Settings and activity

340 results found

1. Indicate fund balance has been reduced by pending grants on the fund

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

2. Pop-up Communications for Fund Advisors that show in the Portal

   44 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

3. Donation/events check out page: remove option to donate/ register as organization

   3 votes

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   1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.

   Lorna Sandberg supported this idea  ·  Aug 19, 2024

4. add a team member to fund steward

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

5. 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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   Lorna Sandberg supported this idea  ·  Jul 25, 2024

6. For Profiles that are flagged Do not Mail

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 25, 2024

7. Add Donation Advisor Field to Donation Import File

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 25, 2024

8. File Category Sort Order

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 16, 2024

9. Attach Tasks to Profiles

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 16, 2024

10. Reports: Freeze the column headers

    55 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 21, 2024

11. Annual grant letter for an organization - customized merge fields

    14 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Jun 18, 2024

12. Opportunity should show on Fund Profile

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2024

13. mobile app

    25 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2024

14. Accessing attached files and notes on profiles from any designation

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2024

15. Ability to Bulk Export Evaluations

    9 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 4, 2024

16. 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

    Lorna Sandberg supported this idea  ·  Jun 4, 2024

17. Add Email address "Other Detail" to a reporting object.

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    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 8, 2024

18. Fund Created Field - not a date stamp

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 23, 2024

19. Grant description field should be larger so it can be viewed without scrolling

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 23, 2024

20. Reporting for multiple objects at once

    15 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 23, 2024