Settings and activity

63 results found

1. Batch assignment of requests to someone with the "Grant Manager" role

   12 votes

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   4 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
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   adamsamuels commented  ·  Oct 22, 2025  ·  Edit…  ·  Delete…

   Bulk update options for Grant Manager would be a practical addition to the dashboard workflows in the Advanced License.

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   adamsamuels supported this idea  ·  Aug 11, 2025

2. Add "grant manager" assignments report field

   5 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   adamsamuels commented  ·  Oct 22, 2025  ·  Edit…  ·  Delete…

   A report object or custom column option would be very beneficial. This power feature is clouded in mystery in the dashboard workflows.

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   adamsamuels supported this idea  ·  Oct 21, 2025

3. charity check disable or bulk action

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   adamsamuels shared this idea  ·  Aug 19, 2025

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

   88 votes

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   14 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? 

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   adamsamuels commented  ·  Jun 2, 2025  ·  Edit…  ·  Delete…

   +1 for per-process settings and applicant warning. This would help communicate our policies in a friendly manner.

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   adamsamuels supported this idea  ·  Jun 2, 2025

5. Radio Question Type - Other

   50 votes

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   1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   adamsamuels supported this idea  ·  Jun 2, 2025

6. Allow "Other: _____" Text option at the end of Checkbox questions

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   52 votes

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   0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   adamsamuels supported this idea  ·  Jun 2, 2025

7. Hide Personal Contact Info of Applicants from Evaluators

   27 votes

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   1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   adamsamuels supported this idea  ·  Jun 2, 2025

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

   89 votes

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   8 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   adamsamuels supported this idea  ·  Jun 2, 2025

9. Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant .

   57 votes

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   1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   adamsamuels supported this idea  ·  Jun 2, 2025

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

    92 votes

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    6 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    adamsamuels supported this idea  ·  Jun 2, 2025

11. Indicate required fields with an asterisk

    120 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    adamsamuels commented  ·  Apr 30, 2025  ·  Edit…  ·  Delete…

    +1 on required fields differentiated by profile type

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    adamsamuels supported this idea  ·  Dec 30, 2024

12. Positive Pay Export - Add Option to Include ACH and Electronic Checks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025

13. "Invoice Me" Option for Ticket Purchasers

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025

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

    64 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025

15. Hide Contact Information for Show Student Data on Portal

    37 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025

16. Unwanted Updates to Bank Reconcile

    55 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025

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

    66 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025

18. Column Spacing for Fund Statement List on Portal

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    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025

19. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    103 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025

20. Portal: ACH Option

    151 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    adamsamuels supported this idea  ·  Apr 29, 2025