Settings and activity

360 results found

1. Date auto format

   15 votes

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   0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   SB Levine supported this idea  ·  Sep 3, 2025

2. Organizational Summary - Amount Requested

   8 votes

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   2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   SB Levine supported this idea  ·  Sep 3, 2025

3. foundation assigned grant numbers

   19 votes

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   Proposed Idea  ·  8 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   SB Levine commented  ·  Sep 3, 2025  ·  Edit…  ·  Delete…

   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.

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   SB Levine supported this idea  ·  Oct 23, 2024

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

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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

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

6. Add additional "Document Types" under Request Documents

   23 votes

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   4 comments  ·  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

7. Add county to the organization info

   10 votes

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   3 comments  ·  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

8. Ability to view additional fields on the Request Summary

   24 votes

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   Planned  ·  5 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   SB Levine supported this idea  ·  Aug 21, 2025

9. Suggestions for Custom Columns

   14 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

10. Contact Information for Organization and Individual Profile

    8 votes

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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

11. Saving all documents in one packet

    10 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

12. 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

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

    8 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

14. 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

15. Move "Choose File Type" in Create Documents

    18 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

16. "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

17. 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

18. 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

19. 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

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

    14 votes

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