Regional Training Greenfield, IN GLM: 8.11.23 Settings & Custom Messaging
Objective #1:
Key Settings you can change:
Follow Up Visibility & Logic
Public Apply Page
Logon Page Message
User Password Policy
Objective #2:
Key Settings We Can Change
Custom Text on Pages – at your request, Foundant can
instructions to evaluators or links to instructions
Can add fields to organization registration page
Duplicate Tax ID Warning
Feature Settings – under gear icon. A few setting options (many more available; please explore) --
You’ll see your license type here
You can change your logon page message
Show follow ups with decision status
Follow up submission logic
Organization viewable by applicant
Follow up notification days – can up date # days for reminder
Enable public apply page
Rename names for roles in system
Warn applicant of existing request
User Password Policy
