970 results found
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Add sorting function to Merge Templates
Would it be possible to add a sorting feature to merge templates? We use 45-50 different merge templates, and to keep things organized, we group them by kind: Announcement Letters, Award Letters, Quarterly payment letters, etc. Currently, when we need to upload an additional template it is just added at the bottom of the list. A sorting feature would help us move that last added new template to others like it in the list. A sorting feature would expedite finding the right letter template rather than scrolling up and down until the correct template is located. For instance, in “Follow-Up…
25 votes -
"Withdrawn" option
Hi- not sure if others have requested this but any possible
way you guys can add a "withdrawn" option just like:
"Denied", "Abandoned" and "Approved". Thank you!25 votes -
Embedded AI checker
Embedded AI checker to note level of AI written language on submissions.
24 votes -
Sending Follow-up Reminders to Multiple People associated with an organization
It would be great if there was a way to send the follow-up form reminders to multiple people within an organization. For example to the person assigned to the form plus the executive director.
24 votes -
Ability to view additional fields on the Request Summary
It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.
24 votes -
Multiple emails for grant letters
When sending grant documents (grant letters), currently C-Suite only allows for one primary email address and if you want to add a second to be cc'd, you need to add it manually. It would be helpful if C-Suite allowed for a primary and secondary email address to be added and have that be automatically added to the cc section when sending grant letters.
We have many organizations who request multiple email addresses to be contacted when they're receiving a grant and unfortunately right now we can't do it as it's too much of a manual process to add in a…
23 votes -
Branching logic rule groups
I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.
23 votes -
Clone question
We really like the clone feature available when editing a table, and it would be helpful if this were available for all questions. Having to manually copy over the drop-down items and additional information is very time consuming.
23 votes -
follow up page
On the Follow Up page it would be helpful if there was a column for "Form Submission Date". Currently their is a "Due Date" column but no indication what date the form was submitted. This would be helpful so we can see on one page an overall summary of how timely the Grantee is on submitting their Follow Up forms and which forms are past due.
23 votesHi All,
Curious if you can share what page specifically you are referring to. Is it the actually follow up view?
Best
sammie
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23 votes
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Add additional "Document Types" under Request Documents
Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.
23 votes -
Group collapsed on applications
When an applicant returns to the application to resume work, the groups of questions could be collapsed and if all questions within the group are complete - the group could be flagged (with a check or a color change). Or, have an option to allow the admins to create the applications in pages, which can be flagged as complete when all questions are filled in on that page.
23 votes -
duplicates
Duplicate organization Fix - For all new User accounts I would like to suggest that the organization be available as a pop-up selection options vs initially creating the organization. This could cut down on the many duplicate fixs still be experienced in the system.
22 votes -
Deleting an organization entirely
I'd like to request the ability to delete an organization entirely, even if the organization had an application previously. I am unable to permanently delete the organization, even though the request has been deleted because the system still thinks there is an application attached to that organization. We have several organizations that began requests but have either left them blank or partially filled in. I've deleted the requests but would like to delete the organizations altogether as they are not eligible for our grants and will not be able to apply.
22 votes -
multiple automated emails
The option to add multiple automated emails would significantly improve efficiency. For example, a "report due" automated email is sent to grant recipients 30 days and 7 days before the report is due.
21 votes -
Additional Custom Columns
We really need more than 2 custom columns to be able to accurately sort and filter Applications both for Evaluator assignment by the administrators, and for our Evaluators doing the rating. Even just one more custom column would make a big difference. I've requested elsewhere, but in case there is a connection, we would also appreciate the reverse, which is to hide the default columns we don't need - or at least the Score column, which is just very confusing given the way our process works, so we do the best we can to hide it, but it is very…
21 votes -
GLM Admin upload of reports submitted via email
There should be a way for an admin to upload a follow up report without having to proxy as the applicant. Many of our reports are emailed to us rather than the applicant going into the system to upload a document.
20 votes -
batch emails
It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.
20 votes -
Improve application with icon sections and progress toolbars
View for students needs updating. We previously used a different software. Each section (family, academics, essays, etc.) had it's own customizable icon with a picture and a progress bar to show what % of that section was completed. SLM UA looks so daunting for students.
20 votes -
Delete Questions
The capability to delete a question within an active application.
20 votes
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