Settings and activity

40 results found

1. Allow Fund Advisors to See Household Receipts

   54 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman commented  ·  Aug 26, 2022  ·  Edit…  ·  Delete…

   This would save us hours of work and a lot of challenges with our donors!

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   Laurel Shulman supported this idea  ·  Aug 26, 2022

2. Collaborator Receive Emails

   27 votes

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

   
   

   Laurel Shulman supported this idea  ·  Aug 16, 2022

3. Grant Type on Grantee Profiles

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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4. Do not send Grant Notify email when a grant is unposted

   25 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Jul 28, 2022

5. Add Fund Steward as a field for Fund Statement Templates

   15 votes

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

   
   

6. Donor Portal: Do not require phone number on grant request

   11 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman commented  ·  Mar 15, 2022  ·  Edit…  ·  Delete…

   We get lots of feedback from our donors who struggle on the phone number field also. We would be so happy to be able to make that field option, not required.

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   Laurel Shulman supported this idea  ·  Oct 19, 2020

7. 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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   Laurel Shulman supported this idea  ·  Nov 11, 2021

8. Link one note to multiple profiles or funds

   33 votes

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

   
   

   Laurel Shulman supported this idea  ·  Nov 11, 2021

9. Donor Contact

   22 votes

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

   
   

   Laurel Shulman supported this idea  ·  Nov 11, 2021

10. Batch update "Do not email"

    27 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Nov 1, 2021

11. View Grantee Address While Creating the Grant

    24 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Aug 30, 2021

12. A notification to your email when an email bounces back in the system.

    38 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Jul 21, 2021

13. Please allow us to Turn Off Recurring Grants in Fund Holder Portal

    13 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Apr 22, 2021

14. 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

    
    

    Laurel Shulman supported this idea  ·  Dec 4, 2020

15. Donor/FA Portal: Add sticky note/flag to view upon login

    20 votes

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

    
    

    Laurel Shulman supported this idea  ·  Dec 4, 2020

16. Notes: Collapse list to show most recent with ability to show all

    46 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Nov 10, 2020

17. Allow Donors to Add Grant Contact/Address in Portal

    19 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurel Shulman commented  ·  Oct 19, 2020  ·  Edit…  ·  Delete…

    Generally, our donors want to be able to see the address information for all grants they have submitted. Ideally this would mirror how we see all contact information for contributors to the fund.

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    Laurel Shulman supported this idea  ·  Oct 19, 2020

18. Recurring Grants - Donor Portal View

    50 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Oct 19, 2020

19. 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

    
    

    Laurel Shulman supported this idea  ·  Oct 5, 2020

20. Navigation - Add Save option to left side menu

    47 votes

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

    
    

    Laurel Shulman supported this idea  ·  Aug 25, 2020