Settings and activity

171 results found

1. Duplicate Grants

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Dec 17, 2024

2. Add Fund field for templates should allow for shortname also

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Dec 17, 2024

3. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

   19 votes

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

   
   

   Michele Jeican supported this idea  ·  Dec 17, 2024

4. Formatting for "Amount" fields in all Content areas

   26 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Dec 17, 2024

5. Grant Approval with Vouchers

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Nov 6, 2024

6. Candid/GuideStar Grants Report

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   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Nov 6, 2024

7. Show Multiyear Grants in Grant Summary table as they are paid

   10 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Oct 18, 2024

8. Grant Recognition Options

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Oct 18, 2024

9. portal style

   11 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Michele Jeican supported this idea  ·  Oct 18, 2024

10. Closed Funds - Displaying Activity on the Portal

    26 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Oct 18, 2024

11. Change Grantee in Grant Request to internal fund

    55 votes

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

    
    

    An error occurred while saving the comment
    Michele Jeican commented  ·  Oct 18, 2024  ·  Edit…  ·  Delete…

    Currently, when a fund advisor requests a grant through the portal, if the grant is an interfund, we have to void their request and re-enter it causing confusion to the fund advisor.

    It would be great to have the ability to internally switch it to interfund on the back end to keep the integrity of the fund advisor's request intact.

    Thanks!
    Michele Jeican
    Finance Coordinator
    Northern New York Community Foundation
    Watertown, NY 13601

    Save Submitting...
    Michele Jeican supported this idea  ·  Oct 18, 2024

12. Charity Check Data should be updated daily

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    At this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.

    Michele Jeican supported this idea  ·  Sep 16, 2024

13. Grant request notification for staff - can they be targeted based on steward designation?

    7 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Sep 16, 2024

14. Create Unique Crant Catalog based on Fund Advisor's interest

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Sep 16, 2024

15. Calendar View in CommunitySuite

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Sep 16, 2024

16. Profiles: Improve search

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Sep 16, 2024

17. Create ability to attach files to a note

    95 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Sep 6, 2024

18. Stripe fee percentage

    9 votes

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    2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    The additional donation was built as a suggestion to cover not only the credit card processing fees, but the Foundation's fees as well. In general, a 3% fee works out to closely match the current stripe fees.

    Michele Jeican supported this idea  ·  Sep 6, 2024

19. Restrict fields for editing on public-facing profile

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    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Sep 6, 2024

20. "Grant Letter Template" name as grant report field

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Sep 6, 2024