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  1. From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?

    6 votes

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  2. We have three SLM UA's that students can apply to and as it currently appears on a student's dashboard, all UA's are in the color blue. Is there a way that each UA has their own color. This will help with an inclusivity for color blindness.

    2 votes

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  3. Perhaps we leave an inordinate amount of comments (?) but it is driving me crazy that I have to scroll all the way to the bottom to hit the Add Comment button. Can that show up at the top instead.

    Thank you for all your attention.

    1 vote

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  4. 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

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  5. It would be nice to have a 'phone number' question type to select when creating an application so that the applicant doesn't have to worry about how to format their phone number when entering it. Something like --xxxx would be great so that every phone number entry followed the same formating.

    3 votes

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  6. We would like to be able to track applicant clicks through the system so we can see if changes made impact user abandon rates in certain parts of their online journey with us. For example, when/where in the process do they give up? This would allow us to identify where we might need better instructions or a change in the questions or flow.

    20 votes

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  7. Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.

    Public: Visible to applicants; applicants able to apply when open
    Internal: Not visible to applicants
    Restricted: Only visible to applicants with the corresponding access code

    Based on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.

    9 votes

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  8. We would to have a 'Shared Documents' folder specifically for our applicants/grantees to be able to access.

    I.e. This way the Agreement to Grant Terms is available for them to access at any time through their profile.

    14 votes

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  9. When the universal application lists things that still need to be completed before an applicant can submit, is there a way they can be linked so an applicant can click and be taken to that incomplete section?

    28 votes

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  10. When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one…

    14 votes

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  11. It would be really useful if the Copy Previous Answers function worked for all requests under an Organizational profile instead of just the specific User profile. This would be helpful for some of our organizations who experience high turnover or for folks who are applying when other colleagues are on leave.

    11 votes

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  12. There appears to be unnecessary spacing added below the instruction field when building an application or other form. I suggest removing this formatting so instructions appear more naturally grouped with the relevant questions. If the additional spacing is necessary, I suppose we could add that in by adding a blank question field.

    9 votes

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  13. I find the language on the Universe confirmation page confusing. It says the applicant is eligible for the following opportunities, it's not 100% clear that the applicant must continue to apply. I'd suggest moving the blue "Continue" button to the top, or changing the message to read: "Based on your answers, you may apply for the scholarships listed below. Click the blue Continue button at the bottom of the page to complete the applications."

    10 votes

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  14. I'd love the option to add question mark icons next to our application questions that would invite applicants to hover over them if they want information as to why we are asking the question. It would go a long way in making the process more transparent and minimizing the power gap. (Similar to what you offer in the Process Manager)

    17 votes

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  15. It would be nice to be able to create a custom URL for grant and scholarship programs instead of the grantinterface.com address.

    12 votes

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  16. It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.

    10 votes

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  17. Our applications typically require a lot of uploads. They also have a lot of conditional logic. For instance, if someone is applying for a smaller amount of money, we ask for less financial documents, It would be nice if the allotment for file size allowance per application took the conditional logic into account instead of making it all cumulative. We bump into the issue of not having enough file size space in our applications all the time, and often steal a megabyte or two from one upload field to accommodate another, only to need to steal from somewhere else, etc.

    6 votes

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  18. Please consider adding the option in the Process Summary that allows us to limit the number of applications an applicant can begin within that process. We only accept one application for most of our grant programs and would like to be able to set a limit to the number of applications one can start. Currently, applicants can start multiple drafts of an application. This creates lots of abandoned applications.

    The Apply button could be deactivated and greyed out once an applicant has reached the limit of applications that can be drafted and submitted within the process.

    19 votes

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  19. it's great that within an organization, everyone can view all of the applications that were submitted. Unfortunately, they can not see the followups. this is a challenge when a new person takes over a project and they don't use the same account. as well the primary contact which is usually the executive director can not even see the followups to know if they have been complete or what was shared. this would be so helpful for our non-profits so they can easily share application and followups... thanks

    6 votes

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  20. We delay our grantees' ability to see the decision on their application by 14 days. This was set up for us by Foundant. We upload their approval/denial letters into their request documents at the time of the decision, but do not want the grantees to see the letters until after the 14 day period when both the decision and the letter should become simultaneously visible to them. At this point in time, we have only two choices - to never allow the applicant to see their approval/denial letters in their Request Documents, or to wait before posting the letters to…

    5 votes

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