Skip to content
← IDEA LAB

Settings and activity

17 results found

  1. batch charity check

    38 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

  2. payment date

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

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

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer shared this idea  · 

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

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

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

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer shared this idea  · 

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

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer shared this idea  · 

  7. Summary Column in Tables

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  8 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

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

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer shared this idea  · 

  9. Create New Fund Online and Edit Existing Fund Online

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tracy Larimer commented  · 

    It would be beneficial to have the ability to capture ACH information securely as part of the fund set-up.

    An error occurred while saving the comment
    Tracy Larimer commented  · 

    In addition, it would be important to have a queue or holding pen for new funds and changes so staff can do due diligence before the fund is created. This would keep fake funds from being created.

    Tracy Larimer supported this idea  · 

  10. Secure option to obtain ACH information

    176 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

  11. Sending emails in csuite

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

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

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

  13. Automatic Emails for Grant Managers

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Feedback Needed  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

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

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

  15. Scholarship communication with applicants via text

    81 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Feedback Needed  ·  34 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

  16. Tasks and Reminders

    91 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  · 

  17. Docusign Integration

    128 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tracy Larimer supported this idea  ·