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37 results found

  1. Custom Fields on Scholarship Record - NOT just on Scholarship Award

    We need to report on scholarship info such as target high school, field of interest, selection committee, etc. so can share with counselors, etc. Could do that with custom fields. The only scholarship custom fields are currently tied to the award, not the scholarship itself. Can't use fund custom fields because some funds have multiple scholarships. Currently managing all this in Excel.

    12 votes

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  2. Ability to Increase Scholarship Award Amount after partial payment

    The ability to increase the scholarship award amount after part of the award has been paid would be useful for our organization. Instead of creating a new scholarship for the same student, adding a payment, grant, or award line would tie the awards for the student together in one area. Propose the function to 'Open' the Scholarship to add spendable and create additional grants under the scholarship award and ability to modify remaining scholarship dollar amounts.

    12 votes

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  3. cancel scholarship payment description/note/reason

    When partially canceling a scholarship award, include an added field of note/description/reason to document on the scholarship line why the payment was canceled

    4 votes

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  4. text communication to student applicants

    I'm on a call with several scholarship managers, several of whom use foundant and we want to be able to communicate with students via text for reminding them about applications, followups, etc... What a difference that would make!

    3 votes

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  5. Bulk update of colleges and student IDs

    Since it isn't possible to integrate CSuite fields into UA follow-up forms yet, it would be great if those fields were available for bulk update.

    11 votes

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  6. Filter Option for "Closed" Scholarships on custom report

    Add the ability to filter the Scholarship custom report to exclude closed scholarships.

    2 votes

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  7. Needs SLM Approval in CSuite

    Please refer to the photos of "Needs SLM Approval" for a scholarship item for 01/01/23.

    In CSuite, we have conditional scholarships that we approve every semester based on criteria of a renewal form.

    However, there's no way to bring "Needs SLM Approval" in a CSuite report to know whether or not a scholarship item was approved in SLM and is ready to be posted. The only option is to check manually. I do not have the permissions to create a grant, but to set the grantee.

    Also, since we integrated scholarships into CSuite from another platform, the reporting is not…

    2 votes

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  8. Post all take post by payment into account in New to Open Bucket

    There is currently no way to batch move scholarships from New to Open with Post by Payment taken into consideration. Currently clients have to do this one by one scholarship.

    8 votes

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  9. Attachments in Scholarships

    It would help if the attachment I add to a scholarship (backup documentation) would automatically move with it when it goes into the grants to be paid.

    11 votes

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  10. Scholarship Open Bucket Sorting

    I would like to "save" after sorting by payment date in the scholarship open bucket so it shows the current payment due on top. I can sort it, but it reverts back to the current payment on the bottom.

    1 vote

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  11. Reissuing a canceled scholarship award

    Passing idea along from a client: better documentation/standard operating procedures for how to reissue a canceled scholarship award/installment for a specific scholarship recipient. Helpful to know best practices, common workflow issues, and general things to note in both CSuite/SLM, if synced.

    In their words: "This exact scenario must happen with plenty of Foundations awarding scholarship and there has got to be an easier, less confusing and frustrating way to fix it. It would be helpful if an article or SOP is developed for instances like this. This HAS to be a common occurrence when it comes to scholarship awards. Students…

    3 votes

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  12. Download batch scholarship letters as Word File

    Bring back the ability to download batch scholarship letters into a word document just like it is possible to do in grant letters. Currently, batch downloads only generate PDFs and can't be modified.

    1 vote

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  13. choose a different G/L account for scholarship/grant refunds

    Csuite currently posts refunds for grants and scholarships to the G/L expense account for each. We would like the ability to select another G/L account for these refunds to be recorded in. Our past system allowed for a revenue account to be used so there was no netting of expenses and revenues from different years. If it is not possible for a default account to be set up, could a selection be made each time the refund is processed.

    9 votes

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  14. 5 votes

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  15. CSuite/SLM Close Scholarships Integration

    If a scholarship award is closed in CSuite, can this be integrated and reflected as closed in SLM simultaneously?

    2 votes

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  16. Comprehensive grant and scholarship report

    Comprehensive grant and scholarship report
    It would be great to have a single report that would combine grant and scholarships. We currently need to run two reports to get the grants and scholarship detail because unpaid scholarships are not included on the grant report

    4 votes

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  17. Scholarship post by payment cancel option

    We entered several of our existing scholarship renewals in Csuite using the post by payment option as we recently converted to using Csuite. These scholarships are not in SLM. Some of these students did not renew. There is no option to cancel these scholarships since they never posted. The only solution to remove them from scholarship payable is to delete the entire scholarship. Having the ability to cancel as of certain date in Csuite with help us with tracking scholarships so we can view the cancellations.

    3 votes

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  18. Scholarships Edit Button

    When scholarships move into grants there is no edit button on the left side column to make multiple edits at a time. Edits must be made line by line and it is very time consuming. Please add this feature.

    4 votes

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  19. Scholarship Fund History - Sorted from Newest to Oldest

    While grant history has been successfully changed to sort Newest to Oldest, history of Scholarship Payments (when accessed through the history of the Fund) are sorted from Oldest to Newest. It would be so much more handy if the most recent paymets were displayed first.

    3 votes

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  20. Multiple payment dates/amounts for scholarship import

    It would be really helpful to have the option to add multiple payment dates/amounts to the scholarship import for scholarships that are paid by semester.

    3 votes

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