Settings and activity

16 results found

1. Custom Field on Notes

   41 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 20, 2025

2. When copying a fund, provide an option to copy the templates

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 20, 2025

3. Better Notes layout in Reports - include carriage return

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 20, 2025

4. anonymous grant record details from portal

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 20, 2025

5. copying a grant

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 20, 2025

6. Assign Learning Center Courses to Specific Users

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 20, 2025

7. Giving Hub link for guest Donations to Funds marked Private

   21 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 11, 2025

8. Add Subscribed & Unsubscribed checkboxes within email fields

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 24, 2025

9. All in One Master Report

   21 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 23, 2025

10. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 20, 2025

11. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Dec 10, 2024

12. 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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    Anonymous supported this idea  ·  Jun 4, 2024

13. 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

    Anonymous supported this idea  ·  Jun 4, 2024

14. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 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

    
    

    Anonymous supported this idea  ·  Apr 25, 2024

15. 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

    
    

    Anonymous supported this idea  ·  Nov 25, 2022

16. Make spendables a field in both the Fund Summary dashboard and the custom reports

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 13, 2020