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  1. This is a common idea for all feedback related to releasing the new Applicant Experience: Apply Page and Dashboard.

    3 votes

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  2. Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM

    43 votes

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  3. It would be helpful for SLM to include a spelling/grammar check tool within the scholarship applications for students to use when writing their essays or short answer responses. I know that some internet browsers have a spell check included, but it might be helpful from the student side to have a more comprehensive tool to help with spelling, grammar, etc. as they write their responses.

    12 votes

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  4. Sometimes I need to create a set of the same question multiple times within the same process/application. For instance, I might need an option to add an address for a second parent/guardian and I don't want to have to create all the address fields again. I'd rather just duplicate the previous group and edit the heading.

    A similar solution might be to create a question bank of all fields that have been created within the instance and then be able to select any I'd like to add.

    18 votes

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  5. As a high volume organization with many departments deploying grants, the internal user interface is increasingly becoming unwieldy and unorganized. It might be helpful to implement a "foldering" system so different departments/teams can better organize processes, forms, and email templates which look different for each team.

    20 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  6. It would be great if we could have 'other' as an option for a radio question that gives you (the builder) the choice to automatically produce a text box for applicants to input data around their selection. Currently you have to build 'other' into the question and then build a branched question group, which can not only get messy, but can make the application flow feel very disjointed, depending on the build.

    19 votes

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  7. As it stands right now, the login record in GLM just shows the last time a user logged in and that includes someone proxying into their record. It would be nice to be able to see a detailed list like we are able to in CSuite.

    26 votes

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  8. Abandon Follow Ups

    It would be helpful to have the option to Abandon a Follow Up form. Right now, that is not an option and the only way to remove the Follow Up from the dashboard is to Delete it.

    Our foundation assigned a Follow Up form for a survey after our giving day. The survey Follow Up is not required, so we are not chasing down nonprofits to complete the survey once we got past the due date. However, we now have a number of those incomplete Follow Ups on the dashboard, which I will have to Delete. The…

    19 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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  9. Every other form builder application allows you to add an "Other: _____" text box at the end of Checkbox questions. It's a simple way to catch exceptions that you're not thinking of.

    16 votes

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  10. We have long project names for our applications and an automatically generated request ID (example 20240041) that includes the year, would be helpful to identify and search for a specific request, without needing to remember the project name or organization name.

    21 votes

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  11. 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.

    15 votes

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  12. Running reports is too complicating. It would be great to have an easier user interface for running reports / saving reports / even automatically emailing reports on a pre-set frequency.

    Have a standard batch of already created reports for the most commonly run reports where you can easily adjust a few parameters/filters like process, date range, funding category, etc..

    But also keep the ability to customize a report if a standard report does not give you the information you require.

    14 votes

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    0 comments  ·  Reporting  ·  Admin →
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  13. Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.

    9 votes

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  14. Please could we add an 'archive' button or feature to the reporting section so reports or data sets can be hidden from the main page but not deleted? Right now the options are to have a cluttered reports page, or delete entirely.

    49 votes

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    0 comments  ·  Reporting  ·  Admin →
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  15. We have had some notes that when in the "grants" subsection of the "Grant Details" tab of the donor portal, the grants do not maintain the same order after using the "copy" function. So, if a donor just wants to run through and copy all the grants they made in 2023 for 2024, it makes it difficult to go through and copy the donees in order

    -TCF

    7 votes

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  16. Currently, once a manager evaluation has been assigned, if the manager reviews it and then realizes it should be reassigned to another manager, if he saves it (even without answering any questions), it locks the evaluation and it cannot be reassigned. This is an issue and has not always been this way. I would like to recommend this be changed so if needing to reassign an evaluation, it can be done without issue by the administrator, even if it has been saved. This has been a very big issue for us during our current grant process and I'd like to…

    9 votes

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  17. We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.

    Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.

    13 votes

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  18. We would really like to have information uploaded to an Organizational page/section. For example - one-time upload of 501(c)3 documents, board members, organizational chart, the reason for non-profit, D&O insurance ect. A place where they can change when needed, but not each grant cycle.

    7 votes

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  19. Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.

    4 votes

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  20. Embedded AI checker to note level of AI written language on submissions.

    4 votes

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    0 comments  ·  Reviewing  ·  Admin →
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