Merging Duplicate Organizations

Click on Search  in the navigation menu at the top of the page, and then select Organizations . Find the duplicate organizations by performing a search or clicking on the  Duplicate Search  button.  Once you have found the organizations that need to be merged, select them by  clicking the checkbox  next to the organization names. Then, click the Mer...

Setting/Updating an Organization's Primary Contact

By default the primary contact will be set as the individual that was entered on the Executive Officer profile page during registration.  The primary contact will be listed as the contact on the print packet cover page whether they were the person that submitted the request or not.  The primary contact will also be listed in the Summary section of t...

How To Move an Applicant to a Different Organization

Create the new organization if it does not already exist. You can create a new organization from the Organizations page. Click Search in the upper navigation bar, then click Users.  On the Users search page, search for the applicant. Click the pencil icon to the right of the applicant's name. In the Organization drop-down at the top of the page, sel...

How To Move a Request To a Different Organization

Go to the applicant’s user summary page (clicking on the applicant’s name will get you there). On the far right side of the User Info tab, click on the pencil icon which allows the administrator to edit the applicant’s information. Just above the applicant’s registration information is the Organization dropdown menu. Click on the menu and select the...

Upload a Document to an Organization Summary

Click on Search  in the navigation menu at the top of the page, and then select Organizations . Click on the  Organization Name . This will bring you to the  Organization Summary page. Select the Organization Documents tab and click Upload a File . Select the document that you would like to upload from your computer. Enter a description and select a...

How To Run a GuideStar Charity Check

You may run a GuideStar Charity Check by clicking on Search from the top navigation menu in your Live site and selecting GuideStar: Enter the organization’s tax ID and click the Search button. If the organization has a GuideStar Nonprofit Profile, the profile information will populate in your search results. Please note that charity checks completed...

GuideStar Charity Check Fields

Running a GuideStar Charity Check on an organization in GLM will display the following data.  Field Label Date Generated (Month Day, Year) Time Generated (HH:MM XM EDT) GuideStar EIN - This EIN field is pulled directly from the GuideStar database. It is intended to indicate the historical existence of an EIN, which the GuideStar database archives. I...

Using the Boat Method to Move a Request from One Organization to Another

While requests cannot individually be moved to a different Organization, you can move a contact and with that contact, any requests attached to them will. This is commonly referred to as the boat method. In this situation, we have Henry who is in organization A with his request, and we would like to move this request into organization B.  So we will...

Ajah

If you primarily award funds to organizations in Canada, your GLM site will automatically be integrated with Ajah in order to check or confirm an applicant’s non-profit status. The Ajah field is configured so that applicants must enter their tax ID in the correct CRA# (Canadian Revenue Agency) format.  If you are a Canadian client and have any quest...