Settings and activity

34 results found

1. Batch Create Merge letters from Approval Buckets

   10 votes

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

   This workflow today can be completed from Request and Decision. 

   
   

   -sammie

   Tiffany Caron shared this idea  ·  Jun 4, 2024

2. guest email

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Tiffany Caron supported this idea  ·  May 13, 2024

3. Grant Letters - Need Ability to Customize Process & Edit Letters

   66 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Tiffany Caron supported this idea  ·  Apr 26, 2024

4. On Hold Grants

   21 votes

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   1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tiffany Caron supported this idea  ·  Apr 26, 2024

5. Fund Balance Check on Grant Posting

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   14 votes

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   1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Tiffany Caron supported this idea  ·  Apr 26, 2024

6. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   65 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tiffany Caron supported this idea  ·  Apr 25, 2024

7. Create ability to attach files to a note

   106 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Tiffany Caron supported this idea  ·  Apr 25, 2024

8. Sync attachments in csuite and glm

   28 votes

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   1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tiffany Caron shared this idea  ·  Nov 25, 2022

9. Mass Upload and Delete Email Attachments

   7 votes

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   Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Tiffany Caron shared this idea  ·  May 16, 2022

10. One Log In Across Foundant Platforms

    223 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Tiffany Caron supported this idea  ·  May 9, 2022

11. Express consent to share donor info with fund holders

    49 votes

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    Proposed Idea  ·  16 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Tiffany Caron supported this idea  ·  Jun 3, 2021

12. salutation/mailing label auto fill

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Caron supported this idea  ·  Mar 12, 2020

13. Grant Refund

    56 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Tiffany Caron commented  ·  Feb 7, 2020  ·  Edit…  ·  Delete…

    In CSuite, when creating a refund it shows the Edit GLM Options. When I update the GLM options to our current syncing process it doesn't actually sync the refund to the original request. The only thing that works for us is Void/Cancel but this doesn't work when a Grantee has cashed a cheque and is issuing one back to us. It would be awesome to have the refunds display similar to the Void/Cancel installment sync in GLM.

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    Tiffany Caron supported this idea  ·  Feb 7, 2020

14. Reminder for Multiyear grants

    33 votes

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

    
    

    Tiffany Caron supported this idea  ·  Feb 7, 2020