Settings and activity

81 results found

1. Attach a file to fund statements

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Davette Swiney shared this idea  ·  Jul 2, 2025

2. Attach file to fund statements

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Davette Swiney shared this idea  ·  Jul 2, 2025

3. Recurring Alerts on Home Menu

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   102 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

4. Unwanted Updates to Bank Reconcile

   38 votes

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

5. 1099 - Add Mailing Address to Report

   46 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

6. Selected left navigation tab to stay a different color

   67 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  May 6, 2025

7. Custom Reports: Opportunity Tasks & Notes

   103 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  May 6, 2025

8. 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

9. Amount requested included in notification email

   6 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

10. Embedded AI checker

    11 votes

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

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

    13 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. Organizational Information Section - that is evergreen

    24 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

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

    37 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

14. Custom Content on New Applicant Dashboard

    26 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

15. Third Party Entry - Include Applicant Name

    14 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

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

    66 votes

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    10 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

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

    65 votes

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

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

    52 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

19. 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

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

    43 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