Settings and activity

119 results found

1. Folders for Communications Templates

   105 votes

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

   Hey All,

   Would you need multiple levels of folders or would one level be enough?

   
   

   
   

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   Carol Reynolds commented  ·  Jun 4, 2025  ·  Edit…  ·  Delete…

   2 levels would be nice, but one would definitely be an improvement

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   Carol Reynolds supported this idea  ·  Feb 19, 2024

2. Sequential & Open Submission Logic

   5 votes

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 2, 2025

3. Donor Portal should display only posted donations

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  May 19, 2025

4. Scholarships - Block Applicants from creating a duplicate application

   6 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  May 19, 2025

5. Default Template - None

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  May 19, 2025

6. Show Additional Funds - Sort Order and Groupings

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  May 19, 2025

7. Invoices need a credit card payment link/option

   3 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Apr 23, 2025

8. kbusser@cfrichmond.org

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   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Apr 23, 2025

9. Donor Portal Financials - Only Allow Reporting on Closed Periods

   92 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Apr 23, 2025

10. Custom Reports: Opportunity Tasks & Notes

    95 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Apr 23, 2025

11. Fund Log - track all changes made under Relationship tab

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Carol Reynolds commented  ·  Mar 26, 2025  ·  Edit…  ·  Delete…

    Have the ability to edit relationships here like profile links would be super helpful as well.

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    Carol Reynolds supported this idea  ·  Mar 26, 2025

12. Verify Donations are Linked to a Pledge

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    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 24, 2025

13. outlook intregration

    10 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 21, 2025

14. AI Summary

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    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 21, 2025

15. Batch Build and Edit Committees

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 21, 2025

16. mrust@sjchf.org

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 21, 2025

17. text boxes cut off

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    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 21, 2025

18. Allow Vouchers to be placed on-hold

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 21, 2025

19. Ability to edit Profile Fund Link categories versus deleting and relinking

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 21, 2025

20. Portal: Display donor mailing label or recognition name instead of name

    54 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 21, 2025