Settings and activity

16 results found

1. payment date

   22 votes

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   2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tracy Larimer supported this idea  ·  June 19, 2023

2. Ability to track 'clicks' to know when/where an applicants abandons the application process

   16 votes

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

   
   

   Tracy Larimer shared this idea  ·  December 22, 2022

3. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

   13 votes

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   0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tracy Larimer supported this idea  ·  December 12, 2022

4. Table-Style Questions: Ability to apply regular expressions (REGEX) to a field in the table

   7 votes

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   Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Tracy Larimer shared this idea  ·  December 06, 2022

5. Table-style questions: Allow calculations across more than one table question

   19 votes

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   Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Tracy Larimer shared this idea  ·  December 06, 2022

6. Summary Column in Tables

   21 votes

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

   For Summary Columns is "sum" the only function needed or would their be others?

   
   

   -sammie

   Tracy Larimer supported this idea  ·  December 06, 2022

7. Create reports by organization in addition to report creation by process

   2 votes

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

   
   

   Tracy Larimer shared this idea  ·  December 01, 2022

8. Secure option to obtain ACH information

   142 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Tracy Larimer supported this idea  ·  September 23, 2022

9. Sending emails in csuite

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   8 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Tracy Larimer supported this idea  ·  September 21, 2022

10. Add Profile Fund Category to Fund Advisor Fund Custom Report

    26 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tracy Larimer supported this idea  ·  September 06, 2022

11. Automatic Emails for Grant Managers

    5 votes

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    Feedback Needed  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Tracy Larimer supported this idea  ·  September 01, 2022

12. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Tracy Larimer supported this idea  ·  August 31, 2022

13. Scholarship communication with applicants via text

    69 votes

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    Feedback Needed  ·  29 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Tracy Larimer supported this idea  ·  July 20, 2022

14. Tasks and Reminders

    87 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Tracy Larimer supported this idea  ·  July 06, 2022

15. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Tracy Larimer supported this idea  ·  June 02, 2022

16. Add Fund Steward as a field for Fund Statement Templates

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tracy Larimer supported this idea  ·  April 28, 2022