Settings and activity

174 results found

1. Fund Advisor Options - Donations and Grants Emails

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 13, 2025

2. Inter-fund transfers should generate donation notifications to fund advisors

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michele Jeican commented  ·  Feb 4, 2025  ·  Edit…  ·  Delete…

   Yes, please!!!

   We have been doing this manually since we converted to CSuite and it's cumbersome and time consuming.

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   Michele Jeican supported this idea  ·  Feb 4, 2025

3. Check register to include all check numbers, even "combined' checks

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 4, 2025

4. Candid Search in Portal

   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  ·  Feb 4, 2025

5. Update Manual Fund Statements to only allow you select through a closed time period

   26 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 4, 2025

6. 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

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

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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

8. 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

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

   43 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

10. 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

11. 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

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

    10 votes

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

13. 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

14. portal style

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz 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

15. Change Grantee in Grant Request to internal fund

    56 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    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

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    Michele Jeican supported this idea  ·  Oct 18, 2024

16. Charity Check Data should be updated daily

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz 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

17. 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

18. 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

19. Calendar View in CommunitySuite

    11 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

20. 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