Settings and activity

223 results found

1. primary contact for campaign reports

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  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  ·  Sep 4, 2025

2. maria casey

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  May 6, 2025

3. Set email for login and send email for password

   4 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

4. Scholarship communication with applicants via text

   91 votes

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   Feedback Needed  ·  35 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

5. Evaluating Follow-up submissions

   106 votes

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   Proposed Idea  ·  62 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

6. Folders for Reports

   109 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

7. Custom Reports: Opportunity Tasks & Notes

   121 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 1, 2025

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

   28 votes

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

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

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   20 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

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

    22 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

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

    63 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

    270 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    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 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

14. Branching logic in printable form for admins.

    6 votes

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    1 comment  ·  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

15. Date Question Type Formatting Options

    8 votes

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

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

    80 votes

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    3 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Alex supported this idea  ·  Dec 4, 2024

17. Tasks and Reminders

    95 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Nov 21, 2024

18. Summary report for individual reviewers

    120 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Nov 21, 2024

19. Export Images

    6 votes

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    1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Alex supported this idea  ·  Nov 21, 2024

20. Easier report user interface

    48 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Nov 21, 2024