GLM & SLM Idea Lab

  1. Parent information synced with CSuite

    I would love to see parent information collected on the SLM contact page that is a standard sync to CSuite, with the ability to map or create new profiles. We add parents of scholarship recipients to CSuite with a profile type of "Scholarship Parent" and we link the profile with the student's profile. It is a pretty major project every year for us, with a lot of opportunity for error.

    1 vote

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  2. Email Button on Request Summary Page

    It would be very helpful to have an 'Email Applicant' button next to the 'Created Documents' on the Request Summary Page. In our work flow, we are emailing the applicants throughout the application stage, in the approval / denial stage and also after payments are posted. Having the button in a more accessible spot would make this quicker and easier!

    3 votes

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  3. add to calendar

    Create an "add to calendar?" option for any due date (app/follow up forms, etc) whether from the dashboard or within an automatic email. This would be really helpful for applicants who are managing multiple grant processes that are in several stages.

    11 votes

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  4. 2 votes

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  5. GLM - Grants searchable by grant number

    Greetings!
    Can I suggest that in the GLM platform that grants be searchable by grant number? For instance, I can search for a grant by its number in CSuite. It would be great if I could search for a grant in GLM by number as well. I am referring to the CSuite ID that is in GLM when grants are linked between GLM and CSuite.
    Just a suggestion.
    Thank you,

    3 votes

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  6. Process Creation Suggestions

    In GLM, when one is creating a new process, it would be HUGELY helpful to have three buttons at the ready. 1) see the process you are creating 2) see the process from the standpoint of the applicant and 3) see the process from the standpoint of the committee reviewer who will be evaluating. It is so confusing trying to jump between the correct pages and see how things are looking and/or lining up. It would also be helpful, after the process is created, to be able to jump in and "apply" for the grant process as a "test case",…

    1 vote

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  7. Application Deadline (Time Span)

    I love the time span option for due dates on follow-ups. Some grant programs are open all year (COVID related and Emergency Grant program) and it would be fantastic to be able to approve an LOI and make an application due one month after the date of LOI approval. As it stands now, I can't assign an application due date.

    1 vote

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  8. confirmation page

    Is there a way to let the applicant know that they did not match to any scholarship opportunities on the confirmation page?

    1 vote

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  9. Import scholarship awards and applicant information into SLM

    Ability to import Applicant and scholarship award information from outside organizations (high schools or CC) to be able to request follow-up forms and communicate with the applicant regarding their award, etc. Very similar to the scholarship import to CSuite.

    2 votes

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  10. Batch Deactivate Users

    Can't vote for the previously posted idea. This would be very helpful when our board members roll off.

    1 vote

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  11. delete a single evaluation after completion

    We recently had an evaluator recuse herself of evaluating 2 of our applicants due to conflicts of interest. She wasn't sure how to get those organizations to stop showing up on her list, so she just blindly marked "zeros" across all lines of both applications. This messed up the percentages, but I was informed that it was not possible to remove an evaluation after it had been completed. The entire application had to be reset to the "application complete" stage and all the other evaluations were deleted and had to be redone. This was very frustrating and I believe unnecessary.…

    2 votes

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  12. custom colors

    Would be great to have our brand colors (or whatever special colors we are wanting to use) kept in the text color options for editing. As it stands, I have to copy and paste color codes in the text areas I want to customize/brand/match each and every time. You know, like in word, when you go to change text color, you get a "recently used" display of colors.

    1 vote

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  13. multiple reminder emails

    Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)

    30 votes

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  14. Copying final reports between processes

    Allow for applicants to copy final reports that were submitted in other processes.

    2 votes

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  15. Track Scholarships in a UA that have 0 applicants

    We have a large UA with over 140 processes, some of those processes require a very specific type of student. We would like to be able to easily track which scholarships in our UA have 0 applicants at any moment. This way, we can reach out to school counselors, coaches and do targeting marketing for those scholarships. I am able to run a report showing which scholarships HAVE applicants, but of course that doesn't show the scholarships that may be falling through the cracks with no applicants. Thanks!

    1 vote

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  16. Preview for branching

    For an applicant previewing a form with branching logic, it is not clear to the applicant that they need to interact with the form to see all of the application fields. Sometimes an application appears like it's only 2 questions in the Preview, until an applicant answers a question that triggers the logic and opens the rest of the application questions. It would be clearer for applicants to see the entirety of the form - all fields and how branching logic works - automatically opened when previewing.

    1 vote

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  17. Add encryption for fields to request banking info

    Can you add some banking fields to GLM forms that protect folks' banking info with an additional layer of encryption? We would like to start collecting ACH info via follow up forms, and this is our one hesitation.

    3 votes

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  18. Committee members report

    I should like a report that lists the first and last name of committee member, email address, added, last edited AND THE COMMITTEE NAME, PROCESS, PROGRAM, SCHOLARSHIP NAME on one page.
    It would be used for updating committee members per scholarship etc.

    1 vote

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  19. Make the names of follow up forms visible within the installment form they are attached to

    When looking at an installment form, you can see the number of follow ups that are attached to that installment. It would be nice to be able to see the names of those follow up forms on each installment form, and possibly have a link to each follow up.

    1 vote

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  20. Map of grantee locations

    We would love a feature that would allow us to plot our grantees on a map to present to our Board in the board book.

    6 votes

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