Settings and activity

65 results found

1. Automatic Emails for Opportunities using Stages as Triggers

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Sep 3, 2024

2. Ability to edit Profile Fund Link categories versus deleting and relinking

   62 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Sep 3, 2024

3. Allow Copy Previous Requests from Organization (Instead of User)

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   0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Elizabeth Messerli supported this idea  ·  Nov 30, 2023

4. Shared Documents for Applicants

   16 votes

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   1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Elizabeth Messerli supported this idea  ·  Nov 30, 2023

5. Improve application with icon sections and progress toolbars

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   20 votes

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   1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Elizabeth Messerli supported this idea  ·  Nov 30, 2023

6. Allow e-mails to be delayed or scheduled in advance

   46 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Nov 30, 2023

7. Allow sharing of question group to a form

   11 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Elizabeth Messerli supported this idea  ·  Nov 30, 2023

8. Draft Emails

   16 votes

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   0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Elizabeth Messerli supported this idea  ·  Nov 30, 2023

9. Assign Follow Up to Reviewer

   46 votes

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   8 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Elizabeth Messerli supported this idea  ·  Nov 30, 2023

10. Differentiate between applicant-abandoned and administrator-abandoned applications

    76 votes

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    2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Elizabeth Messerli supported this idea  ·  Nov 30, 2023

11. Due date for evaluations

    83 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Elizabeth Messerli supported this idea  ·  Nov 30, 2023

12. Folders for Communications Templates

    107 votes

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    30 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?

    
    

    Elizabeth Messerli supported this idea  ·  Nov 30, 2023

13. Collaborator Receive Emails

    34 votes

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    7 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Elizabeth Messerli supported this idea  ·  Oct 9, 2023

14. Collaborators and Admin Comments

    10 votes

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    Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Oct 2, 2023

15. Copy Collaborators in Email Communications

    16 votes

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    2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Elizabeth Messerli supported this idea  ·  Oct 2, 2023

16. Color code outward facing fields

    61 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

17. Docusign Integration

    145 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

18. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

19. Automated Workflows for Donor Stewardship

    26 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Elizabeth Messerli commented  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

    Yes! Would love this feature!

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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

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

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023