Sheila Steger

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  1. 98 votes

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    19 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi All,

    Thank you for this feedback. Curious to understand if there are other use case for DocuSign with GLM/SLM rather than Grant Agreements.

    I also assume that when we talk about this integration we would want to be able to generate the DocuSign document with in the system, and then let docusign control all of the emails/reminder, and the final piece would be that signed document is visible in this system.

    Let me know your thoughts.
    -Sammie

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    Sheila Steger commented  · 

    Currently, we have to add each email to Docusign individually, and then upload each Grant Agreement to be signed. We were hoping there would be something like: "Send to Docusign" so the recipient's name and email would populate with the Grant Agreement into Docusign. Then we just send the Agreements to be signed from Docusign.

    When we get notification that they are signed, we download them from Docusign and then upload the signed agreement into the Grant in Foundant. We are doing 300+ at a time, so the integration would be a huge time-saver.

    Sheila Steger shared this idea  · 
  2. 56 votes

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    Under Consideration  ·  22 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Sheila Steger supported this idea  · 
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    Sheila Steger commented  · 

    Would love it if this could be added! Voted for it in March, 2019 but will vote for it again today :)

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    Sheila Steger commented  · 

    I would love to see if there is a way we could "flag" or color code an organization that we might need to look further into before we send them an application.

  3. 10 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Sheila Steger supported this idea  · 
  4. 57 votes

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    7 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Sheila Steger supported this idea  · 
  5. 4 votes

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  6. 15 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Sheila Steger supported this idea  · 
  7. 6 votes

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  8. 25 votes

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  9. 8 votes

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

    Hi All,

    I recently merge the idea to CC the admins on the account created email because I believe the ideal could be a new notification to admins instead of just CCing on the one to organization.

    If this is incorrect and you prefer the CC please feel free to create a seperate idea or we can continue the pros/cons in this thread.

    Best
    sammie

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    Sheila Steger commented  · 

    Not sure I understand your response to this. I, as an administrator, would like to receive a cc email whenever an organization creates an account AND whenever a user changes any information. Currently we have users who overwrite previous user information with their own because they can't add a user to their org profile. This makes for makes for messy record keeping on our end.

    Our foundation has a "no reply" address as our default.

  10. 14 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Sheila Steger supported this idea  · 
  11. 17 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Sheila Steger commented  · 

    It would be nice to be able to see the organizations that you want to merge side by side so it is easier to determine which org to keep. Right now you have to go way back to the beginning and search for the organization again and hope you aren't clicking into the one you just looked at. The merge process is very tedious and time consuming when you are trying to figure out which organization to merge into and what information would be lost in the merge.

  12. 2 votes

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  13. 2 votes

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  14. 3 votes

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  15. 86 votes

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    53 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Everyone,

    I am moving this request back to under consideration. It definitely still on our radar, and probably in year to 18th month time frame.

    Right now we are trying to decide if just auto assigning the follow ups solves the batch issue. We definitely understand not wanting to touch every great. I would love to understand more the pain point and scenario for follow up batch assignment that everyone is trying to solve.

    Best
    sammie.

    Sheila Steger supported this idea  · 
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    Sheila Steger commented  · 

    Batch assigning follow-ups would be great and/or the ability to assign follow-ups with a delay in the visibility on the applicant dashboard (like the Show Application Status in days on the Settings page).

  16. 3 votes

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    Sheila Steger shared this idea  · 
  17. 64 votes

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    6 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 53 votes

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  19. 47 votes

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  20. 9 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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