Settings and activity

16 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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   3 comments  ·  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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   3 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

   9 votes

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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

   12 votes

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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

   5 votes

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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.

   3 votes

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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. lcs@bermudafoundation.org

   5 votes

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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

10. 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

11. birthday - option to not include year

    116 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

12. 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

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

    11 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

    10 votes

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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

    22 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. 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