864 results found
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Option to Disable Question List Button for Branching Processes
We use branching questions in our grant application that are set to internal so we can branch an applicant to the application we want them to complete and not have multiple processes in our site. I just realized that when an applicant clicks on the "Question List" button in their site, this shows them ALL of the questions in our application, regardless of how the application should be branched. The fact that applicants can see the entire question list for an application seems to negate the purpose of branching. This is very confusing for applicants because they do not know…
4 votesHello,
You are correct in that all branch groups are displayed in the question list; we follow this as best practice for projects like project streamlining so that applicants don't become surprised by the amount of time the application will take them. We also encourage as a best practice that you add instructions to the branch groups for that visibility and communication explain when they will see that group.
However, Internal Questions should not be displayed to applicants. Please report this to our support team so that we can review it.
- The Foudnant Team
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Assign Primary Contact as Default "Applicant" for Grants Synced from CSuite to GLM
There are some grants that we process in CSuite and then sync over the GLM. The intention is that we can use email templates for batch notifications in GLM to send to the organizations. We also assign follow-up forms for these grants.
However, the emails and follow-ups aren't working. It seems to be because the Applicant is listed as "Unassigned". All of the organizations for these grants already have GLM accounts, so I would love to see the Primary Contact be the default "Applicant", which would enable us to perform these functions in batch. Any way to improve this integration…
1 vote -
SLM: Ability to turn off opportunities on student dashboard/conf. page.
We would like the option for students to not see the opportunities they qualify for when they submit their application. We do not understand the purpose or why this is necessary. It tends to cause more questions and confusion. This is misleading for students if they qualify for a lot of opportunities, but don't receive a scholarship or only get one.
We do not want these to show up on the applicant dashboard as well as the confirmation page.
We would appreciate the option to have this feature turned on or off, even for opportunities that have Supplemental Questions.
1 vote -
Batch unapprove grants from Csuite
There is a weird process you need to do to prevent GLM grants from being processed before a grant agreement has been received...you have to toggle the GLM approval button on then off so the system recognizes the imported Csuite grant. This is annoying and inefficient. There is a batch approve option, why not just add the batch unapprove option?
1 vote -
Allow e-mails to be delayed or scheduled in advance
We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.
46 votes -
Create application form outside of process (SLM)
In SLM, I feel it would be helpful to be able to develop a form template outside of processes (maybe I'm missing this somewhere, but the only place I have found "create new form" has been inside a process under "change form"). I'd like to have an independently created Application template (that stays then untouched or modified, so I know where I started) that I can then copy and adjust into my processes. This could also apply for Follow-Up forms, etc. Essentially, I'd like the Create New Form button or a Create form template button inside the Forms tab within…
1 vote -
SLM: Customize Third Party Dashboard Columns
I'd like to be able to customize the Third Party Dashboard columns to indicate if the request is a transcript, a letter of recommendation, or something else. Currently, the requestee has to click on each request or remember each email to know what is waiting for them. It may be helpful to have a descriptor column of the nature of the request.
2 votes -
SLM- UA New Student Dashboard & Confirmation page - please sort in same order as the Opportunities page
The student sees the 'Assigned to You' list and the Confirmation Page opportunities in a random order. Please let us control that based on how they are listed on the opportunities tab. It would look way better to be in Alphabetical order.
1 vote -
Process building
I'd love to have a side by side feature in the create process area, meaning it would be good to be able to also edit any email templates that are needed (or forms) within a process, but within the same screen. I don't know if this could be done via a pop up window, or if it could be the side by side view (similar to what an evaluator would have), but I'd love to not have to add a second open tab or have to get out of a process any time I need to go update or add…
1 vote -
SLM Universal Application follow ups
For SLM Universal Application follow ups it would be great to be able to reorganize the list, in alpha order for example. Right now it is in the order of when the follow ups were created.
4 votes -
Toggle between friendly names
I'd like to be able to have different friendly names on outgoing emails for different programs. Ideally, it would be another choice on an email template/message.
1 vote -
GLM CommunitySuite Questions: Add Grant Type
It would be incredibly beneficial if GLM included a CommunitySuite question type that allows users to directly select options from the "Grant Type" dropdown list in CommunitySuite.
Currently, we list this question in our GLM applications, and our Grant Manager manually selects the grant type. However, this information isn't automatically linked to CommunitySuite, requiring our Financial Manager to also go into CSuite and designate the 'Grant Type' for each grant processed.1 vote -
Email notification to multiple applicants
I had a partner organization reach out to ask if it was possible for their organization to receive email notification to multiple people from the system. From the sounds of it, in the GLM only the applicant of the request (or assignee of follow-ups) can receive the automatic emails generated from the system.
If it would be possible to have an option to select multiple recipients for an email to be sent from the system that would be great!
8 votes -
archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
15 votes -
bulk update
Howdy! We are trying to increase our usage of electronic payments for grantees and are updating tens and hundreds of profiles at a time.
As it stands now, updating ACH settings in CSuite require two separate bulk updates - one for ACH settings to add account and routing number, and the second for changing the default payment type. That means culling two reports to 'match' the profiles ID (which is the most labor intensive part of the process).
2 votes -
Integrate bill pay to payment tracking
We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.
5 votes -
docusign
Is it on the radar for enabling the DocuSign to be sent to the primary contact instead of the applicant?
3 votes -
Credit card fees on campaign Income Statements
The income statement for CAMPAIGNS should include all the expenses - including credit card processing fees. We need a full view of the financials for each campaign. Thank you!
1 vote -
search users/organizations added to grant manger permissions
I would like to be able to turn off the ability to search users (in GLM and SLM) and search organizations (in GLM) for grant mangers.
As a grant manager in SLM, I am able to search and view contact info for students (who are minors) that I am not assigned to.
1 vote -
rearrange forms in Process Manger
It would be wonderful if we could rearrange the forms in Process Manager to have them alphabetical or whatever arrangement makes most sense for each user
6 votesConfirming you are referencing the general forms tab with in the page.
Please not that can be sorted by the column header, today.
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