Settings and activity

26 results found

1. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   LisaSimpson supported this idea  ·  May 27, 2025

2. Assign Follow-Ups for Evaluation/Review

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   1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   LisaSimpson shared this idea  ·  May 27, 2025

3. Automatic Email to admin for late Follow-up Forms

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   LisaSimpson supported this idea  ·  May 27, 2025

4. Program Officer Assigned Follow Up

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   1 comment  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   LisaSimpson supported this idea  ·  May 27, 2025

5. reassign request or followups to the primary organisation contact when you delete the assocatied contact

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   LisaSimpson supported this idea  ·  May 27, 2025

6. Abandon Option for Follow Ups

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   LisaSimpson supported this idea  ·  May 27, 2025

7. batch assign follow ups SLM

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   LisaSimpson supported this idea  ·  May 27, 2025

8. Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   LisaSimpson shared this idea  ·  Jan 22, 2025

9. Create ability to attach files to a note

   108 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   LisaSimpson supported this idea  ·  Jan 22, 2025

10. bulk upload

    18 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    LisaSimpson supported this idea  ·  Jan 22, 2025

11. lcs@bermudafoundation.org

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Nov 28, 2024

12. Tax Receipts - Enable Multiple Recipients and System CC

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Nov 14, 2024

13. Custom fields visible according to profile designation

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Jul 24, 2024

14. Financials Tab for Organisation Profiles

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Jul 18, 2024

15. Dynamic "Primary Org Contact" field replace static "Contact" field

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    LisaSimpson supported this idea  ·  Jul 17, 2024

16. birthday - option to not include year

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    LisaSimpson supported this idea  ·  Jul 17, 2024

17. Collapse/Expand Files

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Jul 17, 2024

18. File Category Sort Order

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Jul 12, 2024

19. Service Areas - International

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Jul 9, 2024

20. In Follow-Ups Draft list - Please include Process Name

    10 votes

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    1 comment  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    LisaSimpson supported this idea  ·  Jul 8, 2024