SLM User: I use the comments sections to record outside communication including phone conversations, voicemails, emails, etc. I also use it for important information regarding the applicant when applicable. I would like to see the comments section similar to how notes are done in CSuite. The most beneficial features I would like to see in order of priority are:
1. Ability to add labels to Comments. It would be even better if we could create the Label Names so they fit each organization’s need.
2. Ability to set date on comment. I do my best to keep up with adding in the important outside communication but many times I put in a comment that is from days sometimes even weeks ago. It would be nice to see all comments in a chronological order.
3. Allow Comments made on individual requests to roll all into the main Comments tab on the applicant’s profile.

Agree completely with the comments below from two years ago. Any updates? The current tabs and comments feature make it challenging to view a snapshot of recent communications, especially when needing to manually add emails into the comments section.

I would like to see a feature like this as well. I personally would like to see it merged with the request or organization email history section (depending on the type of contact). I would like to be able to enter communications outside of the system so that all of our administrators can see that I made contact. I would like types (as a minimum) of meeting, phone conversation, letter)

On this same vein of CRM-type features, I would like to make comments about a specific user. That way if I have a note about a particular user (ie., best to contact via email v phone, this person is new to the organization or to "categorize" users into reporting, financial information, etc.).

Our foundation is looking to make a CRM out of the Foundant site as well. One idea that almost works but not exactly is to have an internal process called a CRM. We tried to make follow up reports serve as call reports or meeting logs, but there is little privacy and the decision section is a little messy. Please keep considering how we can make this happen! It would be so easy for us instead of using duplicative systems!!

This is a great idea! One way to do this would be to build some kind of integration for GLM with an existing CRM tool that is already designed to track communication.