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  1. When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.

    8 votes

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    2 comments  ·  Reporting  ·  Admin →
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  2. I'm hoping there is a way our foundation can copy collaborators in email communications and send them auto-generated emails for a request within GLM. Just as there is the option to CC/Copy a primary contact, It would be GREAT to have that same checkbox for CC/Copy collaborators. So many of our organizations use grant writers who are not affiliated with their organization to submit proposals and we need our communications to go to them!

    10 votes

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    0 comments  ·  Email  ·  Admin →
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  3. I know there is a place to add fields to user forms, which we've done. But to actually see the pronouns, you need to be in the user record or editing the user field information. It would be useful to have the pronoun information show up on the Contacts tab of an organization record and/or on the Contact Info tab on a submitted request. As it is now, our board has no way of seeing this information because they can't go into user records. We're really hoping to make respecting individual identity a top priority and this change would make…

    33 votes

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  4. It is as simple as, we would like to have the option to schedule send emails in SLM.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  5. Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.

    6 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  6. It would be helpful if you could create evaluator print packets after you have assigned your evaluators. Right now you can only batch create them BEFORE you've assigned them which isn't helpful. I want to be able to create application packets for evaluators if I need to (eg they are late or having trouble doing it themselves). It would also be helpful to be able to create packets of the top applications which you wouldn't know until after evaluations are done. You also can't create batch evaluation reports.

    9 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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  7. For multi year scholarships, we have info we'll need from the student each subsequent year. Those follow ups now show in "drafts" but really, they are not in draft stage, they are upcoming or pending. It would be great to have those in their own bucket in the followup box on the dashboard so we can keep those separate from current/real time drafts we need to be aware of.

    14 votes

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    3 comments  ·  Follow Ups  ·  Admin →
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  8. I'd like to have an additional bucket I can put LOIs and Applications in that shows I've reviewed the application and there's an issue. As it is now, if it's in "Submitted", it implies we haven't looked at it yet, and if it's in "Complete" it implies there's no issue. I realize GLM was designed so that if there is an issue with an LOI/Application, we revert it to Draft status so the applicant can correct the issue, but in an effort to be as burdenless as possible, we often just reach out with an email and ask them to…

    5 votes

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    1 comment  ·  Statuses  ·  Admin →
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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?

    19 votes

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  10. The email the system sends to a third party is editable except for the link to the request. Would it be possible to make that link much more visible? Like a button or header size or something?

    6 votes

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    1 comment  ·  Email  ·  Admin →
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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.

    8 votes

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  12. We would like to have the feature of copying Universes so we don't have to go back to Sandbox, edit, and then port over to the main site. We made many changes in the live site hoping we could copy for next year, and realized that functionality doesn't exist.

    18 votes

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  13. It would be really beneficial for reviewers to be able to see all information that applicants enter/type in the table cells when using the side-by-side evaluation display. Currently, the number of characters that display per row is very limited.

    7 votes

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    3 comments  ·  Reviewing  ·  Admin →
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  14. It would be really nice for Grant Managers to have the option in Tools to be able to create and send group emails to their Reviewers on specific application processes. I do recognize there are areas that you can send emails to all of them but it's buried within the dashboard/application and if you picked more than one application it would send multiple emails to the reviewers. It would be nice to do it on a higher level.

    5 votes

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    0 comments  ·  Email  ·  Admin →
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  15. I have one Scholarship fund holder (older individual who does not do computers) that wants paper applications for her reviewing. Unless I'm missing another way to get, the pdf button gives us an inordinately large fonted and clunky formatted document that is way too many pages long. Can you guys change the margins, layout and font sizes please??

    5 votes

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  16. We frequently follow-up with third-party respondents in applications. It's time-consuming to click into each application, process, email history to make those connections. We'd like "email third-party respondents" as one of the bulk option for selected applications.

    7 votes

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    0 comments  ·  Email  ·  Admin →
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  17. 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.

    7 votes

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  18. 6 votes

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    0 comments  ·  CRM  ·  Admin →
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  19. 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)

    14 votes

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  20. I would like to be able to edit name/description of a template w/o having to re-upload it. Thanks

    16 votes

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    2 comments  ·  Merge Docs  ·  Admin →
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