The Organization Summary page in Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM) consolidates all information related to an organization into a single view. The Organization Summary page includes options to view the Summary, Requests, Contacts, Comments, Documents, and Charity Check sections.
User Role: Administrator, Grants Manager, or Staff Evaluator
Use the Organization Summary page to:
- Review an organization's complete request history and grant activity.
- Verify organization contact information or add new contacts.
- Run or review charity check results for nonprofit verification.
- Document organization-specific notes or upload relevant documents.
- Access organization information from CommunitySuite (if integrated).
- Send emails to organization contacts using email templates.
To navigate within the Organization Summary page, click the left-side menu options to navigate to the pages.
Access an Organization Summary Page
To access the Organization Summary page for an organization, click the organization's name anywhere it appears in the site. The most common navigation paths are detailed below.
Access via Organizations Search Page
To access the Organization Summary page from the Organizations Search page, follow these steps.
- Click Search on the upper navigation bar, and then click Organizations.
- Enter search criteria, such as the name of the organization, and then click Search.
- Click the organization name.
Access via Workload Page
To access the Organization Summary page from a workload page, follow these steps.
- From the Dashboard, click the workload page that contains one of the organization's requests.
- Click the organization name.
Access via Requests and Decisions Page
To access the Organization Summary page from the Requests and Decisions page, follow these steps.
- Click Search on the upper navigation bar, and then click Requests & Decisions.
- Enter search criteria, such as the organization name, and then click Search.
- Click the organization name.
Access via User Summary Page
To access the Organization Summary page from a User Summary page, follow these steps.
- Click Search on the upper navigation bar, and then click Users.
- Enter search criteria, such as the first and last name of the user who belongs to the organization, and then click Search.
- Click the user's last name.
- Click the organization name.
Access via Header Search
To access the Organization Summary page using the header search, follow these steps.
- Click into the Search Bar in the upper navigation bar.
- Enter search criteria, then click the organization name.
Summary Page
The Summary page displays the information of the organization as provided by the applicant during the registration process. The Summary page has data cards that provide the Total Awarded, Total Requests, Total Approved, Last Grant Date, Overdue Follow Ups, Contacts, Comments, Run a Charity Check, and other additional key organizational details.
The contact box displays the organization's EIN/Tax ID, website, telephone number, address, and email address in the top-left corner.
Custom fields display underneath the organization name. The included information may vary depending on the use of organization custom fields. The custom header fields can be customized and reordered by clicking the gear icon.
- Check the checkbox of the fields to be displayed. Drag and drop the six dot icon to reorder fields, then click Save.
Users with access to CommunitySuite can click the CommunitySuite icon to access the profile record in CommunitySuite.
Click Print Packet to download the organization summary as a .pdf file.
Requests Page
The Requests page displays all requests from applicants within the organization. It also provides the option to manually enter a request for the organization.
A request's date, process name, project name, type of payment, status, granted amount, or paid amount can be entered into the search field. The total granted and paid amounts are tracked in the Totals row.
Contacts Page
The Contacts page displays each user who belongs to the organization and provides the option to add additional contacts. Applicants' Ability to View Organization History can be enabled from the Contacts page.
Email Templates
Email templates can be used to send emails to the email address shown in the contact's information box. To send an email using a template, follow these steps.
- Click Compose Email from the three dot actions menu.
- Click the envelope icon.
- The email address listed in the contact information box on the Contacts page populates in the To field. Send the email as usual.
Download Contact Information
From the Contacts page, a virtual contact file can be downloaded for any contact. Virtual contact files can be imported into other applications, such as Outlook. To download a contact, follow these steps.
- Click Download Contact from the three dot actions menu.
Comments Page
The Comments page provides the option to record comments specific to the organization and displays any existing organization comments.
Click between the grid and table icons to change the layout of the comments.
Pinned Comments
One comment can be pinned to the top of the Comments page.
Click the pin icon to pin a comment.
Pinned comments appear in the top left corner of the Comments page with a yellow highlight around the box.
Interactions Page (Standard and Advanced Licenses)
The Interactions page allows administrators to log interactions with organizations, including in-person meetings, phone conversations, or exchanged emails.
Click the pin icon to pin an interaction.
- Pinned interactions appear in the top left corner of the Interactions page with a yellow highlight around the box.
Click the pencil icon to edit an interaction.
Click the trash can icon to delete an interaction.
Click the grid or table icon to change the layout of the interactions.
Documents Page
The Documents page provides the option to upload documents specific to the organization and displays any existing organization documents.
Financials and Compliance Page
The Financials and Compliance page displays an overview of the most recent information from the IRS for this organization.
The information within the Financials and Compliance page is sourced from a third party. To agree to these terms, click Agree to terms. This message disappears once an administrator has clicked Agree to terms. To review the terms and conditions, visit the Trust Center.
To acknowledge the page for audit purposes, click Acknowledge.
To view a log of acknowledgements, click the View Log link.
The fields shown at the top of the Financials and Compliance card can be customized. To customize the fields, follow these steps.
- Click the gear icon.
- Check the checkbox of the fields to display at the top, then click Save.
Funders Page
The Funders page displays the most recent funders with the year, amount, name of funder, city, state, and EIN.
Charity Check Page
The Charity Check by Candid page displays the most recently run charity check summary as well as the option to view the Charity Check Log. The log contains all of the dates and times that charity checks have been run for the organization. Run a Candid Charity Check provides step-by-step instructions and more information about charity checks.
Change Log Page
The Change Log page displays changes made to the organization's record, the date the change was made, old and new entries, and who made the change.
Email History Page
The Email History page displays information about the organization's email history, including the date the email was sent, status, template name, email subject line, and who sent the email.
To filter the Email History page by column, click into a column search field and then enter an applicable filter. Columns can be filtered by the date the email was sent, the status of the email, the email recipient, email template, email subject line, and who sent the email.
To clear filters, click Clear Filters.