Settings and activity

11 results found

1. Single Sign On with Microsoft 365

   10 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Frank Bogatz supported this idea  ·  Mar 6, 2026

2. EIN # on Payment Notification

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Edit…  ·  Delete…  ·  Admin →
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   Frank Bogatz shared this idea  ·  Feb 24, 2026

3. Use organization domain for email communications

   71 votes

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   Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 24, 2026

4. Add Secondary Steward to Profiles/Funds

   27 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 10, 2026

5. Mobile application for Fund Advisor Portal

   49 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 10, 2026

6. Opening a DAF

   13 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 5, 2026

7. Docusign Integration

   148 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 5, 2026

8. Evaluating Follow-up submissions

   106 votes

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   Proposed Idea  ·  62 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 5, 2026

9. Assign Follow-Ups for Evaluation/Review

   15 votes

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   4 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Frank Bogatz supported this idea  ·  Feb 5, 2026

10. Evaluation Option for Follow Up Forms

    25 votes

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    3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Frank Bogatz supported this idea  ·  Feb 5, 2026

11. Add descriptive text to existing CRM fields for end user understanding of attribute

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Frank Bogatz shared this idea  ·  Dec 9, 2025