Settings and activity

27 results found

1. filename description

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  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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   Savannah shared this idea  ·  March 12, 2024

2. Add Online Donation Description to the Description Field not Notes FIeld

   22 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Savannah supported this idea  ·  March 12, 2024

3. Bulk Upload

   5 votes

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

   
   

   Savannah supported this idea  ·  February 28, 2024

4. Fund Advisor File Uploads

   2 votes

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

   
   

   Savannah shared this idea  ·  January 08, 2024

5. Historical reconciliations for closed accounts

   1 vote

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

   
   

   Savannah shared this idea  ·  January 08, 2024

6. Fund Advisor Portal Enhancements Please

   148 votes

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   Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Savannah supported this idea  ·  December 29, 2023

7. Docusign Integration

   114 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Savannah supported this idea  ·  November 28, 2023

8. Select Share Document [Yes/No] when uploading a file

   21 votes

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   2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Savannah supported this idea  ·  October 10, 2023

9. edit voucher description

   14 votes

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   1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Savannah shared this idea  ·  June 05, 2023

10. Application Start date in application drafts bucket

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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    Savannah shared this idea  ·  April 20, 2023

11. Application Evaluation Bucket on Dashboard

    17 votes

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

    
    

    Savannah supported this idea  ·  April 20, 2023

12. Balance Swap - Edit Amounts

    40 votes

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    2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Savannah commented  ·  January 24, 2023  ·  Edit…  ·  Delete…

    It would be great if the amounts were clickable and highlights in blue like the amounts are on all financials so that we can see what things are making up that particular amount per each fund. Currently I have to dig through transactions to see what amounts equal the balance swap in order to make sure they are correct and mistakes weren't made by our team, which has happened quite frequently.

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    Savannah supported this idea  ·  January 24, 2023

13. Login for Donors, without a fund.

    13 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Savannah supported this idea  ·  January 18, 2023

14. Grant Description Required in Donor Portal

    40 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Savannah supported this idea  ·  January 18, 2023

15. Grant Catalog - add option for CC donation from FA Portal

    8 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Savannah supported this idea  ·  January 18, 2023

16. grant request ein

    19 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Savannah shared this idea  ·  January 18, 2023

17. Change Grantee in Grant Request to internal fund

    23 votes

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

    
    

    Savannah supported this idea  ·  January 18, 2023

18. Fund statements - sort by fund advisor or fund

    29 votes

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

    
    

    Savannah supported this idea  ·  January 04, 2023

19. Multifund Invoices

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Savannah supported this idea  ·  January 04, 2023

20. Jump applicants to part(s) of application that are incomplete

    19 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

    
    

    Savannah supported this idea  ·  December 05, 2022