Problem: Sometimes Opp Admins need their portfolio IDs and there's no good way for them to get that information en masse. For example, when we ask them to complete a renewals worksheet . We can provide that for them but when it's a decentralized i...

I am copied on all award emails. I then forward them to the appropriate department chair. This works great for those opportunities that use the "general post acceptance email." We use the post-acceptance email as our award email. However, when we ...

When a client turns on Institutional Commitment two new columns appear within the FD grid - Unmet Institutional Commitment and Met Institutional Commitment. Unfortunately, these fields don't seem to be extractable via the FD API. We tell our clien...

Scholarship Foundation of St. Louis is concerned that the error message that appears when you click "Save and Keep Editing" is confusing when there are required questions left to answer. Here is her rationale: "I agree with the concept of getting ...

Problem: Client thought the file was processing for 23+ hours, when it had in fact failed. Client (northwestern), got a "processing" message instead of a failure message. They would like an error message instead letting them know that the import f...

Currently, users can't enter any student-specific notes in in the system for taking action on their applications. For example, users cancelling a student because of academic misconduct can't indicate that anywhere when updating their Category. Cou...

Currently, there is the 'Restricted' functionality for questions in the system that can tie to specific roles. However, the same functionality is not available for specific data points in our Import Data. Could we please expand the 'Restricted' fu...

After cycle management, when our Conditionals were archived, we noticed that our new Conditionals still had last year's opportunities listed on the 'Associated Opportunities' tab. I believe that this is because when selecting a 'Source' at the Aut...

Though Opportunity Descriptions and Questions take HTML well and display it to students, the system shows all of the HTML in those questions when they pull through to Engage. Could we please enhance the HTML capabilities of the system to ensure th...

Indiana University has a significant amount of Portfolios and Opportunities which have varying start and end dates and which need to be cloned and archived at different times during our Cycle Management process. This is because we are a multi-camp...