Settings and activity
27 results found
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3 votes
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Lisa Stachula
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8 votes
Lisa Stachula
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7 votes
An error occurred while saving the comment
Lisa Stachula
commented
Clients have been asking for a way to securely collect ACH info in GLM for years. Docusign is not an efficient way to do this, and requires them to pay for another software to accomplish this.
Lisa Stachula
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19 votes
Lisa Stachula
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12 votes
Lisa Stachula
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20 votes
Lisa Stachula
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11 votes
An error occurred while saving the comment
Lisa Stachula
commented
I have worked with a couple of clients that want budget tables to track remaining grant balances against expenses. Being able to enter a regex that converts a number to a negative number would allow for this, when using the summing row feature. For example, Row 1 captures the amount awarded for each budget category. Row 2 the client enters how much was spent in each category, and the regex converts that number into a negative. Row 3 is a summing row that now displays for the client and applicant how much is left to spend in each budget category.
Lisa Stachula
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17 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Lisa Stachula
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5 votes
Lisa Stachula
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8 votes
Lisa Stachula
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29 votes
Lisa Stachula
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22 votes
Lisa Stachula
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2 votes
Lisa Stachula
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14 votes
Lisa Stachula
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2 votes
Can you please share the message you are referring to.
Also, it would be helpful to understand the clean up need because that might give us the idea for other opportunities to make the tool easier to use.
-the foundant team
Lisa Stachula
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40 votes
Lisa Stachula
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25 votes
Lisa Stachula
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18 votes
Lisa Stachula
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10 votes
Lisa Stachula
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9 votes
Lisa Stachula
supported this idea
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I often hear from clients that it would be helpful to batch revert applications from Submitted to Draft status, or Batch revert from Application Complete to Application Submitted status.