbreviation. This makes it functionally useless for any reporting because we need to know what country something is in and not the two letter abbreviation which I fail to understand the usefulness of.

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    0 comments  ·  Reporting  ·  Admin →
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  9. I would love to see the tutorials for applicants, evaluators, and third-parties hosted on pages that don't link to the entire knowledge-base of the GLM and SLM platforms. I would love to link these pages on each of the dashboards for these roles, but I am currently hesitant because those users could click on links of topics that are not related to what they need to do in the system, which could lead to confusion.

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  10. I don't see this idea listed the way that I'm gong to explain it. I would like to use "Nested Lists" but I don't because I cannot share those lists on decisions, follow-ups, etc. It is a wonderful function but useless when I have to go back to the application to see what the responses to the nested questions. I believe that sharing nested lists throughout the workflow would be a great feature to access.

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  11. When notifying someone of a grant award, we have always referenced the fund name in a check letter. As we move notifications to email, we need to be able to include the Fund Names. In CommunitySuite-integrated processes, the field exists already in the Installment form. It would be great if that field were both shared to other forms and as a merge field for email templates!

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    0 comments  ·  Email  ·  Admin →
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  12. Right now, tables have a limit of 5 columns. It would be nice to increase this limit. I use a spreadsheet for budget submission and finance reports (follow-ups). I would like the applicant to directly input their itemized budget in their application, share that budget in the follow-ups, and add columns for them to report actual line-item expenses. Right now, my itemized budget worksheet has 8 columns and my financial report has 13 columns. Also, once they have submitted their budget, I would like to lock those columns in that they've inputted data and only give them access to report…

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    0 comments  ·  Budget  ·  Admin →
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  13. When applicants create their accounts, it would be nice if the organization field provided a drop-down menu of the current organizations already listed in the account holder's account. This would help eliminate duplicate organizations and save the administrator time going through all the organizations and merging duplicates.

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    0 comments  ·  CRM  ·  Admin →
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  14. I'd like to suggest adding a merge field in the email templates that pulls in the email address of the student's parent or guidance counselor.

    1 vote

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    0 comments  ·  Email  ·  Admin →
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  15. SLM request from parents/ caregivers and well as mentors and counselors that it would be helpful if applicants could give them viewable access of the users dashboard. In this request, trusted adults would be able to be added to the account by the user. As third party viewers of the account, they could see which applications have been submitted and when, follow up form due dates and submissions.

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  16. we need a working dark mode.

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    0 comments  ·  UI/UX  ·  Admin →
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  17. Applicants aren't able to access their organization's basic info once the application period has ended. They should be able to go into their account at any time and update their organization's contact info - ie address, phone, website... as well as their organization's contacts. We, as admins, shouldn't have to manage this. Additionally, we have some applicants who have multiple EDs listed in their contacts. They should manage this and remove the outdated ones. Not us. It'd be helpful if they had a tab always available to them in which they can see their organization's contact info and the contacts…

    1 vote

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  18. When people make online gifts sometimes they are giving in memory of multiple people, but we can't connect more than one tribute to the gift so we have to manually keep track. It would be nice if there was a mechanism to help us track when this happens. Support said there is not and to post here instead

    1 vote

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    0 comments  ·  CRM  ·  Admin →
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  19. A customizable dropdown "category" field in the contact profile and the organization profile pages would allow for Foundations to create more specific reports. Assigning contacts to a specific "VIP" category or "ED" category could be a game changer for managing contacts in Foundant and pulling these in reports. Same scenario with organizations; having the capability to place them on a hold category, or inactive category would help a great deal in reports.

    1 vote

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    0 comments  ·  Custom Data  ·  Admin →
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  20. Would love for Candid to automatically check/verify applicants 501c3 status prior to them submitting a Letter of Intent/Application or at least showing on their submitted application what the status of the organization is.

    It would be nice to see all submitted applications and the status of their organization right there on the Dashboard all at one glance or at least within their application.

    1 vote

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