Sara Cryan

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  1. 1 vote

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  2. 3 votes

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    Sara Cryan commented  · 

    I love this idea. I don't limit the document types right now because there are so many different file extensions for the same types of files and I don't want anyone to have trouble uploading their document so I just have to fix it on the backend or reach out to the applicant for clarification.

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  3. 5 votes

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  4. 4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 48 votes

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  6. 6 votes

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  7. 12 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 31 votes

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    2 comments  ·  GLM & SLM Idea Lab » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Sara Cryan commented  · 

    I agree that the email templates need more organization. My suggestion would be to group the templates by event type so that instead of one big group called Available, the system would automatically group them into Submission Verification, Third Party Assigned, etc. Right now it is extremely hard to find emails especially ones not linked to an event type since it doesn't save the changes when you move the emails in a certain order.

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  9. 9 votes

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  10. 6 votes

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  11. 2 votes

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    4 comments  ·  GLM & SLM Idea Lab » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Sara Cryan commented  · 

    This is exactly the type of issues I run into as well. Since most of our 3rd parties are only temporarily in the system and most times for recommendation letters, that individual will only be submitting one letter so they aren't familiar with how the system works. I would really like to have the capability to pick which email template I assign based on question and not just one based on the entire process.

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    Sara Cryan commented  · 

    After thinking about this issue a little bit, would it be possible to have a merge field in the email template called "3rd Party Question" which links to the name of that 3rd Party Question? This would be much easier than having to manage email templates for each type of 3rd Party Request.

    Current Format: {{Sender.FirstName}} {{Sender.LastName}} has requested that you provide a letter of recommendation, transcript or employment verification on their behalf as a part of the {{Process.Name}}.

    Propsed Format: {{Sender.FirstName}} {{Sender.LastName}} has requested that you provide {{3rd.Party.Question}} on their behalf as a part of the {{Process.Name}}.

    I have no idea what goes on behind the scene to accomplish something like this so I could be completely in left field but this would make a lot more sense. Anytime I have the chance to use merge fields in email templates, I am all for it. Automation is key!

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    Sara Cryan commented  · 

    Yes it would be much easier if we could attach automatic emails to a specific question and not just a process. We have many confused third parties who think they need to upload more than one thing because of the way we worded the email. OR if there was a field we could insert into the email template instead. So it would pull the name of the 3rd party request question that is being required by the 3rd party into the email template. This way you can cut down on email templates but also have them more customized.

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  12. 3 votes

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  13. 29 votes

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    Feedback Needed  ·  24 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Flag idea as inappropriate…  ·  Admin →

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    Sara Cryan commented  · 

    I am commenting to hopefully bring this discussion back into play. I would like to be able to see the Denial Bucket on the main workflow page to show more than just denial drafts. I would like it to show the actual denials too at a quick glance instead of having to go into Requests & Decisions are search for them. I would also like to see a Declined section so you can easily see which ones were declined at a quick glance.

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  14. 5 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Email  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 9 votes

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    2 comments  ·  GLM & SLM Idea Lab » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Sara Cryan commented  · 

    I was thinking the same thing. What I envisioned is that being able to set up email signature templates or even housed in the system data section. Then when creating an email template, you just select from your signature options which one you want to have on that email.

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  16. 4 votes

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  17. 4 votes

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  18. 8 votes

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  19. 3 votes

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  20. 124 votes

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    Planned  ·  23 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Flag idea as inappropriate…  ·  Admin →

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