Settings and activity

376 results found

1. Parent-subsidiary relationships

   12 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 25, 2024

2. Legal Name Field in GLM Profiles

   8 votes

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

   
   

   Robin Wolff supported this idea  ·  Oct 25, 2024

3. elizabeth@oshkoshareacf.org

   2 votes

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   0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 25, 2024

4. kbakhshi@fmscleveland.com

   5 votes

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   0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 25, 2024

5. Be able to add more DocuSign fields in Merge Templates

   7 votes

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   1 comment  ·  GLM & SLM Idea Lab » External Integration  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

6. executivedirector@valleyfoundation.ca

   4 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

7. Report Complete Automation

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

8. Export charts from run report

   6 votes

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   0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

9. There needs to be a way to delay the automatic email for follow up's

   5 votes

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

10. GLM Admin upload of reports submitted via email

    20 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

11. Admin ability to move a request from draft to submitted - move button to top

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

12. Direct Link to Application

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

13. Export batch as separate documents

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

14. Badge-like notification when new submissions/follow-ups appear on dashboard

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    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

15. Comments, Dates, Email

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

16. Automatic Email to admin for late Follow-up Forms

    11 votes

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    3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

17. Easier report user interface

    37 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

18. Ability to export page URLs as a report field

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

19. Manager Evaluations

    10 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

20. reneamuellerleile@rosenaufoundation.org

    7 votes

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    1 comment  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024