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  1. Currently only questions that exist on the Eligibility, LOI, and Application forms within a process can be added as a Shared Question to the Evaluation, Decision, and Follow Up forms. We would like the ability to add a Shared Question to ANY form within a given process no matter what form it was originally added to.

    For example, if we add a "Reasons for Decline" field to an Evaluation form, we'd like to be able to pull that same field in as a Shared Question to a Decisions form.

    3 votes

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  2. It would be great if we could click on a Project URL during an evaluation and it be a hyperlink to take us to the URL. Instead we have to copy the URL and paste it in another browser window to view it.

    3 votes

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  3. There should be a feature that allows you to control how many rows you want in your report. For example, I'm building out a Top 25 Report based on total giving and it would be beneficial if I can restrict the report to display only the 25 organizations that have received the most funding without needing to set a manual cap that is subject to change to filter them out.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  4. Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.

    6 votes

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  5. A popup or alert system to add notes on the request and organization side for evaluators would be helpful.

    4 votes

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  6. 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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  7. 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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  8. 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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  9. 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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  10. Change the default for the settings to be CLOSED not open when an applicant first opens the form.

    2 votes

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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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.

    47 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  17. 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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  18. 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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  19. 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.

    8 votes

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  20. Add an icon or label to or near the 'Assign Users' button (on the Update Process page) to indicate how many users are currently assigned to the process.

    4 votes

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