Settings and activity

139 results found

1. Scholarship communication with applicants via text

   86 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

2. Evaluating Follow-up submissions

   96 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

3. Folders for Reports

   100 votes

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   11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Alex supported this idea  ·  Apr 1, 2025

4. Custom Reports: Opportunity Tasks & Notes

   75 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

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

   15 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

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

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   12 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

7. 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

8. Grant Catalog in Left Menu of new Portal

   31 votes

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

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

   39 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

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

    169 votes

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    Proposed Idea  ·  28 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

11. Add Subject Line for Resend Guest Link

    2 votes

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

12. Add Subject Line for Resend Guest Link customization

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

13. 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

14. 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

15. 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

16. 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

17. Text Ranking with Score

    6 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

18. 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

19. Date Question Type Formatting Options

    7 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

20. Allow Multiple Files to be Uploaded to a Single File Upload Question

    17 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