Canceled Installments with CommunitySuite Integration
If you utilize the integration between GLM/SLM and CommunitySuite, installments should only be canceled or reinstated within CommunitySuite. For a request synced between GLM/SLM and CommunitySuite: If an installment for the request is canceled in CommunitySuite, the installment's status of canceled will automatically update in GLM/SLM. If the ins...
Conditional Installments
If you utilize the integration between GLM/SLM and CommunitySuite, the Conditional Installment field is available and will sync between CommunitySuite and your GLM/SLM site. This article explains conditional installments in CommunitySuite: Schedule Grant Payments This is a system field, and can be added to an installment form in GLM/SLM. You have ...
Batch Approve Installments
For requests synced from GLM/SLM to CommunitySuite, and requests synced from CommunitySuite to GLM pre-approval, installments must be approved in GLM/SLM before they can be paid in CommunitySuite. Refer to these articles for more details: Pay Synced Requests (GLM), Pay Synced Scholarships (SLM). You also have the option to batch approve installment...
Add CommunitySuite Questions in GLM/SLM
If you utilize the integration with CommunitySuite, you have the option to add fields that integrate data from CommunitySuite into your GLM/SLM site. Below are descriptions of the available fields. The first section lists CommunitySuite fields most commonly added in GLM/SLM sites. The second section lists less commonly added fields, and the third se...
Preparing your GLM/SLM Site for CommunitySuite Integration
Cleaning up your GLM Site: Is your GLM/SLM site a little messy? Follow this help article to make sure the clutter is minimized in your site. Fine Tune: Would you benefit from some extra training? This is an opportunity to set aside time with your CSM to maximize your use of GLM/SLM along with the possibility of retraining administrators on certain t...
Sync GLM Requests to CSuite
To sync a GLM request with CommunitySuite, the request must have an Approved status in GLM. This means the request is housed in the Approved and/or All Open Approvals workload page within GLM. Please note that grants cannot be synced if they have payments associated with them. Requests can be synced from: The Request Summary of an Approved grant, v...
Sync CSuite Grants to GLM
You must have an active GLM site and your site must be linked to CommunitySuite to send Grants to GLM. Please speak with your CSM if you're unfamiliar with this process. Navigate to Grants from the Home page. In the Grants window, select a Grant ID. Click Edit GLM Options from the left side menu. In the Grant GLM Options window, the default settings...
CSuite GLM Settings
Once you’ve created a CSuite Process in GLM, you’ll need to configure your default GLM settings in CommunitySuite. Please note that these settings only need to be configured if you plan on sending Grants from CSuite to GLM. To configure your GLM Settings in CommunitySuite: Navigate tot System Data from the Home page. Click Edit from the left-side me...
Add a CSuite Process in GLM
To sync grants from CSuite to GLM, you must create a CSuite Process in GLM before a grant can be synced. This must be created as a new process and can not be copied from another process. Creating a GLM CSuite process is only required if you plan on sending Grants from CSuite to GLM. On the Add Process page, the External Type must be set to Community...
Process Synced Grants
After syncing a Grant Request, it will display within the GLM bucket of the Grants page in CommunitySuite. Before you can process the Grant, you must set the Grantee and Fund. This can be done in batch or one-at-a time. To process each grant individually: Select the Grant ID number that you want to process. Click the Set Grantee button and set the...
Pay Synced Requests
You will not be able to pay a grant installment until the corresponding installment in GLM has been marked as Approved. Clicking the Thumbs Up approve icon on the GLM installment or clicking the corresponding Thumbs Up in GLM’s payment tracking will release the scheduled payment for fulfillment in CSuite. Once the payment has been processed through ...
Create MultiFund GLM Grants
You can pay a GLM Grant from multiple Funds by using the Make MultiFund feature. Navigate to Grants from the Home page. In the Grant Buckets window, click GLM. In the GLM Grant Import window, select a Grant Request ID number. Click Make Multifund from the left-side menu. If the Grantee has not been set: Select Set Grantee from the left side menu. C...
Merging Organizations Synced to CSuite
1. Click Search and select Organizations. 2. Enter relevant search criteria, such as Organization, Tax Id, City, and State, then click Search. Pro Tip: To search for all organizations, leave the search criteria blank. 3. Check the boxes next to each organization that you want to merge. Note: If more than one organization is synced/linked with Co...
Sync SLM Requests to CSuite
To sync a request to CommunitySuite, the request must have an Approved status in SLM. This means the request is currently housed in the Approved and/or All Open Approvals workload page. Additionally, only requests that do not have any payments associated with them may be synced. You can sync the request from two locations: Within the Request Summary...
Pay Synced Scholarships
You will not be able to pay a scholarship installment until the corresponding installment in SLM has been marked as Approved. Within SLM you can Approve the installment from: The Payment Tracking page, by clicking the Thumbs Up icon next to to the desired installment. The Award Details tab, within the Request Summary page, by clicking the Thumbs Up ...
Add a CSuite Process in SLM
To sync approved Scholarships from CSuite to SLM, you must create a CSuite process in SLM before a Scholarship can be synced. This must be created as a new process and cannot be copied from another process. Creating a SLM CSuite process is only required if you plan on sending Scholarships from CSuite to SLM. On the Add Process page, the External Ty...
Sync CSuite Scholarships to SLM
After creating a CSuite Process in SLM and configuring your SLM settings in CSuite, you can sync approved CSuite Scholarships to SLM. The Scholarship must be Posted in CSuite before it can be synced to SLM. To send a Scholarship to SLM: While viewing a Scholarship in CommunitySuite, click Edit SLM Options from the left-side menu. In the Scholarshi...