Settings and activity

18 results found

1. Grant Notifications for Internal Grants

   36 votes

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

   
   

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   Cathie Wier commented  ·  February 29, 2024  ·  Edit…  ·  Delete…

   We are running into issues where DAF holders are giving to Field of Interest funds and those fund advisors are not being notified. Often these are rather large grants too.

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   Cathie Wier supported this idea  ·  February 29, 2024

2. Opportunity Pop Up Notification

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   23 votes

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

   
   

   Cathie Wier supported this idea  ·  February 21, 2024

3. Tribute bucket shows number of tributes needing to be sent in parentheses

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   13 votes

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

   
   

   Cathie Wier supported this idea  ·  February 01, 2024

4. total funded on grant catalog

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  February 01, 2024

5. grant catalog - do not require all fields

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Cathie Wier shared this idea  ·  January 31, 2024

6. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

   21 votes

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

   
   

   Cathie Wier supported this idea  ·  October 06, 2023

7. Donation Notes - viewable in donation history

   43 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  February 20, 2023

8. Recurring donations fund advisor portal

   24 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  February 20, 2023

9. Include Custom Fields in "Add Financial Filter".

   41 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  December 13, 2022

10. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  December 13, 2022

11. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  December 13, 2022

12. Applicant dashboard improvement

    10 votes

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    Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Cathie Wier commented  ·  March 29, 2022  ·  Edit…  ·  Delete…

    The dollar amount is VERY useful in this top-level view for the applicant so that they can easily see the $ Amount that has been granted through our foundation. I assumed the applicant would see just what the Admin sees when looking at an organization - a list of requests with dates and amounts.

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    Cathie Wier supported this idea  ·  March 29, 2022

13. Cumulative donation field option for custom reporting

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  January 03, 2022

14. Filter by custom field

    11 votes

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

    
    

    Cathie Wier shared this idea  ·  January 03, 2022

15. 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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    Cathie Wier supported this idea  ·  December 02, 2021

16. export task notes

    13 votes

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

    
    

    Cathie Wier supported this idea  ·  May 27, 2021

17. Make Opportunity Type Inactive

    24 votes

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

    
    

    Cathie Wier supported this idea  ·  May 26, 2021

18. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    19 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

    
    

    Cathie Wier supported this idea  ·  May 26, 2021
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    Cathie Wier commented  ·  May 26, 2021  ·  Edit…  ·  Delete…

    Yes!! We are pushing the use of opportunities and opportunity tasks right now. One report instead of three + Excel look-up tables would be much appreciated.

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