Settings and activity

26 results found

1. Exporting Comments

   19 votes

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   Proposed Idea  ·  10 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Sheila Steger supported this idea  ·  Jan 30, 2025

2. docusign

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Sheila Steger shared this idea  ·  Aug 7, 2024

3. Ability to link incoming e-mails directly to a request/organization

   14 votes

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

   We are continuing to understand the  needs and workflows for emails that need to come back into the system. 

   
   

   What providers are people using? 

   Are there emails other than responses to system messages that need to live in the system? 

   If an email was sent in relation to a request, example for submitted, where would you want to view that email from? 

   
   

   Any thoughts are very helpful

   Sheila Steger supported this idea  ·  May 9, 2024

4. Access code

   •  

   6 votes

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   2 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Sheila Steger supported this idea  ·  May 9, 2024

5. 'Archive' button in GLM reports?

   52 votes

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   0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Sheila Steger supported this idea  ·  May 9, 2024

6. Close Applications

   41 votes

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   1 comment  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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   Sheila Steger supported this idea  ·  Feb 5, 2024

7. Differentiate between applicant-abandoned and administrator-abandoned applications

   73 votes

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   2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sheila Steger supported this idea  ·  Jun 14, 2023

8. Folders for Communications Templates

   105 votes

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   5 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sheila Steger supported this idea  ·  May 17, 2023

9. Batch Create Merge Docs AND Attach to Request

   15 votes

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   Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Sheila Steger supported this idea  ·  Apr 3, 2023

10. Denial Date

    11 votes

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    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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    Sheila Steger supported this idea  ·  Nov 29, 2022

11. Make the email templates list more readable

    11 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Sheila Steger supported this idea  ·  Nov 29, 2022

12. Merge Templates Revisions

    22 votes

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    2 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sheila Steger supported this idea  ·  Sep 28, 2022

13. Organization searches - back to results function

    7 votes

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    Feedback Needed  ·  1 comment  ·  GLM & SLM Idea Lab » Search  ·  Delete…  ·  Admin →
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    Sheila Steger supported this idea  ·  Aug 30, 2022

14. Summary report for individual reviewers

    109 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Sheila Steger commented  ·  Jun 2, 2022  ·  Edit…  ·  Delete…

    Hi Dierdre,

    Yes, in the report builder under Choose Data Fields, click on the evaluation form and bring in any field from that form that you would like in the report. Not sure if this answers your question.....

    Sheila

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    Sheila Steger commented  ·  Jun 1, 2022  ·  Edit…  ·  Delete…

    We do this through the report builder. The field to check to get the Evaluator or Reviewer is in the Request Tab, then under Forms, click Submission Assignee. I know this isn't the most intuitive way to find the Evaluator, but I remember seeing this change in a Release Note a while back.

    Hope this helps.

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    Sheila Steger supported this idea  ·  Apr 29, 2022

15. Add custom columns feature to the Request History page

    25 votes

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    4 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Sheila Steger commented  ·  May 6, 2022  ·  Edit…  ·  Delete…

    Any update to this request for custom columns on Request History page? My board is really wanting this feature.

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    Sheila Steger supported this idea  ·  May 6, 2022

16. Duplicate Org Search/Merge Help

    28 votes

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    Feedback Needed  ·  8 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Sheila Steger commented  ·  Dec 1, 2021  ·  Edit…  ·  Delete…

    Yes, Sammie, that view would be helpful.

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    Sheila Steger supported this idea  ·  Nov 15, 2021

17. Email History by Process

    16 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sheila Steger supported this idea  ·  Nov 4, 2020

18. Folders for Reports

    101 votes

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    Planned  ·  11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Sheila Steger supported this idea  ·  Sep 17, 2020

19. Use the merge fields in email templates

    40 votes

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    13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sheila Steger supported this idea  ·  Jun 10, 2020

20. Reports - Lock Column Headings

    34 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Planned  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    As we look to implement our new Data Visualization tool this will be a new functionality.

    
    

    -The Foundant Team

    Sheila Steger supported this idea  ·  Feb 12, 2020