Settings and activity

39 results found

1. Add ability to link Opportunity to a Profile that served as a referral

   33 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Apr 30, 2024

2. Opportunity Task Workflow

   50 votes

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

   
   

   Jenny Praytor supported this idea  ·  Apr 30, 2024

3. Household opportunities should show on Individual profiles

   62 votes

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

   
   

   Jenny Praytor supported this idea  ·  Apr 30, 2024

4. Multiple Advisors on one grant

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Apr 30, 2024

5. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   65 votes

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

   
   

   Jenny Praytor supported this idea  ·  Apr 30, 2024

6. Send auto email to FA's with unsubmitted grants in cart

   32 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Apr 3, 2024

7. online donations creating new profiles each time

   60 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

   Jenny Praytor supported this idea  ·  Jan 24, 2024

8. Envelope Printing Incorrectly for DAF Donations

   43 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Jan 24, 2024

9. Last Donation Date does not reflect accurate last gift date

   111 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Jan 24, 2024

10. Opportunity Tasks Notes Need to Show Up on the Fund

    36 votes

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

    
    

    Jenny Praytor supported this idea  ·  Nov 15, 2023

11. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  May 25, 2023

12. HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)

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    15 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

    
    

    Jenny Praytor supported this idea  ·  May 25, 2023

13. grant type guidestar

    50 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  May 25, 2023

14. auto receipt - ability to disable by campaign

    24 votes

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

    
    

    Jenny Praytor supported this idea  ·  May 25, 2023

15. Add # of Gifts field to Profile reports

    42 votes

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

    
    

    Jenny Praytor supported this idea  ·  May 25, 2023

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

    58 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

    
    

    Jenny Praytor supported this idea  ·  May 25, 2023

17. board portal

    200 votes

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

    
    

    Jenny Praytor supported this idea  ·  May 25, 2023

18. Combine credit card fees with the donation amount

    117 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jenny Praytor supported this idea  ·  May 25, 2023

19. Navigation - Add Save option to left side menu

    51 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

    
    

    Jenny Praytor supported this idea  ·  Jan 21, 2021