Settings and activity

106 results found

1. Login Log for GLM

   43 votes

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   Planned  ·  6 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jul 22, 2024

2. Fund Log - track all changes made under Relationship tab

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jul 10, 2024

3. Custom fields available to sync when merging profiles

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jul 8, 2024

4. Sync grantees change of address in GLM to CSuite as primary/pay/mailing

   10 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jun 28, 2024

5. Reports: Freeze the column headers

   51 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  ·  Jun 24, 2024

6. search special characters

   11 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Search  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jun 7, 2024

7. profiles: display relationship and engagement tab numbers

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   68 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Jun 4, 2024

8. Opportunity Tasks Notes Need to Show Up on the Fund

   36 votes

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   3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Zac Smith supported this idea  ·  May 28, 2024

9. Ability to Add Custom Fields to the Edit Menu for Designations

   13 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  May 24, 2024

10. Accessing attached files and notes on profiles from any designation

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 24, 2024

11. Make "Other" option on Checkbox questions fillable

    71 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 21, 2024

12. Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I

    81 votes

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    Under Consideration  ·  36 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 21, 2024

13. Delete users

    86 votes

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    Proposed Idea  ·  6 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 21, 2024

14. Folders for Reports

    103 votes

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    Planned  ·  11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 21, 2024

15. Folders for Communications Templates

    105 votes

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

    Hey All,

    Would you need multiple levels of folders or would one level be enough?

    
    

    
    

    Zac Smith supported this idea  ·  May 21, 2024

16. PRINT IN BATCHES

    22 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 21, 2024

17. 'Archive' button in GLM reports?

    52 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 21, 2024

18. GLM Evaluator portal Process filter and sort order

    29 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 21, 2024

19. Unique URLs to Easily Share Reports

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 10, 2024

20. Balance Swaps Should Warn if a Account goes Negative

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  May 9, 2024