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'Add CSuite Fund Name to GLM Csuite field options' has been merged into this idea

GLM & SLM Idea Lab: Foundant Product Integrations

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Make CSuite Grant ID# visible to Applicants, and add to merge field options

We currently use the CSuite Grant ID# for any GLM-synced grants as an identifier for award agreements. Would be helpful to have that number appear in the Applicant portal for reference. Would also be helpful to have a merge field so that we can add the CSuite Grant ID to letter/email templates.

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Ian Ross shared this idea  ·   ·  Report…  ·  Admin →
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  • Tiffany Caron commented  ·   ·  Report

    Currently, when building a form in GLM it allows us to sync certain CSuite fields from the grant. We would like to be able to sync the Fund Name from CSuite to GLM.

  • Ian Ross commented  ·   ·  Report

    Not sure if anyone else is experiencing this issue, but our Grants staff is REALLY struggling with not having a grant # to work with in GLM. I've shown them where they can find the CSuite grant ID once the grant has been synced and posted, but you can't search by it in GLM. Applicants also seem to be confused as to why they can't see the grant # that is listed on their award letter within the Applicant portal.