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  1. Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.

    15 votes

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  2. Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)

    50 votes

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    Planned  ·  2 comments  ·  Email  ·  Admin →
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  3. It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.

    With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.

    Thanks!

    62 votes

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    Proposed Idea  ·  29 comments  ·  Batch  ·  Admin →
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  4. Create an "add to calendar?" option for any due date (app/follow up forms, etc) whether from the dashboard or within an automatic email. This would be really helpful for applicants who are managing multiple grant processes that are in several stages.

    15 votes

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    0 comments  ·  Email  ·  Admin →
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  5. Currently, any user with Board Member level access can see ALL closed evaluations and it causes confusion. It would be helpful if that tab showed ONLY the closed evaluations to which a user is or was assigned.

    2 votes

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  6. We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.

    11 votes

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  7. Got a great idea from one of my grantees in their eval today:
    "While it was easy for me to acquire login information from your organization, it might be easier on you to have people create their own account and then choose their organization from a drop down box. It would save you from always having to create accounts."
    So think about that as an option!
    Meanwhile - I have to go merge two people from the same school district because someone didn;t contact me and I thought I had the duplicate id warning set up,

    44 votes

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  8. It would be helpful to allow Admins to submit for an applicant. We have instances of students/nonprofits completing their application but not hitting the submit button before the deadline. It is cumbersome to change the deadline for that applicant, proxy in as them (or have them sign in) to click submit. It's especially time intensive for SLM UA where a student has multiple opportunities, and therefore, multiple places where a deadline would need to be changes.

    Similarly to reverting an application status, it would be nice to be able to progress an application from the admin side.

    8 votes

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  9. It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.

    140 votes

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  10. I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that…

    38 votes

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    13 comments  ·  Email  ·  Admin →
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  11. It would would be very handy if we could have the sorting feature added to the header on the email templates list.

    49 votes

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    3 comments  ·  Email  ·  Admin →
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  12. It would be nice to create folders to organize all the reports created.

    99 votes

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    11 comments  ·  Reporting  ·  Admin →
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  13. It would be extremely helpful if we could pull failed quizzes into reports.

    We have had situations where students (bless their hearts) answer questions incorrectly on the quiz and then give up on contacting us to reset these quizzes. Instead, they don't fill out the application.
    If we could pull this information into a report with contact information and responses, we could easily contact them and remind them that we are here to help.

    3 votes

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  14. Keep it simple. SORT SORT SORT, should be a simple click of the header and not MANUALLY sort. Good grief!

    4 votes

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  15. Be able to filter email history by Process.

    14 votes

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    0 comments  ·  Email  ·  Admin →
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  16. Maybe there is a way to do it and I need to be educated on it. Is there a way to batch assign the Eligibility Quiz to multiple scholarship processes vs individually?

    4 votes

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  17. When building a data set to run a report, it would be great to have a check all/uncheck all box. When I'm building my general data set to build my individual scholarship reports from it's very time consuming to have to check every single box for each question in the data field step.

    27 votes

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    9 comments  ·  Reporting  ·  Admin →
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  18. Would be helpful if column headings locked so you could see them as you scroll down the report, like you can in Excel.

    33 votes

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    1 comment  ·  Admin →
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  19. 78 votes

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  20. Unclick a radio button answer.

    13 votes

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