Settings and activity

366 results found

1. Ability to Duplicate Search Contacts

   4 votes

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   0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Dec 10, 2024

2. 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 Wolff supported this idea  ·  Dec 10, 2024

3. Add titles to reports

   20 votes

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   1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Robin Wolff supported this idea  ·  Dec 10, 2024

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

   10 votes

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

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

   8 votes

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

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

   12 votes

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

7. Automatically Populate Grantee Contact on Internal Grants

   12 votes

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

8. Add Salutation as a Required Field to Checkout

   31 votes

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

9. Grant History

   10 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 29, 2024

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

    17 votes

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

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

    45 votes

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

12. Date LOI or Application Last Updated

    9 votes

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

    
    

    Robin Wolff supported this idea  ·  Oct 25, 2024

13. Add Resubmission Date under Follow Ups/Submitted tab

    19 votes

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

    
    

    Robin Wolff supported this idea  ·  Oct 25, 2024

14. 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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    Robin Wolff supported this idea  ·  Oct 25, 2024

15. due date application and third party

    4 votes

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

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

    76 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

    
    

    Robin Wolff supported this idea  ·  Oct 25, 2024

17. Close Applications

    45 votes

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    2 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 25, 2024

18. Print Packets - Form Title on Cover Page

    8 votes

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

    
    

    Robin Wolff supported this idea  ·  Oct 25, 2024

19. Saving all documents in one packet

    8 votes

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

    
    

    Robin Wolff supported this idea  ·  Oct 25, 2024

20. Merge Templates Revisions

    23 votes

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

    
    

    Robin Wolff supported this idea  ·  Oct 25, 2024