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112 results found

  1. Folders for Communications Templates

    105 votes

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    29 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Zac Smith supported this idea  · 

  2. PRINT IN BATCHES

    22 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Zac Smith supported this idea  · 

  3. 'Archive' button in GLM reports?

    52 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Zac Smith supported this idea  · 

  4. GLM Evaluator portal Process filter and sort order

    29 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Zac Smith supported this idea  · 

  5. Unique URLs to Easily Share Reports

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Zac Smith supported this idea  · 

  6. Balance Swaps Should Warn if a Account goes Negative

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Zac Smith supported this idea  · 

  7. Export Date / Run Date

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Zac Smith supported this idea  · 

  8. Security Issue: Inactivating a User

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Zac Smith supported this idea  · 

  9. Add "Are you sure you want to copy?" to all copy buttons

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Zac Smith shared this idea  · 

  10. Add campaign categories as a filter and field in custom reports

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Zac Smith supported this idea  · 

  11. Link one note to multiple profiles or funds

    47 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Zac Smith supported this idea  · 

  12. Grant Letters - Need Ability to Customize Process & Edit Letters

    71 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Zac Smith supported this idea  · 

  13. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Zac Smith supported this idea  · 

  14. Household opportunities should show on Individual profiles

    62 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Zac Smith supported this idea  · 

  15. grant type guidestar

    50 votes

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

  16. Color code outward facing fields

    61 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Zac Smith supported this idea  · 

  17. Back and Forward Button

    60 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Zac Smith supported this idea  · 

  18. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Zac Smith supported this idea  · 

  19. Last Donation Date does not reflect accurate last gift date

    112 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Zac Smith supported this idea  · 

  20. Combine credit card fees with the donation amount

    119 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Zac Smith supported this idea  · 
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