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138 results found

1. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

   34 votes

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

   
   

   Carol Reynolds supported this idea  ·  Oct 17, 2022

2. Recurring Donation - give donors option to end or change amount on portal

   139 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Donors/Donation Portal  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Oct 17, 2022

3. tax receipts downloaded in word

   21 votes

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

   
   

   Carol Reynolds supported this idea  ·  Oct 14, 2022

4. Sharing Final Grant Reports with Evaluators

   15 votes

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

   
   

   Carol Reynolds supported this idea  ·  Sep 19, 2022

5. Sync SLM/GLM users to CSuite Profiles

   14 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Sep 19, 2022

6. Allowing Organization Primary Contact add and remove contacts

   76 votes

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   Planned  ·  3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Carol Reynolds commented  ·  Sep 19, 2022  ·  Edit…  ·  Delete…

   It would be AWESOME if there could be an email notification set up when an organization changes and of their contact info so CSuite can be updated since that is not automatic!

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   Carol Reynolds supported this idea  ·  Sep 19, 2022

7. annualized budget percentage on income statement

   70 votes

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

   
   

   Carol Reynolds supported this idea  ·  Aug 4, 2022

8. process summary

   5 votes

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   Feedback Needed  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Carol Reynolds commented  ·  Aug 2, 2022  ·  Edit…  ·  Delete…

   I can give you an example of how it plays in our world in Central Indiana. We administer the Lilly Endowment Community Scholarship Program. They require us to send the application to them for approval and want the summary as well. We currently do pdf magic to make the summary and the question list into one document.

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   Carol Reynolds supported this idea  ·  Jul 15, 2022

9. Bulk update of colleges and student IDs

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Carol Reynolds shared this idea  ·  Jul 15, 2022

10. Fields available for Bulk Update/Import/Delete on Records

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Carol Reynolds supported this idea  ·  Jul 15, 2022

11. Archiving Follow-up Forms

    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

    
    

    Carol Reynolds supported this idea  ·  Jul 15, 2022

12. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 15, 2022

13. Evaluating Follow-up submissions

    79 votes

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    Proposed Idea  ·  57 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 13, 2022

14. Make it easier to know when to close a request

    22 votes

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

    
    

    Carol Reynolds supported this idea  ·  Jun 13, 2022

15. New tutorial links

    11 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

    
    

    Carol Reynolds shared this idea  ·  Jun 13, 2022

16. Highlight questions with different colors

    60 votes

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    Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  May 2, 2022

17. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Donors/Donation Portal  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Apr 7, 2022

18. stock gift entry - import, update description and entry order

    108 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Public Securities  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Apr 7, 2022

19. Attached files sorted most recent at the top (or options to select sort).

    39 votes

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

    
    

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    Carol Reynolds commented  ·  Apr 7, 2022  ·  Edit…  ·  Delete…

    Sort options would be great now that they are in alphabetic order after the update!

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    Carol Reynolds supported this idea  ·  Apr 7, 2022

20. Total Award Amount

    44 votes

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

    
    

    Carol Reynolds supported this idea  ·  Apr 7, 2022