Settings and activity

338 results found

1. 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

2. kbakhshi@fmscleveland.com

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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

3. kbakhshi@fmscleveland.com

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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

4. Merge Template - Attach to Email Feature

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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. Parent-subsidiary relationships

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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

6. 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

7. elizabeth@oshkoshareacf.org

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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

8. 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

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

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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

10. executivedirector@valleyfoundation.ca

    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 3, 2024

11. Report Complete Automation

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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

12. 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

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

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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

14. GLM Admin upload of reports submitted via email

    18 votes

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

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

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

16. Batch Edit Report Deadlines

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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

17. Direct Link to Application

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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

18. Export batch as separate documents

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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

19. 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

20. Comments, Dates, Email

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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