Settings and activity

10 results found

1. ACH payments

   5 votes

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   Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Payments  ·  Delete…  ·  Admin →
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   Jackie Law shared this idea  ·  May 22, 2026

2. Public Fund Name

   11 votes

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   9 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
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   Jackie Law commented  ·  May 22, 2026  ·  Edit…  ·  Delete…

   Please add additional fields to tribute letters (IMO and IHO) specifically Public Name of Fund which is already available for Gift and Grant. Tribute letter field is still limited to the original "funit_name".

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   Jackie Law supported this idea  ·  May 22, 2026

3. Separate overdue Follow Ups from "Drafts" section on open requests dashboard

   78 votes

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   Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Jackie Law supported this idea  ·  Dec 4, 2025

4. Folders for Reports

   109 votes

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   Planned  ·  11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Jackie Law supported this idea  ·  Nov 7, 2025

5. Donation Advisor Salutation please add tax receipt template fields.

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jackie Law shared this idea  ·  Oct 10, 2025

6. Add Fund Steward as a field for grant letter templates

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jackie Law supported this idea  ·  Oct 7, 2025

7. Use organization domain for email communications

   99 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jackie Law commented  ·  Oct 7, 2025  ·  Edit…  ·  Delete…

   Can we also submit this to IDea LAb for SLM and GLM?

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   Jackie Law supported this idea  ·  Oct 7, 2025

8. Login As --Removes user's existing login

   270 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jackie Law supported this idea  ·  Oct 7, 2025

9. Portal: ACH Option

   148 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jackie Law supported this idea  ·  Jul 30, 2025

10. Update Time Stamps - Re-submitted Follow Ups

    30 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Jackie Law supported this idea  ·  Jul 31, 2023