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5 results found

  1. Funds from GLM to CSuite in Installments

    5 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    Alyse Braaten commented  · 

    This functionality is available with Universal Application at the Process/Opportunity level. Even that could be helpful.

    Alyse Braaten supported this idea  · 

  2. Intergrate CSuite Grant # into GLM/SLM Email Templates

    5 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Alyse Braaten commented  · 

    There is significant value in adding the CSuite fields from Approvals and Installments into email merge templates. We currently lose most batch email functionality because we cannot get the Fund Name imported into GLM through a CSuite Accepting Process to be a merged field into our award email template. This takes a batch workflow of less than 2 minutes and can make it an hour plus of work (depending on the number of grants being processed).

    Alyse Braaten supported this idea  · 

  3. Separate overdue Follow Ups from "Drafts" section on open requests dashboard

    61 votes

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    Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Alyse Braaten supported this idea  · 

  4. Add "Reply to" email as a searchable/viewable field on email templates

    3 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Alyse Braaten commented  · 

    This will be of particular interest to clients who have used Foundant for 5 years or more OR who have gone through admin changes.

    Alyse Braaten shared this idea  · 

  5. New Org. Summary Print Packet download button

    2 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Alyse Braaten supported this idea  ·