Settings and activity

18 results found

1. 'Archive' button in GLM reports?

   53 votes

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   Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   James Patterson supported this idea  ·  May 14, 2025

2. Alert or Task Pop-Up Reminders

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   James Patterson shared this idea  ·  Apr 9, 2025

3. Allow formatting of post-checkout page elements: Giving Hub

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   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   James Patterson supported this idea  ·  Feb 12, 2025

4. Primary Contact Field in Reports

   36 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   James Patterson supported this idea  ·  Jun 18, 2024

5. Custom Columns in Search Requests & Decisions Screen

   6 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
   James Patterson shared this idea  ·  Nov 30, 2023

6. Assign Follow Up to Reviewer

   46 votes

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   8 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   James Patterson shared this idea  ·  Feb 8, 2023

7. Batch Approval

   70 votes

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   Proposed Idea  ·  30 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   James Patterson supported this idea  ·  Nov 30, 2022

8. Make follow ups/final reports available under organization history

   49 votes

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   Under Consideration  ·  12 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   James Patterson commented  ·  May 11, 2022  ·  Edit…  ·  Delete…

   There is often turnover in the NPO community. Having followups and emails, etc. available to all organizational applicants would be super helpful.

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   James Patterson supported this idea  ·  May 11, 2022

9. Suggestions for Custom Columns

   14 votes

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   Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   James Patterson supported this idea  ·  Apr 19, 2022

10. Add custom columns feature to the Request History page

    26 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    James Patterson supported this idea  ·  Mar 10, 2022

11. Grant Refund

    56 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Feb 24, 2022

12. Two contacts assigned to grant applications.

    163 votes

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    Feedback Needed  ·  23 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Feb 24, 2022

13. Summary report for individual reviewers

    115 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Feb 24, 2022

14. Group collapsed on applications

    23 votes

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    Under Consideration  ·  9 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Nov 18, 2021

15. Request Status Name and Additional Options

    144 votes

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    Proposed Idea  ·  20 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Aug 2, 2021

16. Board Member Access to Follow Up Reports

    56 votes

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    Proposed Idea  ·  27 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Jun 30, 2021

17. Evaluating Follow-up submissions

    102 votes

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    Proposed Idea  ·  62 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    James Patterson supported this idea  ·  Jun 30, 2021

18. Use the merge fields in email templates

    41 votes

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    13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
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    James Patterson commented  ·  May 27, 2021  ·  Edit…  ·  Delete…

    It would be great if we could add merge fields into an email template from forms in your process much as we can in the merge documents. There is grant/donor-specific information that would help them identify the grant and reinforce the donor who made the gift.

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    James Patterson supported this idea  ·  May 27, 2021