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  1. I'd love for students to be able to see a color coded progress bar on their full submission, similar to the evaluator's progress bar. I have so many students who do not submit the additional applications they are eligible for because they think their application is complete. Since the Universal Processes show up on their page random/alphabetical, they do not see the "Assigned/Edit" and "Submitted/View" which I am trying to explain in emails to both counselors and students.

    6 votes

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  2. It would be so useful to be able to incorporate logic into email templates. If I could have one sentence if a certain condition is true, and another if it's not, would save me from having to create (and maintain!) a multitude of templates.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  3. Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.

    2 votes

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  4. In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.

    6 votes

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  5. Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student. This is still not possible with the new update if a student has already been assigned to evaluators. This is the message that is received: One or more selected request(s) has an evaluation already assigned. If they are in the assigned bucket then of course they will already have evaluators assigned to them so…

    4 votes

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  6. Redirect to login page after password reset.

    Can you please have the system automatically redirct to the main login page after a password reset has been completed? This seems like an easy fix and should be automatic but currently users have to then go back in and locate the login page after they just reset their password.

    In a perfect world, we could also have the system automatically send folks a password reset when adding new users to an organization vs. having to tell them to go reset themselves or manually having to send them an email reset link.

    2 votes

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  7. We use a two-step evaluation process which involves two different groups of evaluators, one for each step. Once the first group evaluates the LOI we would like to restrict the visibility of that form from the second group of evaluators.

    Right now that requires going into each question and table row or column and updating the visibility, a very time-consuming and tedious job, between the two evaluation phases.

    It would be great if we could alter the visibility at the form level, overriding field by field visibility settings. That would allow us to basically turn the LOI form off after…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  8. GLM - It would be great to be able to add more than just one custom field to the evaluator dashboard.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  9. The standard columns for the tables are not optimal for our program, so we've assigned project numbers to each funded application. I would like to be able to see this number in the payment tracking table, but can't add it to the installment form as a shared question. Woiuld this be valuable to others?

    I would also like to be able to delete some of the standard columns--project titles take up a lot of space and are not that useful!

    2 votes

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  10. When creating Follow Up forms, it would be a real time-saver, and lessen the likelihood of error, to be able to pull information or fields from the Applicant Opportunities section of the Universe into the follow up form. (Or even from the connected CSuite Scholarship.)

    Currently, each opportunity we have has its own initial acceptance follow up form where the student must certify they still meet that scholarship's criteria, and we have to manually copy/paste that criteria into the follow up form from the Applicant Description section of the Opportunities page, or the scholarship description in CSuite.

    To take it…

    2 votes

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  11. It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.

    12 votes

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    3 comments  ·  Batch  ·  Admin →
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  12. I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.

    67 votes

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    1 comment  ·  Statuses  ·  Admin →
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  13. Asking an applicant to compose an email to their anonymous third party is an extra step that overcomplicates things. The applicant has to deal with opening up an email interface, copy-pasting a pre-written message, etc. And for what? It's redundant to send the third party an email explaining that they'll be getting another email.

    It should work like references on a resume. Provide us with the third party's email address, and we'll contact them ourselves. Simple as.

    3 votes

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  14. We have had instances where we are reaching out to 3rd party requests (specifically with LOR) and they refuse to submit a letter on the student's behalf. Would it be possible or beneficial for there to be a decline option in the automated email so the student can find someone else? And yes, we do include strong language to encourage students to talk with teachers/counselors they would like to have submit a letter of recommendation on their behalf.

    3 votes

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  15. I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"

    4 votes

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  16. The submission date does not update on follow - up forms that were re-submitted after being reverted to draft status. It would be great to have the most current date of submission.

    23 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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  17. We are currently use processes for each scholarship we hold at our Foundation. We have a scholarship advisory committee for each scholarship. We have some people who serve on multiple scholarship committees, so they do end up evaluating the same applicant for multiple scholarships. We are recommending that evaluators have the ability to copy previous scores/comments from one evaluation to another for the same applicant. For example, if they are evaluating on their GPA and academic performance, that won't change from application to application. They are requesting to copy the scores and comments as a previous answer to another evaluation…

    3 votes

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  18. When sharing a link to an LOI, Application, or Follow Up with someone on your team to easily access, the link often produces an error message, especially when the team member has another tab open to the Foundant login page. We would appreciate being able to share links to data within the platform without those links resulting in errors.

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  19. I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
    Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
    Also - this same…

    2 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  20. Please provide the option to have the Process name appear in the follow-up view. Currently we have the same Follow-up form appearing from three different processes but have no idea which process each one is related to. This is only going to become a bigger issue as time goes by.

    10 votes

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    2 comments  ·  Follow Ups  ·  Admin →
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