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90 results found

  1. Spendable distributions scheduling

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Lynn Oltmanns shared this idea  · 

  2. Beneficiary "On hold" or Inactive

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  3. Select Share Document [Yes/No] when uploading a file

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  4. One Log In Across Foundant Platforms

    198 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  5. Grant Letters - Need Ability to Customize Process & Edit Letters

    38 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  6. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    133 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  7. Include Custom Fields in "Add Financial Filter".

    42 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  8. Please bring back the switch to electronic function on cheques

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  9. Combine credit card fees with the donation amount

    106 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  10. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  11. Alphabetize eligibility criteria regardless of opportunity

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Lynn Oltmanns shared this idea  · 

  12. allow scholarship recipients to be "alternates" in addition to either awarded or denied

    11 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  13. Dynamic "Primary Org Contact" field replace static "Contact" field

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  14. Multiple contacts for Organizations

    39 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  15. text communication to student applicants

    17 votes

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    2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

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

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  17. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  18. Recurring Donation - give donors option to end or change amount on portal

    142 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  19. fund balance on fund history page

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Lynn Oltmanns commented  · 

    It would be great if the fund history page showed the fund balance as of a specific date. This is a great page for our advancement team and with the addition of the balance, everything they want to have at hand when talking with a donor about their fund would be on the same page.

    Lynn Oltmanns supported this idea  · 

  20. Eligibility-minimize rules for easy scrolling.

    5 votes

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    Feedback Needed  ·  3 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Lynn Oltmanns supported this idea  · 
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    Lynn Oltmanns commented  · 

    I was just going to add a request to be able to search the eligibility rules on the UA. So, yes to #2. Being able to easily find a criteria that needs to be updated or to see if we even have it already created is difficult when I have to scroll forever. And I add a new criteria and it can end up anywhere in the list of all of them. So now I'm scrolling again.
    It would be good if they were in alpha order too.

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