Settings and activity

267 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. Merge just the next installment

   3 votes

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   1 comment  ·  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. 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

4. DocuSign & Merge Templates Single Signature

   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

5. 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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   Robin Wolff supported this idea  ·  Oct 25, 2024

6. merged templates default

   8 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

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

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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

8. Show Merge documents in alphabetical order

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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. "Document Type" location when creating documents

   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

10. 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

11. kbakhshi@fmscleveland.com

    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 25, 2024

12. kbakhshi@fmscleveland.com

    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. 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

14. Parent-subsidiary relationships

    10 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

15. Legal Name Field in GLM Profiles

    7 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

16. 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

17. kbakhshi@fmscleveland.com

    4 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

18. Grant Notifications for Internal Grants

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Robin Wolff supported this idea  ·  Oct 25, 2024

19. Show Multiyear Grants in Grant Summary table as they are paid

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

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

    4 votes

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