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5 results found

  1. Login As --Removes user's existing login

    270 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Katy Shorthouse supported this idea  · 

  2. An easier way to link a note to multiple funds or profiles

    13 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Katy Shorthouse supported this idea  · 

  3. April 8th, 2026 Feedback for Online Fund Request

    4 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Katy Shorthouse commented  · 

    We were excited to see the availability of an integrated Fund Request form, but we won’t be able to benefit from it in its current form for a couple of reasons.
    1. we cannot customize it as we need to. It’s great that you can add fund custom fields, but we need to be able to add several non-custom fields as well (such as Group and Subgroup). We would also need to add some editable free text fields
    2. It creates a list of fund requests, and the ability to create an Opportunity, but to be a true time saver for us, it would need to create a Fund (once approved).

    Katy Shorthouse supported this idea  · 

  4. Sync comments between GLM and C-Suite

    17 votes

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    2 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    Katy Shorthouse supported this idea  · 

  5. Be able to create and assign a series of tasks to a profile.

    6 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Katy Shorthouse supported this idea  ·