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973 results found

  1. Every other form builder application allows you to add an "Other: _____" text box at the end of Checkbox questions. It's a simple way to catch exceptions that you're not thinking of.

    50 votes

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  2. The Request section of the SLM new user summary is difficult to navigate. When multiple scholarships are listed, it would be helpful if awarded scholarships appeared at the top.

    2 votes

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  3. We would like the ability to add integrated custom fields from CSuite into Universe Forms.

    We capture data such as DOB on our application and would like that to integrate to a students CSUITE profile, instead of having to run a bulk update.

    6 votes

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  4. We utilize several internal grant processes in GLM to account for monies flowing from one of our funds to another fund within our organization. We recently realized that syncing these grants from GLM to CSuite only allows for an external grant to be created in CSuite. It would be great to allow for creation of INTERNAL Grants when synced with CSuite so we can designate Source Fund and Destination Fund.

    We want to use the sync functionality and originate ALL grants from GLM.

    5 votes

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  5. Create a web location for your SmartSimple customers to visit that displays the current system/network status.

    For clarity, when the entire SmartSimple PROD or Back-Up shared system is down for all users, let us be able to check a page to confirm it is a 'you-issue' and not an 'us-issue' to avoid reaching out to support or submitting a ticket unnecessarily.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Admin →
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  6. I check all applicants' email histories when they submit their application, as students frequently misspell their teachers' emails and will not get third party responses unless that gets corrected. With the new user summary page, it's now an extra click to get to the email history, and its location is not at all intuitive.

    1 vote

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  7. First off, I love the search bar!!! Through I was wondering if the development team add the process name/grant cycle (even if it's abbreviated). We fund programs with the same name, at the same time and or historically so when I search for a program name, it pops up a list of the programs but I cannot tell which grant cycle the program is from. We have two grant funds and sometimes we have three grant cycles running at the same time due to begin/end cycles.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  8. We have two options for a student to submit a letter of recommendation. They can ask a teacher to do this (via the 3rd party request in the system) or they can elect to upload the letter themselves.

    If an applicant starts with the 3rd party request option, but then later changes it to "upload myself" because the original recommender did not follow through, the SLM system still thinks there is a missing 3rd party request.

    The student's application stays in the "Action needed" column, even though the letter is uploaded AND it shows as 0/1 in the 3rd Party…

    1 vote

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  9. Members of my team spent hours on chat trying to troubleshoot why they could not upload files to organizational profiles while I could. The issue at hand was the use of an unsupported character in the file name... the system did not give us any indication of this, nor did support staff ask about the file name. We managed to figure it out on our own.

    Would be great to either list unsupported characters in file upload spaces, or to have a pop up message when an unsupported character is preventing file upload.

    1 vote

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  10. We recently moved from Word document letter templates to email award notifications, and would love the ability to include CSuite Grant ID# in our GLM email correspondence. Currently, the selection of fields that can be merged into an email template is very limited, and there is no way to include a unique identifier that grantees can use to reference a specific grant.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  11. I would love an option to convert an application from one process to another (rather than the copy option)

    7 votes

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  12. As part of our October Monthly Release, we introduced a User Setting that allows you to preview the updated User Summary layout in your Sandbox environment.

    This redesigned view consolidates key user details into a streamlined format to improve efficiency and usability.

    We’d love your input!

    Please use this thread to share any feedback, suggestions, or questions about the new layout:

    Is the information easy to find?
    Are there any workflows that feel smoother or harder?
    Anything missing or unexpected?

    Your feedback is instrumental as we refine this experience ahead of full release.

    Thank you for helping us improve!
    –…

    2 votes

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    Feedback Needed  ·  2 comments  ·  UI/UX  ·  Admin →
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  13. When a student submits their General Application in the UA, you can only see a true number count by pulling a report. It would be helpful if those individual students would show up as submitted, since they have submitted a General Application. The drafted students shows correctly, but it shows 0 for submitted when that it not accurate. Right now they just get moved to the individual opportunity immediately instead of showing in the submitted bucket.

    1 vote

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  14. It would be great to be able to build a group of questions that would repeat based on the numerical answer to a prior question. (i.e. How many outside organizations will you be collaborating with? 1-5 and the group would be organization name, First Name, Last Name, e-mail, phone.)

    2 votes

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  15. Building review committees is time consuming and burdensome. Our list of 130+ volunteer committee participants changes annually. It takes MANY hours to select each existing committee in the universe, review and compare to an existing list for the changes and individually add new members, delete old ones, and build new profiles for net new participant. Building new profiles is also challenging since it can't be done on the committee building page so one needs to navigate to a separate window taking the steps to build a new profile and assign a password (yet another extra step).

    It would save many…

    15 votes

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    1 comment  ·  Batch  ·  Admin →
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  16. Applicant Contact Information

    I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.

    8 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  17. Add a chart for "Total Submitted Applications" in addition to the existing "Unique Applicants" chart.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  18. Please post your feedback on the new AI summary tool below!

    5 votes

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  19. We want to implement a green, yellow, red system to indicate concern level with some aspect of an organization's operations. would be great to have it show up in reports and when looking at list of organizations by process on the dashboard. Would be extra great to have a place to indicate the concern. Right now we are using pinned comments for this.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  20. Can we add an additional Evaluation Form option for the UA? Maybe create a third and fourth form option.
    Currently, there are only two slots for evaluation forms. We normally use both options: one for a scoring form for scholarships with an essay, and the other without an essay. But when there is a scholarship that requires a completely different form, this is not currently easily achievable without losing a lot of data.

    1 vote

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