Settings and activity

17 results found

1. Ability to edit dates for campaign income statements

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Edit…  ·  Delete…  ·  Admin →
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   Thiloma Hofer shared this idea  ·  Sep 24, 2025

2. Additional information for Grantees (T3010) Report

   6 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Thiloma Hofer commented  ·  Mar 25, 2025  ·  Edit…  ·  Delete…

   Actually - adding the Grant Description would also be very helpful.

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   Thiloma Hofer shared this idea  ·  Mar 25, 2025

3. Allow editing of reference number without unposting voucher

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Thiloma Hofer shared this idea  ·  Feb 22, 2025

4. commas in budget table

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   0 comments  ·  GLM & SLM Idea Lab » Budget  ·  Delete…  ·  Admin →
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   Thiloma Hofer supported this idea  ·  Jan 15, 2025

5. Integration of Multi-fund Detail

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   0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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   Thiloma Hofer shared this idea  ·  Jan 15, 2025

6. Sync grantees change of address in GLM to CSuite as primary/pay/mailing

   10 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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   Thiloma Hofer supported this idea  ·  Jan 15, 2025

7. Make CSuite Grant ID# visible to Applicants, and add to merge field options

   11 votes

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   Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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   Thiloma Hofer supported this idea  ·  Jan 15, 2025

8. Evaluator view grid

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   3 votes

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   1 comment  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   We plan to do research on reviewer needs in Q2/Q3 of 2024 we will follow up on this idea lab item with specific question, or to step up discovery conversations.

   
   

   -sammie

   Thiloma Hofer supported this idea  ·  Nov 6, 2024

9. Allow more than 2 Evaluations for a process

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   0 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Edit…  ·  Delete…  ·  Admin →
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   Thiloma Hofer shared this idea  ·  Nov 6, 2024

10. Table-style questions: Allow calculations across more than one table question

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    Under Consideration  ·  3 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Thiloma Hofer supported this idea  ·  Oct 9, 2024

11. executivedirector@valleyfoundation.ca

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Thiloma Hofer shared this idea  ·  Aug 26, 2024

12. merged templates default

    9 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Thiloma Hofer supported this idea  ·  Aug 26, 2024

13. Be able to add more DocuSign fields in Merge Templates

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    1 comment  ·  GLM & SLM Idea Lab » External Integration  ·  Delete…  ·  Admin →
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    Thiloma Hofer shared this idea  ·  Aug 26, 2024

14. DocuSign & Merge Templates Single Signature

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Thiloma Hofer supported this idea  ·  Aug 26, 2024

15. Add DocuSign "bucket" to Dashboard

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Thiloma Hofer supported this idea  ·  Aug 26, 2024

16. Docusign Integration

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Thiloma Hofer supported this idea  ·  Oct 26, 2023

17. Express consent to share donor info with fund holders

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    Under Consideration  ·  21 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Thiloma Hofer supported this idea  ·  Oct 26, 2023