Settings and activity

11 results found

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

   19 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

2. 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

3. All in One Master Report

   18 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

4. 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

5. email - integration with Outlook

   84 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

6. Masking Anonymous Profiles

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Oct 16, 2024

7. Ability to Bulk Export Evaluations

   8 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

8. 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

9. 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

   
   

   Anonymous supported this idea  ·  Apr 25, 2024

10. 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

11. 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