Settings and activity

15 results found

1. Report Creation and Distribution Automation

   21 votes

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   Under Consideration  ·  3 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Alison Altemus supported this idea  ·  Jan 2, 2025

2. Saving all documents in one packet

   7 votes

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   4 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Alison Altemus supported this idea  ·  Jun 20, 2024

3. Move "Choose File Type" in Create Documents

   14 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Alison Altemus supported this idea  ·  Jun 20, 2024

4. batch charity check

   43 votes

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   Under Consideration  ·  17 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Alison Altemus supported this idea  ·  Jun 20, 2024

5. Batch Approval

   65 votes

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   Proposed Idea  ·  30 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Alison Altemus supported this idea  ·  Jun 20, 2024

6. Batch Create Merge letters from Approval Buckets

   10 votes

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   0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   This workflow today can be completed from Request and Decision. 

   
   

   -sammie

   Alison Altemus supported this idea  ·  Jun 20, 2024

7. PRINT IN BATCHES

   22 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Alison Altemus supported this idea  ·  Jun 20, 2024

8. Add "grant manager" assignments report field

   3 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Alison Altemus shared this idea  ·  Mar 19, 2024

9. Batch assignment of requests to someone with the "Grant Manager" role

   9 votes

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   3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Alison Altemus supported this idea  ·  Mar 19, 2024

10. Folders for Communications Templates

    105 votes

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    29 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hey All,

    Would you need multiple levels of folders or would one level be enough?

    
    

    
    

    Alison Altemus supported this idea  ·  Mar 19, 2024

11. Close Applications

    42 votes

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    1 comment  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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    Alison Altemus supported this idea  ·  Mar 12, 2024

12. Use the merge fields in email templates

    40 votes

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    13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Alison Altemus supported this idea  ·  Jan 10, 2024

13. Mass Upload and Delete Email Attachments

    8 votes

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    Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Alison Altemus supported this idea  ·  Jan 10, 2024

14. Merge Templates: Field Codes for Evaluation Forms

    13 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Alison Altemus supported this idea  ·  Dec 20, 2023

15. Shared Questions on Evaluation 1 & capability to use these questions to a merge document

    10 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Alison Altemus supported this idea  ·  Dec 20, 2023