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...

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...

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...

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...

Void Checks from Synced Grants

After syncing, approving, and paying a Grant, you will still have the opportunity to void the check and recut a new if needed. Here’s how the process will work: Void the check in CSuite. New payment appears in GLM for the same installment as a negative payment, along with the following message: Payment voided in CommunitySuite for Tracking Number [c...

Send GLM Requests to the CSuite Grant Catalog

After approving a request in GLM, navigate to the All Open Approvals workload page, and click the toggle to sync the request to CSuite. Click the Project Name to reach the Request Summary page. In the Award Details tab of the Request Summary page, click each Installment Form to expand the details. At the bottom of each installment form, click the th...

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...

Process Synced Scholarships

After syncing a Scholarship Award from SLM, it needs to be processed in CommunitySuite: Open CommunitySuite and navigate to Scholarships from the Home page. In the Scholarship Buckets window at the top of page, select SLM. The SLM bucket will display synced Scholarship Awards that have not been processed. In the SLM Scholarship Import window, select...

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 ...

Create Multifund SLM Scholarships

You can pay a SLM Scholarship from multiple Funds by using the Make MultiFund feature. Navigate to Scholarships from the Home page. In the Scholarship Buckets window at the top of the page, click SLM. Next, in the SLM Scholarship Import window, select the Scholarship Request ID number. Click the Make Multifund button from the left-side menu. If the ...

CSuite SLM Settings

Once you’ve created a CSuite Process in SLM, you’ll need to configure your default SLM settings in CommunitySuite. To do this, the process in SLM must be turned on. Please note that these settings only need to be configured if you plan on sending Scholarships from CSuite to SLM. To configure your SLM Settings in CommunitySuite: Navigate to System Da...

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...

Search & Sync GLM/SLM Orgs & Contacts

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: Navigate to Profiles from the home page. Click Create Profile from the left-side menu. Complete all known fields for the Individual or Organization. Click the arrow next...

Edit & Unlink GLM/SLM Orgs & Contacts

Search for a GLM/SLM profile. From the GLM Search Results table, click the Status icon of a linked (green icon) org or contact to view the associated Csuite Profile. To unlink the Profile from the associated GLM/SLM organization or contact, click Unlink at the bottom of the Profile window. Please note that the Unlink button will NOT display in Edit ...

Merge Synced Organizations

Click Search and select Organizations. 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. Check the boxes next to each organization that you want to merge. Note:  If more than one organization is synced/linked with CommunitySuite...