Settings and activity

349 results found

1. 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

2. 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

3. Parent-subsidiary relationships

   11 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

4. 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

5. 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

6. 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

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

   5 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

8. 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

9. 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

10. 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

11. 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

12. GLM Admin upload of reports submitted via email

    21 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

13. 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

14. 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

15. 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

16. 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

17. 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

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

    7 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

19. Easier report user interface

    34 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

20. 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