Settings and activity

366 results found

1. Merge Templates: Field Codes for Evaluation Forms

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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

   
   

   Robin Wolff supported this idea  ·  Oct 25, 2024

2. Including attachments when creating Word merged documents

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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

   
   

   Robin Wolff supported this idea  ·  Oct 25, 2024

3. DocuSign & Merge Templates Single Signature

   9 votes

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

4. Move "Choose File Type" in Create Documents

   16 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 25, 2024

5. merged templates default

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

6. Make merging documents as easy as using merge for batch emails

   6 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 25, 2024

7. Show Merge documents in alphabetical order

   2 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 25, 2024

8. "Document Type" location when creating documents

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

9. mergeable fields of internal staff members

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

10. kbakhshi@fmscleveland.com

    6 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 25, 2024

11. kbakhshi@fmscleveland.com

    7 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 25, 2024

12. Merge Template - Attach to Email Feature

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    3 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 25, 2024

13. 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

14. 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

15. 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

16. 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

17. 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

18. executivedirector@valleyfoundation.ca

    7 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

19. 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

20. 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