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Settings and activity

69 results found

  1. Combine credit card fees with the donation amount

    104 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  2. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jennifer Brambley commented  · 

    Can we also add the option to check if the fund advisor would like the grant check mailed to them directly for self delivery? Something where they can check a box.

    OR better yet, can you make it where the portal is customizable for the specific organization where we can add/subtract certain features to meet our individual needs? For example, we are able to add images to the donation page and change some of the content language in system System Data.

    Jennifer Brambley supported this idea  · 

  3. Grant Letters - Need Ability to Customize Process & Edit Letters

    37 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jennifer Brambley commented  · 

    I wish I could add 10+ votes to this. We really need a way to customize our workflow better than what we have now. I disabled the grant check documents so I could get rid of the documents tab, but now I can't print grant letters at all. OR I don't have a way to actually find them. We can do better than this for the money we pay for this system.

    Jennifer Brambley supported this idea  · 

  4. Customize grant letters before emailing

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  5. (Temporarily) Shut Down Fund Advisor Portal

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  6. Recurring donations fund advisor portal

    24 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  7. Donor portal - change voucher list to sort by date

    8 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  8. Linking profiles to funds- multiple links at a time

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  9. board portal

    159 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  10. Secure option to obtain ACH information

    141 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  11. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jennifer Brambley commented  · 

    Please make this possible. Very frustrating to have to log in separately into Idea Lab and Compass sites. I now have 3 different passwords because I had to change one and it wouldn't allow me to use the one prior.

    Jennifer Brambley supported this idea  · 

  12. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    132 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  13. Credit card fees and tax recpts

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  14. Recurring Donation - give donors option to end or change amount on portal

    140 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  15. NEW GRANT LETTER PROCESS: Date Stamp for Process Documents in Batch

    13 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  16. Warning message if revenue share will push a fund underwater.

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  17. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jennifer Brambley supported this idea  · 

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

    26 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  19. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  20. History of Fund Advisors for a Fund

    38 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jennifer Brambley supported this idea  · 
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