Settings and activity

71 results found

1. Sorting reports including both individual and household profiles

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  November 29, 2023

2. Folders for Communications Templates

   81 votes

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   3 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Davette Swiney supported this idea  ·  November 20, 2023

3. Household opportunities should show on Individual profiles

   45 votes

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   1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Davette Swiney supported this idea  ·  November 02, 2023

4. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   56 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Davette Swiney supported this idea  ·  October 20, 2023

5. Envelope Printing Incorrectly for DAF Donations

   34 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  October 20, 2023

6. Agency grants should be excluded from 990 report

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  October 20, 2023

7. Print Address from Donation Record on Envelope

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  October 20, 2023

8. Notify fund advisor when a recurring grant is about to expire

   9 votes

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   1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Planned  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   This will be releasing with the release of the new portals in Aug 2024.

   Davette Swiney supported this idea  ·  October 20, 2023

9. Link to donate to a private fund

   10 votes

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   1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Davette Swiney shared this idea  ·  October 06, 2023

10. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Davette Swiney supported this idea  ·  September 21, 2023

11. Profile changes (ex: name, address) should not update historical information.

    48 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Davette Swiney supported this idea  ·  September 21, 2023

12. Profile Merge should include all fields

    81 votes

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    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Davette Swiney supported this idea  ·  September 21, 2023

13. Fund statements

    129 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  September 21, 2023

14. Rename Unsubmitted Grant Requests to Grant Cart

    37 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  September 14, 2023

15. Enable Two-Factor Authentication via Text Message

    78 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  September 08, 2023

16. bulk email to evaluators

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Davette Swiney supported this idea  ·  March 22, 2023

17. calendar for GLM synced with outlook or google calendar

    8 votes

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    0 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Davette Swiney supported this idea  ·  March 22, 2023

18. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  March 22, 2023

19. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Davette Swiney supported this idea  ·  March 22, 2023

20. Remove evaluator

    41 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Davette Swiney supported this idea  ·  March 21, 2023
    Davette Swiney shared this idea  ·  March 20, 2023