4 results found
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Ability to add an Alert to a request or profile in GLM/SLM
Would love to have the option to make a comment on an application or organization/contact profile into an ALERT that would then appear for all internal users in some easy-to-identify way. Maybe a "!" icon next to the record when viewing a list of records, and the message in red at the top when the record is opened? Right now, there's no way to flag an issue (org is out of compliance, owes a report, ED owes me $5, etc.).
3 votes -
6 votes
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Legal Name Field in GLM Profiles
Nonprofits often run under a DBA or have a common name they use that does not always match their 501 c 3 IRS Designation name. If there was a field in the GLM profile that allowed for a legal name and common name, syncing that over to C-Suite, which already has a legal name field, would be IMMENSELY helpful.
4 votes -
Parent-subsidiary relationships
We repeatedly run into an issue with organization records in which one org (such as a university or community foundation) is the "parent" organization, and a department or sponsored program is a subsidiary or component fund. It would be helpful if GLM had the ability to show those relationships, have different addresses where needed for the subsidiary, and to segregate the subsidiary's contacts and grant history. For example, I am far more likely to need information about the McDonald Observatory (part of UT Austin) than the university overall.
6 votes
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