Settings and activity

8 results found

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

   47 votes

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   Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Jackie Law supported this idea  ·  Dec 4, 2025

2. Folders for Reports

   106 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

3. 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

4. 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

5. Use organization domain for email communications

   55 votes

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   Proposed Idea  ·  4 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

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

   251 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jackie Law supported this idea  ·  Oct 7, 2025

7. Portal: ACH Option

   127 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jackie Law supported this idea  ·  Jul 30, 2025

8. 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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   Jackie Law supported this idea  ·  Jul 31, 2023