Settings and activity

267 results found

1. Implement a "foldering" system for processes, forms, and email templates

   14 votes

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   0 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

2. LOI Close

   2 votes

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   1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

3. I'd love to be able to copy a question or set of questions

   13 votes

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   1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

4. Organizational Information Section - that is evergreen

   6 votes

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   1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

5. GLM Grant Status in CSuite

   3 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  ·  Oct 3, 2024

6. donation comments

   20 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

7. Allow Fund Advisors to set recurring grant requests by % of spendable

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

8. New Login Screen - Default to PIN

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

9. Indicate Required fields on Grant Request form

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Oct 3, 2024

10. Grant Approval with Vouchers

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

11. Options to Customize Portal Headers and buttons

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    There is the ability to customize the text in the portal. Headings can be edited in Portal Options>Portal Settings. Then select the profile designation you would like to edit. Button colors and colors on the button text can be customized, but not the text within the button.

    
    

    In the same section, Portal Options> Portal Content controls text in different areas of the portal. Please reference the help article for further instruction.

    Robin Wolff supported this idea  ·  Oct 3, 2024

12. Field Commentary for Edit/Data Entry Modes

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

13. Add "Primary" Fund Advisor as Reportable Field

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    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

14. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

15. List Carts Report

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

16. Bulk Upload Ids for grant records

    11 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  ·  Oct 3, 2024

17. Change State Search in Portal to Table

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Oct 3, 2024

18. GLM Evaluator portal Process filter and sort order

    26 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Sep 24, 2024

19. Abandon Follow Up

    16 votes

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    1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Sep 24, 2024

20. GLM: Block new application if grant report isn't complete

    39 votes

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    5 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you for the idea. 

    
    

    Would you hope this is implemented across all processes? 

    Robin Wolff supported this idea  ·  Sep 24, 2024