Settings and activity

312 results found

1. Add Primary Contact Filter to User Search in GLM

   4 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Search  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 15, 2024

2. Prevent Duplicate Fund Short Names

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 15, 2024

3. Flag Duplicate Addresses

   25 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 15, 2024

4. Change opportunities to the engagement tab

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 15, 2024

5. Flag submitted applications that have outstanding issues

   3 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 16, 2024

6. Indicator of which follow up you're viewing under a request

   7 votes

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 8, 2024

7. Bring back the option for archived campaign to show on a profile!

   20 votes

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   3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

   Lorna Sandberg supported this idea  ·  Feb 8, 2024

8. 'Archive' button in GLM reports?

   51 votes

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   Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 5, 2024

9. Deceased profiles linked to opportunities

   15 votes

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

   
   

   Lorna Sandberg supported this idea  ·  Feb 5, 2024

10. Ability to edit Profile Fund Link categories versus deleting and relinking

    59 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024

11. Organization's name in event ticket

    59 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024

12. Tribute bucket shows number of tributes needing to be sent in parentheses

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    33 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Feb 5, 2024

13. archive merge templates

    18 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jan 10, 2024

14. Adding Hyperlink Capability for Applicants

    6 votes

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

    Are you looking for this to be allowed in a text area responses or a separate area for links? 

    Lorna Sandberg supported this idea  ·  Jan 10, 2024

15. SLM/GLM ability for Applicants to Chat with Foundation staff

    33 votes

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    3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jan 10, 2024

16. Add the ability to import custodial statements

    4 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jan 4, 2024

17. Organization Merge History

    8 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 4, 2023

18. "Document Type" location when creating documents

    8 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 4, 2023

19. Copy responses in follow ups?

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 4, 2023

20. Statement Type Option for No Statements

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 4, 2023