Settings and activity

53 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
   Robin Baker supported this idea  ·  Apr 15, 2026

2. Print Packets - Form Title on Cover Page

   9 votes

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   3 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Apr 15, 2026

3. 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
   Robin Baker supported this idea  ·  Apr 15, 2026

4. Show Merge documents in alphabetical order

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Apr 15, 2026

5. 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
   Robin Baker supported this idea  ·  Apr 15, 2026

6. mergeable fields of internal staff members

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Apr 15, 2026

7. archive merge templates

   22 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Apr 15, 2026

8. Allow evaluation fields to be pulled into merge templates

   4 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Robin Baker supported this idea  ·  Apr 15, 2026

9. Customize Merge Document File Names

   3 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Robin Baker supported this idea  ·  Apr 15, 2026

10. kbakhshi@fmscleveland.com

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Apr 15, 2026

11. Suppress Inactive Funds, Profiles from Search

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Apr 15, 2026

12. GLM/SLM Syncing to CSuite - Add Manual Profile Match Option

    13 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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    Robin Baker supported this idea  ·  Apr 15, 2026

13. New Look Navigation Top Menu

    21 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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    Robin Baker supported this idea  ·  Apr 9, 2026