43 results found

1. subgroups

   Create the ability to assign multiple subgroups to a fund. For funds that have multiple types of subgroups, but only being able to assign one subgroup to a fund, doesn't show the whole picture when pulling reports.

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Funds  ·  Delete…  ·  Admin →
   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Hello,

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   If you have any questions, issues or concerns please let us know!

   Thank you

2. Create a fund History on the fund's page

   Have a chronological history for the fund on the fund's page that details all activity and communications related to the fund like a log
   1 1/1/22 fund set up.
   2. 1/2/22 fund advisors John Doe and ... added
   3. 1/10/22 donations received cash stocks etc
   4. 1/20/22 fund advisor invited to portal?
   5. 3/30/22 grants paid
   etc..

   all of this is in the system but right now we have to go to multiple locations to figure out a history of a fund. For example the donation letter email is logged in the profile and the fund advisor email is under the fund advisor even though they are the same person.

   Have a chronological history for the fund on the fund's page that details all activity and communications related to the fund like a log
   1 1/1/22 fund set up.
   2. 1/2/22 fund advisors John Doe and ... added
   3. 1/10/22 donations received cash stocks etc
   4. 1/20/22 fund advisor invited to portal?
   5. 3/30/22 grants paid
   etc..

   all of this is in the system but right now we have to go to multiple locations to figure out a history of a fund. For example the donation letter email is logged in the profile and the fund advisor email is under… more

   8 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Funds  ·  Delete…  ·  Admin →
   Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

3. Warning Notice for Beneficiaries not totaling 100%

   Can a warning be added to the system when beneficiary percentages don't add up to zero? Currently the system just lets you save any percentages even if the total doesn't add up to 100%.

   11 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Archived  ·  2 comments  ·  Funds  ·  Delete…  ·  Admin →