Settings and activity

79 results found

1. Collaborators and Admin Comments

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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

2. Copy Collaborators in Email Communications

   15 votes

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   1 comment  ·  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

3. Link Tasks to the Stages in Opportunities

   33 votes

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   1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Elizabeth Messerli supported this idea  ·  Sep 20, 2023

4. 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

5. Docusign Integration

   144 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

6. 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

7. Opportunity Task Workflow

   50 votes

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   4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

8. Automated Workflows for Donor Stewardship

   25 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

9. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

   28 votes

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   6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

10. Profile changes (ex: name, address) should not update historical information.

    53 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

11. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

12. Add # of Gifts field to Profile reports

    44 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

13. 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

14. Adding Pronouns

    34 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  ·  Aug 12, 2022

15. I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican

    10 votes

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    Feedback Needed  ·  5 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Aug 12, 2022

16. Duplicate Org Search/Merge Help

    31 votes

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    Feedback Needed  ·  9 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 24, 2022

17. Two contacts assigned to grant applications.

    163 votes

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    Feedback Needed  ·  23 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 24, 2022

18. Summary report for individual reviewers

    114 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 24, 2022

19. Request Status Name and Additional Options

    144 votes

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    Proposed Idea  ·  20 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 24, 2022