Settings and activity

358 results found

1. kbakhshi@fmscleveland.com

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Dec 10, 2024

2. Add "Request Amount" into "Organization Request Summary" Merge Table

   6 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Dec 10, 2024

3. archive merge templates

   22 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Dec 10, 2024

4. Ability to Duplicate Search Contacts

   6 votes

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   0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Dec 10, 2024

5. Organization searches - back to results function

   9 votes

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   Feedback Needed  ·  1 comment  ·  GLM & SLM Idea Lab » Search  ·  Delete…  ·  Admin →
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   Robin Baker supported this idea  ·  Dec 10, 2024

6. Add titles to reports

   20 votes

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   1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Robin Baker supported this idea  ·  Dec 10, 2024

7. Add payment instructions field to scholarships (Sship ID) that will show on check letters

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Robin Baker supported this idea  ·  Nov 21, 2024

8. Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Robin Baker supported this idea  ·  Nov 21, 2024

9. Allow Foundation staff to hide an ACTIVE organization in the donor portal.

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Robin Baker supported this idea  ·  Nov 21, 2024

10. Automatically Populate Grantee Contact on Internal Grants

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Robin Baker supported this idea  ·  Nov 21, 2024

11. Add Salutation as a Required Field to Checkout

    33 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Robin Baker supported this idea  ·  Nov 4, 2024

12. Grant History

    11 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 29, 2024

13. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

    18 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Robin Baker supported this idea  ·  Oct 28, 2024

14. Show "date last modified" in workflow list for draft LOIs, applications, and followups

    46 votes

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    Proposed Idea  ·  16 comments  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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    Robin Baker supported this idea  ·  Oct 25, 2024

15. Date LOI or Application Last Updated

    11 votes

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    0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

16. Add Resubmission Date under Follow Ups/Submitted tab

    20 votes

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    12 comments  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

17. Email history sort by date sent is incorrect

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    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

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

    79 votes

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    2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

19. Close Applications

    47 votes

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    2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024

20. Print Packets - Form Title on Cover Page

    9 votes

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    3 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Robin Baker supported this idea  ·  Oct 25, 2024