Settings and activity

313 results found

1. Tasks and Reminders

   87 votes

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   Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  May 09, 2022

2. Allow Users to Adjust Font Size

   20 votes

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

   
   

   Lorna Sandberg supported this idea  ·  May 09, 2022

3. Grants On Hold In More Buckets - Approval & Voucher

   35 votes

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   6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lorna Sandberg supported this idea  ·  April 28, 2022

4. Grant Catalog Amount Field instead of Donate Button

   13 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  April 28, 2022

5. Custom Additional Fields for Tickets in Event Campaigns

   28 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  April 25, 2022

6. History of Fund Advisors for a Fund

   38 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lorna Sandberg supported this idea  ·  April 13, 2022

7. Proxy landing page

   21 votes

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   Feedback Needed  ·  5 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Lorna Sandberg commented  ·  March 22, 2022  ·  Edit…  ·  Delete…

   Works for me, as well!

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8. Beneficiary "On hold" or Inactive

   14 votes

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

   
   

   Lorna Sandberg supported this idea  ·  March 17, 2022

9. donor history

   10 votes

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   0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   You can filter to a specific profile id in a donation dashboard and see this information now.  It is not a link in the donor view, but I do see the value of the that option.

   Lorna Sandberg supported this idea  ·  March 09, 2022

10. Allow Fund Advisors to See Household Receipts

    54 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  March 09, 2022

11. fundholder portal - appearance of fund advisor name

    7 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  February 28, 2022

12. Opportunity Tasks Notes Need to Show Up on the Fund

    27 votes

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

    
    

    Lorna Sandberg supported this idea  ·  February 28, 2022

13. Question List as Word Doc.

    76 votes

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    Feedback Needed  ·  11 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg commented  ·  February 04, 2022  ·  Edit…  ·  Delete…

    Or, an option to exclude internal from applications and follow up documents that are created :-)

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    Lorna Sandberg supported this idea  ·  February 04, 2022

14. Automatic Emails for Grant Managers

    5 votes

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    Feedback Needed  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  February 04, 2022

15. Delete Default Templates

    30 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  January 14, 2022

16. Custom Field Type - number option

    20 votes

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

    
    

    Lorna Sandberg shared this idea  ·  January 05, 2022

17. Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)

    12 votes

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

    
    

    Lorna Sandberg shared this idea  ·  November 19, 2021

18. Grant Type on Grantee Profiles

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lorna Sandberg shared this idea  ·  November 19, 2021

19. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

    16 votes

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

    
    

    Lorna Sandberg supported this idea  ·  November 17, 2021

20. Duplicate Org Search/Merge Help

    22 votes

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    Feedback Needed  ·  8 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg commented  ·  November 04, 2021  ·  Edit…  ·  Delete…

    I like this option too - knowing when it was created/last accessed, and the number of requests is helpful info to know not only which is the most current, but which one is the best to use as primary.

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    Lorna Sandberg supported this idea  ·  October 18, 2021