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  1. Evaluating Follow-up submissions

    97 votes

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    Proposed Idea  ·  61 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  2. Request Status Name and Additional Options

    142 votes

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    Proposed Idea  ·  20 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Conner Peckham commented  · 

    It would be amazing to have the ability to add a new workflow state or application status that fits our individual processes more. Even if we were restricted to a certain number of additional states within a given workflow bucket, but had the ability to label them whatever we'd like, that would be helpful.

    Conner Peckham supported this idea  · 

  3. Organizational Information Section - that is evergreen

    23 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Conner Peckham commented  · 

    I agree that this would be really nice, and just want to emphasize that THEY can change/update things, if needed. Currently, only internal staff can update certain fields on the organization's info tab like their mission statement.

    Conner Peckham supported this idea  · 

  4. Allow "Other: _____" Text option at the end of Checkbox questions

    41 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Conner Peckham supported this idea  · 

  5. Implement a "foldering" system for processes, forms, and email templates

    61 votes

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    3 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Conner Peckham supported this idea  · 

  6. 'Add Comment' feature

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Conner Peckham supported this idea  · 

  7. Export Form Questions via Reports

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Conner Peckham supported this idea  · 

  8. Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant .

    35 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  9. Access Documents Tab in Reporting

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Conner Peckham supported this idea  · 

  10. Turn Preview Off

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Conner Peckham shared this idea  · 

  11. Rich Text Experience for Applicants

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Conner Peckham supported this idea  · 

  12. Preview Button on New Applicant Dashboard

    3 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Conner Peckham supported this idea  · 

  13. follow up views

    14 votes

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    2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  14. Update Time Stamps - Re-submitted Follow Ups

    29 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  15. Internal follow-ups viewable by applicant?

    6 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  16. Multiple Automatic Reminders for Follow-Ups

    29 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Conner Peckham supported this idea  · 

  17. Report Creation and Distribution Automation

    21 votes

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    Under Consideration  ·  3 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Conner Peckham supported this idea  · 

  18. Radio Question Type - Other

    40 votes

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    1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Conner Peckham commented  · 

    I agree. I would love an "other" or "comments" short answer option within a multiple choice question rather than having to create a second question to capture comments on a prior question.

    Conner Peckham supported this idea  · 

  19. I'd love to be able to copy a question or set of questions

    47 votes

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    5 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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  20. Email to Grants Manager when follow-up is complete

    11 votes

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    5 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Conner Peckham commented  · 

    We would like this additional email option, as well. Currently we are emailing between ourselves internally letting each other know when a grant report is approved and marked "complete" which can then trigger a payment. It would be so helpful to be able to set an automated email trigger to admins when a follow up is marked "complete" which could streamline our workflow to process payment.

    In general, we would love more open email options to be able to select an automated email to trigger based on a status change.

    Conner Peckham supported this idea  · 
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