Settings and activity

102 results found

1. Adobe Sign Integration

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jan 14, 2025

2. Follow Up Reports available with past applications under Organization History tab

   4 votes

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   0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jan 14, 2025

3. Select users to share custom reports with instead of sharing with everyone

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Zac Smith shared this idea  ·  Jan 7, 2025

4. Add Grant Service Area to Bulk Action options in custom reports

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   3 votes

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   0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Update: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.

   Zac Smith shared this idea  ·  Jan 7, 2025

5. Expand capability of "add note to CSuite" Outlook integration

   14 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  ·  Jan 7, 2025

6. Formatting for "Amount" fields in all Content areas

   26 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Dec 31, 2024

7. Multiple Automatic Reminders for Follow-Ups

   25 votes

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   Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Dec 17, 2024

8. Increase Custom Message Visibility

   4 votes

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   0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Dec 17, 2024

9. Spelling/Grammar Check Tool in SLM Scholarship Applications

   17 votes

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   2 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Nov 26, 2024

10. Custom Content on New Applicant Dashboard

    11 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 19, 2024

11. mobile app

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 19, 2024

12. New Portal tutorial for outside users

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 19, 2024

13. giving hub

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    A fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.

    Zac Smith supported this idea  ·  Nov 19, 2024

14. Primary email for grant letters

    4 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  ·  Nov 19, 2024

15. Allow Multiple Files to be Uploaded to a Single File Upload Question

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 12, 2024

16. Option to Sort Custom Reports by Date Last Run

    6 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  ·  Nov 5, 2024

17. Return to PROFILE instead of campaign when deleting from campaign

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 5, 2024

18. Add Salutation as a Required Field to Checkout

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 5, 2024

19. Campaign Enhancements

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 5, 2024

20. Apply to Spendable for Scholarship Refunds, particularly Post by Payment

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Oct 22, 2024