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62 results found

  1. Separate, non Follow-Up form to Collect Thank You Notes from Students

    3 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Juana Baribeau commented  · 

    We're needing of an easier way to share the thank you notes with Donors, and potentially allow for donors to acknowledge or send a good wishes notes back to the students. If possible, without having to export and manually share with donors one by one.

  2. Ability to set Organization as Inactive

    5 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Juana Baribeau shared this idea  · 

  3. Organization Summary Feedback

    7 votes

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    26 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hi Everyone!

    Thank you for the initial feedback.


    With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:


    -Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.

    -Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.


    Foundation Status:

    There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.


    Juana Baribeau supported this idea  · 

  4. Separate overdue Follow Ups from "Drafts" section on open requests dashboard

    36 votes

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    Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Juana Baribeau supported this idea  · 

  5. Use organization domain for email communications

    46 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Juana Baribeau supported this idea  · 

  6. API for Constant Contact

    32 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Juana Baribeau supported this idea  · 

  7. Add Email Subject field for Scholarship Award Letter

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Juana Baribeau shared this idea  · 

  8. Award Letter

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Juana Baribeau supported this idea  · 

  9. ThankView Integration with GLM/SLM

    1 vote

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Admin →
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    Juana Baribeau shared this idea  · 

  10. Make CSuite Grant ID# visible to Applicants, and add to merge field options

    11 votes

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    Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    Juana Baribeau supported this idea  · 

  11. Sync comments between GLM and C-Suite

    9 votes

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    1 comment  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    Juana Baribeau supported this idea  · 

  12. Melanie.Frazier@state.mn.us

    6 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    Juana Baribeau supported this idea  · 

  13. Allow Nonprofit Address to be private in directory

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Admin →
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    Juana Baribeau supported this idea  · 

  14. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    61 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Juana Baribeau supported this idea  · 

  15. Expand capability of "add note to CSuite" Outlook integration

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Juana Baribeau supported this idea  · 

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

    80 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Juana Baribeau supported this idea  · 

  17. Portal: ACH Option

    117 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Juana Baribeau supported this idea  · 

  18. Philanthropic Interest to be set on the Fund

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Juana Baribeau shared this idea  · 

  19. Content area for Interest Type on New Portal

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Juana Baribeau supported this idea  · 

  20. Create Unique Crant Catalog based on Fund Advisor's interest

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Juana Baribeau supported this idea  · 
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