Search & Sync GLM/SLM Orgs & Contacts

Written by Nick Miles

Last published at: February 19th, 2019

Within CommunitySuite, you can search and sync GLM/SLM orgs & contacts from while creating a profile, or by using the Search GLM feature.

To search and sync from Create Profile:

  1. Navigate to Profiles from the home page.
  2. Click Create Profile from the left-side menu.
  3. Complete all known fields for the Individual or Organization.
  4. Click the arrow next to GLM Linking.
  5. Check the box next to Search GLM Prior to Save.
    • This tells CommunitySuite to search GLM/SLM for similar organizations/contacts before the profile is saved.
    • Please note that the default setting for this checkbox can be configured in System Data.
  6. Check or uncheck the boxes next to:
    • Include Synced Records
      • This will include both unsynced and synced records in your search results.
    • Search Default Foundation
      • Checking this box will search records from your default GLM/SLM site, and remove the ability to search from multiple GLM/SLM sites.
      • If you'd like to search multiple GLM/SLM sites, leave this box unchecked and select from the linked GLM/SLM sites (to the right).
  7. Click Save at the bottom of the page
  8. In the Similar GLM Profiles window:
    • Review similar GLM/SLM profiles, and select the radio button for a desired profile.
    • Click Sync in the lower-right corner of the window.

To search and sync with the Search GLM feature:

  1. Navigate to Profiles from the home page.
  2. Click Create Profile from the left-side menu.
  3. Click Search GLM from the left-side menu.
  4. In the Search GLM window, three columns will display:
    • GLM Sites
      • Check the box next to each GLM/SLM site (GLM/SLM URL Key) that you want to search.
    • Organization and Individual
      • Complete all known fields for the organization or individual that you want to search for.
      • Next to Filters (at the bottom of each column), check or uncheck the boxes to refine your search criteria:
        • Include Synced record
        • Include Records with Sync Issues
        • Include Unsynced Records
    • Click Search Organizations or Search Individuals and the GLM Search Results table will display all GLM/SLM records that match your search criteria.
      • Please note that you cannot search for organizations and individuals at the same time.
  5. Within the GLM Search Results table, the Status column will display one of three states for each GLM/SLM record (see below):

    GLM/SLM record is linked to a Profile in CommunitySuite.

    GLM/SLM record is not linked to a Profile in CommunitySuite.

    Error -  there is something wrong with the linkage in CSuite or GLM/SLM.

    • Click the Status icon (blue) for the GLM/SLM record that you'd like to sync with CSuite.
      • If there is only one similar record (Profile) in CommunitySuite, review the record and click Sync Profile.
      • If there are multiple similar records (Profiles) in CommunitySuite, click the drop-down arrow, select the correct record, and click Sync Profile.
      • If CommunitySuite is unable to find a similar record (Profile), or if you would like to create a new profile, click Create Profile.
        • This will automatically create a new Profile in CommunitySuite and sync it with the selected record in GLM/SLM.