1033 results found
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Expand Email interface/targeting in SLM
Current Limitation
As I understand it, SLM users can send a batch email by filtering students within Open Requests. While helpful, it only exposes a limited set of fields. Meaningful segmentation often requires additional reportable fields, custom responses, or workflow-driven data points that are not available in the Open Requests filter. As a result, users frequently must export, manually filter outside the system, and email students separately.
Proposed Enhancement: Criteria-Based Emailing Using Full Reportable Fields
Introduce the ability to send an email directly within SLM using any reportable field, not just the limited filter options in Open Requests.
Core Concept…1 vote -
batch draft approvals and conditional approval status option
For our processes it would be helpful to have the option for a "conditionally approved" status that lies between regular "draft approved" and "approved". Also being able to make batch actions on any of these three levels of approval is also ideal.
1 vote -
batch print award email notifications
Hello, for our auditing purposes, it is helpful for us to be able to batch print pdf's or once big pdf of the email notifications of awards. Additionally, it would be best if that has a time stamp on it as well for date sent as that is part of the critical data. When you view individual email correspondence you don't see that information, only when looking up the email history in the tab drop down. Right now I have to copy them all and put them into Excel or Google Sheets and then make a pdf.
1 vote -
SLM/UA Decision: Waitlist
It would be nice to have a section on the admin dashboard that allows applications to be marked as 'alternates' so they don't have to remain in the 'evaluations closed' section. As the site is now, there is no way to hold an application as an alternate other than leaving it in the evaluations closed status.
1 vote -
Internal follow-up assignment visibility
Submitted on behalf of a client:
I would like the existence of internal follow ups to be visible on the applicant's dashboard. Even if they can't see the information in the internal follow up, the lack of visibility/availability for the client interferes with sequential follow up assignment. Internal/applicant visibility should be a separate issue from interna/applicant assignment.
It would be good if an applicant could see that there is an internal follow up assigned associated with their request. This visibility could be controlled via a setting toggle.
1 vote -
Evaluator experience
When using the text box option for answers requiring no more than 250 characters, the text is cut off when evaluators use side-by-side functionality. The workaround is for the evaluator to drag the dotted line dividing the sections to the left, but that is cumbersome and time-consuming. It would be nice to have these short responses automatically wrap when displaying during side-by-side evaluations like the questions that use 'text area' for more than 250 character responses.
1 vote -
webpage for current SmartSimple system status
Create a web location for your SmartSimple customers to visit that displays the current system/network status.
For clarity, when the entire SmartSimple PROD or Back-Up shared system is down for all users, let us be able to check a page to confirm it is a 'you-issue' and not an 'us-issue' to avoid reaching out to support or submitting a ticket unnecessarily.
1 vote -
Proccess Title In Search Bar
First off, I love the search bar!!! Through I was wondering if the development team add the process name/grant cycle (even if it's abbreviated). We fund programs with the same name, at the same time and or historically so when I search for a program name, it pops up a list of the programs but I cannot tell which grant cycle the program is from. We have two grant funds and sometimes we have three grant cycles running at the same time due to begin/end cycles.
1 vote -
Issues with 3rd party request changed to "upload myself" option
We have two options for a student to submit a letter of recommendation. They can ask a teacher to do this (via the 3rd party request in the system) or they can elect to upload the letter themselves.
If an applicant starts with the 3rd party request option, but then later changes it to "upload myself" because the original recommender did not follow through, the SLM system still thinks there is a missing 3rd party request.
The student's application stays in the "Action needed" column, even though the letter is uploaded AND it shows as 0/1 in the 3rd Party…
1 vote -
Color Code Organizations - Concern Level
We want to implement a green, yellow, red system to indicate concern level with some aspect of an organization's operations. would be great to have it show up in reports and when looking at list of organizations by process on the dashboard. Would be extra great to have a place to indicate the concern. Right now we are using pinned comments for this.
1 vote -
additional evaluation forms for a UA
Can we add an additional Evaluation Form option for the UA? Maybe create a third and fourth form option.
Currently, there are only two slots for evaluation forms. We normally use both options: one for a scoring form for scholarships with an essay, and the other without an essay. But when there is a scholarship that requires a completely different form, this is not currently easily achievable without losing a lot of data.1 vote -
recycle bin or revert to previous state function
Be able to re-add files once they have been deleted from a process
1 vote -
smurillo@cffoxvalley.org
Remove archived admin fee IDs from the available option in settings. When making edits to the admin fee field in the profile settings the archived admin fees still appear which causes confusion in selecting the active admin fees. Our current work around is to change the admin fee name to include zzz or 'DO NOT USE.' I wish the system would look at the active list and connect only those IDs to the available list. Thanks!
1 vote -
Admin-Triggered Third-Party Reminder Emails Within an Application
Would it be possible to add a feature that allows administrators to trigger a third-party reminder email or access point from within a students application?
We’ve found that third-party users (recommenders, principals, etc.) are struggling to locate their original request email. An admin-triggered reminder option within the application would allow administrators to quickly resend the request and help ensure third-party users can complete their requested information more easily.
1 vote -
Journal Entries
Eliminate separate journal entries from being produced when there are multiple funds attached to a single journal entry. The creation of multiple journal entries makes it more difficult to review.
1 vote -
Add a time-frame clause to this new option in Process Manager
GLM/SLM - Process Request Limit: Limit the number of requests submitted per applicant with the new 'Maximum Number of Requests per Applicant' option in Process Manager
For the above new option, we would like to have a time-frame added to it. We sometimes use the same process from year-to-year and our applicants are permitted to apply each year. We just do not want them to submit a duplicate request for multiple projects in the current grant cycle, so adding dates would be helpful.
1 vote -
vshingleton@lynchburgfoundation.org
Donation Only for Event Campaigns - Check Payments
Currently, donors can donate to an event campaign without having to purchase a ticket through the giving portal, but if a donor would like to donate to a campaign by check, there is no option to manually enter a donation only transaction using a check payment through c-suite. By allowing us to add an additional donation with manual ticket entry, this would create much more ease in allowing donors to have a variety of payment options when contributing to a campaign.
1 vote -
Enhance the group email feature to extend to consumer provider list views (list of applications within a Cycle)
Our grant managers need to be able to use the Group Message feature for the applications list view within the Program Manager > Cycle.
We have asked Support and Client Engagement multiple times to get this feature enabled, but we can currently only install workarounds.
The current Group Message setting, when enabled, appears to only be available when choosing the Cycle record (not while choosing the applications within the Cycle)
Current selection made: Program Manager > Settings > Security > Feature and Function Permissions > Cycle > Enable Group Email > Add roles here (Foundation Associate and System Admin)
Current…
1 vote -
Inhibit tax receipts if a event purchaser covers credit card fees
Simplify the email follow up event purchasers receive so all required documentation is in one email. Currently, if an event attendee pays via Stripe and covers the CC fee, they get an event email AND a tax receipt email if these are both turned on. The tax receipt email is clunky since it's not merged for event purchases. We had to turn off auto-emails for tax receipts through Stripe in order to keep this process smooth during our event sales.
1 vote -
Is there a way to allow evaluators to submit a committee decision?
I asked Barksley: Is there a way to allow evaluators to submit a committee decision? He said: Evaluators can be assigned to requests and add decision comments when approving or denying a request, but there isn’t a built-in feature for evaluators to submit a single committee decision as a group. Each evaluator enters their input individually during the decision process. I have to create a separate google form to capture the committee's decision as a collective.
1 vote
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