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973 results found

  1. Allow Instruction Question type to be shared. We use this to provide external links to guidance documents at the top of each form. It would be VERY HELPFUL to be able to update the link once, rather than in every form.

    6 votes

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  2. It is very difficult to locate the organization email history. Could you put the three dots on the organization summary page ? why are 3 dots needed - just put click here for email history. It is very difficult to find. spending too much time looking for it.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  3. since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.

    11 votes

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    Proposed Idea  ·  0 comments  ·  Dates  ·  Admin →
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  4. I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  5. I would love to have a way to trigger a thank-you email to evaluators who have finished submitting their evaluations.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  6. In the SLM Eligibility Center, I would like to request a "What Changed" update screen after rerunning eligibility on an applicant. Currently the process just re-runs, and it is up to the user to determine what changes to the application's eligibility occurred. This is particularly problematic if the changes include removing/being un-matched with an opportunity, because the user must then go abandon that opportunity for the student if we do not want them to have the ability to apply without being actually eligible. So it would be helpful if there was a list of changed that popped up after the…

    4 votes

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  7. With the updated applicant dashboard featuring a card/tile layout, applicants, particularly students, can face usability challenges when they’re eligible for multiple scholarships. For example, if a student qualifies for just six or more scholarships, they have to scroll to view all their opportunities.

    To improve the user experience, especially for applicants managing several grants/opportunities, please consider adding a toggle option for a condensed or list-style view. This view could reduce the size of the cards or display opportunities in a single row-based layout, allowing applicants to see more at once without excessive scrolling.

    This enhancement would make navigating the dashboard…

    14 votes

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  8. The option to add multiple automated emails would significantly improve efficiency. For example, a "report due" automated email is sent to grant recipients 30 days and 7 days before the report is due.

    21 votes

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    4 comments  ·  Email  ·  Admin →
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  9. My organization recently implemented Multi Factor Authentication for logging into GLM. Unfortunately, the only option available is to download an authentication app to verify logins. It would be helpful to have other options, such as receiving a code via text message or email, in addition to the authentication app for verification.

    27 votes

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    5 comments  ·  UI/UX  ·  Admin →
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  10. When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).

    Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.

    11 votes

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    Proposed Idea  ·  1 comment  ·  CRM  ·  Admin →
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  11. Please allow for the ability to upload multiple files to a single upload question.

    Currently, it is only possible to upload one file per question. It would be very helpful and much more effective if the File Upload question type allowed for multiple files to be uploaded to a single upload question, as opposed to needing one file upload question for each upload.

    Alternatively, the option to upload a folder to a file upload question would be another possible remedy.

    74 votes

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  12. We create merge documents of scholarship applications for our selection committees. Unfortunately, the only place to do this in bulk is from the Request & Decisions page. This page doesn't allow for any additional columns to sort or filter by so we are required to create a filtered report and manually go through the R & D page to manually select each student we want included in the batch. This is very tedious and time consuming. I would love to see the ability to create documents from the workflow buckets that allow for custom columns and filtering or add that…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  13. As a high volume organization with many departments deploying grants, the internal user interface is increasingly becoming unwieldy and unorganized. It might be helpful to implement a "foldering" system so different departments/teams can better organize processes, forms, and email templates which look different for each team.

    89 votes

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    5 comments  ·  UI/UX  ·  Admin →
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  14. Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant. When you stop proxying, the system throws you completely out of the application to the dashboard. You can place it next to the Email Applicant and Edit Deadline Buttons at the bottom of the follow up page. I get many follow ups from smaller organizations where the tech level is low via email so I have to scan and upload. Then I have to proxy as the user and it is a cumbersome process to have to search for the organization again,…

    54 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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  15. There are several ideas around the apply page, but I didn't see this one addressed specifically.

    Please make the "Apply" at the top of the page more prominent. With the new applicant dashboard, everyone's eyes seem to be drawn only to the columns and cannot locate the apply button. Make it larger, a different color, or something to make it stand out.

    3 votes

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  16. Sum Formatting in Tables

    When a table sums a column of amounts i.e. a currency (£), the format of the sum is simply numbers ######. Can the Sum function for the table be formatted to match the formatting of the cells it is adding up e.g. £###,###.##?

    3 votes

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  17. Add option to "Close Request" after marking final report complete. Right now you have to go back to the request to do it, or do it in bulk.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  18. Ok, we all know red means alert. I have so many applicants who get confused about not being able to submit an LOI, Application, or Follow-up due to being over the character limit. There is no visual cue to direct them. Can that please be changed and save me the time of having to figure out what the problem is, having to increase the character count or explain it one more time?

    14 votes

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  19. We use an eligibility quiz on many of our processes and I think the Eligibility Center could use an update.
    1. Add the ability to search by Organization Name rather than First and Last Name of the applicant.
    2. The Eligibility Results and Eligibility Submissions tabs are similar enough that they should be one tab that allows the administrator to see whether the submission passed or failed, view the answers, and reset/reopen the quiz.
    3. There should be a way for a failed submission to show the applicant what question(s) caused it to fail and why (conditional logic text box…

    4 votes

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  20. A way to incorporate private foundation logos or branding colors with LOIs and Applications.

    3 votes

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