Settings and activity

13 results found

1. Organization Summary Feedback

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   21 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Hi Everyone!

   Thank you for the initial feedback.

   
   

   With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:

   
   

   -Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.

   -Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.

   
   

   Foundation Status:

   There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.

   
   

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   Sydney Detweiler commented  ·  Aug 20, 2025  ·  Edit…  ·  Delete…

   The experience on Mobile is a little clunky with most of the site very difficult to use or unable to navigate all together

   https://drive.google.com/file/d/1WHP1dEeoOVUiNmDsnDJW1w47bSOxjtIY/view?usp=drivesdk

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2. archive merge templates

   18 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Sydney Detweiler supported this idea  ·  May 20, 2025

3. executivedirector@valleyfoundation.ca

   6 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Sydney Detweiler supported this idea  ·  May 20, 2025

4. kbakhshi@fmscleveland.com

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Sydney Detweiler supported this idea  ·  May 20, 2025

5. Allow Users to Upload Files to Organization Documents

   4 votes

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   0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Sydney Detweiler shared this idea  ·  Mar 14, 2025

6. Document preview

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Sydney Detweiler supported this idea  ·  Mar 14, 2025

7. dark mode

   6 votes

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   0 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Sydney Detweiler supported this idea  ·  Mar 14, 2025

8. Fiscal Year Customization for Reporting

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   0 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Edit…  ·  Delete…  ·  Admin →
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   Sydney Detweiler shared this idea  ·  Mar 14, 2025

9. 'Archive' button in GLM reports?

   51 votes

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   Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Sydney Detweiler supported this idea  ·  Feb 14, 2025

10. Easier report user interface

    39 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Sydney Detweiler supported this idea  ·  Feb 14, 2025

11. Automatic emails at Approval and Denial stage

    13 votes

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    Proposed Idea  ·  5 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Sydney Detweiler commented  ·  Feb 14, 2025  ·  Edit…  ·  Delete…

    This idea from 2015 is still so valid and deserves to be considered 10 years later!

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    Sydney Detweiler supported this idea  ·  Feb 14, 2025

12. Export charts from run report

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Sydney Detweiler supported this idea  ·  Feb 12, 2025

13. Abandon Follow Up

    41 votes

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    2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Sydney Detweiler supported this idea  ·  Nov 15, 2024