Settings and activity

14 results found

1. Merge profile should not lose Steward or Engagement Strategy from the older profile

   16 votes

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

   
   

   Erica Faltesek supported this idea  ·  Jun 2, 2023

2. Profile Merge should include all fields

   80 votes

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

   
   

   Erica Faltesek supported this idea  ·  Jun 2, 2023

3. Allow editing a custom report name, description or sharing without having to save as a different report

   22 votes

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

   
   

   Erica Faltesek supported this idea  ·  May 12, 2023

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

   57 votes

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

   
   

   Erica Faltesek supported this idea  ·  Apr 24, 2023

5. 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  ·  Delete…  ·  Admin →
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   Erica Faltesek supported this idea  ·  Apr 24, 2023

6. Secure option to obtain ACH information

   141 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Erica Faltesek supported this idea  ·  Apr 24, 2023

7. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Erica Faltesek supported this idea  ·  Feb 6, 2023

8. Remove Profile button from donor portal login page

   3 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Erica Faltesek shared this idea  ·  Sep 16, 2022

9. Bulk update grant approver

   15 votes

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

   
   

   Erica Faltesek shared this idea  ·  Mar 23, 2022

10. 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

    
    

    Erica Faltesek supported this idea  ·  Dec 3, 2021

11. 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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    An error occurred while saving the comment
    Erica Faltesek commented  ·  Aug 9, 2021  ·  Edit…  ·  Delete…

    I'd want this to be an optional setting- in many cases we use the current functionality as a control so that all advisors are aware when one makes a distribution.

    Save Submitting...

12. Destination funds for internal grants named on fund statements

    26 votes

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

    
    

    Erica Faltesek supported this idea  ·  Jul 20, 2021

13. File Organization in Donor Portal

    97 votes

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

    
    

    Erica Faltesek supported this idea  ·  Feb 20, 2020

14. Back and Forward Button

    56 votes

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

    
    

    Erica Faltesek supported this idea  ·  Sep 4, 2019