Settings and activity

138 results found

1. maria casey

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Alex supported this idea  ·  May 6, 2025

2. Set email for login and send email for password

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Alex shared this idea  ·  Apr 10, 2025

3. Scholarship communication with applicants via text

   88 votes

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   Feedback Needed  ·  34 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

4. Evaluating Follow-up submissions

   97 votes

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   Proposed Idea  ·  61 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

5. Folders for Reports

   101 votes

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   Planned  ·  11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

6. Custom Reports: Opportunity Tasks & Notes

   89 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

7. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

8. Fund Advisor Portal - make Fund Steward email address a hyperlink

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   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

9. Include attachments from emails when using the new Outlook Integration.

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

10. Grant Catalog in Left Menu of new Portal

    38 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Apr 1, 2025

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

    44 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Apr 1, 2025

12. Login As --Removes user's existing login

    207 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Alex commented  ·  Apr 1, 2025  ·  Edit…  ·  Delete…

    Please have it work like the GLM/SLM proxy - it would just save SOOOOOO much headache and time

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    Alex supported this idea  ·  Apr 1, 2025

13. Add Subject Line for Resend Guest Link

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Alex shared this idea  ·  Apr 1, 2025

14. Add Subject Line for Resend Guest Link customization

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Affiliate/Supporting Orgs  ·  Delete…  ·  Admin →
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    Alex shared this idea  ·  Apr 1, 2025

15. Allow notes to be added to closed funds

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Mar 10, 2025

16. Add Rich Text Editor for Fund Detail Summary

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Mar 10, 2025

17. Statement Type Option for No Statements

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Mar 10, 2025

18. Branching logic in printable form for admins.

    5 votes

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

    What information would be important for you to be able to easily see. 

    Alex supported this idea  ·  Dec 4, 2024

19. Text Ranking with Score

    7 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Dec 4, 2024

20. Add CSuite Fund Name to GLM Csuite field options

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Dec 4, 2024