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75 results found

  1. Application Data to Sandbox

    5 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    SB Levine supported this idea  · 

  2. Add "Abandoned" requests as its own category on the dashboard

    9 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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  3. Ability to link incoming e-mails directly to a request/organization

    12 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    We are continuing to understand the  needs and workflows for emails that need to come back into the system. 


    What providers are people using? 

    Are there emails other than responses to system messages that need to live in the system? 

    If an email was sent in relation to a request, example for submitted, where would you want to view that email from? 


    Any thoughts are very helpful

    SB Levine supported this idea  · 

  4. Merge Template - Attach to Email Feature

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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  5. Merge Templates and Print Packets

    8 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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  6. Automatic Email to admin for late Follow-up Forms

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    SB Levine supported this idea  · 

  7. Shared Question across processes

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    SB Levine supported this idea  · 

  8. Allow Custom Registration Fields for Custom Columns

    11 votes

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    Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  9. comment

    4 votes

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    1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    SB Levine commented  · 

    This is important to document any communication that occurs outside of the platform.

    SB Levine supported this idea  · 

  10. Multiple Automatic Reminders for Follow-Ups

    19 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    SB Levine commented  · 

    Agreed multiple follow-up reminders is a must.

    SB Levine supported this idea  · 

  11. Hide Abandoned Applications

    6 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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  12. File upload as shared question to allow budget files to carry forward

    9 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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  13. Process Manager

    8 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    SB Levine supported this idea  · 

  14. Abandon Follow Up

    16 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    SB Levine supported this idea  · 

  15. Login Log for GLM

    23 votes

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    Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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  16. Customization of the Organizational Information Form

    10 votes

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    4 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    SB Levine commented  · 

    Absolutely, this is critical. We only want 501(c) 3 organizations to register. Ideally, an org that is not should be denied registration.

    SB Levine supported this idea  · 

  17. Deleting an organization entirely

    20 votes

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    7 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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  18. Downloads should have unique names

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    SB Levine supported this idea  · 

  19. Archiving Follow-up Forms

    9 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    SB Levine supported this idea  · 

  20. archive merge templates

    14 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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    SB Levine supported this idea  · 
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