Settings and activity

112 results found

1. bulk deactivate users

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   0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jun 17, 2025

2. It would be helpful if Admin could copy a question from one process to the other.

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   0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jun 17, 2025

3. If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin

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   0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jun 17, 2025

4. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jun 10, 2025

5. "Send Login Email" from Profile Login Info

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jun 10, 2025

6. Mailchimp Tag Syncing from campaigns are adding Do Not Email profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Zac Smith shared this idea  ·  Jun 10, 2025

7. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Zac Smith shared this idea  ·  May 27, 2025

8. Default Template - None

   9 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  May 20, 2025

9. Improve Fund Advisor Portal Edit Recurring Grants Options

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  May 20, 2025

10. More Relative Date options: Yesterday and Today

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 20, 2025

11. Multifund grant filter

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 6, 2025

12. bulk manage note and task types

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 6, 2025

13. Expand Reports for Opportunities

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 6, 2025

14. GLM when searching for organizations

    4 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Search  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 6, 2025

15. Add File Upload to ACH/Bank Info Section in Portal

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Apr 22, 2025

16. Set email for login and send email for password

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Apr 22, 2025

17. Dashboard

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Apr 22, 2025

18. Pay Email Address for EFT Grant Notifications

    67 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Apr 21, 2025

19. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    62 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Mar 25, 2025

20. Edit Fund Settings : can we break those down further?

    14 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Mar 25, 2025