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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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3 results found

  1. Salesforce Integration

    8 votes

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    0 comments  ·  CRM  ·  Admin →
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  2. 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.

    7 votes

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    0 comments  ·  CRM  ·  Admin →
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  3. 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.

    10 votes

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    Proposed Idea  ·  0 comments  ·  CRM  ·  Admin →
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