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307 results found

  1. Search all user log in activity

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Admin →
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  2. Date auto format

    11 votes

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    0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Admin →
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  3. Organizational Summary - Amount Requested

    8 votes

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    2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  4. Adding shared questions to installment forms to improve information in payment tracking table

    6 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  5. foundation assigned grant numbers

    19 votes

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    Proposed Idea  ·  8 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    SB Levine commented  · 

    We currently us an Admin visible only question that we fill in before the grant application is marked complete. This is especially important for renewal grants. It would be great if this was a "Submission" field so that it was always available as an option on the dashboard screens, otherwise it has to be a read only shared question on every form.

    SB Levine supported this idea  · 

  6. Merge Templates and Print Packets

    10 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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    SB Levine commented  · 

    Working with the success team and support, I found it very straight forward to make the changes that I wanted once I understood some basics of how the templates are used. For those of us with the skills to understand the code and make the changes ourselves, it should be made easier for us to access the templates and upload and test them in Sandbox at least.

    Some documentation is definitely needed and it should be an ability left to Super Admins (a level that is missing).

    SB Levine supported this idea  · 

  7. Add Resubmission Date under Follow Ups/Submitted tab

    19 votes

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    10 comments  ·  GLM & SLM Idea Lab » Dates  ·  Admin →
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  8. In Follow-Ups Draft list - Please include Process Name

    11 votes

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    1 comment  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  9. Doing Business As or AKA searches

    11 votes

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    13 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  10. Add additional "Document Types" under Request Documents

    22 votes

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    3 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  11. Add county to the organization info

    8 votes

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    2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  12. Ability to view additional fields on the Request Summary

    24 votes

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    5 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  13. Suggestions for Custom Columns

    13 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  14. Contact Information for Organization and Individual Profile

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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  15. Saving all documents in one packet

    8 votes

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

  16. Merge Templates Revisions

    23 votes

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    2 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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  17. DocuSign & Merge Templates Single Signature

    9 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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  18. 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  ·  Admin →
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  19. merged templates default

    9 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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  20. Move "Choose File Type" in Create Documents

    16 votes

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    1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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