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 Summary, Requests, Contacts, Comments, Documents, and Charity Check sections.
User Role: The Organization Summary page is for administrators, grants managers, and staff evaluators who need to review organization details, track request history, manage contacts, run charity checks, and document organization-specific information.
When to Use the Organization Summary Page:
- Reviewing an organization's complete request history and grant activity.
- Verifying organization contact information or adding new contacts.
- Running or reviewing charity check results for nonprofit verification.
- Documenting organization-specific notes or uploading relevant documents.
- Accessing organization information from CommunitySuite (if integrated).
- Sending emails to organization contacts using email templates.
The Organization Summary page consolidates critical organization-level information into a streamlined view.
To navigate within the Organization Summary page, click on 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 for doing so are detailed below.
Access via Organizations Search Page
Access the Organization Summary page from the Organizations Search page.
- 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
Access the Organization Summary page from a workload page.
- From the Dashboard, click the workload page that contains one of the organization's requests.
- Click the organization name.
Access via Requests & Decisions Page
Access the Organization Summary page from the Requests & Decisions page.
- 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
Access the Organization Summary page from a User Summary page.
- 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
Access the Organization Summary page using the header search.
- 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 Summary page has the organization's name, address, primary contact, website, telephone number, email address, and EIN/Tax ID in the top-left corner.
The character limit to display in the Address field is 45 characters. If the character limit exceeds 45, a hyperlinked "Address" field will appear in the Address line, which will open a window to display the full address.
The custom fields will show up underneath the organization name. The included information may vary depending upon the use of organization custom fields. The custom header fields can be customized and reordered by clicking the gear icon.
- Select 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 in a .pdf format.
Access the Organization Email History Page
- The Organization Email History page can be accessed from the Organization Summary by clicking the pencil icon.
- Click the three dots, and then click Email History.
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 requests' 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.
- 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.
- 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 icon to change the layout of the comments.
Pinned Comments
A comment can be pinned. Only one comment can be pinned.
Click the pin icon to pin a comment.
Pinned comments will appear in the top left corner of the Comments page with a yellow highlight around the box.
Documents Page
The Documents page provides the option to upload documents specific to the organization and displays any existing organization documents.
Charity Check Page
The Charity Check by Candid page displays the most recently run charity check summary as well as the option to View Charity Check Log. The log contains of 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 allows you to see changes made to the organization's record, the date the change was made, old and new entries, and who made the change.