Settings and activity

16 results found

1. Organization Summary Feedback

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   26 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  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.

   
   

   Rachel Joachimi supported this idea  ·  Sep 16, 2025

2. 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  ·  Delete…  ·  Admin →
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   Rachel Joachimi supported this idea  ·  Sep 16, 2025

3. batch charity check

   45 votes

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   Under Consideration  ·  17 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Rachel Joachimi supported this idea  ·  Sep 15, 2025

4. Expand organization address fields for international addresses

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Rachel Joachimi shared this idea  ·  Jul 28, 2025

5. Portal: ACH Option

   119 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Rachel Joachimi supported this idea  ·  Apr 8, 2025

6. Edit the name of a report

   7 votes

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   3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Rachel Joachimi supported this idea  ·  Feb 6, 2025

7. Report Creation and Distribution Automation

   32 votes

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   Under Consideration  ·  4 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Rachel Joachimi supported this idea  ·  Feb 6, 2025

8. Timing of Automated Emails

   17 votes

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   2 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Rachel Joachimi supported this idea  ·  Jan 23, 2025

9. Custom Content on New Applicant Dashboard

   33 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Rachel Joachimi supported this idea  ·  Jan 23, 2025

10. Organizational Information Section - that is evergreen

    26 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Rachel Joachimi supported this idea  ·  Jan 23, 2025

11. Abandon Follow Up

    42 votes

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    2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Rachel Joachimi supported this idea  ·  Jan 23, 2025

12. Allow "Other: _____" Text option at the end of Checkbox questions

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    48 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Rachel Joachimi supported this idea  ·  Jan 23, 2025

13. Radio Question Type - Other

    44 votes

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    1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Rachel Joachimi supported this idea  ·  Jan 23, 2025

14. I'd love to be able to copy a question or set of questions

    71 votes

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    6 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Rachel Joachimi supported this idea  ·  Jan 23, 2025

15. GLM: Block new application if grant report isn't complete

    84 votes

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    12 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Thank you for the idea. 

    
    

    Would you hope this is implemented across all processes? 

    Rachel Joachimi supported this idea  ·  Jan 23, 2025

16. December 2024 Applicant Experience Release Feedback

    8 votes

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    Feedback Needed  ·  43 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Rachel Joachimi supported this idea  ·  Jan 23, 2025