Settings and activity

314 results found

1. Contact Information for Organization and Individual Profile

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   1 comment  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   SB Levine supported this idea  ·  Aug 21, 2025

2. 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  ·  Skye Weber responded
   SB Levine supported this idea  ·  Aug 21, 2025

3. DocuSign & Merge Templates Single Signature

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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

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

   6 votes

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

5. merged templates default

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

6. 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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   Proposed Idea  ·  Skye Weber responded
   SB Levine supported this idea  ·  Aug 21, 2025

7. "Document Type" location when creating documents

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

8. executivedirector@valleyfoundation.ca

   7 votes

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

9. kbakhshi@fmscleveland.com

   6 votes

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

10. Merge Template

    4 votes

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

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

    11 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Jul 31, 2025

12. data field labels

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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

13. Allow us to customize Apply Page ourselves

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    7 votes

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

14. Inactive Users Should Not Require an Email Address

    3 votes

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

15. Please add a "Tabled" line in the Application Evaluation section

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

16. merge fields

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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  ·  Jul 31, 2025

17. Batch Re-Assign Follow Ups to a New User (Program Officer Leaving)

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

18. Custom PDF

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

19. Use organization domain for email communications

    66 votes

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    Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    SB Levine supported this idea  ·  Jul 31, 2025

20. follow up grant reports should be able to be assigned to all contacts of an org, or at least 2+ contacts

    9 votes

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