Settings and activity

264 results found

1. Add Resubmission Date under Follow Ups/Submitted tab

   19 votes

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   10 comments  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   SB Levine supported this idea  ·  Aug 21, 2025

2. In Follow-Ups Draft list - Please include Process Name

   11 votes

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   1 comment  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   SB Levine supported this idea  ·  Aug 21, 2025

3. Doing Business As or AKA searches

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   13 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   SB Levine supported this idea  ·  Aug 21, 2025

4. Add additional "Document Types" under Request Documents

   22 votes

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   3 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   SB Levine supported this idea  ·  Aug 21, 2025

5. Add county to the organization info

   8 votes

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   2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   SB Levine supported this idea  ·  Aug 21, 2025

6. Ability to view additional fields on the Request Summary

   24 votes

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   5 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   SB Levine supported this idea  ·  Aug 21, 2025

7. Suggestions for Custom Columns

   13 votes

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   Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   SB Levine supported this idea  ·  Aug 21, 2025

8. Contact Information for Organization and Individual Profile

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   SB Levine supported this idea  ·  Aug 21, 2025

9. Saving all documents in one packet

   8 votes

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   4 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   SB Levine supported this idea  ·  Aug 21, 2025

10. Merge Templates Revisions

    23 votes

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    2 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    SB Levine supported this idea  ·  Aug 21, 2025

11. 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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    SB Levine supported this idea  ·  Aug 21, 2025

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

    4 votes

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    1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Aug 21, 2025

13. merged templates default

    9 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Aug 21, 2025

14. 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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    SB Levine supported this idea  ·  Aug 21, 2025

15. "Document Type" location when creating documents

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Aug 21, 2025

16. executivedirector@valleyfoundation.ca

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Aug 21, 2025

17. kbakhshi@fmscleveland.com

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Aug 21, 2025

18. Merge Template

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Aug 21, 2025

19. Can over character limits be formated to be red?

    2 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Jul 31, 2025

20. data field labels

    2 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Jul 31, 2025