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  1. On the Universal Application, a description of each opportunity is provided to the students on the Applicant Opportunities tab. It would be very helpful if these descriptions could be a merge field in email templates.

    2 votes

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  2. Please move the button up to the top. I have multiple processes so when I copy to a new one, the button to mark draft or submitted is often off the page and out of view so I miss it. Then I copy again and have 3 applications in the system and have to delete two of them while making sure I am deleting the correct ones. This is a simple fix.

    3 votes

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  3. We need side-by-side columns for our evaluators so that they can see how their individual application score compares to the group of evaluators' average score. Only the person in the admin role can see the average group score. And, if the admin is also an evaluator, things get messy quickly in a meeting. An admin/evaluator can never see both their individual score column and the average score column without flipping between roles. Having the ability to see individual scores and average scores on ONE PAGE in side-by-side columns will greatly help with our evaluation meetings and enable us to make…

    9 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  4. Can Foundant add numeric grant numbers that auto-counts grants in a process?

    For example, we support research projects and grantees need to acknowledge it in the research paper with something to the effect of "We acknowledge financial support from "Foundation Name" under grant # ("Foundation Acronym"-***) at the end of the paper. The grant number allows for tracking where we would enter in the grant number in something like Google Scholar and see how many papers have been published through it.

    Right now, there are no unique identifiers for Grants to track externally.

    9 votes

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  5. The new giving hub does not permit grouping of funds. This is something useful that we will be losing. In addition, there be ability to default to "show additional funds" format. In addition, this "additional funds" is not sorted by priority, but only alphabetically.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. Change the default for the settings to be CLOSED not open when an applicant first opens the form.

    2 votes

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  7. I would like an option to download a version of the online grants catalog. It could be as simple as a list of the non-profits featured or be more detailed and include the brief request, organization name and website. This would help us mail versions of the catalog to donors who prefer paper over digital and allow our Development team to have a paper document to show when meeting with prospective donors.

    2 votes

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  8. Can you please add a progress bar so the applicant can see how much they have to do to submit the application?

    2 votes

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  9. Send an automatic email to people who have opened accounts when the scholarship application portal opens (as well as an automatic email when there is only 1 week left).

    1 vote

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  10. It would be helpful for our grantees to receive a message when a previous report was accepted (completed on our end) so they can move onto the next report that’s due. The only notification they receive is if the reports are sent back as incomplete.

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  11. 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!

    9 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  12. GLM - It would be great to be able to add more than just one custom field to the evaluator dashboard.

    4 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  13. 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

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    0 comments  ·  Admin →
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  14. 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

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    0 comments  ·  Batch  ·  Admin →
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  15. 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

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  16. 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

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    0 comments  ·  Form Building  ·  Admin →
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  17. Branched questions with incorrect question will be marked red. It would be for branched questions to be marked red if no rules have been assigned yet.

    6 votes

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  18. I would love to have a search option when evaluators are assigned. We have over 150 potential evaluators so it would be helpful to be able to search by name instead of scrolling to find the evaluator's name.

    7 votes

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    Planned  ·  1 comment  ·  Search  ·  Admin →
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  19. 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

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  20. We would like the ability to 'Close' an application, rather than 'abandon' or 'deny'. We leverage GLM to have a General Inquiry, which we then copy applications to different processes depending on a conversation with the applicant. Once we're done - not moving forward through the system, it causes confusion for the applicant to see the original as denied/abandoned.

    45 votes

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    2 comments  ·  Statuses  ·  Admin →
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