Settings and activity

19 results found

1. 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

2. Create ability to attach files to a note

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

3. bulk upload

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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

4. 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

5. 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

6. 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

7. 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

8. 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

9. birthday - option to not include year

   107 votes

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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

10. 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

11. File Category Sort Order

    9 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 12, 2024

12. 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

13. 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

14. Customization of the Organizational Information Form

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    4 comments  ·  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

15. Add additional "Document Types" under Request Documents

    20 votes

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    3 comments  ·  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

16. DO NOT contact

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Jul 5, 2024

17. Donor email merge field for tax receipts

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Jul 5, 2024

18. Custom fields available to sync when merging profiles

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    LisaSimpson shared this idea  ·  Jul 5, 2024

19. Accessing note types via Notes section

    5 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 5, 2024