Settings and activity

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1. elizabeth@oshkoshareacf.org

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   0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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   Elizabeth Schroeder supported this idea  ·  Sep 20, 2024
   Elizabeth Schroeder shared this idea  ·  Aug 7, 2024

2. Fund Advisor Overview

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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 an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal

   Elizabeth Schroeder shared this idea  ·  Sep 20, 2024

3. Primary Contact Field in Reports

   25 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Elizabeth Schroeder supported this idea  ·  Jun 24, 2024

4. Donation Portal: Filter/Search Funds

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Elizabeth Schroeder shared this idea  ·  Apr 3, 2024