Settings and activity

51 results found

1. ID # search

   31 votes

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   3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jenny Praytor supported this idea  ·  August 25, 2021

2. notes by date

   14 votes

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

   
   

   Jenny Praytor supported this idea  ·  August 25, 2021

3. Request Status Name and Additional Options

   128 votes

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   Proposed Idea  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  August 04, 2021

4. Customize grant letters before emailing

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  August 04, 2021

5. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

   34 votes

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

   
   

   An error occurred while saving the comment
   Jenny Praytor commented  ·  August 04, 2021  ·  Edit…  ·  Delete…

   I got around this by using a custom field for salutation, and including that in the tax receipt. What would be great, too, would be to have the donation advisor address print instead of the "donor" on envelopes/labels.

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   Jenny Praytor supported this idea  ·  August 04, 2021

6. Grant Request Notes Visible to Fund Advisor After Submission

   11 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  August 04, 2021

7. Cancel Interfund Grant/Donation

   19 votes

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

   
   

   Jenny Praytor supported this idea  ·  August 04, 2021

8. Donations: change fund

   58 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  August 04, 2021

9. voucher grants

   21 votes

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

   
   

   Jenny Praytor supported this idea  ·  June 07, 2021

10. fund advisor portal grant notification-advisor specific

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  May 03, 2021

11. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  March 24, 2021