Settings and activity

117 results found

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

   40 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

2. Allow sharing of question group to a form

   10 votes

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

3. Draft Emails

   15 votes

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

4. Assign Follow Up to Reviewer

   43 votes

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   7 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

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

   71 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

6. Due date for evaluations

   75 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  ·  Nov 30, 2023

7. Folders for Communications Templates

   100 votes

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   5 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

8. One collaborator for multiple organizations' requests

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   0 comments  ·  GLM & SLM Idea Lab  ·  Edit…  ·  Delete…  ·  Admin →
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   Elizabeth Messerli shared this idea  ·  Oct 9, 2023

9. Collaborator in reports

   2 votes

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   0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Elizabeth Messerli supported this idea  ·  Oct 9, 2023

10. Collaborator Receive Emails

    29 votes

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    5 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

11. Collaborators and Admin Comments

    6 votes

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    Feedback Needed  ·  3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Oct 2, 2023

12. Copy Collaborators in Email Communications

    13 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  ·  Oct 2, 2023

13. Opportunity Pop Up Notification

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    27 votes

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    0 comments  ·  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

14. Link Tasks to the Stages in Opportunities

    23 votes

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    0 comments  ·  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

15. Numbers Formatting

    19 votes

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

    
    

    An error occurred while saving the comment
    Elizabeth Messerli commented  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

    Yes, please!

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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

16. Color code outward facing fields

    57 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. One Log In Across Foundant Platforms

    210 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. Docusign Integration

    130 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

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

    32 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

20. Opportunity Task Workflow

    42 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