Settings and activity

356 results found

1. 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

2. 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

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

4. 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

5. 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

6. Saving all documents in one packet

   9 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

7. 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

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

   7 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

9. 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

10. Move "Choose File Type" in Create Documents

    17 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

11. "Document Type" location when creating documents

    9 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. Allow us to customize Apply Page ourselves

    • 

    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

18. 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

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

    3 votes

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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

20. merge fields

    6 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  ·  Jul 31, 2025