Settings and activity

83 results found

1. Recurring Alerts on Home Menu

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  May 6, 2025

2. Unwanted Updates to Bank Reconcile

   30 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  May 6, 2025

3. 1099 - Add Mailing Address to Report

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  May 6, 2025

4. Selected left navigation tab to stay a different color

   59 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  May 6, 2025

5. Custom Reports: Opportunity Tasks & Notes

   91 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  May 6, 2025

6. Manager Evaluations

   10 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Mar 11, 2025

7. Amount requested included in notification email

   5 votes

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   1 comment  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Mar 11, 2025

8. Embedded AI checker

   7 votes

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   0 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Mar 11, 2025

9. Sending Follow-Ups to Multiple contacts at an organization

   9 votes

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   1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Mar 11, 2025

10. Organizational Information Section - that is evergreen

    21 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Mar 11, 2025

11. Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant .

    24 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Mar 11, 2025

12. Custom Content on New Applicant Dashboard

    24 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Mar 11, 2025

13. Third Party Entry - Include Applicant Name

    11 votes

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    1 comment  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Mar 11, 2025

14. GLM: Block new application if grant report isn't complete

    56 votes

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    7 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you for the idea. 

    
    

    Would you hope this is implemented across all processes? 

    Davette Swiney supported this idea  ·  Mar 11, 2025

15. Implement a "foldering" system for processes, forms, and email templates

    48 votes

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    2 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Mar 11, 2025

16. I'd love to be able to copy a question or set of questions

    38 votes

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    5 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Mar 11, 2025

17. Portal: staff approval option for profile edits

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 21, 2025

18. Pop-up Communications for Fund Advisors that show in the Portal

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 21, 2025

19. Donor Portal Financials - Only Allow Reporting on Closed Periods

    91 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 21, 2025

20. Option to rename "login" button for Portal

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    31 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 21, 2025